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When the user needs to assign certain specific Organization Sites to suppliers for purchase and sale; the Assign Organization Site module in Procurement will be used. This window tags allocated organization sites to the particular supplier signifying that
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the retailer will be making his purchases from the specified vendor from allocated organization sites only.
Tagging of organization sites can be made at supplier site level also. For example:
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Supplier C can sell goods to
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site 'X' of
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an organization , but the
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same supplier C can not sell goods to site 'Y' of the same
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organization.
Multiple Organization sites can be allocated for each supplier. If no organization site is allocated then the supplier has the freedom to transact in all organization sites for the company.
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Prerequisites
- The user's role must have the Allocate application operation enabled for Procurement > Setup > Vendors > Assign Organization Site in Admin > Security > User > Roles .
Step-by-step guide
Assignment of Organization Sites (Procurement) can be done in the following way:
- Go to Procurement > Setup > Vendors > Assign Organization Site.
- Click on the Assign button to open the Assign Organization Site window.
The following table shows the Field Names and provides a description of their functionality.
| Field Name | Field Description | Customer Information|||
|---|---|---|---|---|
Vendor Information | ||||
| Name | The Supplier name has to be chosen from the drop-down box. | |||
Class Name | This field displays the class of the selected supplier | |||
| AR Ledger | This field displays the AR Ledger of the selected supplier. | |||
Customer Vendor - Organization Site Mapping | ||||
Siteinformation | ||||
| Site | A drop-down box appears once the Important information The conditions for displaying the organization sites:
| |||
| Short Code | This field displays the site short code of the selected site | |||
| Site Type | This field displays the site type of the selected site | |||
| OU Name | This field displays the Organization unit to which the selected site belongs | |||
| Add Organization Site (button) | This enables the drop-down box from which the Organization site will be chosen | |||
| Delete Site (button) | This button deletes the lowest available branch in the Organization Site tree. | |||
Site Wise Details | ||||
PurchaseInformation | ||||
| Purchase Trade Group | This is an optional field where drop-down allows selection of all non -extinct Trade Group. NOTE: For | |||
| Purchase Term | This is an optional field where drop-down allows selection of all non -extinct Term Name. Once Trade Group is selected, only Terms related to that particular Trade Group will be displayed; otherwise all terms are displayed. If the Trade Group is left blank, selection of Sales Term will auto-populate the Trade Group for the term in Supplier Trade Group field. | |||
| Purchase Form Name | This is an optional field where drop-down allows selection of all non -extinct Form Name. NOTE: The field will be disabled for Consignment sites and Local Trade Groups. | |||
SalesInformation | ||||
| Sales Trade Group | This is an optional field where drop-down allows selection of all non -extinct Trade Group. NOTE: For | |||
| Sales Term Name | This is an optional field where drop-down allows selection of all non -extinct Term Name. Once Trade Group is selected, only Terms related to that particular Trade Group will be displayed; otherwise all terms are displayed. If the Trade Group is left blank, selection of Sales Term will auto-populate the Trade Group for the term in Customer Trade Group field. | |||
| Form Name | This is an optional field where drop-down allows selection of all non -extinct Form Name. NOTE: The field will be disabled for Consignment sites and Local Trade Groups. | |||
| Price List Name | This is an optional field where drop-down allows selection of all non -extinct Price List Names. NOTE: If Mode of Operation is not selected, then Price List selection is not allowed. If Mode of Operation is Consignment, then only those Price Lists are displayed where Consider Tax = No. But for Outright operations all price lists are displayed. | |||
Default Stock Point | ||||
| Receive | This displays the selected stockpoint stock point for receiving the goods from suppliers. It is an optional drop-down list containing the non-extinct warehouse type stock point tagged to the particular organization unit. | |||
| Issue | This displays the selected stockpoint stock point for issuing the goods to retailers. It is an optional drop-down list containing the non-extinct warehouse type stock point tagged to the particular organization unit. | |||
Incoming Logistics | ||||
| Gate Entry Applicable | This check-box, if selected, ensures that goods have proper gate entry permits while entering the stock point premises. | |||
| Logistics Applicable | This check-box, if selected, ensures that goods have proper logistic documents while entering the stock point premises. Once enabled, it provides three options:
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Outgoing Logistics | ||||
| Logistics Applicable | This check-box, if selected, ensures that goods have proper logistic documents while leaving the stock point premises. Once enabled, it provides another option:
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Edit
Editing records for this functionality can only be done by clicking the same Assign button to open the Assign Organization Site window. All the fields are
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| Filter by label (Content by label) | ||||||||||||||||||
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| hidden | true |
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modifiable.