Updating Mfg Vendor Defaults
| Document Version | v.1 |
|---|---|
| Document Last Updated | 9/13/24 |
| Software Version Documented | v.10.1.4 |
Updating MFG Vendor Defaults
This document will cover the scenario when a default Vendor listed under an MFG is no longer in business. How to update the MFG as well as updating existing items that are assigned to the old default vendor.
Updating MFG Settings
-
So the default vendor that was assigned to your MFG is no longer in business and now you buy these items from a different vendor. First pull up the MFG management screen and add/assign the new vendor as the default.
- Example here Vendor Encompass is no longer in business so I’m assigning AAA Supply as the new default vendor.
-
Once the MFG Vendor is updated you’ll now need to update existing items that are assigned to that MFG code as their default vendor will still be the old vendor default.
-
The reason for this is because the default vendor listed on the MFG is what gets assigned to new items that get created and assigned to that MFG code. This means updating the MFG default vendor does not update existing items already in the system.
-
Now go to Inventory > Inventory Management > Mass Maintenance. Select either local or master and now choose the MFG code you updated to pull up the items. Then hit proceed.
- Now in the next screen you’ll see your items listed and you can update their default vendor. Hit commit changes once done.
-
Now your items have their updated default vendor changed & your new items that get assigned to that MFG will now also have that new vendor as a default.
New Item Rules Update
- The only thing to check in regards to the new items rules is to make sure your item template is also reflecting the new default vendor. Go into item maintenance and pull up the template associated with that MFG. Then verify the default vendor is also updated. You do not need to make any other changes if you’re not changing the actual MFG, but just the default vendor.
Purchasing
-
When it comes to purchasing since this change might be happening in the middle of work, if there's any existing backordered items that have not been purchased yet, they will still show up in the critical purchasing screen showing as the previous default vendor. When new orders get created it will show the new updated default vendor you changed. If you need to order the old items from the new vendor just click on the three dots next to the old vendor and choose the new one.
