In the Issue Budgets or Issue Purchase Orders screen, the user may edit supplier assignments for activities and cost codes. A supplier filtering feature, found in the screen's toolbar and menu, allows the user to filter the Select Supplier dialog to display all suppliers or only suppliers with associated costs or active supplier contracts.
In the Issue Budgets or Issue Purchase Orders screen, expand the left tree to the activity level (blue folder).
Click the activity to change its supplier.
To display only suppliers with associated costs or active supplier contracts (for the Phase Release sorting view), click theSuppliers with Costs 
button in the screen's toolbar.
Changing suppliers from the purchasing activity node will show only suppliers with costs for items belonging to the selected purchasing activity.
Changing suppliers from the cost code node (in Phase Release sorting view) will show only suppliers with active supplier contracts for the selected cost code and area to which the phase belongs.
Or, open the Issue Budgets or Issue Purchase Orders menu and click the Suppliers with Costs menu option.
View every supplier in the database by clicking the All Suppliers 
button once again, and every supplier will appear in the Select Supplier dialog.
Double-click in the Selected Supplier field in the screen's Detail pane on the right side.
The Selected Supplier dialog appears on the right. To rearrange the order of the column headers, left-click, then drag the header to the new location. A double-sided arrow appears, indicating where the header will be placed.
Depending on the user's chosen column header located in the far left, type in the first few letters (or numbers) of the supplier's short name, long name, number or AP Code in the Search Characters field.
Or, click the Cancel to close the dialog without selecting a new supplier.
The first matching supplier will be highlighted in the list.
Click OK to close the dialog.
ClickSave in the screen's toolbar to save the new supplier assignment.
Expand the tree to the item level (green file).
In the Estimate tree on the left, click the item on which to change the cost.
Click in the Budget Unit Price orOrder Unit Price field in the right Detail pane.
Type the appropriate cost in this field, and press <Enter>. This action places a checkmark in the Lump Sum checkbox.
To save the changes, click the Save button.
Or, to cancel the changes, click the Cancel button.
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Note |
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For more information on the cost lookup hierarchy within WMS, click here. |
Overview of Issue Purchase Orders Screen
Add Change Orders or Variance Purchase Orders
Delete Purchasing Activities or Items
Print or Re-Print Purchase Orders
Send Purchase Orders to Suppliers
Issuing Purchase Orders if Budgets are Finalized in Sage Timberline Office Job Cost