The effective cost in the Effective Date for Cost Lookup fields will be updated for the purchasing activities and related items within the budget and the purchase orders if the Refresh Supplier process is run. This process resets all items and purchasing activities to the default supplier, and the supplier's unit costs will be refreshed using the effective date, provided the costs have NOT been defined as lump sum or use estimate within the budget or purchase orders. If the user makes any manual supplier changes within the budget or purchase orders, the Refresh Suppliers process overwrites the manual changes with the current default supplier.
Expand the Estimate tree on the left side.
Click the checkbox next any level node in the Estimate tree.
Refresh data accordingly:
To refresh data in the entire budget or all purchase orders, click the checkbox next to the Estimate node.
To refresh data for all items in an activity, click the checkbox next to the activity node.
To refresh data for a specific item, click the checkbox next to the item node.
Click the Refresh Vendors from Purchasing Activities icon in the screen's toolbar.
Or, right-click the node, and select Refresh Suppliers from the pop-up menu, and the Reset Supplier Options dialog appears below.
As a result, the default supplier for the purchasing activities in this area updates within the budget and purchase orders. If the user manually changes any suppliers in the Issue Budgets or Issue Purchase Orders screen, the changes are lost.
If the issued budget differs from the new cost of an item, this difference is tracked as a variance and a variance JC Category is required before the item can be issued. Additionally, the last option, if selected, will overwrite the item's existing variance category.
To save the changes, click theSave button.
Or, click the Cancel button to cancel changes.
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Note |
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For more information on the cost lookup hierarchy within WMS, click here. |
Overview of Issue Budgets Screen
Overview of Issue Purchase Orders Screen