Setting Up Suppliers - Scheduling Only

To Access the Suppliers Setup screen:

1. From the Setup menu, selectSuppliers.

• Or, click on the Suppliers icon on the Setup toolbar.

• The following screen will display in the right side of the WMS desktop.

To create a new supplier:

1. From the Supplier Setup tool bar, select Suppliers > New Supplier.

• • Or, from the Suppliers tool bar, click the Create a New Supplier icon.

  • All of the fields in the Supplier Setup screen (shown above) will now display blank to allow the user to enter the supplier information.

  • Each supplier is identified within the software by a Short Name. The short name may be alpha, numeric, or a combination of the two, and is limited to a maximum of 20 characters. Type the short name that will be used to identify the supplier in the Short Name field.

2. Type the complete name of the supplier in the Full Name field.

3. Type the appropriate information in the Site Address, City, and Post Code fields.  

4. Click on the Country drop-down menu and select the country the supplier is located.

5. Click on the drop-down menu and select the document delivery method to send documents from the WMS desktop to the supplier.

E-mail

1. • If this delivery method is selected, all documents sent to the supplier will be sent via e-mail.

   • The e-mail address is set up in the Contact 1, Contact 2, and Contact 3 Tabs in the lower section of this screen.

   • WMS supports SMTP compatible e-mail only. MAPI compatible e-mail will not be supported. The e-mail is generated when the purchase orders are printed.

   • E-mail may be sent in RTF or PDF format.  

   • See Setup Company E-mail Options for additional information.

Fax

• • If this delivery method is selected, all documents sent to the supplier will be sent via Fax.

  • The Fax number is set up in the Contact 1, Contact 2, and Contact3 tabs in the lower section of this screen.

  •  Workflow Management Suite supports MAPI compliant Fax software and SMTP compliant Fax software. The Fax is generated when the purchase orders are printed. 

  • Faxes may be sent in RTF or PDF format.  

  • See Setup Company Fax Options for additional information.

Print

• • If this delivery method is selected, all documents sent to the supplier will be sent directly to the default printer.

  • No additional settings are necessary for this method of delivery.

Contact 1, Contact 2, Contact 3 Tabs

Each supplier can have up to three specific contacts.

• 1. Click on the Contact 1, Contact 2, or Contact 3 tab (tabs are identical).

1. 2. Type the Contact Name, E-mail Address, Phone Number, and Fax Number in the appropriate fields.

2. • Purchasing Contact - This field applies only to clients that are using the Purchasing Module.

3. • Scheduling Contact - Click the checkbox if this is a Scheduling Contact. If this checkbox is marked, the contact will receive all schedule notifications via the selected Document Delivery Mode selected above, using on the address information provided in this tab.

4. • Service Provider - Click on the drop-down arrow and select the wireless service provider for the contact.  This is required if the user will be communicating with suppliers via mobile messaging.

5. • Mobile # - Type the mobile phone number for the supplier in this field. This is required if the user will be communicating with suppliers via mobile messaging

   • Mobile Messaging - Click on the Mobile Messaging icon to connect to the supplier via two way messaging.

6. • Nextel DC # - Type the Nextel Direct Connect number for the supplier in this field. (Note:  At this point the BlackBerry® device does not support Nextel Direct Connect)

1. • Trade Portal Settings - If the supplier contact is a BuilderMT Trade Portal user that should also be a Trade Portal Administrator, check this box. See the topic, Setting Up Suppliers for Trade Portal for more information.

Taxes Tab

This tab applies only to clients that are using the Purchasing Module.

Branch Offices Tab

This tab applies only to clients that are using the Purchasing Module.

Notes Tab

This is a completely user-defined tab, and can be used for any information the user wishes to document for this supplier.

Types Tab

This tab applies only to clients that are using the Purchasing Module.

EDI Tab

This tab applies only to clients that are using the Purchasing Module.

Warranty Tab

This tab applies only to clients integrating with the web-based Warranty Management application.

To delete a supplier:

1. Scroll through the suppliers until the supplier to be deleted is visible in the setup screen.

2. From the Suppliers Setup tool bar, selectSuppliers > Delete Supplier

3. Or, from the Supplier Setup tool bar, click the Delete Supplier From System icon.

A confirmation message will display, "Are you sure you want to delete this supplier?"

3. To delete the supplier, clickYes. To cancel the delete supplier process, clickNo.

4. Click Save.

• Or, click Cancel.

To edit a supplier's information:

1. Type the new information into the appropriate fields in the Setup Supplier screen.

2. Type any new information into the appropriate fields in the tabs.

3. Click Save.

4. • Or, click Cancel.

To refresh data:

1. To refresh all supplier information from the WMS desktop database, click the Refresh Data icon. All suppliers that have been added  or changes that have been made by another user will now be available on this workstation as well. All suppliers that have been deleted by another user will now be deleted on this workstation as well.