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Locking Item Numbers to Suppliers

  • 1.  Locking Item Numbers to Suppliers

    Posted Mon August 24, 2020 03:18 AM

    Hello,

     

    Is it possible to lock item numbers to certain suppliers?

     

    For example we should only be able to purchase Item X from Supplier Y but there will be user(s) who have access to change the vendor (via a change mechanism) . 

     

    So as a result when raising a PR/PO the system puts controls in place from preventing the user from adjusting the vendor linked to the Item Number.

     

    Thanks

     

    Kind Regards

    Dean Price

    Head of Services Technology and Asset Mgt

    South East Asia and Australia

    dean.price@rail.bombardier.com

    Bombardier Transportation

    Tele: +61 409 167 549

     



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  • 2.  RE: Locking Item Numbers to Suppliers

    Posted Tue August 25, 2020 01:11 AM
    The simple concept is to do a conditional UI, however, this is a bit of chicken an egg.

    A user creates a PR, they can only select a vendor on the main tab, this occurs before the item is selected.  So you could instead restrict the list of items to that vendor. But wait, there is a Vendor Items button, so this works based on the vendor being associated with the item master.  That is OOTB.  So you only need to remove the ability to use the other buttons.

    Same story for the PO.

    However, not so for the Desktop Req (DR).  In this, you can choose the item then the vendor.  So you can restrict the vendor based on the item based on the relationship in the item master.

    ------------------------------
    Craig Kokay,
    Lead Senior Maximo/IoT Consultant
    ISW
    Sydney, NSW, Australia
    Ph: 0411-682-040
    ------------------------------



  • 3.  RE: Locking Item Numbers to Suppliers

    Posted Tue August 25, 2020 02:03 AM
    Dean,
    Are you looking at processes where the initial PRs are raised/entered manually by users, or will some/all of them be part of the automatic reorder process? 
    For the latter, I would also consider using purchase contracts. While they do require a fair bit of initial setup, and the contract will need to be revised occasionally for new items (which in turn affect approved PRs/POs if making changes), it will in my opinion positively affect the automatic reorder process and vendor selection happening backend for your use case. It could also be added more logic and conditions to ensure that some/all POs cannot be purchased without a contract, thus forcing the PO to be vendor specific and restricting only to items on the particular contract with the vendor.

    For the former case, Craig Kokay's suggestion above seems solid for a manually initiated PR/PO process where you to a larger extent can guide users through.

    ------------------------------
    Henrik Christiansen
    ------------------------------



  • 4.  RE: Locking Item Numbers to Suppliers

    Posted Tue August 25, 2020 09:58 AM
    Hi Dean,
    Default Vendor can be set at Vendor Item details. If you want to restrict specific vendors while raising PR/PO  for Item then auto script can be used.  . 

    Thanks 
    Vishwa Pandey





  • 5.  RE: Locking Item Numbers to Suppliers

    Posted Wed August 26, 2020 01:00 AM

    Hello Vishwa, Henrik, Craig,

     

    Thank you for the ideas how to manage items/supplier.  It is a tricky one and thankful for your responses.

     

    Kind Regards

    Dean Price

    Head of Services Technology and Asset Mgt

    South East Asia and Australia

    dean.price@rail.bombardier.com

    Bombardier Transportation

    Tele: +61 409 167 549

     



    Please consider the environment before you print / Merci de penser à l'environnement avant d'imprimer / Bitte denken Sie an die Umwelt bevor Sie drucken

    This e-mail message, and any attachments, may contain information that is confidential and/or privileged. They are intended for the exclusive use of the addressee.
    Any other person is strictly prohibited from disclosure, distribution or reproduction. No waiver whatsoever is intended by sending this e-mail.
    If you receive this e-mail in error please immediately inform the sender by return e-mail and delete this e-mail message along with all the attachments and destroy all copies.