Find Supplier

The Find Supplier functionality will allow you to search for a Supplier and add the Supplier's product(s) to a Requisition.

To search for a Supplier select the CP Requisitions option from the Purchasing menu:

Then the CP Find Supplier menu option:

This will open the Find Supplier form:

This form allows you to search for a Supplier.  Add search criteria and click on the  button.

A Grid will be displayed at the bottom of the form with existing Suppliers that meet the search criteria.  Please note, clicking on the  button without adding any search criteria will result in all existing Suppliers being displayed in the Grid:

To select a Supplier click on the link in the Name column:

This will open a Selected Existing Supplier screen.

On this screen the Current Location, Current Department and Current Section options can be changed, if required.

Further options will be displayed:

Please note: All these options may not be available.  The Browse Supplier Catalogues option will only be displayed if the Supplier has Catalogue Products.  The Enter Non Standard Purchases option will depend on whether the Supplier has been configured to allow them to have Non-Standard Products.

Only one of these items can be selected at any one time.  All but the Browse Supplier Catalogue option will require at least a Requisition Class possible also a Product Class.

The following buttons are also available:

• : Clicking on this button will return you to the Find Supplier screen.  Any changes made to the Selected Existing Supplier screen will be lost.
• : Clicking on this button will revert the fields back to the original values, allowing you to make fresh changes.
• : Clicking on this button will open different screen or forms dependant on the option selected in the What do you want to do next? section.

Where the  option has been selected, clicking on this button will open the Find Product screen:

This screen will be populated with the details for the Supplier and will allow you to search for the Catalogue Products for the Supplier.  From this screen you will be also be able to add the required products to a Requisition and the Requisition Review screen will be displayed, which is further detailed in the Requisition Review section.  The Find Product form is further detailed in the Find Product section.

Where the  option has been selected, you will also be required to add a Requisition Class and a Product Class.  Clicking on the  button will open the Non-Standard Line Entry form with the Supplier field pre-populated with the selected Supplier:

Other fields may also be pre-populated dependant on the settings of the selected Requisition Class and Product Class, such as VAT Code or Details Code.

From this screen you will be able to add a Non-Standard Product for the Supplier to a Requisition.  This form is further detailed in the Non-Standard Line Entry Form section.  Once added the Review Requisition screen will open - this screen is further detailed in the Requisition Review section.  

Where the  option has been selected you will also be required to add a Requisition Class.  Clicking on the  button will open the Service Item Line Entry form with the selected Supplier in the Supplier field:

Other fields may also be pre-populated dependant on the settings of the selected Requisition Class, such as VAT Code or Details Code.

From this screen you will be able to add a Service Item for the Supplier and add it to a Requisition.  Once added the Review Requisition screen will open - this screen is further detailed in the Requisition Review section.  The Service Line Entry form is further detailed in the Service Items section.

Where the  option has been selected you will also be required to add a Requisition Class.  Clicking on the  button will open the Value Only Service Item Line Entry form with the selected Supplier in the Supplier field:

Other fields may also be pre-populated dependant on the settings of the selected Requisition Class, such as VAT Code or Details Code.

From this screen you will be able to add a Value Service Item for the Supplier and add it to a Requisition. Once added the Review Requisition screen will open - this screen is further detailed in the Requisition Review section.  The Value Only Service Item Line Entry form is further detailed in the Value Only Service Items section.