Supplier [General]

This form contains useful information for POs placed with the supplier.

You can also attach a document (a contract, for example) to the sheet by clicking on the linked documents icon .

For rules on how to use the fields, see Detail form.

Supplier: Identifier of the supplier, unique in the application.
Name: Name of the supplier.
Currency: That of the supplier, used to calculate the amounts of purchase requests in the context currency , if it is different.
Status: Supplier status.

A supplier's currency can be changed as long as no catalog and/or contract and/or purchase is related to this supplier, regardless of a purchase's status.

If you want to change the currency of a supplier related to a canceled purchase (order, purchase request), you first have to delete the canceled purchase through the appropriate feature.

References

Customer number: Category to which the service belongs.
Web address: Supplier's web site.
COMPANY REGISTRATION NO: Consisting of 14 digits, this official French identifier is specific to one company facility in a particular geographic location.
NAF Code: NAF (Classification of activities in France) code.
DUNS NO: Unique nine-digit identification sequence that warranties accurate and unique identification of each company and makes it possible to discover affiliation structures on a worldwide scale.
Manufacturer: To be checked if the supplier is also a manufacturer and can therefore be referenced as such for an item.
AFTER-SALES SERVICE: To be checked if the supplier has after-sales service.
Energy distributor: To be checked if the supplier is also an energy distributor.

Purchases

Send order: PO form transmission mode.
Means of shipment: Means of transport of the goods.
Incoterms (International Commercial Terms): Specifies who bears responsibility for transport of the goods.
Minimum purchase: Minimum amount per order.
Discount: Discount generally negotiated, but each item subsequently has its own discount.
Type of VAT, VAT rate, and other tax: for information purposes only, for all the supplier's items.
Tax: used to initialize the tax on the purchase line, if the item/service is not taxed.

The PO transmittal, Shipment mode, and Incoterms settings are provided as default in POs placed with this supplier, but can be changed for each order.
Their contents is configurable in the Lists of values.

Additional VAT: 2 additional fields have been added to the dictionary. They are available to add additional VAT in customization mode.

Payment

Payment terms: Rule for calculating the payment due date applied by default to the POs and invoices of this supplier. See Payment terms.
Accounting code: Used to allocate the amount of the purchases to this supplier; see accounting code.
Means of payment, Bank, Bank reference: Information for payment of invoices.

Assessment

Estimated quality , Financial risk, Responsiveness, Competition, Balance sheet: These properties are used to rate the supplier from various points of view. The values are to be configured on the QUALITYINDEX and RISKLEVEL lists of values.
Delivery delay: Average number of days of delivery delay, to be entered. The calculated average delay is available in the supplier statistics.
Calculated index: This index is calculated over the past sliding year according to the following formula
(Number of delays x Delay coefficient + Number of disputes x Dispute coefficient)/(Number of purchase lines x Purchase line coefficient) + 1
→ The more purchases with this supplier have been subject to delays or disputes, the higher the index.

The coefficients are Settings in the Purchasing module.

Even in the event of multiple receipts for the same purchase line, delays and/or disputes are only figured once for each purchase line.

Consent: only the administrator who has the right to the consent can view the consent progress graphically in the panel:

The user has refused consent. The data must be in the Inactive state.

The user has accepted consent.

The user has not yet given consent.