This function of itmSUITE® enable the user to manage:
- Supplier master data
- Purchase ales Contracts
Supplier master data
This functionality enable the user to manage client data. This function can be call be menu Supplier Management / Suppliers
The actual display of supplier depends on user role
Adding, editing and cancelling Supplier
Adding of new supplier can be done directly from the main menu, or from supplier list view.
Once called the add function the system shown a session with four ive information'tab to be managed: General, Addresses, Contacts, Banks.
itmSUITE® manages the states of the supplier who may be the following: "Provisory", "Operational", "Inactive", "Canceled". In the following table are summarized minimum information required for each state and interactions with other itmSUITE® functions.
|Provisory||Name||This status enables the use of supplier in itmSUITE® that can then be associated to projects, services, resources, etc. In this state, you can not calculate expences.|
|Operational||Name,Fiscal Code,Tax Number ,Payment Terms, At least one valid address , one contact and one 'bank account||This status enables to calculate expences.|
|Inactive||The transition to this state is possible after the transition from "Operational" which inherits constraints.||In this state, you can not calculate expences.|
|Canceled||The transition to this state is possible after the transition from "Operational" which inherits constraints.||In this state, you can not operate on the suppplier.|
The table below summarized the useful information to present into the first four tabs of supplier.
|General||Creation Date||Creation date of the supplier. Field automatically updated by itmSUITE®|
|General||Creation User||The user who originally created the supplier. Field automatically updated by itmSUITE®|
|General||Edit Date||Last modification date of supplier. Field automatically updated by itmSUITE®|
|General||Edit User||Last modification user of supplier. Field automatically updated by itmSUITE®|
|General||Code||Code assigned to the supplier .Field automatically updated by itmSUITE®|
|General||Name||Supplier company name. Alphanumeric field.|
|General||Status||State of the supplier. The states are predefined.|
|General||Type||Information selected from Company master data|
|General||Country||Information selected from Company master data|
|General||Fiscal Code||Alphanumeric field. Fiscal Code is not validated.|
|General||Tax Number||Alphanumeric field. The tax number is not validated.|
|General||Payment Terms||Information selected from Company master data
|Addresses||Address, City||Alphanumeric fields. Required for the insertion of an address.|
|Addresses||Region,Province, Zip code, Telephone, Fax, Email, Notes.||Optional alphanumeric fields.|
|Addresses||Type||Address type selected from a list maintained values in the table, type address Company master data|
|Addresses||Country||Country with reference to the address, selected from a list of values maintained in the table, Countries Company master data|
|Addresses||Defaults||Flag that determines the use of the address specified as the default address.|
|Addresses||Use For Ticket Info||Flag. If the flag is activated the ADDRESSES information field are automatically displayed in the appropriate form fields Ticket.Only one address can be enabled.|
|Contacts||Name||Alphanumeric field. Name of the contact|
|Contacts||Surname, Role,Notes,Address||Alphanumeric field. Enable the user to set the necessary contact informtions.|
|Contacts||Default||Flag that determines the use of the contact specified as default contact.|
|Bank Accounts||Bank Name ,Account Number,ABI,CAB||Alphanumeric fields. Mandatory fields to set define a Bank relationship.|
|Bank Accounts||CIN ,Notes,Address||Alphanumeric fields.Fields that enable the user to define the bank account' informations|
|Bank Accounts||Defaults||Flag that determines the use of the bank account specified as default bank account.|
Creating a Purchase contract is the first step for:
- Expense project /service cost
- Controlling profitability of a project
itmSUITE® contract enable the user to set the maxim expenses for hotel, lunch, dinner and travel and fix the Km travel value or managed a Fixed cost. Is also possibile do not accept any cost associated to contract.
itmSUITE® manages the states of the Purchase Contracr who may be the following: "Provisory", "Operational", "Closed", "Canceled".
In the following table are summarized minimum information required for each state and interactions with other itmSUITE® functions.
Here below are describe then common Field neccessary to create a Purchase Contract.