Differenze tra le versioni di "Supplier management"

Da itm wiki.
(Supplier master data[edit | edit source])
Riga 1: Riga 1:
 
This ''function'' of itmSUITE® enable the ''user'' to manage:
 
This ''function'' of itmSUITE® enable the ''user'' to manage:
 
* Supplier master data
 
* Supplier master data
* Surchase ales Contracts
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* Purchase ales Contracts
  
 
=== Supplier master data ===
 
=== Supplier master data ===
Riga 8: Riga 8:
 
The actual display of ''supplier'' depends on ''user'' ''role''
 
The actual display of ''supplier'' depends on ''user'' ''role''
  
==== Adding, editing and cancelling Supplier[edit | edit source] ====
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==== Adding, editing and cancelling Supplier ====
Adding of new s''upplier can be done directly from the main menu, or from supplier list view''.
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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''.
 
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.
 
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.
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{| class="wikitable"
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! Status !! Minimal Information !! Interactions
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|-
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| Provisory || <u>Name</u> || 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.
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|-
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| Operational || <u>Name</u>,<u>Fiscal Code</u>,<u>Tax Number</u> ,<u>Payment Terms</u>, At least one valid ''address'' || This status enables to calculate expences.
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|-
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| Inactive || The transition to this state is possible after the transition from "Operational" which inherits constraints. || In this state, you can not calculate expences.
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|-
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| 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.
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|}

Versione delle 16:15, 23 feb 2016

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: GeneralAddressesContactsBanks.

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.

Status Minimal Information Interactions
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 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.