Supplier management

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.

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 , 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.

Tabs	Field	Note
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	Notes	alphanumeric field.
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.

Purchase Contract

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.