Configuring PO Vendor Materials

PO Vendor Materials enters cost overrides by vendor for HQ materials, plus optional job-level overrides, vendor material ID cross-references, and substitute materials. When you buy that material from that vendor on PO Purchase Order Entry, the override supplies the default cost. There is no lead-time field on this form.

Category-level discounts are a separate form (PO Category Discount); this form is keyed by Vendor + Material Group + Material + UM.

Before you start

• Vendor exists in AP Vendors.
• Material Group is assigned to the companies that should get these discounts (HQ Company Setup).
• Material exists in HQ Materials (description, Std Unit Cost, and Std Book Price come from HQ).
• Know the UM the override applies to.
• For job overrides: JC company and a job whose company uses the same Material Group.

Steps

1. Open PO Vendor Materials (Purchase Orders → Setup / Costs and Contracts → Purchase Order → Setup and Maintenance).

2. Enter Vendor, Material Group, Material, and UM.

3. Enter Vendor's Matl ID (vendor’s part/ID — cross-referenced to the HQ material whenever that ID is used on a PO) and vendor Description (up to 60 characters).

4. Choose a Cost Option and complete the matching cost fields:

   Cost option	What it uses
   Standard Unit Cost	HQ Materials unit cost — for defining substitutes or vendor material numbers, not to override standard cost
   Vendor's Unit Cost	Unit Cost + ECM on this form
   Standard Book Price Less Discount	HQ book price minus Discount Percent on this form
   Vendor Book Price Less Discount	Book Price + ECM and Discount Percent on this form

   ECM: E = each, C = per 100, M = per 1000 (not a country code). Discount Percent (with book-price options) becomes the default cost on PO Purchase Order Entry.

5. Optional Overrides by Jobs tab: JC Co#, Job, Cost Opt 1 = Unit Cost or 2 = Discount, plus job unit cost/ECM or job discount. Job cost option overrides the header option. Job discount applies to the vendor book price if it exists, otherwise HQ book/standard price (help wording varies slightly).

6. Optional Substitute Materials tab: vendor’s Substitute Material ID and description (up to 30 characters). If a PO line has a vendor material ID but no HQ material, the first match as primary vendor material or substitute supplies the HQ material.

7. Save.

Hard rules

• Substitutes are not validated and not checked for uniqueness across materials.
• Job company must share the header Material Group.
• Vendor description max 60; substitute description max 30.
• No lead time on these help pages.

Notes

• Related: AP Vendors, HQ Materials, HQ Company Setup, PO Purchase Order Entry, PO Category Discount, PO Company Parameters, PO Shipping Locations.