Suppliers

Available from 4.5.6.0

The upper half of the page contains a grid of Contracts where the current Supplier is the Primary Supplier.

The lower half of the page contains a grid of Contracts where the current Supplier is a Secondary Supplier. The Supplier can be assigned as a Secondary Supplier to a Contract, from here.

Settings > Finance > Suppliers - Contracts
or
Facilities > Suppliers - Contracts

To assign Secondary Supplier Contracts click Assign , Contracts in the right hand assignment window are connected.

Available from 5.3.0.0

Resources can be added, viewed and edited directly from the Supplier.

Settings > Finance > Suppliers - Resources
or
Facilities > Suppliers - Resources

The link will open the Supplier / Resource grid. It is a grid view that can be customised and sorted as normal.

To add a new Resource click New , to edit an existing Resource click Edit . A pop up window will appear which will allow the creation or amendment of a Resource.

To create Resources see Resources

Suppliers can be grouped together using Categories.

Settings > Finance > Suppliers - Supplier Categories
or
Facilities > Suppliers - Supplier Categories

To assign Supplier Categories click Assign , entities in the right hand assignment window are connected.

To create a Supplier Category see Supplier Categories

Suppliers can have additional Contacts assigned to them.

Settings > Finance > Suppliers - Supplier Contacts
or
Facilities > Suppliers - Supplier Contacts

To assign Supplier Contacts click Assign , entities in the right hand assignment window are connected.

To create a Contact see Contacts

Suppliers can have branches based in different Locations to their main headquarters. Branches can then be used within the Purchase Order Module to reflect where goods are being delivered from.

Settings > Finance > Suppliers - Branch Suppliers
or
Facilities > Suppliers - Branch Suppliers

The link will open the Suppliers / Branch Suppliers grid. It is a grid view which can be searched, sorted and customised as normal.

To add a new Supplier Branch click New , to edit an existing Supplier Branch click Edit . A pop up window will appear which will allow the creation or amendment of a Branch Supplier.

Click to view - Branch Suppliers Fields and Descriptions

Complete the fields and click Save and Close .

Blanket Orders are used within the Purchase Order Module .

A Blanket Order is designed to cover the costing for multiple delivery dates scheduled over a period of time. A blanket order is usually used when there is a recurring need for expendable goods.

Settings > Finance > Suppliers - Blanket Orders
or
Facilities > Suppliers - Blanket Orders

The link will open the Suppliers / Blanket Orders grid. It is a grid view which can be searched, sorted and customised as normal.

To add a new Blanket Order click New , to edit an existing Blanket Order click Edit . A pop up window will appear which will allow the creation or amendment of a Blanket Order.

Click to view - Blanket Order Fields and Descriptions

Published Accounts are used within the Evolution Connect module, it enables Users to see only the Suppliers they are assigned to - Evolution Connect only.

Settings > Finance > Suppliers - Published Accounts
or
Facilities > Suppliers - Published Accounts

The link will open the Suppliers / Published Accounts grid. It is a grid view that can be customised and sorted as normal.

To assign Accounts click Assign , entities in the right hand assignment window are connected.

To create Accounts see User Accounts

Available from 5.3.0.0

Contractor Admin is used to 'on board' Suppliers and create new users within the Contractor Gateway. The Supplier must be activated as a Sub Tenant and then new Users can be created. These users will then be invited to join the Contractor Gateway.

The link will open the Supplier / Contractor Admin grid. It is a grid view which can be searched, sorted and customised as normal.

To activate the Supplier as a sub tenant click Activate Sub Tenant , from the drop down select the MRI Dreamscape Tenant

To suspend the Supplier from Contractor Gateway click Suspend Sub Tenant

Click to view Contractor Admin Fields and Descriptions