Vendor Sourcing

The Preferred Vendor field determines the preferred vendor for a specific item.  It is used as the default vendor if MAC-PAC determines that an item must be remote sourced and no vendor is entered on the sales order line.  If a vendor is not specified for a part and is not entered on the sales order line, a purchase order requisition cannot be created.

If a sales order line is to be sourced remotely, the preferred vendor for the item on the Warehouse Balance file defaults to the Vendor ID field on the line and a purchase requisition is created for the quantity not reserved on that line.  If another vendor is needed to source the goods, this field can be overridden.

Once all sales order lines have been processed, a purchase order can be created asynchronously or manually to cover any requisitions generated.  The newly created purchase order line stores the corresponding sales order and line number.  Likewise, the sales order line stores the corresponding purchase order and line number.

In order to create a purchase order a Vendor/Item Relationship must exist.  A quotation should also exist which specifies the price at which the vendor agrees to sell you the item.  If no quotation exists, the price of the part will be determined by the Replacement Cost field on the Warehouse Balance file.

The decision to allow remote sourcing is made at two levels:  customer and item.  For a sales orders to be sourced remotely, both the customer and the item must be eligible for remote sourcing transactions.  This means that the Allow Remote Sourcing Flag must be set to "Y" (yes, allow remote sourcing) on both the Customer Address file and the Warehouse balance file.  The following chart summarizes the sourcing determination:

Determining if an Order can be Remote Sourced

If the flags are set correctly, MAC-PAC will automatically create a requisition directly from sales order lines to be remotely sourced.  It also generates a trigger record for the purchase order generation monitor.