Vendor Item Cross References and Prices

Purpose of this document

The item vendor catalog provides users with the ability to make a connection between an item and its available vendors. This document outlines how to specify a vendor catalog with projected prices.

Ceres Object release 6.00.00 is required for the functionality described in this document.

TABLE OF CONTENTS

• Overview
• Accessing the Item Vendor Catalog
• Vendor Purchase Prices

Overview

The item vendor catalog provides users with the ability to make a connection between an item and its available vendors. Users can specify vendor specific item numbering and lead times, which assist in demand planning for purchased inventory.

To provide further assistance, users can utilize the Purchase Prices Page, where you can specify purchasing quantities and date-sensitive costing information. When used in conjunction with the requisition planning engine, Ceres can utilize this information to suggest which vendor to purchase from. This document outlines how to specify a vendor catalog with projected prices.

Accessing the Item Vendor Catalog

1. The Item Vendor Catalog is accessible from the Item Card. Items can be accessed by selecting “Search” from the Dynamics 365 Business Central Banner and entering “Items” in “Tell me what you want to do” then selecting “Items” from the results in the Go to Pages and Tasks section OR by selecting the “Items” menu action (if present) from your Role Center home page.

2. Select the item you would like to update and then select the item number to open the card.

3. From the Item Card, select Related à Purchases à  Vendors.

4. Select Home à  New to add vendors to the Item Catalog.

5. In the Vendor No. field, select a vendor that this item can be purchased from.

6. If the vendor uses their own item number, fill in the Vendor Item No. field. This number is displayed on the purchase lines and on printed reports.

7. If needed, enter the Lead Time Calculation. If you know the vendor’s lead time, you can enter the time as a date formula here. When used with the planning engine, Ceres will adjust replenishment order dates to accommodate the extra time needed.

Vendor Purchase Prices

1. From the Vendor Catalog List, highlight the line you want to update the prices for. Then select Prices & Discounts à  Purch Prices.

2.  From the Purchase Prices Page, enter prices to specify the vendor’s pricing for this item.

3. In the Unit of Measure Code field, use the menu to select the unit of measure.

4. In the Minimum Quantity field, enter the minimum number of units the vendor requires you to buy per order.

5. In the Direct Unit Cost field, enter the cost charged to you by the vendor.

6. Using the Starting Date and Ending Date fields, enter the date range that the pricing information is valid for.

7. Continue to enter additional lines to specify projected pricing.

8. When a purchase order is created for this combination of item and vendor, Ceres will look at the Vendor Catalog and associated Purchase Prices table. If there is an entry with a date range that matches the order’s date, Ceres will use the Direct Unit Cost from this table; otherwise, it will use the costing information from the Item Card.