A Supplier Type refers to an industry and the nature of goods or services they cater to. Each supplier can be categorised under different sectors. For example, Finished Goods Suppliers, Contract Manufacturers, Retail Suppliers, Wholesale Suppliers and so on. A supplier must ensure the related documents are valid and up to date.
Using DMS, you can organize and manage the documents and map the supplier type to the supplier. Upon mapping, the required documents are displayed to you.
Consider you wish to create a supplier type and map the relevant documents.
To create a new supplier type and map documents:
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On the navigation menu, click the Reference Data Library app.
Result: The Search page is displayed.
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Select the Supplier Document Industry Mapping reference type from the Type filter drop-down and click Apply.
Result: The Search grid displays a list of supplier types and the mapped documents.
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Click on the
icon.
Result: The Reference Data Attributes split window is displayed.
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Perform the following and click Save.
- Supplier Type Code: Enter the supplier type code.
- Supplier Type: Enter the supplier type.
- Required Documents: Select the required document from the drop-down list.
Result: The newly created document type is displayed.
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Create Supplier or navigate to the existing supplier.
Result: The Entity Manage page is displayed.
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Select Basic Attributes from the Attributes drop-down.
Result: The supplier related attributes are displayed. The Required Documents attribute displays the relevant documents.
