Change Supplier Category

Explanation

This activity is used to change the category of an existing supplier.

Prerequisites

This activity is only available for suppliers with category Prospect.

System Effects

After changing the category to Supplier, it will be possible to use the supplier in all parts of IFS Applications and not only in the RFQ process.

Window

Supplier

Related Window Descriptions

Supplier
Suppliers
Change Supplier Category
Order Quotation Approval
Order Quotation Approvals
Agreement Quotation Approval

Procedure

1. Query for a supplier record in the category of prospect.
2. Right-click and click Change Supplier Category to open the Change Supplier Category dialog box.
3. Optionally, you can change the supplier name.
4. Optionally, you can enter/change value in the Association No field.
   Note: This number is optional and is only required by certain countries.
5. Optionally, you can use a template supplier.
6. Select the template supplier ID from the List of Values.
7. If you want to copy invoice and payment parameters from the template supplier, select the company from the List of Values for the Company field, from which you want to copy the data.
8. Select the Overwrite Purchase Related Data check box if you want to overwrite existing data on prospect supplier from template.
9. Click OK.