Before you can route or source products on sales orders to other vendors or branches, assign them to the customer who wants to order them. In addition, to route a direct order through another vendor, assign a vendor to the products.
Before you begin, set up the branches to use for either sourcing or routing.
To assign a virtual supplier product:
From the Maintenance menu, select Customer to display the Customer Maintenance window.
In the Customer field, enter the name of the customer for whom you want to enter virtual supplier information.
If more than one customer matches your entry, a selection list displays. Select the customer's name from the list and press Enter to return to the Customer Maintenance screen. The customer's information displays.
Select Additional > Virtual Supplier to display the Virtual Supplier Maintenance dialog box.
The system populates the Customer field with the name of the customer you entered in step 2.
If you want to copy another customer's products, in the Use Customer field select the customer whose products you want to copy.
Select the Pass Through Direct check box if this customer wants a third party to do the billing on the orders in standard Pass Through Direct functionality.
Note: A Pass Through Direct order in Eclipse is a zero unit and cost order. It is used for special programs between the distributor and the manufacturer. The distributor receives credit for the order, but the shipment of material and billing is handled by the manufacturer.
Important: If you select this check box, the system stores the customer information in a different Eclipse file. This means, if you use the Delete All Items option for this customer, then those items are deleted from that file. If this check box is not selected, then the customer information is stored normally in the Eclipse ENTITY file. |
Use the Default area fields to indicate if you want to use a specific vendor, pricing, or shipping branch by default when creating orders for this customer's virtual supplier orders.
In the Product or Type column, do one of the following:
To assign... | Enter... |
a product | . (a period), followed by the product ID, or the product name or a keyword. If more than one product matches your entry, a selection list displays. Select the product from the list and press Enter to return it to the Virtual Supplier Maintenance dialog box. |
a price line | / (a forward slash) or LINE~, followed by the price line ID. |
a buy line | $ (a dollar sign) or BUY~, followed by the buy line ID. |
a GL product type | + (a plus sign) or GL~, followed by the G/L product type. |
all products | ALL. |
Note: To locate the product, price line, buy line, or GL product code, select File >Find Product Type.
If you are routing this product, in the Vendor column, enter the name of the ship-from vendor who will always ship it to the customer.
If more than one vendor matches your entry, a selection list displays. Select the vendor's name from the list and press Enter to return to the Virtual Supplier Maintenance dialog box. The system populates the Vendor ID column with the vendor's ID number.
In the Price Branch column, enter the number that identifies the branch to use to source or route the product.
Note: The determination of whether the branch is a sourcing or routing branch is set up in the Define Routing vs. Sourcing control maintenance record.
In the Ship Branch column, enter the number that identifies the branch that will ship the product to the customer.
See Also: