PO Worksheet:Setting Up Vendors for DC and POW  

Setting up a Vendor for Each DC

You must set up one vendor for each distribution center (DC) location that you plan to use. You use this vendor code when creating replenishment orders from the DC to the retail stores.

1. From the Eagle Browser, type MVR in the Launch bar and press Enter.

2. In the Vendor Maintenance window that displays, do the following:

• Epicor recommends that you make your DC vendors the highest possible values. In this case, a vendor number 99999 is being used for DC99, if there are two DC locations then DC98 would have a DC vendor of 99998, and so on.  This makes them easier to exclude from reports and queries

• In the Store field, select “ALL.”

• Fill in any other desired fields.

• Press Add.

3. Once you have added the vendor, click the “Order Info” tab, and do the following:

• Set the lead time to your expected turnaround time, in days, from when you create a warehouse order to when the order is actually filled.

• Set the Backorder field to Y.

• Set the Buyer’s ID field to a valid user or super user. By assigning a buyer to this vendor, you block any “junior” buyers from accidently using this vendor.

4. Click Change (F5).

5. If option 9477 “Store specific fields to copy to synchronize with other stores (MVR)” is set to Yes in Options Configuration, you are prompted to select the stores to which you want this change to apply. Typically, you will select All stores, except in cases where, for example, one or more of the stores you set up on the system is not an actual physical location, but was created for accounting purposes only. Click OK to save your changes.

(Optional) Setting Up Other Vendors

You may want to fill in the following fields on the Order tab. Click any of the field names below for more information.

• Min Vend Units and DescThese two fields are used in PO Worksheet as well as in suggested orders to define a minimum value for a user-defined unit of measurement. In the example shown above, the value in this field is 10, along with a description of “PALLETS.” This means that this vendor requires a minimum order of 10 pallets. In the topic on setting up item records, there are details about how you assign the number of stocking units of an inventory item that make up one of these vendor units.

• Freight Factor, Per, & U/WThese three fields define how the default freight will be calculated for this vendor when it is used in Purchasing and Receiving. These values are the default, but can be changed per purchase order. The Freight Factor field is a dollar amount that is charged per unit of measure. The Per field tells the system if the unit of measurement should be cubes or a unit of weight. The U/W is only used if the Per is set to “W” and defines the unit of weight that will be used in the calculations. These fields together provide a freight estimate that populates the purchase order header page. In the example above, it is set to be $9.50 per hundred pounds.

• PO Cost Disc CodeThis is the cost discount that should be applied to the subtotal of the purchase order as a default for this vendor.

• Item Cost Disc CodeThis is the default cost discount that should be applied to the item as it is posted to a purchase order. Each item can also have a value in Inventory Maintenance that overwrites the vendor default.