Author: uf_admin

Supply User Manual ENG -> 4. Procurement -> 4.9 LU-SU3301: Procurement Reporting -> F. How to view International Transport Cost Follow up

F. How to view International Transport Cost Follow up

A transport cost may be added on a PO if it is an international PO (International Purchase Orders).

A PO is considered as international if its supplier “Zone” is “International“. In this case an additional field appears on the PO and allows recording the transport cost.

International PO including transport costs

Go to: Purchases / Reporting / Transport Costs

1. Click on “International Transport Costs” under the “Transport costs” sub option in the left hand menu. The system will display an overview of all transport costs associated with Purchase Orders sent to International Suppliers.
2. To see more details, click on the Expand All button.

International Transport Costs

Supply User Manual ENG -> 4. Procurement -> 4.9 LU-SU3301: Procurement Reporting -> E. How to check Supplier Payment

E. How to check Supplier Payment

It may be useful to be able to check if a supplier has been paid, and it is possible to check this from the supply business applications.

Go to: Partners / Suppliers / Suppliers

Supplier selection to view related invoices

1. Enter the relevant criteria to find the Supplier you want to check, using the search buttons and fields and then click on “Search“.
2. In the search results displayed, tick the check box of the supplier for which you wish to check the payment status. Do not select more than one supplier.
3. In the action menu on the right hand side, click on the “Invoices” option in the “Links” section.

View of invoices linked to supplier

4. The system will display in the header/search information, the supplier which you selected and in the list section, all invoices related to this supplier, with the date of the document, posting date, purchase invoice number, supplier “customer“, source document, currency, residual amount, total amount and state. Invoices can be either created during the reception process (by the system) either manually by Finance. In this case, the source document field will be empty.

5. Invoices can be “Draft” (validation pending), “Open” (payment pending) or “Paid” (payment done). If a partial payment was done, a residual amount will be displayed.

If you have questions on this functionality, it is best to check with Finance.

Supply User Manual ENG -> 4. Procurement -> 4.9 LU-SU3301: Procurement Reporting -> C. How to use the Purchase Analysis

C. How to use the Purchase Analysis

The Purchase Analysis helps to analyze purchases. You can use the report to display and analyze procurement data according to different filters. This information could be useful in managing suppliers by providing information on amounts being spent per supplier, delivery times,….

It could also be useful in providing information on internal elements such as lead times for validation, who is responsible, cost centers,…

Go to: Purchase / Reporting / Purchase analysis

Purchase Analysis

1. By default, POs created during the current month appear on the screen and are grouped by supplier(1) and product(2). If you want to see the detail per product, click on the “Expand All” button.
2. Use the buttons if you want to change selection criteria and/or how the data are grouped by (e.g.show all POs created this year and organized them by category(1), order type(2) and supplier(3), see screen below).

Purchase Analysis

The system displays an overview of the selected information and organized it as requested. In the example above the first column displayed is “Order category” and below this (hidden), “Order type” and “Supplier” will follow. The data for these is not currently displayed in this view (but will be if you click on the button “Expand All“). Besides the “grouped by” columns, additional columns will show data: #. of lines, Subtotal, Currency, Days to validate and Days to deliver.

Note that you can also use this tool for a specific Product or a specific Supplier by using the relevant search filters (on top right of the screen).

Supply User Manual ENG -> 4. Procurement -> 4.9 LU-SU3301: Procurement Reporting -> A. LU Introduction (LU-SU3301)

A. LU Introduction (LU-SU3301)

In UniField you can produce a set of reports that helps you follow up POs, FOs (per client), checking supplier payments, and analyzing (international) transport costs. You can find more information in following chapters (B. – J.).

Supply User Manual ENG -> 4. Procurement -> 4.9 LU-SU3301: Procurement Reporting

LU-SU3301: Procurement Reporting

A. LU Introduction

B. How to use the Field Order Analysis

C. How to use the Purchase Analysis

D. how to use the Purchase Order Follow Up

E. How to check Supplier Payment

F. How to view International Transport Cost Follow up

G. How to view Local Transport Cost Follow up

H. How to view the Donation Report

I. How to view the Loan Report

J. How to view the Supplier Performance Report

Supply User Manual ENG -> 4. Procurement -> 4.8 LU-SU3203: Tenders (CFTs) and Requests for Quotations (RFQs) -> N. How to export lines from a Request for Quotation

N. How to export lines from a Request for Quotation

Go to: Purchases/ Purchase Management /Request for Quotations

1. Click on the check box of the appropriate Request for Quotation.
2. The Action Menu is displayed.
3. Click on the “Request For Quotation Excel Export” option in the action menu.

Exporting RFQ lines to Excel

4. Save the file on your computer.

Note that a PDF export of the RFQ is also available from the action menu. This PDF document does not show prices when in Draft/Sent status and can be submitted to the supplier to allow him to quote.

Export RFQ to PDF

Supply User Manual ENG -> 4. Procurement -> 4.8 LU-SU3203: Tenders (CFTs) and Requests for Quotations (RFQs) -> M. How to import lines to a Request for Quotation

M. How to import lines to a Request for Quotation

If an RFQ is created from scratch, you may facilitate the creation of its line via file import.

Go to: Purchases / Purchase Management / Request for Quotations

1. Click on the “New” button to create a new RFQ or select an existing RFQ on which you want to load additional lines.
2. Complete the header of the RFQ (Order category, Details,…).
3. Enter a supplier.
4. Click on the “Import lines” button.

Importing RFQ lines from Excel

5. Click on the “add attachment” button then “Browse” and search in the computer for the xml file to  import.

The XML import file should have the exact following format:

Product Code; Product Description; Quantity; UoM; Price; Delivery Request Date; Currency; Comment; (and optionally Justification Code; Justification Coordination; HQ Remarks; Justification Y/N)

XML format to import lines on an RFQ

6. Click on the “Import file” button to import the file (and click “Update” if needed) A message will indicate if lines have been imported successfully.

7. Click on the “Close window” button.

8. The lines have been added on the RFQ.

9. Save the RFQ.

Supply User Manual ENG -> 4. Procurement -> 4.8 LU-SU3203: Tenders (CFTs) and Requests for Quotations (RFQs) -> L. How to export lines from a Tender

L. How to export lines from a Tender

Go to: Purchases / Purchase Management / Tender

1. Click on the check box in front of the Tender you want to export.
2. The action menu is displayed.
3. Click on the “Tender Excel Export” option.
4. Save the file on your computer.

Exporting Tender lines to Excel

Note the option “Tender Excel Export” is also available from within the Tender.

Supply User Manual ENG -> 4. Procurement -> 4.8 LU-SU3203: Tenders (CFTs) and Requests for Quotations (RFQs) -> K. How to import lines into a Tender.

K. How to import lines into a Tender.

If a Tender is created from scratch, you may facilitate the creation of its line via file import

Go to: Purchases / Purchase Management / Tender

1. Click on the “New” button to create a new Tender or select an existing Tender on which you want to load additional lines.
2. Click on the “Import lines” button.
3. Click on the “add attachment” button then “Browse” and search in the computer for the xml file to import.

The XML file should follow the exact following format:

Product Code; Product Description; Quantity; UoM; Price and Delivery Requested Date

XML format to import lines on a Tender

4. Click on the “Import file” button to import the file, then click “Update“. A message will indicate if              lines have been imported successfully.

5. Click on the “Close window” button.

6. The lines have been added on the Tender.

7. Save the Tender.

Supply User Manual ENG -> 4. Procurement -> 4.8 LU-SU3203: Tenders (CFTs) and Requests for Quotations (RFQs) -> J. How to update a Product's Suppliers from a Tender

J. How to update a Product’s Suppliers from a Tender

When a supplier has been chosen to supply a product via a Tender process, this information can be pushed to the product master data sheet (“Suppliers” tab) for future reference.

This means that the user will be able to see from the product not only which supplier was selected to supply it, but also the conditions of this agreement, such as prices, which will help the user to be more efficient in future procurement of this product.

The update of a product’s suppliers can be carried out once the supplier quotations have been received, the RFQs have been updated and compared and a decision on which supplier will supply each product has been taken (i.e. when the Tender is in sate “Comparison“).

Go to: Purchases /Purchase Management /Tenders

1. Search for and select the Tender from which you want to update products. The Tender shows (on the “Tender Lines” tab), the updated information including which supplier has been chosen for each of the products, the unit prices and the related RFQs.

Tender showing supplier selection

2. Click on the “Update Product’s Suppliers” button at the bottom of the screen.

The product master data sheet is now updated with the chosen supplier’s details (price,…), and in the future this supplier will be considered as the default supplier for this product unless the product record is changed manually, or another Tender is held.

If the Tender is processed to create a PO, this process of details and ranking for a supplier on the PMD sheet is performed automatically.

Note that in the PMD sheet, the chosen supplier will be ranked with a sequence number “-99” to indicate it’s rating. See the Products chapter LU-SU2101, for more information on this rating.

Updated product master data sheet