Under the SRM tab you will find information about the supplier/contact to support business related events.
Under the Supplier status heading you can select supplier/contact status by using different status codes, depending on which type of contact the supplier is. For example 1=Actual supplier (suppliers for which you can register orders), contact at fair, etc. You can only register orders for suppliers with status 1 (actual suppliers). For suppliers with status > 1, the "Supplier" heading will be displayed in red. You update supplier codes under the Supplier status tab in the Customer / Supplier Status procedure in the Global Settings.
The Supplier status is a selection term in the: Supplier Activity List, Activity Reporting - Purchase, Supplier List, Print Supplier Labels and Inquiry List procedures.
You can select Type and District for the supplier. These must first be registered in the Customer / Supplier Types and Customer / Supplier Districts procedures in the Global Settings module. Type and District can also be used as selection terms in several lists in the Purchase module. You can also update the types and districts in the Supplier List procedure, list type Settings.
Under the Activities heading you can register and report different types of activities regarding the supplier/contact, activities such as to call a supplier, visit a supplier, etc. To facilitate the activity management you can insert a template with activities. You create templates in the Activities procedure. If a planned activity is not performed, the system can send a reminder. By checking the setting Create records in Outlook/Notes calendar, you can choose to integrate supplier activities with its existing calendar system (Microsoft Outlook and Lotus Notes). You select calendar program under Fax / E-mail under the System tab in the Settings procedure. You can also select to Show finished activities, in other words activities with status Finished. (Finished activities are not shown by default.)
Under the heading E-mail log you can log your e-mail correspondence with the supplier by using drag and drop. You can open an e-mail message by double-clicking on it or by clicking on the button Open in the table. By using the button New e-mail you can create a new e-mail message.
If you drag the e-mail message from the e-mail program and drop it in the E-mail log table, it will be logged only in the table, but if you drop it in the Activities/contacts log it will be logged both in the text log with a hyperlink and in the table. Please note that this only applies when using Microsoft Outlook.
In the bottom half of tab you find the heading Activities/contacts log. There you will find a simple form of word processor to write down information regarding activities, events and other notes concerning the supplier/contact. You can write notes for planned activities as well as for already finished activities. Besides writing texts, you can also insert hyperlinks to websites, e-mail messages and files. To make it easier to create notes you can use the button called Insert note. By using the button Print supplier card... you can print gathered information about the current supplier.