SRM - Supplier Relationship Management

Note in log when e-mailing from the SRM tab or activity tabs

If you activate this setting, a note is automatically created in the Activities/contacts log when an e-mail is sent via the button Send e-mail for an activity under the SRM tab in the Update Supplier and Supplier Info procedures or the SRM tab in the Register Inquiry, Register Purchase Order, Register Blanket Order - Purchase and Register Agreement - Purchase procedures.

Path to customized supplier card

Here you can enter file path and file name to the Crystal Reports form file for a customized supplier card. Use the UNC name in the file path, for example \\SERVER\MONWIN\CRYSTAL\CUSTOM\FILENAME.RPT. It is recommended that the form file is saved on the server so that it is accessible to everyone when printing.

A customized supplier card can be ordered via Monitor ERP System AB or you can do adaptations yourself by using the Crystal Report design tool.

Use Outlook integration when e-mailing from the SRM tab or activity tabs

Here you can select if Outlook shall be used during integration of e-mail from the Update Supplier, Supplier Info, Register Inquiry, Register Purchase Order, Register Blanket Order - Purchase and Register Agreement - Purchase procedures.

Please note that this integration only applies when using Microsoft Outlook.

Use Outlook integration when e-mailing from order registration procedures

Here you can select if inquiries and purchase orders, that are sent via e-mail using Outlook from the procedures called Register Inquiry and Register Purchase Order procedures, shall be logged under the SRM tabs in the affected procedures:

When logging, the SRM tab in the affected procedure opens automatically after the inquiry or purchase order has been sent via e-mail. A link to the e-mail message will then be inserted in the section called E-mail log. The logging must then be saved.