Supplier characteristics are used to classify suppliers into specific groups (e.g., transport, seed, equipment). When you add suppliers, you can optionally specify one or more characteristics for them. Characteristics help you to search for suppliers and review supplier reports.
Use the Manage Supplier Characteristics window to add, edit, activate or deactivate, and remove supplier characteristics.
What you'll find:
You can add supplier characteristics in order to classify suppliers into specific groups.
Tip
Add all characteristics before clicking Save since saving also closes the window.
Individual suplliers can be added to characteristics from the Manage Supplier window.
To add a supplier characteristic
Navigate to Accounts Payable > Manage > Supplier Characteristics.
The Manage Supplier Characteristics window opens.
In the Description column, enter a unique description for the supplier characteristic (e.g., equipment).
Ensure the Active check box is selected.
Active is selected by default after the description has been entered.
To add suppliers to a characteristic
Select the Characteristic.
Select Add/Remove Products.
The Add Suppliers to Characteristic window opens.
Select the Suppliers to Add tab.
Find the suppliers you want to add and select Retrieve Products.
Check Add next to the ones you want to associate with the characteristic.
Select Save.
The Add Suppliers to Characteristic window closes.
Click Save.
The Manage Supplier Characteristics window closes.
You can edit any of your existing supplier characteristics at any time by changing their descriptions. You can also change the active status.
To edit a supplier characteristic
Navigate to Accounts Payable > Manage > Supplier Characteristics.
The Manage Supplier Characteristics window opens.
In the Description column, change the description of the supplier characteristic.
Tip
Edit all characteristics before clicking Save since saving also closes the window.
Click Save.
When you add a supplier characteristic, the default setting is active, but you can also activate a supplier characteristic that has been deactivated.
When a supplier characteristic is deactivated, it is still associated with the supplier it is assigned to, but you cannot use the characteristic for new suppliers.
To deactivate a supplier characteristic
Navigate to Accounts Payable > Manage > Supplier Characteristics.
The Manage Supplier Characteristics window opens.
In the Active column, clear the Active check box of the supplier characteristic you want to deactivate.
Click Save.
To activate a supplier characteristic
Navigate to Accounts Payable > Manage > Supplier Characteristics.
The Manage Supplier Characteristics window opens.
In the Active column, select the Active check box of the supplier characteristic you want to activate.
Click Save.
Removing supplier characteristics deletes them from the database. You cannot remove supplier characteristics that are in use.
To remove a supplier characteristic
Navigate to Accounts Payable > Manage > Supplier Characteristics.
The Manage Supplier Characteristics window opens.
In the Description column, select the supplier characteristic to remove.
Click Remove Characteristic.
Note
If the Remove Characteristic button is not available, the characteristic you selected is in use and cannot be removed.
Click Yes to confirm the removal.
The supplier characteristic is removed.
Click Save.