Creating Supplier Quotation Lists

Purpose

Use this procedure to maintain a list of suppliers for each type.

Trigger

Perform this procedure to be able to access a list of suppliers for a specific commodity or service when sending out requests for quotations.

Prerequisites

· You have access to one of the following MAP responsibilities: WVU Buyer, or WVU Buyer Assistant

Menu Path

Use the following menu path(s) to begin this task:

· Select WVU Buyer, or WVU Buyer Assistant, and then Suppliers Lists.

Helpful Hints

None

· xxx

· xxx

Procedure

1. Start the task using the menu path.

Navigator – WVU Buyer

2. Click .

3. Click .

Supplier Lists

4. As required, complete the following fields:

Field Name	R/O/C	Description
List Name	R	The List Name identifies this list of suppliers. Example: Florists
Description	R	The Description describes the services/items these suppliers provide. Example: Florists and garden suppliers

List Name and Description

5. To add a registered supplier to the list, click in the Name field.

Supplier Lists

6. Click the List of Values .

Suppliers

7. Enter a % symbol to retrieve data.

7.1 Enter characters to the left of the percent symbol to retrieve any entries beginning with those characters and then click .

Example: ZACCAGNINI%

Suppliers Retrieved

7.2 Enter characters to the right of the percent symbol to retrieve any entries containing those characters, and then click .

Example: %Garden

Suppliers Retrieved

8. Select a supplier and click .

Supplier Lists

9. With the cursor in the Site field, click the List of Values to see possible choices for this supplier.

Supplier Sites

10. Select the correct site and click .

If only one supplier site is registered, it will populate the field when you click on the List of Values.

11. Click in the second row to add another supplier, following steps 5 through 10.

12. Continue entering suppliers until the list is complete, following steps 5 through 10.

Completed List

13. Click to save your work.

The system displays the message, "Transaction complete: 1 (or more) records applied and saved."

14. You have completed this task.

Result

You have created a list of suppliers.

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