Copy an Approved Suppliers List

Explanation

Use this activity to copy an existing approved suppliers list to a new site and/or purchase group.

Approved suppliers lists define the purchase authorization process to use for parts in a purchase group on a particular site. Purchases initiated from purchase requisition lines or purchase orders can use the approved suppliers list. If suppliers are approved for the purchase group (and the site) in the approved suppliers list, purchases made from that supplier do not require authorization.

Prerequisites

System Effects

A new approved suppliers list will have been created. All suppliers that existed on the old list will be copied, but will be in a Not Approved status. The suppliers will require a status change before being approved. The new list will require authorization of purchases for all parts on the site belonging to the specified purchase group.

Window

Approved Suppliers List

Related Window Descriptions

Approved Suppliers List, Copy Approved Suppliers List

Procedure

  1. Open the Approved Suppliers List window and query for the list you want to copy.
  2. Right-click and then click Copy Approved Suppliers List.
  3. Specify the purchase group and site for which the new list should be valid.
  4. Click OK.

If you want to change the authorization template you can do this on the newly-saved approved suppliers list.