Creating Vendors

Configuring Vendors
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A beginner video is for people with little or no experience with Business Central. It is explained thoroughly and is easy to understand. Beginner Watch the "basic" videos to take the tour of the main processes of Business Central. This is the basic, need-to-use functionality. The Basics

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Presenter: Sune Lohse, Chief Strategy Officer

How to create vendors in Business Central?

In this video I will show you how to create a new vendor in Business Central.

This is what happens in the video

From the main menu I will access Purchasing and then the vendor list.

In the vendor list, I can select New to create a new vendor, either by a number I define, or by selecting a number series.

This vendor is going to be The Alu Expert.

And I can select the purchaser code from my list of purchases.

In the address, I will write the vendor address.

For instance this one.

And the zip code, I could enter a zip code if I knew it, and it’s set up, so it will automatically select the city and region code.

As a contact I can either use the contact table, or I can use a specific contact as this one.

So here I will select a contact.

And he has a phone number, and email, And I want to add maybe the webpage if I have such information now.

Otherwise, I can enter all these things later.

The language code could be important, though, for the documents.

I will select English.

On the Invoicing tab, I can select the information, I know now If I don’t fill it out, it’s not possible for me to post anything on this vendor, so I will just enter what I know right now.

The registration number for VAT.

Maybe the general business posting group, if I know that one, and the vendor posting group, it’s a foreign vendor.

Also the currency code.

And on the Payment Tab, I can select payment terms code, for instance 10 days, and a payment method code.

This could be Account Foreign.

And the rest, I will enter, when I get the first invoice from the vendor, because then I get this information.

In the Receiving tab, I will select the default location to which I receive from this vendor.

And maybe also shipping method code, this could be Free on Board for instance.

So now the vendor is ready, and I can begin creating purchase orders ENG18101603 In this video I will show you how you can use the planning worksheet to break down demands from sales orders through a manufacturing hierarchy to purchase orders.

Just a very short overview.

First of all, I want to show you the item hierarchy that I made and I have a filter on description.

So you can see I have made an Alu Rim which is a purchase item on the lowest level, and it goes into my Alu Front Wheel and Alu Back Wheel, which are new items and those goes into a BOM in my City Bike Alu Rim.

And I’ve placed sales orders on the top level item.

Now I want to calculate the demand for my lower level purchased items.

Doing that, I go into the planning worksheet.

The planning worksheet is the worksheet if you use manufacturing.

If you only want to plan on purchase item you can use the requisition worksheet, but it wouldn’t break down hierarchies.

From the planning worksheet, I can calculate a total plan and I need to enter a starting date, ending date, maybe forecast, if I want to calculate including forecast, and in this case I want to add location filter, so with these settings I will calculate the complete plan for all my items on location Simple 1, which takes a while.

This functionality of MPS and MRP planning is very complex, so this is just a short overview.

Here I can see all my planned item.

Those are planned in low level order, meaning the top items first, and even though it looks like they are in order of item number, I can scroll down and see that I have other items further on with smaller numbers because they are purchase item.

So here we come to my Rim, etc.

I can filter on description to see my items that include the Alu – just to show you a small extract of this planning list and here I have one planning line, I’ll just delete this filter, I’ll remove it.

Planning line on this purchase item.

I can see here the item number, I can see it’s a purchase item, the quantity suggest that I buy with the setup I have made, and from here I can select a set of check marks in the accept action messages and then I can carry out action messages, and I have to define what to do with my different kind of orders.

In this case, I want to make purchase orders.

I’m gonna carry out now, it will remove the line from my planning worksheet and actually create the purchase order, so if I go to my purchase orders now, the last created order.

I could filter here in descending order, and my last order here is The Alu Expert, the order I just created on 280 pieces, and it’s ready to send to the vendor.