Catalogues

Catalogues are set up to meet the demands of purchasing JIT (Just In Time), Whereby the reference to an Item in purchasing is through the catalogue set up for a specific supplier. Once the quote is accepted and you are purchasing the material to a job, The stock Item must be set up as a Catalogue.

A Catalogue can be generic for all items (stock lines), or each Item can be associated with a number of catalogues. You would have a Catalogue per Supplier, if you are receiving from the Supplier, an electronic file which you can import into the system.

This means that in Procurement, when you are ready to "Create a Purchase Order" you may need to select the Supplier for that Item from the range of Catalogues.

Once a Quote is Accepted and Procurement generated, each of the Items and Activities with a "P" Process Flag are ready for a Purchase Order to be raised, and the purchase made. The quote system uses a Default Catalogue to generate the Purchase line if a Catalogue has not already been set up for Activity Code transactions. The Default Catalogue is set up in the Control Parameter.

If you are maintaining Stock Items together with Catalogue Lines, you should maintain the Catalogue lines through the Maintain Stock screen. All the details entered to maintain the Stock Item will be transferred to the Catalogue Line for you to accept or otherwise. The Catalogue will already need to exist.

Further Catalogue Line information is available by hitting the "S" at the end of the row. This is where you link the line to a Category and Sub Category. This is the same information that is used when maintaining the Stock Item.

SET UP A GENERIC CATALOGUE:
For new suppliers to be added to from Procurement Purchases.

Each line in a Catalgue has a Supplier attached. This does not have to be the same Supplier for every line within the Catalogue.