Click on OPTIONS, AUTOSOURCE and choose the
appropriate SOURCING CRITERIA. (Or Click on SALES from the header
menu and choose AUTOSOURCE. This allows you to Autosource from a Quote
or a Sales Order)
AUTOSOURCE will search for a vendor based on:
P/N HISTORY - The history of the part
number, the system will search on all the RFQ lines and PO lines
history and those are the same part number as in the quote and
bring all the associated vendors.
ALT1 (NSN) - The system will find all
the parts in the main inventory list that has the same ALT1 and
search the P/N HISTORY for all of them.
ALT2 (ATA) - The system will find all
the parts in the main inventory list that has the same ALT2 and
search the P/N HISTORY for all of them.
Xref - a. The system will find all the
parts in the Xref list that are the same as the part in the quote
and do the followings: it will add all the vendors that associated
with the match xref part from the Xref list and also search the
P/N HISTORY for the main part that cross-reference number is under
and bring the associated vendors.
TrimPunctuation - Will abbreviate (remove
slashes and dashes from the part number and consider only numbers
and characters from the part number) and search all the parts
in the main inventory list that has the same abbreviation and
search the P/N HISTORY for all of them.
Manufacturer (Hist) - The system will
find all the parts in the main inventory list that has the same
MFG in the quote line and search the P/N HISTORY for all of them.
Manufacturer (Vendor) - The system will
find all the vendors that have the same code in the MFG code that
is in the quote line and bring them.
Line Category - The system will find
all the parts in the main inventory list that has the same category
that assigned to the part number in line item and search the P/N
HISTORY for all of them.
Vendor Category -The system will search
for all the vendors that assigned to category the same as the
category in the line item and bring them.
Stock Category - The system will find
all the parts in the main inventory list that has the same Category
in the quote line and search the P/N HISTORY for all of them.
Electronic Catalog - The system will
search for all the vendors that listed in the Electronic Catalog
that can supply the part number and bring them.
Archive - The system will search for
all the vendors that listed in the Archive that can supply the
part number and bring them.
NOTE: Once
the system find a vendor it will bring the Vendor/Manufacturer to
the Autosource depend on the setup defined in that vendor file. (Vendor
File, ’tab, Auto RFQ selection)
DOC
LINES: Shows the Lines (part numbers) from the Quote. Double
clicking on the part number allows you to view additional information.
SOURCE
HISTORY: Shows the vendors that have previously sold/bid
for the part number that is highlighted in DOC LINES. Information
on the highlighted vendor is shown. Click on the Red Arrow to
go directly to the vendor file.
Right clicking on the vendor in the SOURCE HISTORY allows you to:
ADD A VENDOR - This will allow you
to add a vendor to your list.
MARK ALL - This allows you to mark
the vendors you want to send an RFQ to.
UNMARK ALL - This allows you to UNmark
the vendors.
MARK ALL SELECTED - Holding down
the ’key and clicking on the vendors allows you to highlight
as many vendors as you desire. Then you right click and MARK
ALL SELECTED.
UNMARK ALL SELECTED - Allows you
to UNmark the selected lines.
Double clicking on the vendor allows
you to enter information that you receive over the phone from
your vendor. This eliminates the need to send the RFQ to this
particular vendor.
SOURCE - QTY BREAKDOWN REQUEST - Highlight
the line and double click it. Enter the quantity that you need
for a price breakdown and click OK. Double click it again and
click on the ’sign…now you can add another quantity. Repeat as
needed.
Click POST TO RFQ and choose the vendors
from the VENDOR LIST and click OK.
To remove the quote from the AUTOSOURCE file,
click CLEAR & CLOSE.
AEROSPACE •DEFENSE•ELECTRONICS•POWER SYSTEMS
•METALS•DEFENSE•ELECTRONICS•POWER SYSTEMS
•METALS
