1. Supplier Contacts Information

1.1. Prerequisites for Supplier Contact Information
Prerequisites for Entering a New Contact: 

After activation, "Supplier Contact Information" access for each user must be setup in the ManEx System Security module.  Users with “Supervisor Rights” will automatically have access.  

Supplier Name

The Contact must refer to a Supplier, which has been set up in the Supplier module.
Picture File

A picture of the contact may optionally be included as a memory jogger, but the picture must already be available to pickup in a picture format. 

 

1.2. Introduction for Supplier Contact Information

The Contact Module is used to record the details of supplier contacts. Contacts may be of any nature, but must be associated with a supplier. Manex provides the user with the ability to maintain both professional and personal details about a contact, including provision for personal tastes and affiliations. Contacts must be entered in this module if they are to be included in the supplier remit-to and confirm-to data fields at a later time. A contact who has moved to another supplier may have a new supplier assigned to him/her without having to re-enter their personal data.  

1.3. Fields & Definitions for Supplier Contact Information
1.3.1. Business Tab

Fields & Defintions

Last Name The last name of the contact being added or edited.
First The first name of the contact being added or edited.
MI The middle initial of the contact
Status The status of the Supplier Contact, either Active or inactive.
Nickname The nickname of the contact.
Company The name of the Supplier.
Title The title of the contact at the Supplier.
Department The name of the department in which the contact is at the Supplier. 
Phone The phone number and/or extension for the contact at the Supplier (may be different than the supplier main number).
Cellular The Cellular phone number for the contact.
Fax The FAX number for the contact at the Supplier (may be different than the supplier main number).
Pager The Pager number for the contact.
Internet or E-mail Address The E-Mail address of the contact.

 

1.3.2. Personal Tab

Fields & Definitions

 

This button allows the user to load a photo for a Supplier contact. The photo file should be in the MANEX directory, and should be BMP or TIF format.

Birthday

The Supplier Contact Birth Date.

Spouse's Name The Supplier Contact’s Spouse Name.
Spouse's Birthday The Contact’s Spouse’s Birthday.
Anniversary The Contact’s Anniversary.
Home Phone

The Contact’s Home Phone.

Address The Contact’s Home Address  (two lines available).
City

The Contact’s Home City.

State, Zip

The Contact’s Home State and Zip code.

Country

The Contact’s home country.

 

This set of buttons allow the user to record specific information that they may wish to retain about the supplier contact. It is divided into several categories to narrow the search for information later. Pressing any of these buttons brings up a memo window that may be added to, edited or canceled at will. 

1.3.3. Lookup Tab

Fields & Defintions

Last Name The last name of the contact.
First Name The first name of the contact.
Company The company to which the contact belongs.
Title The title of the contact at the supplier.
Work Phone The phone number and/or extension of the contact at the supplier (may be different than the supplier main number).

1.4. How To .... for Supplier Contact Information
1.4.1. Find a Supplier Contact

Depress the Lookup tab.  This screen allows the user to locate a supplier contact alphabetically.  Double click on the supplier contact name will bring the associated data into all screens without having to use the FIND action button. This screen will list all of the supplier contacts entered beginning with the Last Name, First Name, Company, Title and Contact Phone number (not the company phone number). 

 

1.4.2. Add a Supplier Contact

Enter Material Planning/Purchase Setup/Supplier Contacts Information Module  

The following screen will appear:

 

Depress the Add action button. The user will be prompted for an authorized password.

Type in the last name of the contact being added. 

Type in the first name of the contact being added. 

Type in the middle initial of the contact.

Select the status of the Customer Contact, either Active or Inactive.

Type in the nickname of the contact.

Select the company to which the contact belongs by depressing on the down arrow located on the right hand side of this field and highlighting the selection.

Type in the title of the contact at the supplier.

Type in the phone number and/or extension of the contact at the supplier (may be different than the supplier main number).

Type in the FAX number of the contact at the supplier (may be different than the supplier main number).

Type in the E-Mail address of the contact.

Type in the department at the supplier in which the contact works.

Type in a Cellular phone number for the contact.

Type in a Pager number for the contact.

After completing the Business information, the user may click on the Personal tab.  In this screen, the user may enter personal information relating to the contact.

 

The Supplier Contact Directive buttons will now be active.

 

This button allows the user to load a photo for a supplier contact. The photo file should be in the MANEX directory, and should be BMP or TIF format. Select the desired image. It will appear in the window.

 

This set of buttons allow the user to record specific information that they may wish to retain about the customer contact. It is divided into several categories to narrow the search for information later. Pressing any of these buttons brings up a memo window that may be added to, edited or canceled at will.

Type in the Supplier Contact Birth Date.

Type in the Supplier Contact’s Spouse Name.

Type in the Contact’s Spouse’s Birthday.

Type in the Contact’s Anniversary.

Type in the Contact’s Home Phone.

Type in the Contact’s Home Address(two lines available).

Type in the Contact’s Home City.

Type in the Contact’s Home State and Zip code.

Type in the Contact’s home country.

Depress the Save action button to save changes, or depress the Abandon changes action button to abandon changes.

1.4.3. Edit a Supplier Contact
 Enter Material Planning/Purchase Setup/Supplier Contacts Information  

The following screen will appear:

 

Depress the Find action button. The following selection screen will be displayed.  To find an existing Supplier Contact select one of the following:  Last Name, First Name, or Supplier.

The user may exit the selection screen without a selection by selecting the X button.

 

  

When the user elects to find Supplier Contact Information by Last Name, a screen appears listing contacts in alphabetical order by last name along with their first name and the Supplier Name. The user may elect to show only Active customers, or Inactive contacts. The user selects the contact by either entering it into the red box, or scrolling down the list and clicking on the selected contact. 

  

When the user elects to find Supplier Contact Information by First Name, a screen appears listing contacts in alphabetical order by first name along with their last name and the Supplier Name. The user may elect to show only Active customers, or Inactive contacts. The user selects the contact by either entering it into the red box, or scrolling down the list and clicking on the selected contact. 

  

When the user elects to find Supplier Contact Information by Customer, a screen appears listing Supplier Names in alphabetical order.  The user selects the supplier by either entering it into the red box, or scrolling down the list and clicking on the selected customer. 

  
Then a list of all of the selected supplier contacts are shown in alphabetical order by last name, along with their first name and supplier. The user may elect to show only Active contacts, or Inactive contacts. The user selects the contact by either entering it into the red box, or scrolling down the list and clicking on the selected contact.   

Once you have made your choice, the information will be displayed as follows:

Depress the Edit action button.  Enter password.

All fields available for editing will be enabled for modification. 

At the conclusion of the modifications process, the user must Save changes, or Abandon changes using the action buttons. 

 Depress the Exit action button to return to the previous screen.
1.5. Reports - Supplier Contact Information

To access the reports, depress the Print  button at the top of the screen.  The report screen will appear.

Select the output you desire by selecting one of the output radial selections at the top left of the screen, Screen, Printer, XL File, TXT File, or PDF.

Highlight the report desired and click on the option tab (if available) or Depress the OK button.   

 		  

Supplier Contact Information Report

Choose to display Active, Inactive, or All Supplier contacts by depress the radial. 

Select the Supplier by highlighting the one you wish and depressing the > button  .If you want all suppliers, depress the >> button.

Depress the OK button. 

  

The following report will print:

Supplier Contact Anniversary Report

Choose to display Active, Inactive, or All Supplier contacts by depress the radial. 

Select the Supplier by highlighting the one you wish and depressing the > button.  If you want all suppliers, depress the >> button.

Enter the desired date range.

Depress the OK button. 

  

The following report will print: