The purchased and sold materials are recorded in the Logo application by specifying the Customer/Supplier or Trading Group. In this way, the companies, which the materials are purchased from/sold to and the lead times, can be tracked and reported. Recording the materials along with the Customer/Supplier information helps to decrease the loss of time in purchase and sales transactions and possible usage errors. The slips and invoices can be recorded in a controlled manner using the Customer/Supplier Consistency parameter.
The information recorded in the Customers/Suppliers tab:
Type: Materials can be tracked by AR/AP or trading groups. Furthermore, the parameters applied in the specified trade account group can be used as default in the purchase, sales and general ledger transactions. The criterion to be used for material tracking is defined in the type field. The options of this field are:
- By AR/AP
- By Trading Group
When By AR/AP is selected, the processed material and the customer/supplier connection are tracked according to AR/AP. The code and title of the AR/AP to be used for purchase and sales transactions are recorded in the AR/AP Code and AR/AP Title fields.
If AR AP/Material Consistency Check is applied to the Slips, the AR/AP specified in the record and the AR/AP to which the slip and/or invoice belongs is checked. If the AR/AP is not consistent, the transaction is not recorded. The AR AP/Material Consistency Check can be performed on the Slips by specifying so in the Distribution Parameters and Purchase Parameters fields of the Definitions menu within the Administration section.
When By Trading Group is selected, the processed material and the customer/supplier connection are tracked according to trade groups. The trade group to be used in purchase and sales transactions is recorded in the Trading Group field. If AR AP/Material Consistency Check is applied to the Slips, the Trading Group specified in the record and in the slip and/or invoice is checked. If the trade groups are not consistent, the transaction is not recorded. The AR AP/Material Consistency Check can be performed on the Slips by specifying so in the Distribution Parameters and Purchase Parameters fields of the Definitions menu within the Administration section.
When the Customer/Supplier connection type is Trading Group, a connection is established between the materials and all the customers and suppliers under the specified Trading Group. However, if a connection for AR/AP were defined, it would have priority upon the Trading Group connection.
Type: The AR/AP type of the company. This field is used to specify the AR/AP type in order to determine the companies from which materials can be procured and to which goods can be sold. This field consists of two options:
- Customer
- Supplier
The AR/AP that the company is selling goods to is called the Customer and the AR/AP that the company purchases from is called the Supplier.
AR/AP Code: If user selects "By AR/AP" option in type field, AR/AP code is specified in this field. AR/AP records list is accessed and the required selection is made. User can select AR/AP records in active status which are displayed in AR/AP records list accessed via AR/AP code field.
When Customer is selected in the Type field, the Seller accounts receivable/payable type cannot be selected from the Accounts Receivable/Payable list. Likewise, when Supplier is selected, the Customer accounts receivable/payable type cannot be selected from the Accounts Receivable/Payable list.
AR/AP Title: The title of the AR/AP selected in the AR/AP Code field is directly transferred into this field.
Trading Group: This field is used to specify the Trading Group if Trading Group is selected in the Type field.
Customer/Supplier Code: The code used to track the material in the customer or supplier.
Customer/Supplier Description: The name or description used to track the material in the customer or supplier.
Quantity Dependent Delivery/Lead Time / Quantity Independent Delivery/Lead Time: These fields are used to record the quantity dependent and independent delivery and lead-time defaults.
The time entered in the Quantity Independent Delivery/Lead Time indicates the number of days in which the supplier can procure the materials or the number of days in which the company can deliver the materials within this class to its customers.
The time in the Quantity Dependent Delivery/Lead Time field is calculated by considering the procurement quantities specified in the plant parameters. The lead times of the materials in purchasing transactions are calculated based on the procurement quantities specified in the plant parameters of the material.
The time calculated by considering the times specified in the order slip, receipt and invoices and the Slip Date are automatically transferred into the Delivery/Lead Date field. If there are differences between these dates, the slip of the transaction can be recorded in a controlled manner. To do so, the Delivery Time Control filter under the Sales and Distribution Parameters and Purchase Parameters located in the Definitions menu of the Administration section is used.
In Case of Inspection not Held: The control default to be tracked when the inspection is not held for the material class purchased from the supplier or sold to the customer and the materials under this class is specified in this field. This field has three options:
- Proceed
- Block
- Warn User
When Proceed is selected, no control is performed.
When Warn User is selected, the user is warned and prompted to confirm the record while the slip containing the material or material class transactions that are not inspected is recorded.
When Block is selected, slip containing the input and output transactions of the material or material class that are not inspected is not recorded.
Packaging Code: The code of the package material in which the material will be delivered to the customer. The defined materials are listed. This list includes only the Materials for which the Package field is checked.
Packaging Quantity: The Packaging Quantity to be used as default in transactions for Customer/Supplier.
Packaging Unit: Indicates the unit of the packaging quantity.
Packaging Method: The packaging default of the material. This field consists of the Mix Packages Allowed and Mix Packages Not Allowed options. The selection made here is transferred as default into the package transactions. When Mix Packages Allowed is selected, other materials for which mix packages are allowed can be placed in unfilled packages.
When Mix Packages Not Allowed is selected, if the package does not contain enough materials, it may be necessary to generate unfilled packages containing less quantity of material than is specified in the assignment information.
Order Frequency (Day): This field can be used when Supplier is selected in the Type field and indicates the frequency of orders given to the supplier. The maximum frequency is 1/day. This means that an order is placed every day. If the orders placed in the same AR/AP are required to be merged during the realization of MRP proposals in order to realize the proposals generated in different delivery dates, the order frequency (Days) number to be processed is the frequency value entered in the Customers/Suppliers tab of the Material. Order Rate (%): A percentage value is entered into this field. This rate allows orders to be placed in more than one AR/AP to meet the material need arising from the planning process. The material requirement quantities generated by MPS and/or MRP are divided into the lines of the Production Planning Proposals according to the order rate.