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Purpose
The Suppliers tab is where the Suppliers, Plants and Mix Design lists are maintained. Both plants and mix designs are associated to (owned by) a suppliers.
A given Supplier can have many Plants along with having many Mix Designs. Both Plants and Mix Designs are "owned" by a Supplier.
Managing Suppliers / Plants / Mix Designs
Adding
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Records
Click the Add button in the upper-right corner of the Supplier grid.
Adding a Plant or Mix Design
Both Plants and Mix Designs are associated to (owned by) a Supplier. First select the Supplier for the Plant and / or Mix Design you want to add. Like with Suppliers, click the Add button to add your plant and / or mix design.
Importing Mix Designs
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CSV file structure:
| A | B |
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| Mix Design Name | Mix Design Notes |
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Field values should NOT have commas in them unless the field value is surrounded by double quotation marks ( " ). |
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If you are using FireFox there is a known issue preventing the uploading of files. You will need to use a different browser, such as Chrome or Internet Explorer, to perform this function. |
above the grid to manually add a record. When adding a Mix Design, you will supply a single Material in addition to the Name. You can also supply an optional Strength (psi) for Mix Designs used in concrete / grout / mortar applications. When adding a Plant, you will supply a Name and one or many Materials that that plant produces.
Importing Records
Supplier, Plant and Mix Design records can be imported from a .csv file. Click the Import _____ button to initiate an import. A pop up will display and provide instruction on the data layout of the file. An example follows (for Plants).
Managing Draft Suppliers / Plants / Mix Designs
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The following applies to Concrete / Grout / Mortar applications only. |
Prohibiting Entry of Draft Values
Users (field technicians) can be prevented from entering Draft values in the Field module. Simply remove the check mark in the respective Allow Draft Values field above the appropriate Supplier, Plant or Mix Design grids.
Draft values can be restricted on the supplier or mix design level, and in addition can be restricted by material type as well. To do this click on the Allow Draft Values option and choose which materials draft values should be enabled for.
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Since suppliers and plants tend to be more predictable (can be entered ahead of time), a firm may choose to not allow Draft values to be entered for suppliers and plants, but allow Draft mix design values to be entered. |
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Use caution when using the batch reassignment utility on suppliers. Because plants and mix designs are associated with suppliers, choosing a new supplier will force you to select a new plant and mix design. Unless all of your underlying plants and mix designs are the same for the supplier you are changing, you should probably not use the batch reassignment utility in this case.
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Deleting Records
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The examples below will be using Supplier values, but the same rules apply to Mix Designs and Plants. |
Values on this page can be deleted from the list of supplies by clicking on the 'X' icon located in the last column.
Deleting a Supplier value will result in a few things
- Existing records with a deleted value will keep the deleted value but treat it as a 'Draft Value'
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- The deleted value will be deactivated given the status of 'Deleted'. You can find and restore this value by updating the search filter
- You cannot create a new supplier with the same name of a previously existing suppler. You can choose to restore the old value from the 'Deleted' filter, change the name of the old value, or use a unique name for the new value.
