Release 29/04/20 – Administration – Masterfile Management – Suppliers Masterfile

On this release, the Supplier Masterfile Screen will be removed and all Supplier Masterfile data will be migrated into Customer Masterfile. After this Release, all Supplier’s will be stored in the Customer Masterfile, so any new Supplier’s or modifications to existing Suppliers will be performed in the Customer Masterfile.

In order to migrate the historical data into the Customer Masterfile we require duplicate Suppliers to be merged together to then be created in the Customer Masterfile.

Expedient will use the following match to check if the Supplier is the same Supplier. If the criteria are all matched, Expedient will treat it as the same Supplier and one Supplier will be registered in Customer Masterfile.

• Supplier Code
• Supplier Name
• Supplier CCID/Customs Code

If the same supplier code has been used for different suppliers in Supplier Masterfile, Expedient will adjust the code by adding a sequential number to the end of the supplier code to differentiate them.

• If the Supplier code is adjusted by Expedient due to conflict, Expedient will update all historical Job/Supplier Invoice Data to recognize the new Supplier Code

After the suppliers masterfile is merged into customer masterfile

• The supplier profile information will be merged into customer profile information.
• When the supplier is merged into customer masterifle, the company type “Supplier” will be flagged as “Yes”. If the supplier is an overseas company, the “Overseas” will be also flagged as “Yes”.

  • 

• CCID on supplier masterfile will be merged into customer masterfile>ABN/CAC or CCID field
• Default information based on supplier/importer relationship on supplier masterfile will be merged into customer masterfile>Supplier tab>Supplier to Importer Relationships tab.

  • 

• ICS Client Application on supplier masterfile will be merged into customer masterfile>Customs>Register Client in ICS.

  • 

• Supplier Documents on supplier masterfile will be merged into Customer Documents on customer masterfile.
• Supplier Personnel on supplier masterfile will be merged into Personnel on customer masterfile.
• Customs/Forwarding Note on supplier masterfile will be merged into Supplier Notes on customer masterfile.

  • 

• The codes/Charges on supplier masterfile (NZ Only) will be merged into customer masterfile>Suppliers>Codes/Charges.
  • 

p.s.

How to register a supplier to importer relationship

1. Go to Customer Masterfile and click add
   1. Register general customer information on Customer Masterfile>General Tab

      1. 

2. Flag the customer as “Supplier” on Company Type.

   1. 

3. Go to Customer Masterfile>Supplier Tab>Supplier to Importer Relationship to add default information.

   1. 

How to search all suppliers linked to an importer

1. On Customer Masterfile, click “Find” and enter the importer code on Supplier Tab.

   1. 

2. Click “OK” and “Browse” to view all suppliers.

   1. 

3. Click “Sort Mode” and “OK” on Browse Screen.

   1. 

4. Click “Output to CSV” on Browse Screen.

   1. 

5. Alternatively, users are able to view the linked suppliers on the importer tab.

   1.