Classic Vendor Item Page

This article covers the classic vendor item grid. To read about the new vendor item grid, click here.

The Vendor Items page lists all of the vendor item records that open in the classic form.

Navigation

Navigation Steps

Open the Inventory app.
Click Items.
Click Vendor Items.
This will open the classic Vendor Items page.

Search

Navigate to pages with the R365 global search bar:

Enter all or part of the page name in the R365 global search bar.
Select the page from the results list.

Only enabled pages can be searched for. If the desired page is not enabled, contact your CSM for assistance.

Vendor Items

From the vendor items tab, users can view, edit, link, and create vendor tems. Vendor items are associated directly with a single purchased item and represent the vendor-specific item record for the purposes of AP invoicing and purchase orders. Since a purchased item might be supplied by multiple vendors or in varied case sizes, multiple vendor items can be associated with a single purchased item.

A diagram of a system Description automatically generated

If a vendor supplies the same item with different case packs or item numbers, multiple vendor items representing the different purchase UofMs / item numbers are required.

The item number for the vendor item should match the vendor order guide and vendor invoices. The vendor item number is used as the lookup value for EDI AP Invoice Imports and order guide imports.

Vendor Items Grid

	Field	Description
1	+ Create	Click to Create a new Vendor Item Record.
2	View Actions	The following actions allow the User to change the List View: View Dropdown - Click to switch between the current view and other saved grid views Show/Hide Columns Dropdown - Click to select which Columns to show or hide from the grid Save View - Click to save the current view of the grid Clear Filter - Click to remove any filters that have been set Clear Sort - Click to clear any sorts that have been set Set Default - Click to set the current view as the default view Export - Click this icon to export the current view to a .csv file Refresh - Click to refresh the grid
3	Column Headers	All of the column information. The name of the columns are listed at the top of the column.
4	Search	Searches the column for entered keyboards or applies the filter selected when the filter option is clicked.

Column Details

Column	Description
Item	The linked Purchased Item that this vendor item will reference and update. If there is no purchased item linked to the vendor item, the Link Item button will be displayed. Learn more about linking Vendor Items and Purchased Items here.
Vendor	The Vendor that this vendor item is supplied by.
Vendor Item Name	The Vendor Item name as it appears on the vendor order guide / vendor invoices. This field is used for reference only.
Vendor Item Number	The identifying number of the vendor item. This number should match the Vendor Order Guide and Vendor Invoices. The vendor item number is used as the lookup value for EDI AP Invoice Imports and Order Guide Imports.
Brand Item Number	The brand identifier number given to the item. This field will only have a number when the vendor utilizes brand item numbers.
UofM	Purchase unit of measure for the vendor item. UofMs used for vendor items must be tagged as purchasing UofM. If this item is supplied by the same vendor using different case packs, multiple vendor items representing the different Purchase UofMs are required.
Price	The current price of the vendor item based on the most recent price source.
Vendor Pack Size	The pack size name provided by the vendor on order guides. This column is for reference only.
Contract Price	The current expected price of the vendor item used for purchase orders and vendor contract price verification. The Contract Price value is only input and updated manually.
Primary	Indicates if the vendor item is a Primary item for the vendor. Used in Purchase Orders to filter and populate orders.
Variance	The difference between the current Price and the Previous Price.
Contract Expiration	The agreed upon date that the Contract Price will expire. This value must be manually entered and updated.
Effective Date	The date that the Contract Price will be active for the vendor item. When the Contract Price is manually changed, either through the Vendor Item grid or Import Tool, the Effective Date will reflect the date of the update.
Split UofM	The Split U of M for the vendor item when the item may be broken down into individual items. Used with EDI integrations.
Split Price	The current split price for the vendor item that is used in Vendor Contract Price Verification. The split price is the broken down price for each individual item that may be part of a casepack. The value will be updated when there is a new split price updated by a new price source.
Split Variance	The difference between the Split Contract Price and the actual Split Price.
Split Contract Price	The expected Split Contract Price for the Vendor Item that is used in Vendor Contract Price Verification. This value is manually added to the vendor item record and will only update when manually edited by a user.
Acceptable Variance	The threshold of variance % between the Contract Price and the actual Price that is acceptable. Used in Vendor Contract Price Verification.
Price Source	Indicates which method was used to update the Contract Price: Invoice - The vendor item was created automatically as part of an EDI AP invoice import, and the price was set to the price on the invoice. User - Price was updated manually by a user on the Vendor Item grid. Order Guide - Price was updated via an Order Guide Vendor Integration . Manual Import - Price was updated via the Import tool.
Created By	The user that created the vendor item.
Created On	The date that the vendor item was created.
Modified By	The last user that modified the vendor item.
Modified On	The last time that this vendor item was modified.