“Supplier Price List Maintenance” Dashboard is in the Purchasing General Operations folder…

Upon launch, you will be prompted for Vendor ID.

Dashboard will display most current Supplier Price records currently for the selected Vendor ID in all companies.

Note: This is live, editable data. However, do not attempt to over-write the data that is shown as it will create a new record. (Only Base Unit Price and Reference fields may by manually updated without creating a new record.)

Right-click on data table and select Copy to Excel.

Remove any records you do not want to update.

Only the following fields should be updated:

VendPartNum

Effective Date

Expires

Base Unit Price

Purch UOM (any change must be in same UOM Class)

Reference

Save Excel file when done; make note of file location.

To add new Supplier Price Records, click on Actions -> Uptake from Excel

You will be prompted for file name and location of the file you just created.

If your file has a header row, make sure to check “Skip Header Row” checkbox.

Click the upside down triangle next to the Save icon and select Multi-Threaded Save

A popup will appear. Click on Start.

(If file is very large, you may increase the number of Submission Threads up to 10. I have not experimented with this so I can’t speak to how the number of submission threads will impact the speed.)

Upon completion of process, new Supplier Price Records will have been created.