Minimum Version Required: 24.01
Pre-Conditions
For a variety of reasons, the SRS team will reach out to have you update one or more parts of the configuration that ensure your suppliers' data makes it to SRS as expected. The SRS team will provide you with all the necessary information to make these changes. These changes can be as simple as updating a specific field, or at the most complex, they will require some manipulation of your brand hierarchy.
Steps
Update Supplier Report Code - The Supplier Report Code lives on the Brand Families table, and is inherited from the dsdlink after you have linked at least one product or brand. See How to populate the Supplier Report Code on the Brand Family for a deeper explanation. If you have tried all the steps to try and populate or update the supplier report code, and you still cannot get the expected report code, please reach out to Encompass Support.
Update Distributor Number - The Distributor Number lives on the Suppliers Vendors table, and is maintained by you, the distributor. You can have one Suppliers Vendors record per each Supplier Location combination.
These are the only fields that need updating for configuration changes. However, there may be instances where you will have to move products, brands, or brand families around in order to satisfy the request. For example, if you have two brand families under the same supplier with different report codes, and SRS is requesting that only one of the brand families has a different distributor number, then that brand family will need to be broken out into it's own supplier, as the distributor number lives at the supplier level of the hierarchy.
Best Practices
Use this report (SRS Reporting by Product) to double-check your work.
Use the recommended Brand Hierarchy to maintain a clean portfolio and ensure SRS setups and configuration changes are quick and easy.