Within the Supplyframe platform, Purchase Order History can be used as a price source and reference.
Here are the different ways that Purchase Order History interacts within the modules:
- Purchase Order History for BOM Insight
- Purchase Order History for Demand Management
- Purchase Order History for Quoting
- Purchase Order History in Part Master
Purchase Order History for BOM Insight
Purchase Order History can be used to cost a BOM, depending on your Cost Prioritization settings within BOM Insight.
Upload BOM
When uploading a BOM, you can utilize Purchase History as a Price Source.
You have multiple options on how to apply Purchase History to a BOM. This includes whether to calculate using the pricing based on the CPN or MPN, and can also set the start and end date parameters.
For more information on using Purchase History in your BOM or other sources, please review the article BOM Cost Prioritization & Options for more details.
Invalid MPNs
Please keep in mind that Supplyframe will not prevent the upload of invalid MPNs. Therefore, we recommend that master MPN references be cleaned to adhere to component manufacturer Part Number (PN) standards before uploading. If MPNs do not adhere to these standards, then Supplyframe will assume these invalid MPNs to be intentional, and depending on the configured matching logic, will return exact matches.
Reviewing BOMs
After your BOM is loaded, when there are Purchase History results available, you’ll see the highlighted icon "PH" with text in the Price column. When selected as the part’s pricing, you'll see "PH" in a blue box with a check mark indicating it's being used as the price source for that line item.
Click on the Price cell and the Purchase History tab will show all of the Purchase History results for that part.
Purchase Order History in Demand Management
Validation & Populating
Within Demand Management, your Purchase Order History files can be used as a source of Validation or for Populating data when uploading demands.
Purchase Order History can be selected as a “LookUp Table” when validating data in a demand file upload. This column validation is used to ensure that erroneous data is not uploaded or manually entered.
When a column needs to be populated based on matching data across two columns of a mapping table, a rule or formula can be configured by using your Purchase Order History file as the data source.
Purchase Order History in Quoting
Within Quoting, your Purchase Order History (PO) files are used in conjunction with Ref Pricing. The purpose of Ref Pricing during your RFQ Assignments is to match lines with prices previously agreed to with suppliers through your previously uploaded PO files by admins.
Therefore, when new prices are received, the different "Spend and Savings" KPIs can show you a comparison to previous negotiation cycles. More information can be read within the article regarding Ref Pricing.
In addition, your PO files may have already been referenced and pulled data from in order to create your BOM or Demand, by which then you can create your RFQ with its loaded data. When selecting "Purchase Orders" for your Reference Pricing, it will use the file's Quota for the RFQ. However, if PO Data is missing the Quota, there is an option to automatically assign quotas. This way any lines with savings calculations dependent on the Ref. Quota can be computed. Check the box in order to Apply 100% Ref. Quota to group.
Then Supplyframe will assign 100% Ref. Quota to lines that have a Ref. Price, but are missing a Ref. Quota. This will be done at the group level, which consists of its IPN, Plant and Subcontractor. Each unique group will have one line in the group assigned 100% Ref. Quota. If multiple Ref. Price exists for multiple lines in a group of IPN, Plant and Subcontractor, then the 100% Ref. Quota will be applied to the lowest price. When all have the same price, then any of them will be selected. However, if the Ref. Quota exists on a line, it will not be overwritten for the group.
Purchase Order History in Part Master
You can see within Part Master what Purchase Order Pricing is available for specific IPN/CPN in your files.