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If the currency is equal to local currency, this field should be blank

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Payments Tab holds the payment Information

Step 1 - Click [Vendors] in navigation bar.

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Note: if the link not included in navigation bar, click Search button then enter vendors into search box then select the link

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Step 2 - Use Search function to check the Vendor is already created or not

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Step 3 – Enter Vendor information.

Enter the Vendor Name, Address and the fields with a red asterisk indicate that they are mandatory

NOTE:

CURRENCY CODE -

General tab, the information about the Vendor number, name and balance and total purchase.

Fields

Details

No.

Vendor No. to be according to the type of Vendor.

Click […] button next to the No field to select number series

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Name

Enter Vendor Name

Address & Contact holds the information about the address and contact of the Vendor.

Fields

Details

Address

Enter  Address

Address 2

2nd line of address

Invoicing Tab holds the posting details and currency code.

Fields

Details

Gen. Business Posting Group

Select posting group according to posting setup

Vendor Posting Group

Select posting group according to posting setup

Currency Code

FieldsDetails
Payment Terms CodeSelect the default payment terms code if any
Payment Method CodeSelect the default payment method code if any

Receiving Tab holds the Location Code for default sales shipment location

Fields

Details

Location CodeSelect the location if the customer have default sales shipment location
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Info
titleAttachments and Documents

Attachments and Documents

Fact Box for Attachments and Documents are available on Vendor Card, there are key differences between Attachments and Documents:

  1. Attachments:

    • Attachments are files that you can add to a record
    • These files can be of any type, such as text, image, pdf etc.
    • Attachments are generally used for reference purposes and are loosely connected to the record. They don't have any specific processing or workflow associated with them

  2. Documents (often referred to as Incoming Documents):

    • Incoming Documents are files that are part of a more structured process. They can be used to create transactions or records within the system.
    • These documents often go through an approval process before being posted. For example, an incoming document might be an electronic invoice that needs to be approved before it is recorded in the system
    • Incoming Documents can be linked to various transactions and can be used to automate data entry by interpreting the content of the document

In summary, Attachments are more for general reference and storage, while Documents (Incoming Documents) are integrated into the system's workflow and can trigger specific actions or approvals.

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