1. Create New Vendor
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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 customer into search box then select the link
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Step 2 - Click [New] to create new Vendor
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Step 3 – Enter Vendor information.
The vendor cards are divided into below tables where fields that are similar are group together. Fill up the information for create the new vendor card.
General tab, the information about the vendor number and name and balance and total purchase
Fields | Details |
|---|---|
No. | User can enter a customer number manually, or by number series. Click […] button next to the No field to select number series |
Name | Enter the Vendor Name |
Address & Contact holds the information about the address and contact of the Vendor
Fields | Details |
|---|---|
Address | Enter the Vendor Address |
Address 2 | 2nd line of address |
Contact | l Enter Contact name, system will auto create the Contact Card. l Click […] button in contact code field to create another contact if needs |
Invoicing, holds the posting information and currency code
Fields | Details |
|---|---|
Pay-to Vendor No | Select from vendor if pay-to Vendor is different |
Gen. Business Posting Group | Select posting group for define where the posting enters in the chart of accounts |
Vendor Posting Group | Select posting group for define where the posting enters in the chart of accounts |
Currency Code | If the currency is equal to local currency, this field should be blank |
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Setup Recurring Purchase Line
Step 1 - Click More Option in navigation then select Related => Purchase => Recurring Purchase Lines… |
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Step 2 – fill up the information |
1. Code – select Recurring purchase Lines Code or click [+New] to create. 2. Valid period – enter valid from date and valid to date if the recurring purchase lines only valid during a period 3. Blocked – select the check box if the Recurring Purchase Lines is not allow to select in sales document 4. Insert Line Options – The option can be setup for Quotes, Order, Invoice and Credit Memo respectively. Manual – user ass the recurring purcahse lines manually Automatic – if only 1 recurring purchase line exists for the vendor, it will be inserted to the document automatically. If multiple, system will prompt the notification for allow user select which recurring purchase line need to insert. Always Ask – A notification appears, and user can pick the recurring purchase line to the document. |
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