1. Create New Vendor
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 | ||||||||||||||||||||||||
Step 2 - Click [New] to create new Vendor | ||||||||||||||||||||||||
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
Address & Contact holds the information about the address and contact of the Vendor
Invoicing, holds the posting information and currency code
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2. 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 sales lines only valid during a period 3. Blocked – select the check box if the Recurring Sales 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 sales lines manually Automatic – if only 1 recurring sales line exists for the customer, it will be inserted to the document automatically. If multiple, system will prompt the notification for allow user select which recurring sales line need to insert. Always Ask – A notification appears, and user can pick the recurring sales line to the document. |