1. Create New Vendor

Step 1 - Click [Vendors] in navigation bar.


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

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

2. Setup Recurring Purchase Line

Step 1 - Click More Option in navigation then select Related => Purchase => Recurring Purchase Lines…

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.