- Created by Pamela Salazar, last modified by Mary Neil C. Ugali on 10-09-2017
You are viewing an old version of this page. View the current version.
Compare with Current View Page History
« Previous Version 10 Next »
Here are the steps on how to add vendors:
- From Main Menu, expand Purchasing and then click on Vendors to open Search Vendor screen.
- Click on New button. Create New Entity screen will open
- Enter Name, Contact, Email, Phone, Address and select Zip Code.
- Click Add button.
- Vendor Entity screen will open with the details entered in Create New Entity screen.
- Enter details on Entity Tab specially the required fields like Location.
- Do the same on the Vendor Tab. Required fields on this tab are GL Account and Terms.
- Navigate to Locations Tab. Location entered on the Entity Tab together with its details will be displayed on the grid. Add more locations if necessary by clicking Insert button.
- Navigate to Contacts Tab. Contact entered on the Entity Tab together with its details will be displayed on the grid. Add more contacts if necessary by clicking Insert button.
- Click Save toolbar button to save newly created vendor. However Entity No is entered (manually or system-generated), whatever is entered on this field will also be the vendor's Legacy Vendor ID.
Here are the steps on how to add vendors:
- From Main Menu, expand Purchasing and then click on Vendors to open Search Vendor screen.
- Click on New button. Create New Entity screen will open
- Enter Name, Contact, Email, Phone, Address and select Zip Code.
- Click Add button.
- Vendor Entity screen will open with the details entered in Create New Entity screen.
- Enter details on Entity Tab specially the required fields like Location.
- Do the same on the Vendor Tab. Required fields on this tab are GL Account and Terms.
- Navigate to Locations Tab. Location entered on the Entity Tab together with its details will be displayed on the grid. Add more locations if necessary by clicking Insert button.
- Navigate to Contacts Tab. Contact entered on the Entity Tab together with its details will be displayed on the grid. Add more contacts if necessary by clicking Insert button.
- Click Save toolbar button to save newly created vendor. However Entity No is entered (manually or system-generated), whatever is entered on this field will also be the vendor's Legacy Vendor ID.
Here are the steps on how to add vendors:
- From Main Menu, select Purchasing and then click on Vendors. If there's an existing record, docked Search Vendor screen will open. Otherwise, blank Vendor screen will open.
- If Search Vendor screen opens, click on New button to open blank Vendor screen.
- Default Entity type will be Vendor but you can still add other entities if necessary. If Customer or Salesperson is added, tabs for these entities will be added too.
- Enter entity details on Detail tab. Required fields are Name, Contact Name, Location Name.
- On Vendor tab, enter vendor details specially on required fields like: GL Account and Terms.
- Navigate to Locations tab. location entered on the Detail tab together with its details will be displayed on the grid. Add more locations if necessary by clicking Insert button.
- Navigate to Contacts tab, contact entered on the Detail tab together with its details will be displayed on the grid. Add more contacts if necessary by clicking Insert button.
- Click Save toolbar button to save newly created vendor. However Entity No is entered (manually or system-generated), whatever is entered on this field will also be the vendor's Legacy Vendor ID.
Here are the steps on how to add vendors:
- From Main Menu, select Account Payables > Maintenance and then click on Vendors. If there's an existing record, Search Vendor screen will open. Otherwise, Vendor screen will open.
- If Search Vendor screen opens, click on New button to open blank Vendor screen.
- Enter vendor details on Detail tab. Required fields are Vendor No, Name, Type, Contact, Location, GL Account, Ship Via and Terms.
- On Locations tab, location entered on the Detail tab is also displayed. Adding more locations is possible but this is only available when Origin Integration is turned OFF.
- On Contacts tab, contact entered on the Detail tab is also displayed. Click Add button to add more contacts for this vendor.
- Click Save toolbar button to save newly created vendor.
Here are the steps on how to add vendors:
- From Main Menu, select Account Payables > Maintenance and then click on Vendors. If there's an existing record, Search Vendor screen will open. Otherwise, Vendor screen will open.
- If Search Vendor screen opens, click on New button to open blank Vendor screen.
- Enter vendor details on Detail tab. Required fields are Vendor No, Name, Type, Contact, Location, Expense ID, Ship Via and Terms.
- On Locations tab, location entered on the Detail tab is also displayed. Adding more locations is possible but this is only available when Origin Integration is turned OFF.
- On Contacts tab, contact entered on the Detail tab is also displayed. Click Add button to add more contacts for this vendor.
- Click Save toolbar button to save newly created vendor.
- No labels
Overview
Content Tools