Add a vendor

You must add vendor information before you buy from the vendor. You need to add accounting and purchase information for a vendor.

To add a vendor

1. Open the Vendors (VEND) page.

   • Select Sales Management > Master Data > Vendors.

   Or

   • Search for VEND in the Navigation box and then select Vendors. The Vendors (VEND) page appears.

2. Click New from the Toolbar.

   Click Copy to base the vendor on the existing data displayed.

Enter Basic Vendor Information in the Accounting Tab

Enter basic vendor information in the Remit To and Contact sections:

1. Type the vendor’s Address, City, State, and Zip code in the appropriate fields.

2. In the Phone and Fax fields, type the vendor’s phone and fax numbers. Select the Long-Distance check box if the phone call is long distance.

3. In the E-Mail field, type the contact’s e-mail address.

4. In the First Name and Last Name fields, type the contact first name and last name.

You can click the First Name and Last Name lookup reference and select the first name and last name from the Lookup For First Name and Lookup For Last Name windows.

5. Select the Send 1099 check box if you send a 1099 form to this vendor.

Enter Payment Details in the Accounting Tab

In the Payment Details area, specify the vendor payment details:

1. Click the Payment Terms lookup reference.

   The Lookup For Payment Terms window appears.

   1. Highlight a row and click Select. Or double-click to select the terms the vendor expects you to meet.

      Double-click the Payment Terms field to change or add to the choices.

   2. From the Payment Urgency list, select the urgencyfor the payment.

   3. To enable electronic funds transfer (EFT) transactions for the vendor, select the EFT Vendor check box.

   • For users who do not have appropriate per- mission for the Vendor Bank Details (VENDEFT) window.

   If the vendor status is Inactive. Or when you add a new vendor and have not saved the vendor details.

   • If the EFT Vendor check box is selected, the Vendor Bank Details button is enabled. Click it to open the Vendor Bank Details (VENDEFT) page in which you can view, add, or modify the remittance and bank details. When you save the details added in the Vendor Bank Details (VENDEFT) page, the message ‘There are some changes in the parent window. Do you want to continue with saving?’ is displayed. Click Yes to save.

If you had selected theEFT Vendor check box, ensure that you have entered appropriate details in the Vendor Bank Details (VENDEFT) page before saving. You cannot save the vendor information if you did not add any bank details in the Vendor Bank Details (VENDEFT) page.

1. In the Sales Tax (%) field, type the sales tax percentage you pay this vendor.

   Or click the icon to display a Calculator. Select an appropriate value.

2. In the Tax ID field, type the vendor’s Tax ID for reference.

If GST is used, then this field can be used to capture vendors’ GST Pin. Information entered in this field is not used in any transactions.

• In the Credit Limit field, type the credit limit offered by the vendor for your company.

Or click the icon to display a Calculator. Select an appropriate value.

• In the Vendor’s No For Us field, type the identification number using which the vendor refers to your company.

Set Purchasing Information in the Purchasing Tab

1. Click the Purchasing tab.

2. Click the Planner arrow at the end of Planner box and select the name or area in your company that works with the vendor.

3. Click the Shipping Method arrow at the end of Shipping Method box and select the way you receive goods from the vendor.

   • Click the Vendor Type arrow at the end of Vendor Type box and select the vendor’s business.

   • Click the Default Currency lookup reference and double-click the currency in which you pay the vendor.

Designate a Vendor as an Inter-Company vendor

1. Click the Additional Info tab.

2. On the Additional Info tab, under Inter-Company, select the Inter-Company Vendor check box.

   • Click the lookup button in the Company to Buy From the field.

   The Lookup for Company to Buy From window appears.

3. Select the Company from the list. Click Select.

4. Click the lookup button in the My Account Number field. The

   The Lookup for My Account Number window appears.

5. Select the Account Number. Click Select.

   On the Toolbar click Save to save the changes.