Supplier Set-up or Entering Suppliers Manually
You can create supplier records manually using the Create Supplier
page.
Prerequisites
·
Verify that the supplier has not already been entered in the
system. Use the search tool on the main Suppliers page.
·
Define Payables System Setup options
·
Define payment terms.
To enter basic supplier information:
1.
From the main Suppliers page, click the Create Supplier button.
2.
In the Create Suppliers page, enter a unique Supplier Name.
Suggestion: Use a naming
convention that minimizes risk of separate entries for the same supplier under
different names. For example, if you consistently spell the full name of a
supplier, do not enter both Orion Corp. and Orion Corporation.
3.
If the Supplier Number Entry option in the Payables System Setup
window is set to Automatic, Payables automatically enters a Supplier Number for
you. If this option is set to Manual, you must enter a unique Supplier Number.
4.
Optionally enter Alias, Name Pronunciation, and D-U-N-S number,(
a standard business identifier).
5.
Optionally enter the supplier's tax identification number in the
Taxpayer ID field; for example, an individual's social security number, or a
corporation or partnership's federal identification number/federal tax ID.
6.
Optionally enter the value-added tax (VAT) registration number in
the Tax Registration Number field if you are entering a VAT supplier.
7.
Click Apply. The system creates the supplier record and accesses
the Suppliers: Quick Update page.
8.
If you want to prevent invoice or purchase order entry for this
supplier after a certain date, access the Suppliers: Organization page and then
enter the date in the Inactive Date field.
9.
To create locations for the supplier, go to the Suppliers: Address
Book page and click the Create button.
Enter supplier and site information in the appropriate Supplier
pages. See the following page reference sections for detailed information.
o Quick Update.
o Organization.
o Tax Details.
o Address Book.
o Contact Directory.
o Business
Classification.
o Products and Services.
o Banking Details.
o Surveys.
o Accounting.
o Tax and Reporting.
o Purchasing.
o Receiving.
o Payment Details.
o Relationship
o Invoice Management.
Note: Save your updates for
each page before navigating to a new section.
Adding a New Supplier Site
To add a new supplier site:
1.
Find the Supplier.
2.
From the address book, select an address and click Manage Sites
and then click Create.
3.
The Supplier Site Name defaults from the address. You can override
if required. The Site Name does not appear on documents you send to the
supplier; it is for your reference when you select a supplier site from a list
of values during transaction entry. When you click Apply, the system creates
the site or sites.
4.
You can change site information by navigating to the appropriate
Suppliers page
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