Supplier
Suppliers are used for Purchase Ordering and
to identify who you purchased from. Also, we
can use this information when posting to the finance system.
As a minimum, you need to enter the
account code
name
address
contact information
country code
Purchase Order Send to Supplier - Using the POP Documents to send via email or print you will need to complete the email information and select to send this by email to your supplier.
| Info |
|---|
Finance System Posting Information added to a new supplier will post a new supplier account in your finance system; |
Many of the fields are designed to be sent through to the finance system however you will need to complete the setup in your finance system and afterward information from the finance system will be used in this screen |
Other tabs within the form
Where the field use is obvious there will be no explanation for the field
Credit Control - Terms
. |
The fields in the header section - Account, Name, and Supplier of - should be filled mandatorily. Tabs on this page are explained below.
Supplier Maintenance Tabs:
| Table of Contents |
|---|
Supplier Details
As a minimum, you need to enter the following details in the fields provided:
Address
Contact information
Country code
Purchase Order Send to Supplier - Using the POP Documents to send via email or print you will need to complete the email information and select to send this by email to your supplier.
Credit Control
to the purchase order takes the account over the credit limit.
VAT Details
The VAT Code and the Currency are mandatory fields and need to be entered or looked up using the F11 function.
Credit
Review
General Text
This contains the Memo field.
Bank Details
Bank Details - Bank Address
No additional details
Bank Details - Account Details
No additional details
You need to fill in the bank name, address, and account details.
Defaults
set up at the original configuration time.
Nominal Account
→ This can be used to
override the Default Nominal codes for this specific supplier.
Discounts
No additional details
Set the percentage of discount that can be provided.
Export Option Details
When using the POP Documents option to print or email the purchase order, this section is used to determine what would normally happen for this supplier.
You can
select how you would like to receive PO Acknowledgement - by email or print or both ways.
Country Specific PO
Acknowledgement → This is only applicable for FR suppliers where the purchase order will be sent in French
.
Contacts
Enter your supplier contacts into the list and maintain them from the same place.
Only those with the Email PO selected with receive a copy of the emailed purchase order.
Products
This screen will show the list of products.
A product translation matrix is stored for customers & suppliers, on their respective screens. The customer/supplier's own product codes can now be stored and these are visible and available to search by during POP / SOP creation.
For customers, SOPs communicated to the warehouse now contain the customer's own product code, should the warehouse wish to output this information on delivery notes etc. The customer's product code is now also available on sales invoice templates alongside the company's product code.
For suppliers, similar changes to POP have been made as described for SOP above but for the POP documentation only, this information is not submitted to the warehouse.
Transactions
