Supplier
Suppliers are used for Purchase Ordering and used to identify who you purchased from, we also 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.
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 yellow read only fields come from the finance system.
Credit Limit - if this is not set then the account has unlimited credit, where it is set the system will check to see if the amount you wish to add onto the purchase order takes the account over the credit limit.
Credit Control - VAT Details
The VAT Code and the Currency are mandatory fields and need to be entered or looked up using the F11 function.
Credit Control - Credit Review
General Text
The details on this are used to pay your supplier and are provided to the finance system when the account is created.
Bank Details - Bank Address
No additional details
Bank Details - Account Details
No additional details
Default - Analysis
This allows you to specify alternative analysis information for this supplier, in general we use the product analysis, and this is not required unless you wish to use supplier analysis, however this needs to be setup at the original configuration time.
Nominal Account - Can be used to over ride the Default Nominal codes for this specific supplier
Default - Discounts
No additional details
Default - 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 elect to both send by email AND/OR sent to a printer, just select the options you wish using the check box.
Country Specific PO - This is only applicable for FR suppliers where the purchase order will be sent in French.
Transactions
Use the GET ACCOUNTS DATA button to populate the transactions on this screen when you are linked to your finance system, the open transactions then appear on the form, all these are read only.
The money values shown come from the sending system and they may display to only single decimal places.
The TYPE field also comes from your finance system, so you need to consult this system to find out what the codes mean.
