Add a New Vendor

Home | FAQs & Troubleshooting

 

Expand/Collapse all Show/Hide All

Expand/Collapse item  Overview

When performing Purchase Order Entry, Receipt of Goods Entry, or Return of Goods Entry, you can add new vendors to the Accounts Payable Vendor file without leaving the data entry window. Adding vendors on the fly allows you to complete the data entry process in an efficient, uninterrupted manner.

To add a new vendor

  1. Select any of the following windows:

  2. Purchase Order Main menu > Purchase Order Entry.

  3. Purchase Order Main menu > Receipt of Goods Entry.

  4. Purchase Order Mat. Req/Return menu > Return of Goods Entry.

  1. In the Vendor No. field, enter a new vendor number. A message appears asking if this is a new vendor.  

  2. Click Yes to add the vendor. The Vendor Maintenance window appears.

  3. To copy the vendor information from an existing vendor, in the Copy From field, enter the vendor number or click the Lookup to list all vendor numbers.

  4. To automatically remove the vendor record from the Vendor file during Accounts Payable Period End Processing, select the Temporary Vendor check box.

  5. Complete the remaining data entry fields. For more information, see Vendor Maintenance - Fields.

    Note     A new terms code can be added on the fly in the Terms Code field.

  6. Click Accept to add the vendor number to the Account Payable Vendor file; click Cancel to return to the Vendor No. field.

A new vendor is added.