This screen allows you to:
Create, modify or delete vendor information.
Before you begin:
Choose the Vendor File option from the File Maintenance Menu. Then select the Advanced Tab.
Vendors are used when entering work orders, distributing work orders and in the payables system.
Advanced Tab
Payment Details
Category: Select the payment category for the automatic vendor payable. Normally you would have a vendor payment category set up. Categories are created in the Payables Information of the Control File.
Create Checks: Click the check box if you would like to automatically print checks or create a payable for this vendor.
Print Status: Choose the automatic status of the payable for the vendor. Choose [Ready to Pay] if you would like the vendor payable to be a ready to print status.
Choose [Hold] to keep the vendor payables on hold until you change them to ready status.
Pay by Days: Enter the number of days from invoice to pay the vendor bill.
Due by Days: Enter the number of days from invoice bills are due for the vendor.
Company Account: Enter an account number for the vendor company. This is not required.
Work Order Details
GL Credit: Enter the account from the chart of accounts to use for issuing a credit to the vendor. This information is required.
Work order GL Debit: Enter the account from the chart of accounts to create a debit for the vendor. This information is required.
WO markup group code: Enter the group code for the mark up record this vendor will require. For example, you may have a group of vendors that you add a high mark up value to. You may call this group "High" and make the code H. The code is described and stored in Work Order Information, Screen 2, of the Control File.
WO discount group code: Enter the discount group code for the mark up record this vendor will require.
Owner dollars edit? Click the check box if you don’t use group codes and mark up records for this vendor. This allows you to edit the owner dollars as needed.
Require approval? Click the check box if approval or a work order is required to complete the work order and bill it.
WO max-unapproved amount: Enter the maximum amount a work order can be before it needs approval. This option is only available if the "Require approval?" check-box is clicked/
Voucher Details
Voucher GL Credit: Enter the company account from the chart of accounts to create a credit for the voucher.
Voucher GL Debit: Enter the company account from the chart of accounts to create a debit for the voucher.
Voucher Description: Enter text describing a voucher for this vendor.
Require Approval? Click the check box if approval is required.
Max-Unapproved amount: Enter the highest amount a voucher can be before it needs approval.
Login Info
This option is only available with the Vendor Login Module.
Login Details….
Allow vendor web login?
This box must be checked to create login credentials to the web portal
Password
Enter login password, a combination of letters and numbers is recommended.
Secret Question
When setting up the portal the secret question is left blank and the user enters the
Secret question upon first time logging in. The secret question is used if the user forgets the password.
Secret Answer
The secret answer is entered after the secret question when the user first logs in. The secret answer triggers the temp password to be emailed to the Vendor. If he forgets his password the user must answer the secret question with the secret answer.