Company Vendor

To create a Company Vendor:

1. Click on Organization to expand the menu.
2. Click Vendor.
3. In the Vendor window, click the Add button.
4. In the Vendor Type field, select Company Vendor from the drop down.
5. Fill in the following required fields:
   1. In the Vendor field, enter a unique Vendor ID. This field is limited to 20 characters.
   2. In the Name field, enter a name to identify the Vendor. This field is limited to 100 characters.
   3. In the Description field, enter text to further identify the Vendor. This field is limited to 255 characters and is optional.
   4. In the Restrict Access field, select Yes or No.
      1. Yes - will restrict access so only those that are assigned to the vendor can access the vendor record.
      2. No - will allow the vendor to be unrestricted and all users can access the vendor record.
   5. In the Currency field, select the vendor currency.
   6. In the Payment Terms field, the default is set to 30. If it is different, type in the number of days.
   7. In the Payment Type field, select either ACH or Manual Check.
   8. In the PO Required field, select Yes or No.
6. These are optional fields that can be entered and are more for informational purposes. A screen shot is available below so you can see where the information will be displayed.
   1. In the Email 1 field, enter in an email address.
   2. In the Email 2 field, enter in an alternate email address.
   3. In the Phone 1 field, enter in a phone number.
   4. In the Fax field, enter in a fax number.
   5. In the Address 1 field, enter in the vendor address.
   6. In the Address 2 field, enter additional address information.
   7. In the City field, enter in the vendor city.
   8. In the State field, enter in the vendor state.
   9. In the Zip field, enter in the vendor zip code.
   10. In the Zip 4 field, enter in the last 4 digits of the vendor zip code.
   11. In the Country field, select the vendor country.
   12. In the Company Employee field, select the company the vendor may be associated with based on the companies set up in the application.
   13. In the Vendor Other ID field, add in an alternate vendor name that can be used in the search functionality.
7. In the Active field, check the box for the vendor to be available now for assignment.
8. Click the Save button.

Display of Vendor Information for End User

1. On the cover page of the vendor payment report (*note: you must create a corresponding "Vendor Payment" report type for external vendors).

2. When you use the search functionality (magnifying glass) on the vendor field the Vendor Detail screen will be available when you click on the vendor name.