Costpoint Help

Tabs of the Manage Vendors Screen

The Manage Vendors screen has the following tabs: Header, Defaults, and Notes.


Related Topics:

Header Tab

Use this tab of the Manage Vendors screen to enter a vendor, specify its status, enter information about the vendor's 1099 requirements, and link the vendor to a time collection expense class.

Defaults Tab

Use this tab on the Manage Vendors screen to set up default Accounts Payable and cash accounts, allow edits to the pay vendor, establish this vendor as a Pay When Paid vendor, and allow separate checks.

Notes Tab

Use the text box on this tab of the Manage Vendors screen to enter optional notes about a vendor.

Action Information Tab

If the vendor has access to Supplier Portal, use this tab of the Manage Vendors screen to communicate with suppliers about their information.

Punchout Tab

Use this tab to configure punchout settings for a vendor.


Parent Topic:

Manage Vendors