A user flow is a series of screen links and subtasks that display in key master data screens.
Use the user flow to proceed in a logical order through the setup process. Access related screen links and subtasks to complete the setup and initialization of key master data.
You can go backwards or forwards in the flow, access the links in any order, and skip over unneeded links. When you access a link, the system automatically displays the link name in bold in the user flow to help you identify where you are in the flow.
For a new record, enter all required data (denoted by a red asterisk) in the first screen of the flow (Basic Info).
You can enter other related information in additional screens via the screen links, since all linked screens in the flow are associated only with the identifier (Vendor ID) entered or queried in the first screen.
As with other Costpoint web screens, there may be links available on the main screen or on the linked screens in the user flow that enable you to enter or access related information.
Use this screen to maintain information about your vendors including specific information related to their default expense accounts, taxes, and payment information. You can use this screen to identify the vendor's terms, addresses, and relationships to customers and employees. You can also place a vendor on warning or hold status for entering new purchase orders or vouchers.
Use the subtask links and flow nodes to enter information about a vendor's classification (size, type), contacts, phone numbers, and 1099 information. You can also enter notes about a vendor and set up default accounts for recording A/P liability and cash disbursement.
You can also use this screen to assign an employee to a vendor that will be used for billing and payment purposes as well as assigning values to the user-defined fields for each vendor in the General Ledger.
The Vendor User Flow screen consists of five flow nodes, three tabs, and seven subtask links as described below.
Use the Basic Info flow node to enter a Vendor ID, Name, and Location in the Identification block; and to access the three tabs and seven subtasks listed below.
Use the Vendor Employees flow node to assign employees to vendors who will be used for billing and payment purposes.
Use the Vendor Classification flow node to enter information about the legal classifications of your vendors.
Use the Currencies flow node to set up currency defaults by vendor that will be used when entering or paying vouchers. Use this flow node only for those vendors that do not fully participate in your functional currency.
Use the Subcontractor Info flow node to activate a vendor as a subcontractor so that validations for liens and insurance can be prepared.
Use the Header tab 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.
Use the Defaults tab to set up default A/P and cash accounts, allow edits to the pay vendor, establish this vendor as a "Pay When Paid" vendor, and allow separate checks.
Use the Notes tab to record notes about a vendor.
Use the Addresses subtask link to enter the vendor's address.
Use the Default Expense Accounts subtask link to set up default accounts that will be used when entering voucher lines.
Use the VAT Info subtask link to assign the default tax ID number for vendors whose transactions may be subject to VAT tax.
Use the CIS Info subtask to set up certificate and registration cards for subcontractors working in the U.K.
Use the User-Defined Info subtask link to assign values to the user-defined fields for each vendor in the General Ledger.
Use the Contacts subtask to enter contacts and contact information for this vendor. You can then use this information when placing purchase orders or making inquiries regarding services or products.
Use the EFT Info subtask to add or to update EFT (Electronic Funds Transfer) information pertaining to your vendors and their banks.
Use this screen before entering vouchers or purchase orders in Costpoint. You can change the information in this screen at any time.
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Note: Changing an address can cause a check or shipment to be sent to an address different than the one that you originally entered. |
Changes to this screen update the VEND (Vendor), VEND_VAT_INFO (Vendor VAT Information), VEND_LIMIT CRNCY (Vendor Limit Currency), and VEND_ADDR (Vendor Address) tables.
