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 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 as the starting point for setting up or modifying vendor information 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. |
Enter an ID (up to 12 characters) that you would like to assign to this vendor.
If you leave this field blank, and have selected the Enable Auto-Assign checkbox in the Vendor Settings screen, the system will auto-assign an ID from that screen.
Name *
Enter a name of up to 25 characters that you would like to assign to this vendor. This vendor name is used only on internal reports.
Enter a location of up to 6 characters that you would like to assign to this vendor.
If you have more than one vendor with the same name, use this field to help distinguish them in reports.
* A red asterisk denotes a required field.
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.
