Costpoint Online Help

Using the Help Search
Using the Help Search
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For more information:Searching Online Help

Manage Vendors

Use this screen to maintain information about your vendors including specific information related to their default expense accounts, taxes, and payment information.

You can verify 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. If you are licensed for Supplier Portal, you can enable or disable vendors for Supplier Portal access.

If you are configured for GovWin IQ to Costpoint Vendor integration, you can view vendor data imported from GovWin IQ into Costpoint on this screen.

If you want to update a specific vendor record using information from GovWin IQ, you can use the Refresh from IQ button in the GovWin IQ Company Information group box. Otherwise, to update multiple vendor records, use the Import GovWin IQ Vendor Data screen.

  • Use the tabs and subtasks 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 Accounts Payable 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.
  • Although you use this screen primarily to maintain information for your vendors, you can also use it to change a vendor's name. To do so, use Query to locate a vendor that you want to change. After you select the vendor, you can make changes to the Name or Long Name fields. You must save the changes before exiting this screen in order to have the new name appear on other screens such as the Print/Void Checks screen.

Set up this screen before entering vouchers or purchase orders. You can change the information on this screen anytime, but remember that changing an address can result in a check or shipment being sent to an address different from the one initially entered.

Screen Contents

This screen consists of the following elements:

  • Use the Identification block to enter the vendor ID.
  • Use the tabs to enter details for the vendor records, such as the vendor's status, 1099 information, default terms, default accounts, and default shipping information.
  • Use the subtasks (listed at the end of this topic) to enter related credit card, address, contact, EFT, expense account, Value Added Tax (VAT), and CIS information.

Tabs

This screen contains the following tabs:

  • Header: Use this 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.
  • Defaults: Use this tab 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: Use this tab to record notes about a vendor.
Note: The UI profile you are assigned may have caused some fields to be hidden on your screen. For more information, contact your system administrator.