Contents of the Manage Vendors Screen

Use the fields and options to configure the Manage Vendors screen.

Identification

Field	Description
Vendor ID	Enter the new vendor ID or, if you selected the Enable Auto-Assign check box on the Configure Vendor Settings screen, Costpoint automatically assigns a vendor ID when you save. If you already set up the vendor, you can use Query to retrieve vendor information. When Costpoint assigns the vendor ID, it adds one to the right-most numeric digit for the last vendor ID from the Vendor Settings table. Each vendor ID must be unique across all companies. If you try to enter a vendor ID that is a duplicate of an existing vendor ID, Costpoint displays an error message to tell you that the vendor ID already exists.
Name	Enter a name to identify the vendor. If you have more than one vendor with the same name, you can use the Location field to enter information that helps you distinguish them. This vendor name is used only on internal reports and is not printed on checks, bills, customer statements, and so on. If you tab through the Long Name field without entering a longer vendor name, this name defaults into that field as well. During the vouchering process, you use lookup to select from a valid list of vendors. The lookup lists sort vendors alphabetically by the Name field. Through consistent use of naming conventions, you can significantly reduce the possibility of duplication in creation of your vendor records. Deltek recommends following these guidelines when naming vendors during setup: Avoid entering words like "the" and "an" in the Name field; otherwise, all the vendor names beginning with "the" or "an" are sorted to appear together in the list. Consider establishing a naming convention for setting up individuals' names. For example, put the last name first, followed by a comma, and then the first name. The Long Name is best suited for specifying the payee's name exactly as it appears on checks; here, you can include words such as "the" and "an."
Location	Enter a location for this vendor.

Subtasks

Subtask	Description
Vendor Employees	Click this link to open the Vendor Employees subtask to assign a vendor's employees identification numbers for billing and payment purposes.
Vendor Classification	Click this link to open the Vendor Classification subtask to enter information about the legal classifications of your vendors.
Currencies	Click this link to open the Currencies subtask to set up defaults, by vendor, for use in Multicurrency.
Subcontractor Info	Click this link to open the Subcontractor Info subtask to set payment controls for subcontractors.
Credit Card Info	Click this link to open the Credit Card Info subtask.
Addresses	Click this link to open the Addresses subtask.
Default Expense Accounts	Click this button to open the Default Expense Accounts subtask.
VAT Info	Click this button to open the VAT Info subtask.
CIS Info	Click this button to open the CIS Info subtask.
User-Defined Info	Click this button to display the User-Defined Info subtask.