Costpoint Help

Subtasks of the Manage Vendors Screen

The Manage Vendors screen has multiple subtasks such as Vendor Employees, Vendor Classification, Currencies, Subcontractor Info, and so on.


Related Topics:

Vendor Employees Subtask

Use this subtask of the Manage Vendors screen to assign a vendor's employees identification numbers for billing and payment purposes.

Vendor Classification Subtask

Use this subtask of the Manage Vendors screen to enter information about the legal classifications of your vendors.

Vendor Certifications Subtask

Use this subtask to add, view, or modify certifications associated with the vendor.

Currencies Subtask

Use this subtask of the Manage Vendors screen to set up defaults, by vendor, for use in Multicurrency.

Subcontractor Info Subtask

Use this subtask of the Manage Vendors screen to set payment controls for subcontractors.

Credit Card Info Subtask

Use this subtask of the Manage Vendors screen to link a vendor to its corresponding credit card.

Addresses Subtask

Use this subtask of the Manage Vendors screen to enter and maintain information about vendor addresses.

Default Expense Accounts Subtask

Use this subtask of the Manage Vendors screen to set up default expense accounts by project, account, organization, and allocation percentage.

VAT Info Subtask

Use this subtask of the Manage Vendors screen to assign the default tax ID number for vendors whose transactions may be subject to Value Added Tax (VAT).

CIS Info Subtask

Use this optional subtask of the Manage Vendors screen to set up certificate or registration card details, including the national insurance number.

User-Defined Info Subtask

Use this subtask of the Manage Vendors screen to assign values to the user-defined fields for each vendor in the General Ledger.

Action History Subtask

If the vendor has access to Supplier Portal, use this subtask of the Manage Vendors screen to view vendor information modification history and communication history with suppliers.


Parent Topic:

Manage Vendors