Enter basic information about the vendor such as code, description and Vendor ID.
Fields of the Manage Providers Screen
| Field | Description |
|---|
| Code
|
Enter a 20-character, uppercase, alphanumeric provider code. Each code must be unique. Make this code easily identifiable, as it can be used in reports.
|
| Description
|
Enter up to 30 characters for a provider description. The
Description field must be unique. The descriptions should be as short as possible and properly capitalized because they are used in drop-down lists and as column headings for reports and inquiries.
|
| Vendor ID
|
Enter up to 20 characters to identify this provider with a vendor. The system uses the vendor ID when the payment method selected on an expense report is classified as
Direct Pay. In this case, you pay the provider, instead of the employee that filled out the expense report.
|
| Tax ID
|
Enter up to 20 characters to identify this provider's tax identification number. The system uses the tax ID to identify the correct vendor when taxable expenses are added.
|
| Active
|
Select the
Active check box if the provider is active. The default value for this check box is selected.
|
User-Defined
| Field | Description |
|---|
| User Defined Code 1
|
This
User-Defined Code 1 field displays the label entered in
User-Defined Field 1 of the Miscellaneous tab of the Configure General Settings screen. Enter a value for that user-defined field, if applicable, for the provider. It can be used in reports and inquiries.
|
| User Defined Code 2
|
This
User-Defined Code 2 field displays the label entered in
User-Defined Field 2 of the Miscellaneous tab of the Configure General Settings screen. Enter a value for that user-defined field, if applicable, for the provider. It can be used in reports and inquiries.
|
| User Defined Code 3
|
This
User-Defined Code 3 field displays the label entered in
User-Defined Field 3 of the Miscellaneous tab of the Configure General Settings screen. Enter a value for that user-defined field, if applicable, for the provider. It can be used in reports and inquiries.
|
