Supplier Maintenance

Menu Path: Accounts Payable $Images\bluerarw.gif$ Module Setup $Images\bluerarw.gif$ Suppliers $Images\bluerarw.gif$ Supplier Maintenance

Alternate Menu Path: Purchasing $Images\bluerarw.gif$ Module Setup $Images\bluerarw.gif$ Suppliers $Images\bluerarw.gif$ Supplier Maintenance

Purpose

Add new suppliers, update existing suppliers, and delete suppliers.
Enter ship-from and remit-to addresses for suppliers.
Enter default general ledger accounts for efficient voucher entry.
Enter or update the GDPR consent-related information.

Overview

Use Supplier Maintenance to view and enter information about your suppliers. Use Supplier Maintenance to also enter or update the GDPR consent-related information.

You can also import suppliers and supplier addresses in Supplier Import and Supplier Address Import. You can import changes to suppliers in Supplier Change Import.

Supplier Maintenance has the following tabs:

Tab	Purpose
Main	Enter the supplier status, grouping, address, and payment information.
Ship From	Enter supplier ship-from addresses. A supplier ship-from address record with a sequence number of 1 is automatically created for every new supplier. Ship-from addresses are used during purchase order entry. Additional ship-from addresses can subsequently be created.
Remit-To	Enter supplier remit-to addresses. A supplier remit-to record with a sequence number of 1 is automatically created for every new supplier. Remit-to addresses are used during purchase order entry. Additional remit-to addresses can subsequently be created. For more information, see Change of Address for a Supplier FAQ.
Account Masks	Enter account masks for a supplier, which are used for general ledger account resolution.
Default Accounts	Set up default general ledger accounts for a supplier. These accounts are used in Voucher Entry. For more information, see Default Accounts for Suppliers. You can set up accounts individually or as a group.
Purchasing/Receiving	Enter purchasing, receiving, and freight options for a supplier.
1099 Information	Enter 1099 information for the supplier.
Goal Seek Rules	Enter the default goal seek unit code for the supplier and view goal seek rules for the supplier. For more information on the Goal Seek feature, see Using Goal Seek.
Contact	View supplier contacts and their related information. A supplier can have multiple contacts associated with it. Contact viewing, adding, updating and deleting are controlled by Contact Group Maintenance, and each user can have different privileges by contact group.
Supplier Location	Enter the supplier's default lead time and default in-transit lead time. You can also enter lead times and in-transit lead times for specific warehouse locations.
Other Options	Enter additional information for a supplier.
Other Information	Enter information for supplier user-defined fields. These fields are set up in User Defined Fields Maintenance.

Creating Suppliers

To create a new supplier:

Click the New button in the ribbon.
Enter the supplier's code and name in the Supplier Code and Supplier Name fields.
Leave the Active check box selected to indicate that the supplier is active.
If the supplier is temporary, select the Temporary Supplier check box.
Enter the supplier's grouping information. You must enter a supplier division in the Supplier Division field.
Enter address information for the supplier in the Address section.
Enter payment information for the supplier in the Payment Information section. You must enter the supplier's default currency and payment terms in the Currency and Payment Terms fields.
Click the Ship From tab, and enter the supplier's ship-from address. If the supplier's ship-from address is the same as the address you entered in step 6, click the Copy button. If necessary, enter additional ship-from addresses for the supplier. For more information, see Entering Ship-From Addresses.
Click the Remit-To tab, and enter the supplier's remit-to address. If the supplier's remit-to address is the same as the address you entered in step 6, click the Copy button. If necessary, enter additional remit-to addresses for the supplier. For more information, see Entering Remit-To Addresses.
Click the Account Masks tab, and enter the default account masks for the supplier.
Click the Default Accounts tab, and enter the default accounts for the supplier. For more information, see Entering Supplier Accounts.
Click the Purchasing/Receiving tab, and enter purchasing and receiving options for the supplier. If the supplier is a freight supplier, select the Freight Supplier check box.
If the supplier requires a 1099 tax form, click the 1099 Information tab, select the Requires 1099 check box, and enter 1099 information for the supplier.
Click the Supplier Location tab, and enter lead time for the supplier. You can also set up lead time for specific locations.
Click the Other Options tab, and enter additional information for the supplier, such as the supplier's EDI trading partner ID.
Click the OK button in the ribbon. The supplier is created.

Entering Ship-From Addresses

To enter a new ship-from address:

Click the New button on the Ship From tab.
Enter the address information.
If the address is to be the primary ship-from address, select the Primary Address check box.
Click the OK button to save the address. The address is created.
Click the OK button in the ribbon to save the supplier.

Entering Remit-To Addresses

To enter a new remit-to address:

Click the New button on the Remit-To tab.
Enter the address information.
If the address is to be the primary remit-to address, select the Primary Address check box.
Click the OK button to save the address. The address is created.
Click the OK button in the ribbon to save the supplier.

Entering Supplier Accounts

To enter a new account:

Click the Default Accounts tab.
Click the Add button.
Enter the account number in the G/L Account field, or click the Lookup button to select the account.
Enter the order for the account in the Display Order field.
Click the OK button.

To enter a new group of accounts:

Click the Default Accounts tab.
Click the Add button.
Select the Group of Accounts radio button.
Enter a group ID and description in the Group ID and Description fields.
Enter the order for the group of accounts in the Display Order field.
Enter an account number in the G/L Account field, or click the Lookup button to select the account.
Enter the percentage of the group for the account you entered in step 6.
Click the Add button (below the Accounts grid).
Repeat steps 6 to 8 until 100 is entered in the Total % field.
Click the OK button.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Supplier Maintenance window.
New	Click this button to create a new supplier.
Update	Click this button to update the selected supplier.
Delete	Click this button to delete the selected supplier. Note You cannot delete a supplier if royalty rates exist for the supplier.
OK	Click this button to accept an action. This button is only available if you click the New, Update, or Delete button in the ribbon.
Cancel	Click this button to cancel an action. This button is only available if you click the New, Update, or Delete button in the ribbon.
First	Click this button to display the first supplier code or name based on the selected Navigate by radio button.
Prev	Click this button to display the previous supplier code or name based on the selected Navigate by radio button.
Next	Click this button to display the next supplier code or name based on the selected Navigate by radio button.
Last	Click this button to display the last supplier code or name based on the selected Navigate by radio button.
Voucher History	Click this button to display Voucher Inquiry, which allows you to view supplier vouchers. This button is only available if you are not creating a new supplier.
Attachments	Click this button to display Attachment Entry, which allows you to view and enter attached files for a selected supplier or contact.
Notes	Click this button to display Notes Entry, which allows you to view and enter notes for a selected supplier or contact.
Remarks	Click this button to display Supplier Standard Remark Maintenance, which allows you to create standard remarks to be placed on documents related to a selected supplier.
Contacts	Click this button to display Contact Maintenance, which allows you to view, create, edit, and delete contacts. This button is only available if you click the Contact tab and if you are not creating a new supplier. The icon for this button includes a check mark if contacts exist for the selected supplier.
Bank Account Lookup	Click this button to display Supplier Bank Account Maintenance, which allows you to view and update supplier bank account information for a remit-to address. This button is only available if the Remit-To tab is displayed.
Container Type Maintenance	Click this button to display Container Type Maintenance, which allows you to view and enter shipping container types. This button is only available if the Goal Seek Rules tab is selected and a rule for a specific container is selected.
Customer	Click this button to display Customer Maintenance, which allows you to view and update customer information for the invoice customer associated with the selected supplier. This button is only available if the Main tab is displayed. Note If you are not authorized to use Customer Maintenance, the Customer Inquiry window appears instead, and allows you to view information for the customer.
Trading Partner	Click this button to display EDI Trading Partner Maintenance, which allows you to create a trading partner to relate to customers. This button is only available if the Main tab is displayed.
GDPR	Click this button to open the GDPR Maintenance window, which allows you to manage the data subjects' consent to use their personal data in Apprise. Note that an orange check mark appears on this button if personal data such as an address has been erased or filled already in GDPR Maintenance. This button is only available on the tabs that contain personal data such as addresses, phone numbers, fax numbers, and email addresses. For more information about data erasure, see GDPR Personal Data Removal or Right to be Forgotten Management. NOTE You can only update the GDPR information when updating or creating a supplier.

Fields and Buttons

Field or Button	Description
Supplier Code	Enter a supplier code, or click the Lookup button to select a supplier code. If you are creating a new supplier, this field is only enabled if the Auto Supplier Assignment check box is cleared in Accounts Payable Control Maintenance. Note You cannot change the supplier code for existing suppliers.
Supplier Name	Enter a supplier name, or click the Lookup button to select a supplier name.
Navigate by	Select whether to navigate by supplier code or name when you click the First, Prev, Next, and Last buttons in the ribbon.
Search Name	Enter an alternate name or acronym to use for browsing and searching for this supplier instead of the supplier's full name.

Main Tab Fields and Buttons

Field or Button	Description
Active	Select this check box to mark the supplier as active. If this check box is selected, the supplier appears in most Lookup windows, and can be selected in Voucher Entry and other windows where a supplier is entered. Note You cannot clear this check box for a supplier if open purchase orders exist for the supplier.
Discontinue Purchase Orders	Select this check box to prevent purchase orders from being created for the supplier. If this check box is selected, vouchers and payments can still be entered for the supplier, but purchase orders cannot be entered or imported for the supplier.
Temporary Supplier	Select this check box for temporary suppliers. If this check box is selected, this supplier does not appear in most Lookup windows (such as from Voucher Entry). Note You can still manually enter the supplier code to enter invoices in Voucher Entry for a temporary supplier.
Start Date	Enter a start date for the supplier's services, or click the drop-down arrow to select a start date. This field is informational only.
Status	Click the Lookup button to select the current status of the supplier. You can select one of the following statuses. Active - Allow invoices to be entered and paid. On Hold - Allow invoices to be entered, but they are put on hold and need to be released for payment. Additionally, the supplier cannot have invoices selected for payment. On Watch - This status is only used in custom reports and inquiries. Other - This status is only used in custom reports and inquiries.
Parent Supplier	Enter a parent supplier code of the supplier if one exists, or click the Lookup button to select a parent supplier. If one does not exist, the supplier’s code is the parent supplier code. This field is informational only.
Supplier Type	Enter a supplier type by which to classify the supplier, or click the Lookup button and select one of the following supplier types: Charge Expense None Product
Supplier Division	Enter the defined division to which the supplier belongs. Supplier divisions are defined and maintained in Supplier Division Maintenance. The supplier division is used in reports and EIS inquiries.
Royalty Book	Enter the royalty book for the supplier, or click the Lookup button to select a royalty book. For information on setting up royalty books, see Royalty Book Maintenance.
Supplier Group	Enter the defined group to which the supplier belongs. Supplier groups are defined and maintained in Supplier Group Maintenance. The supplier group is used in reports and EIS inquiries.
Address 1	Enter the first line of the supplier's address.
Address 2	Enter the second line of the supplier's address.
Address 3	Enter the third line of the supplier's address.
City	Enter the city of the supplier's address, or click the Lookup button to select a city.
State/Province	Enter the state or province of the supplier's address, or click the Lookup button to select a state or province. For more information, see State Codes.
Postal Code	Enter the postal code of the supplier's address, or click the Lookup button to select a postal code.
Country	Enter the country of the supplier's address, or click the Lookup button to select a country. For more information, see Country Codes.
County	Enter the county of the supplier's address.
Phone #	Enter the supplier's phone number. This field is informational only.
Fax #	Enter the supplier's fax number. This field is informational only.
Email	Enter the supplier's email address. This field is informational only.
Website	Enter the supplier's Website.
Open	Click this button to display the supplier's Website entered in the Website field.
Currency	Enter the default currency in which the supplier is normally paid. This currency is used as the default currency in Voucher Entry.
Payment Terms	Enter the default payment terms for the supplier. For information on setting up payment terms, see Payment Terms Maintenance.
Payment Method	Enter the default payment method for the supplier.
Extended Due Days	Enter a number between 0 and 365 for the number of extended due days. You can use this field to track a number of days late that you can pay the supplier without the supplier charging a fee.
Standard Discount	Enter a standard discount from the supplier. This field is informational only.
Days to Clear Checks	Enter the number of days it normally takes for the supplier to clear checks. This field is informational only.
Supplier's Account Number	Enter the supplier's account number for you. This number is printed on check remittance stubs to make it easy for the supplier's accounts receivable department to apply the payment.
Default Cash Account	Enter the default cash general ledger account used for payment of vouchers to the supplier, or click the Lookup button to select a cash account.
Invoice Customer Code	Enter the customer code of the supplier for which to create invoices when using supplier allowances and/or invoice billbacks, or click the Lookup button to select a customer code. For more information on supplier allowances, see Using Supplier Allowances. Note You can also associate a customer with a supplier in the Related Supplier Code field in Customer Maintenance.
Invoice Customer Name	Enter the customer name of the supplier for which to create invoices when using supplier allowances and/or invoice billbacks, or click the Lookup button to select a customer name. For more information on supplier allowances, see Using Supplier Allowances. Note You can also associate a customer with a supplier in the Related Supplier Code field in Customer Maintenance.
Billback Type	Select whether to use invoice billbacks or voucher billbacks for the supplier.
Display Billback Detail on Invoice	Select this check box to display billback detail on billback invoices for the supplier. This check box is only enabled if you select the Invoice radio button for the Billback Type option.
Default Ship and Debit Type	Select the default ship and debit type for the supplier. Select one of the following: Units - Fixed Rebate - Calculate the rebate based on quantity breaks Price - Fixed Rebate - Calculate the rebate based on a specific price Units - Fixed Cost - Calculate the cost based on quantity breaks

Ship From Tab Fields and Buttons

Field or Button	Description
Sequence #	This field displays the sequence number for the supplier's ship-from address. If you are not creating, editing, or deleting a ship-from address, you can click the Lookup button to select a ship-from address by the sequence number.
Name (Ship-From Address)	Enter a name for the supplier's ship-from address.
Address 1	Enter the first line of the supplier's ship-from address.
Address 2	Enter the second line of the supplier's ship-from address.
Address 3	Enter the third line of the supplier's ship-from address.
City	Enter the city of the supplier's ship-from address, or click the Lookup button to select a city.
State/Province	Enter the state or province of the supplier's ship-from address, or click the Lookup button to select a state or province.
Postal Code	Enter the postal code of the supplier's ship-from address, or click the Lookup button to select a postal code.
Country	Enter the country of the supplier's ship-from address, or click the Lookup button to select a country.
County	Enter the county of the supplier's ship-from address.
Primary Address	Select this check box if this ship-from address is the primary ship-from address for the supplier. This check box is cleared by default, but is automatically selected for the first ship-from address created for each supplier. You can only mark one ship-from address as the primary address for each supplier. The primary address is used as the default ship-from address when purchase orders are created in Purchase Order Maintenance.
Phone #	Enter a phone number for the supplier's ship-from address.
Fax #	Enter a fax number for the supplier's ship-from address.
Email	Enter an email address for the supplier's ship-from address.
Supplier VAT ID	Enter a VAT identification number for the supplier's ship-from address.
Excise ID	Enter the excise tax ID for the supplier's ship-from address if the address is a tax warehouse.
Default VAT Supplier	Enter the supplier code of the default VAT supplier to which you will pay VAT for purchase orders shipped from the ship-from address, or click the Lookup button to select a supplier code. This is the default VAT supplier for purchase orders for products ordered from one country and shipped to a different country. This can be overridden for specific purchase orders. This field is only available for ship-from addresses in countries that are set up to use VAT.
Name (Default VAT Supplier)	Enter the supplier name of the default VAT supplier to which you will pay VAT for purchase orders shipped from the ship-from address, or click the Lookup button to select a supplier name. This is the default VAT supplier for purchase orders for products ordered from one country and shipped to a different country. This can be overridden for specific purchase orders. This field is only available for ship-from addresses in countries that are set up to use VAT.
First	Click this button to display the first ship-from address.
Previous	Click this button to display the previous ship-from address.
Next	Click this button to display the next ship-from address.
Last	Click this button to display the last ship-from address.
New	Click this button to create a new ship-from address.
Copy	Click this button to copy address information for the supplier from the Main tab.
Update	Click this button to update the selected ship-from address.
Delete	Click this button to delete the selected ship-from address.
OK	Click this button to accept an action. This button is only available after you click the New or Update button.
Cancel	Click this button to cancel an action. This button is only available after you click the New or Update button.

Remit-To Tab Fields and Buttons

Field or Button	Description
Sequence #	This field displays the sequence number for the remit-to address. If you are not creating, editing, or deleting a remit-to address, you can click the Lookup button to select a remit-to address by the sequence number.
Name	Enter a name for the supplier's remit-to address. This field is only enabled if the Allow Remit to Change check box is selected in Accounts Payable Control Maintenance and you are creating or updating a remit-to address.
Address 1	Enter the first line of the supplier's remit-to address.
Address 2	Enter the second line of the supplier's remit-to address.
Address 3	Enter the third line of the supplier's remit-to address.
City	Enter the city of the supplier's remit-to address, or click the Lookup button to select a city.
Phone #	Enter a phone number for the supplier's remit-to address.
State/Province	Enter the state or province of the supplier's remit-to address, or click the Lookup button to select a state or province.
Postal Code	Enter the postal code of the supplier's remit-to address, or click the Lookup button to select a postal code.
Country	Enter the country of the supplier's remit-to address, or click the Lookup button to select a country.
County	Enter the county of the supplier's remit-to address.
Email Address	Enter the email address for the supplier's remit-to address.
Primary Address	Select this check box if this remit-to address is the primary remit-to address for the supplier. This check box is cleared by default.
First	Click this button to display the first remit-to address.
Previous	Click this button to display the previous remit-to address.
Next	Click this button to display the next remit-to address.
Last	Click this button to display the last remit-to address.
New	Click this button to create a new remit-to address.
Copy	Click this button to copy address information for the supplier from the Main tab.
Update	Click this button to update the selected remit-to address.
Delete	Click this button to delete the selected remit-to address.
OK	Click this button to accept an action. This button is only available after you click the New, Update, or Delete button.
Cancel	Click this button to cancel an action. This button is only available after you click the New, Update, or Delete button.

Account Masks Tab Fields and Buttons

Field or Button	Description
A/P Mask	Enter all or part of the accounts payable general ledger account to use when resolving the account from the supplier, or click the Lookup button to display G/L Prompting, which allows you to select all or part of an account by element. For more information on accounts payable accounts, see Purchasing Account Resolution. Note You can enter asterisks (*) for account elements you do not want to resolve from the supplier. You must enter an asterisk for each digit in the account element. For example, if an element has a length of four, you must enter four asterisks.
Pre-payment Mask	Enter all or part of the prepayment general ledger account to use when resolving the account from the supplier, or click the Lookup button to display G/L Prompting, which allows you to select all or part of an account by element. For more information on prepayment accounts, see Purchasing Account Resolution. Note You can enter asterisks (*) for account elements you do not want to resolve from the supplier. You must enter an asterisk for each digit in the account element. For example, if an element has a length of four, you must enter four asterisks.
A/P Clearing Mask	Enter all or part of the accounts payable clearing account to use when resolving the account from the supplier, or click the Lookup button to display G/L Prompting, which allows you to select all or part of an account by element. For more information on accounts payable clearing accounts, see Purchasing Account Resolution. Note You can enter asterisks (*) for account elements you do not want to resolve from the supplier. You must enter an asterisk for each digit in the account element. For example, if an element has a length of four, you must enter four asterisks.
Inbound Mask	Enter all or part of the inbound general ledger account to use when resolving the account from the supplier, or click the Lookup button to display G/L Prompting, which allows you to select all or part of an account by element. For more information on inbound accounts, see Purchasing Account Resolution. Note You can enter asterisks (*) for account elements you do not want to resolve from the supplier. You must enter an asterisk for each digit in the account element. For example, if an element has a length of four, you must enter four asterisks.
Royalty Expense Mask	Enter the royalty expense account for the supplier, or click the Lookup button to display G/L Prompting, which allows you to enter a general ledger account by element. If no royalty expense account is entered for a supplier, royalties for the supplier are posted to the default royalty expense account set up in Purchasing Control Maintenance. Note The account entered in this field must be different from the account entered in the Royalty Accrual Mask field. You cannot enter an A/P Trade, A/P Clearing, A/R Trade, or A/R Clearing category account in this field.
Royalty Accrual Mask	Enter the royalty accrual account for the supplier, or click the Lookup button to display G/L Prompting, which allows you to enter a general ledger account by element. If no royalty accrual account is entered for a supplier, royalties for the supplier are posted to the default royalty accrual account set up in Purchasing Control Maintenance. Note The account entered in this field must be different from the account entered in the Royalty Expense Mask field. You cannot enter an A/P Trade, A/P Clearing, A/R Trade, or A/R Clearing category account in this field.
Input VAT Clearing	Enter all or part of the input VAT clearing general ledger account to use when resolving the account from the supplier, or click the Lookup button to display G/L Prompting, which allows you to select all or part of an account by element. For more information on input VAT clearing accounts, see VAT Account Resolution. Note You can enter asterisks (*) for account elements you do not want to resolve from the supplier. You must enter an asterisk for each digit in the account element. For example, if an element has a length of four, you must enter four asterisks.
Input VAT	Enter all or part of the input VAT general ledger account to use when resolving the account from the supplier, or click the Lookup button to display G/L Prompting, which allows you to select all or part of an account by element. For more information on input VAT accounts, see VAT Account Resolution. Note You can enter asterisks (*) for account elements you do not want to resolve from the supplier. You must enter an asterisk for each digit in the account element. For example, if an element has a length of four, you must enter four asterisks.
Input VAT Write-off	Enter all or part of the input VAT write-off general ledger account to use when resolving the account from the supplier, or click the Lookup button to display G/L Prompting, which allows you to select all or part of an account by element. For more information on input VAT write-off accounts, see VAT Account Resolution. Note You can enter asterisks (*) for account elements you do not want to resolve from the supplier. You must enter an asterisk for each digit in the account element. For example, if an element has a length of four, you must enter four asterisks.
Input VAT Pending	Enter all or part of the input VAT pending general ledger account to use when resolving the account from the supplier, or click the Lookup button to display G/L Prompting, which allows you to select all or part of an account by element. For more information on input VAT pending accounts, see VAT Account Resolution. Note You can enter asterisks (*) for account elements you do not want to resolve from the supplier. You must enter an asterisk for each digit in the account element. For example, if an element has a length of four, you must enter four asterisks.

Default Accounts Tab Fields and Buttons

Field or Button	Description
Accounts/Groups	This grid displays accounts and account groups for the selected supplier. Double-click an account or account group you want to edit.
Single Account/Group of Accounts	Select whether to add a single account or a group of accounts. These radio buttons are only enabled after you click the Add button.
Group ID	Enter a group ID. This field is only available if you select the Group of Accounts radio button.
Description (Group)	Enter a group description. This field is only available if you select the Group of Accounts radio button.
Add	Click this button to set up a new general ledger account or account group for a supplier.
OK	Click this button to accept an action. This button is only enabled after you click Add, Edit, or Delete.
Cancel	Click this button to cancel an action. This button is only enabled after you click Add, Edit, or Delete.
Edit	Click this button to update the display order of the selected general ledger account for a supplier, or to edit an account group.
Delete	Click this button to delete the selected general ledger account or account group for a supplier.
Display Order	Enter the display order for the selected account or group of accounts. The lower the number, the higher the account or group appears in the Accounts/Groups grid.
G/L Accountt	Enter a general ledger account number, or click the Lookup button to select a general ledger account number.
%	Enter the percentage for a selected account in a group of accounts. This field is only available if you select the Group of Accounts radio button.
Description (Account)	Enter a general ledger account description, or click the Lookup button to select a general ledger account description.
Add (Account to Group)	Click this button to add a selected account to a group of accounts. This button is only available if you select the Group of Accounts radio button.
Accounts	This grid displays accounts in a group of accounts and the percentage of the group for each account. This grid is only available if you select the Group of Accounts radio button. Double-click an account to remove it from the group of accounts.
Remove	Click this button to remove the account selected in the Accounts grid from the group of accounts. This button is only available if you select the Group of Accounts radio button.
Total %	This field displays the total percentage of all accounts in the group of accounts. This field is only available if you select the Group of Accounts radio button.

Purchasing/Receiving Tab Fields and Buttons

Field or Button	Description
Requires Purchase Order	Select this check box to indicate that a purchase order must be entered in Voucher Entry.
Default FOB	Enter the default FOB for the supplier, or click the Lookup button to select an FOB. For information on setting up FOB's, see Freight On Board Maintenance.
Default Shipper	Enter the default shipper ID for the supplier, or click the Lookup button to select a default shipper ID. This is used as the default shipper ID on purchase orders for the supplier. For information on setting up shipper ID's, see Shipper Maintenance.
Default Container Type	Enter the default container type for the supplier, or click the Lookup button to select a default container type. For information on setting up container types, see Container Type Maintenance.
Review Days	Enter the average number of days between reviews of the supplier to determine reorders. This is used by DRP.
Last Review Date	Enter the last date the information for the supplier was reviewed, or click the drop-down arrow to select a date.
Cost Based On	Select whether to calculate costs for products on the supplier's purchase orders from a cost matrix based on either the purchase order date or the line item required date. Example A purchase order is created with a purchase order date of 06/15/2020. The purchase order has one line item with a required date of 06/21/2020. A purchase cost matrix record exists for 06/18/2020 through 06/30/2020 for the ordered product. If the Purchase Order Date radio button is selected, the purchase cost matrix is not used because the purchase order date is outside the range of dates for the purchase cost matrix record. If the Required Date radio button is selected, the purchase cost matrix is used to calculate the price of the product on the purchase order.
Purchase Order Form Name	This field is disabled, and cannot be used.
Overage Percent	Enter an overage percentage for the supplier. In Receiving Entry, if the receiving amount is greater than the purchase order amount by this percentage, then the software automatically takes action. Example If 10 is entered in this field, and the original purchase order quantity is 100, the system takes the appropriate action if the quantity of the product received is greater than 110. The action taken is based on the radio button selected to the right of this field. For more information, see Purchase Additional Charges and Landed Cost FAQ.
Absorb/Warn/Send Back	Select an action to perform if the receiving amount is greater than the purchase order amount by the percentage entered in the Overage Percent field. Select one of the following options: Absorb - Keep excess product. Warn - Display a warning message. Send Back - Return excess product to the supplier.
Print Receiving Labels	Select this check box to print receiving labels for the supplier when performing receiving from the supplier.
Freight Supplier	Select this check box to indicate that the supplier is a freight supplier. This check box is informational only, and is used for custom reports and inquiries.
Freight ID	Enter the supplier's freight ID used for reports and inquiries. This field is informational only.

1099 Information Tab Fields and Buttons

Field or Button	Description
Requires 1099	Select this check box if the supplier requires a 1099 to be filed. If you select this check box, you must enter the 1099 legal name, legal ID, and form type for the supplier.
1099 Legal Name	Enter the legal name of the supplier for tax forms.
1099 Legal ID	Enter the legal ID of the supplier for tax forms.
1099 Type	Click the Lookup button to select the 1099 form type. For information on setting up 1099 form types, see Form 1099 Reporting Box Maintenance.
Reporting Box	Enter the default 1099 reporting box to use for the supplier's vouchers, or click the Lookup button to select the 1099 reporting box. For information on setting up reporting boxes, see Form 1099 Reporting Box Maintenance.
Reporting Box Label	This field displays the label for the selected reporting box.
Tax ID	Enter the tax ID of the supplier. This field is informational only.

Goal Seek Rules Tab Fields and Buttons

Field or Button	Description
Goal Seek Unit Code	Enter the default goal seek unit code for supplier products, or click the Lookup button to select a default goal seek unit code. For information on setting up goal seek unit codes, see Goal Seek Unit Maintenance.
Supplier Goal Seek Rules	This grid displays supplier goal seek rules for the supplier. These rules can be used to automatically adjust recommended purchase quantities for DRP. Double-click a supplier goal seek rule to display Supplier Goal Seek Rule Maintenance, which allows you to set up and maintain supplier goal seek rules.

Contact Tab Fields and Buttons

Field or Button	Description
Contacts	This grid displays contacts for the supplier. Double-click a contact to display the contact information in Contact Maintenance.

Supplier Location Tab Fields and Buttons

Field or Button	Description
Default Lead Time	Enter the lead time for the supplier. Note This is the actual number of days, not the number of business calendar days. This is used by DRP to calculate purchase order and blanket release delivery dates. You can override this value for specific locations in the Selected Locations grid. For more information, see DRP - Lead Time Calculation FAQ.
Default In Transit Lead Time	Enter the default in-transit lead time for the supplier, which is the number of days between when the product is shipped and received. This is used by DRP to calculate purchase order and blanket release ship dates. You can override this value for specific locations in the Selected Locations grid. For more information, see DRP - Lead Time Calculation FAQ. Example If the in-transit lead time is 10 days, and the purchase order delivery date is 06/15/2020, the purchase order ship date is calculated as 06/05/2020.
Available Locations	This grid displays warehouse locations that are not currently set up with lead time values for the supplier. To enter lead time values for a location, first add it to the Selected Locations grid. To add a location to the Selected Locations grid, double-click it, or select it, and then click the right arrow button.
	Click this button to add all locations in the Available Locations grid to the Selected Locations grid.
	Click this button to add the selected location in the Available Locations grid to the Selected Locations grid.
	Click this button to remove the selected location from the Selected Locations grid.
	Click this button to remove all locations from the Selected Locations grid.
Selected Locations	This grid displays lead time and in-transit lead time for specific warehouse locations. You can change the values for each location. Note This is the actual number of days, not the number of business calendar days. The lead times in this grid override the default lead times for the supplier. For more information, see DRP - Lead Time Calculation FAQ. To remove a location from this grid, double-click it, or select it, and then click the left arrow button.

Other Options Tab Fields and Buttons

Field or Button	Description
Product Code Mask	If segmenting the product code, enter the portion of the segment that relates to the supplier. Example Your system is set up with product codes with four elements. The second element is used to indicate the supplier. You would enter the second element for each specific supplier in this field (leaving the other elements blank in this field).
Mask by Elements	Click this button to display Product Mask Prompt, which enables you to enter a product code mask by elements.
EDI Trade ID	Enter the EDI trading partner ID for the supplier, or click the Lookup button to select an EDI trading partner ID. For information on setting up EDI trading partners, see EDI Trading Partner Maintenance.
C-TPAT Country of Origin	Enter the country code of the C-TPAT country of origin for the supplier's products, or click the Lookup button to select a country code.
Supplier VAT ID	Enter the supplier's tax identification number for VAT. Example For an Australian supplier, enter the supplier's Australian Business Number (ABN).
Default Single G/L Account in Voucher Entry	Select this check box if vouchers for the supplier use a single general ledger account by default. If you select this check box, the Single radio button is selected in Voucher Entry when a voucher is entered for the supplier. This overrides the default setting set up in Accounts Payable Control Maintenance.
Prevent Quantity Updates Within	Select this check box to prevent quantity updates on purchase orders for the supplier. If you select this check box, enter a number of days before delivery that order quantity changes can be made in the Days field. This check box is cleared by default. Note If the Always Allow Quantity Change check box is selected for a user in User Extended Options, the user can always make quantity changes.
Days	Enter the number of days before delivery that order quantity changes can be made on a purchase order for the supplier. For containers, the earliest scheduled delivery date for a purchase order line is compared to this value. For purchase orders that are not on containers, the ship date of the purchase order line is compared to this value. This field is only enabled if you select the Prevent Quantity Updates Within check box.
Auto Print Remittance Advice	Select this check box to output remittance advices for payments to the supplier entered in Direct Deposit Payment Entry or Payment Entry. If this check box is selected, remittance advices are only output to the supplier's contacts who are set up to receive remittance advices.
Profit Group Code	Enter the scorecard profit group code for the supplier, or click the Lookup button to select a scorecard profit group code. For information on setting up scorecard profit group codes, see Scorecard Profit Group Maintenance. Note This field is required for suppliers if the Profit Group is required for suppliers check box is selected in Scorecard Control Maintenance.
Profitability Customer Option	Click the Lookup button and select one of the following options: Require - Require customer cost allocation information to be entered in Voucher Entry or Voucher Edit when entering vouchers for the supplier. Warn - Display a message after entering a voucher for a supplier in Voucher Entry or Voucher Edit without entering customer cost allocation information. None - Permit vouchers to be entered for the supplier without entering customer cost allocation information in Voucher Entry or Voucher Edit.
Profitability Product Option	Click the Lookup button and select one of the following options: Require - Require product cost allocation information to be entered in Voucher Entry or Voucher Edit when entering vouchers for the supplier. Warn - Display a message after entering a voucher for a supplier in Voucher Entry or Voucher Edit without entering product cost allocation information. None - Permit vouchers to be entered for the supplier without entering product cost allocation information in Voucher Entry or Voucher Edit.
Profitability Supplier Option	Click the Lookup button and select one of the following options: Require - Require supplier cost allocation information to be entered in Voucher Entry or Voucher Edit when entering vouchers for the supplier. Warn - Display a message after entering a voucher for a supplier in Voucher Entry or Voucher Edit without entering supplier cost allocation information. None - Permit vouchers to be entered for the supplier without entering supplier cost allocation information in Voucher Entry or Voucher Edit.
Supplier ID	Enter a supplier ID number assigned by a third-party for use with data extracts output in Generate Data Extract.
Distributor ID	Enter a unique distributor ID number for use with the Vermont Information Processing (VIP) extract output in Generate Data Extract.
Wine	Select this check box if the supplier is licensed to sell wine.
Spirits	Select this check box if the supplier is licensed to sell spirits.
Beer	Select this check box if the supplier is licensed to sell beer.
Group Code	Enter the cash flow supplier group for the supplier, or click the Lookup button to select a cash flow supplier group. The cash flow supplier group controls the rules for how and when cash is sent to the supplier. For information on setting up cash flow supplier groups, see Cash Flow Supplier Group Maintenance. This defaults to the default cash flow supplier group code.
Available Sites	This grid displays supplier portal sites that the supplier is not allowed to access.
Add	Click this button to move the selected supplier portal site from the Available Sites grid to the Selected Sites grid.
Remove	Click this button to move the selected supplier portal site from the Selected Sites grid to the Available Sites grid.
Selected Sites	This grid displays supplier portal sites that the supplier is allowed to access. To add a site, select it in the Available Sites grid, and click the Add button.

Other Information Tab Fields and Buttons

Field or Button	Description
User Defined 1 - 20	Enter the appropriate information in these supplier-related user-defined fields. The label names and validations for these fields are set up in User Defined Fields Maintenance.