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Overview
Vendors are Firms that do work for you. You typically receive invoices from them. Like Clients, Vendors are also firms. If the Vendor you want to set up already exists (as a client, or prospect) simply recall the firm to the screen and clicking Save. This will establish it as a Vendor.
Field Descriptions
Below are field descriptions for the Employee Header section.
** Indicates a required field
| • | ** Code - Entered Vendor Identification Code; each vendor must have a unique code. |
| o | Re-Code - The Re-Code link allows the user to change the code for an existing vendor firm. The link is required in order to prevent the accidental changing of a vendor code. Clicking on this link will open up the vendor code field, making it editable. To re-code, enter the new code to which you would like to change the vendor's identification and click Save. This will change the vendor code here and on all related entries, and transactions, throughout the system. |
| • | Active - When checked, designates this as an active vendor and available for transactions and assignments |
| • | Web Site - Vendors Web Site |
| • | Parent Firm - Parent firm code. Firms can have parents. Only two levels are supported in the current version. This allows for the association of firms (especially for roll-up purposes) and is exposed in areas of the program such as the A/R and A/P sub-ledgers and Vendor Queries. |
| • | Consultant - When checked, the vendor is flagged as a consultant. It is necessary when using pay when paid reports and it can also be used to filter results in other reports like the Vendor Inquiry. This has no effect on the Labor Distribution process. |
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