Vendors

Use this form to maintain a record for each vendor with whom your company does business. After you enter a vendor record, the system maintains and automatically updates the Purchases YTD, Purchases Last Year, Discounts YTD, and Discounts Last Year fields. Accounts payable, inventory control, and purchasing reference the Vendors file.

If a vendor is on payment hold, a check mark is displayed at the top of the form. If the vendor is not on payment hold, a problem indicator is displayed.

Use the Remit To tab to select a different vendor to send correspondence and payments to if your vendor has different ship-from and remit-to locations.

Use the Contacts tab to enter and view information about contacts for the vendor. If a vendor is minority owned, select the Minority Owned check box and specify the related fields in the grid.

Use the Taxes tab to configure tax settings for the vendor.

Note: Depending on the vendor's tax settings as defined on the Tax Systems and Tax Parameters forms, some of the following fields may be labeled differently or may not appear on the form at all.

Some fields in the Taxes tab are used by the European Union (EU).

Note: If the Activate EU Reporting field on the General Parameters form is not selected, some of these fields are disabled.

Use the Payment Hold tab to view payment history information and to put a vendor on payment hold.

Use the Payment History tab to maintain a payment history record for each vendor with whom your company deals. After you enter a payment, the system automatically updates the Purchases YTD, Purchases Last Yr, Discounts YTD, and Discounts Last Yr fields. Accounts payable, inventory control, and purchasing all reference this payment history file. The system always stores YTD values in domestic currency.

Use the Portal tab to give vendors the ability to firm planned orders (PLNs) and convert them to CloudSuite Industrial purchase orders or purchase order requisitions using the Vendor Portal Planned Orders page.

The On Time Delivery tab displays on-time delivery percentages for a selected vendor, to help you decide which vendor to use for future purchases. On-time delivery percentages are calculated for a given month range by comparing the total number of purchase order lines due in that month to the number of those lines received in full by the due date (or partially received lines with a status of filled/complete). The data is displayed in grid and graph format.

On the Fiscal Reporting tab, you can set up the vendor for DAS2 reporting, if needed. See Setting Up Vendors for DAS2 Reporting.

Multi-site notes:

If you have a master site for an intranet, you can use the Multi-Site Vendors form to add and update vendor information for sites on that intranet.
To delete a vendor from a site in a multi-site environment, use this form. This deletes the vendor's record in the site's "vendor" table. However, there is also an associated "vendaddr" table record, containing information such as the vendor's name and address. Because the vendaddr table is shared between sites, the vendaddr record for this vendor is deleted only when the vendor number is no longer in use at any site.
If a vendor exists in one site in a multi-site environment, the same vendor number cannot be used with a different vendor name in other sites.
The availability of a vendor record is specific to a site. If the same vendor record is used in more than one site, each site will maintain the availability of that record.