1. Fields & Definitions for Supplier Information
1.1. Supplier Tab

 

Supplier Information tab field definitions

 

Supplier No     The number assigned to the Supplier.
Supplier Name  The name of the Supplier.
Prefix This is only a reference field and does not affect any other modules within the system at this time.  This field has been implemented for future use.  
Account Status     Allows the user to select the status of the Supplier;  Preferred, Approved, Under Evaluation, Inactive or Disqualified.  "APPROVED" will default in, but can be changed during the Add or Edit process.  The status is displayed on screen when creating a PO.   If a supplier has an account status of either "Inactive" or "Disqualified" this supplier will NOT be displayed on the Supplier List when creating a New PO.   Other than that the status doesn't have any other influence throughout the system.  
Supplier Type     The type of Supplier, either Manufacturer, Distributor, Independent Rep. or In-Stores.
Purchase Type The type of purchases the user makes from the Supplier, either Inventory, MRO or both.  (MRO stands for Materials, Repairs and other, usually used for almost everything else other than Inventory.) 
Account Number The number the Supplier has assigned the user.
Phone   The Supplier’s telephone number.
1099      If this box is checked, the system will track all of the checks written to the Supplier during a calendar year and a report will be available in Accounting / Accounts Payable / Issue Checks.
Terms    The terms the Supplier affords the user, such as 30 Days Net,  2% 10 days, net 30, COD, etc.
Fax    The Supplier’s fax number.
Credit Limit  The amount of credit the Supplier affords the user.

 

CONTACTS

 

Name   The name of the supplier contact. 
Title        The contact’s title at the supplier.
Phone How to reach the Contact.
Fax   How to reach the Contact.

    

                                        

                   

1.2. Remit To Tab






Remit To tab field definitions

Supplier Name The name of the Supplier.
Default If this box is checked, it’s the default address where to send the Purchase Order.
Remitting Address The list of available remittance addresses for this supplier.  Ther are no limitations to the number of addresses that can be added to this field.
Remit To

The name of the check payee.
Address

The mailing address where the remittance will be sent.
Phone/Fax/E-Mail

How to contact the remittance address personnel.
Attention

The contact at the remittance address.
Buttons  Used to Add, Edit or Delete a remittance address.

 

1.2.1. Supplier e-Bank Information

Information populated here would be the Supplier's banking information

 Link Bank in List  when this is selected it will allow the user to select from ebanks that already exist for the selected supplier and associate to the highlight Remit To address
      Existing eBanks      List of existing eBanks for Supplier
 Add New Bank allow the user to create a new eBank

 
Originator (Name on Account)  This would be the your name associated with your Bank Account
Address The bank institution address information
 City  The bank institution City
 State  The bank institution state
Postal Code/Zip The bank institution zip code
 Country The bank institution country
 Phone The bank institution phone number
 Fax The bank institution fax number
 Attention Person or department at bank institution
 E-Mail email address for the bank institution 
 Destination Bank Name
Destination Bank Account Number This is the bank account number carried forward from the prior screen for the highlighted record 
 Bank Branch The bank institution branch 
 Bank Routing The bank institution routing number
 Bank ID/SWIFT  international bank code that identifies particular banks worldwide. It's also known as a Bank Identifier Code (BIC). CommBank uses SWIFT codes to send money to overseas banks. A SWIFT code consists of 8 or 11 characters
 Country Code The bank institutions country code 
 Default Payment Type Choose from the following options:  
       CHECK
     WIRE TRANSFER
     ACH:  for future development
     ONLINE BANKING:  for future development 
     CREDIT CARD, BANK DRAFT:  for future development
 Next E-Reference #  The next desired reference number that will be assigned to the next e-record
 Automatic Number if checked the system will assign the next reference number automatically

 

 

 

 

 

1.3. Confirm To Tab



Confirm To tab field definitions

Supplier Name The name of the Supplier.
Default    If this box is checked, it’s the default address where to send the Purchase Order.
Confirming Address   The list of available addresses where to send the Purchase Order for this supplier.
Confirm To    The name of the Purchase Order recipient.
Address   The mailing address where the Purchase Order will be sent.
Phone/Fax/E-Mail  How to contact the confirming address personnel.
Attention  The contact at the confirming address.  This is probably the name of the Sales Representative.
Buttons    Used to Add, Edit or Delete a confirming address.
 

 

                             

                                        

                 

                                

                                      

                       

                                      

                                   

1.4. Profile Tab

 


This tab is available for the user to make notes/comments about the Supplier.