About Vendors

Use the Vendors screen to maintain vendor information and to review current balances along with month-to-date and year-to-date data.

Begin by entering a vendor code in the Search field. If the Search field is blank when you select Go, the screen returns the list of all vendors.

For a given vendor, you can:
  • set up defaults for payment terms, tax codes, and G/L accounts
  • record vendor notes
  • associate user-defined fields with vendor files.

When setting up new vendors, follow these best practices:

  • Be consistent with the company's existing coding scheme.
  • Codes can be up to ten digits and contain both letters and numbers.
  • Be consistent in code length. If you use a six digit code, always use a six digit code.
  • Never use SuperSelect characters in your vendor code.
Use the Info Bar on the left side of the screen to access other vendor-related screens. Some examples:
  • Subcontracts
  • Purchase Orders
  • Document Tracking
  • Recurring Invoices
  • Rejected Invoices
  • payment and discount terms

Choose the Vendor Contacts link to manage those contacts assigned to this vendor.

Warning: Use caution when deleting vendor files. Vendors with open balances and payment history may not be removed. Even after payment has been made in full, you might save the vendor records until the history of those transactions is no longer needed.

For important information about creating new vendors and merging them with existing vendors, see Assign New Vendor Code and Merge Vendors.