Vendors Form

This Help File Page was last Modified on 04/05/2018

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Vendors Form

This Help File Page was last Modified on 04/05/2018

Each entity (e.g., person, business, government agency) who qualifies as a Vendor must have specific Information entered for several reasons:

Each supplier of parts, services, and commodities must be identified so they can get paid (you can't write a check to "no one").

Others to whom a Payment must be issued (e.g., Employees, Taxing Authorities, Sub-Contractors) must also be identified.

Many Reports can be created based on a selection of Vendor Transactions (e.g., Payments made, Checks to be Printed, Recurring Purchases Due to be Billed), or listed and/or sorted by their Vendor Classification Codes.

Be sure to create a Vendor for each of the Departments of Revenue (each Taxing Authority) to which your Company must remit Sales Tax (see the Calculate & Remit Sales Taxes chapter for more information).

 

To access the Vendors Form, Click the Vendors Icon on the Payables Tab or Press the F4 function key.

 

HelpFilesPayablesTabVendorsIcon

Vendors (F4) Icon on the Payables Tab

 

Vendors Form - The Vendors Form contains the Ribbon Menu, the Vendor record section (the Browse View), and the Account History Grid, plus an Edit View use for data entry (see more information on each of these parts below).

 

HelpFilesVendorInformation

Vendors Form showing Ribbon Menu - Browse View - the History Grid

 

Google Maps® - Click the HelpFilesGoogleMapsIconIcon to open a Digital Map Display showing the exact location of this Vendor.

 

Once the Vendor Form is displayed, to locate a specific Vendor record, Press F2 to open the Vendor Search dialog.

 

HelpFilesVendorInformationF2Search

Vendor Search dialog is displayed by pressing F2 while viewing a Vendor Form

 

Ribbon Menu - The Ribbon Menu on the top of the Vendors Form has two sections:

 

HelpFilesVendorInformationRibbonMenu

 

1.Navigation section with a Search Icon, a History Options Icon, and the Vendor Options Drop-Down Menu which provides One Click access to most Daily Procedures (e.g., Entering Bills, Posting Payments, setting up Auto Purchases)

2.Actions section with its Calls, Dial, Documents, Favorites, Label and Reports Icons,

 

You may also Customize a Quick Access Tool Bar (highlighted in Yellow below) using the Add or Remove Buttons option (Down-Arrow ˆat the top of this Form), and when defined, those options will appear above the regular Ribbon Menu on the top of the Vendors Form

 

HelpFilesVendorInformationForm-CustomOptionsAboveRibbonMenu

 

Record Information section - This is the "Browse View" of the Vendors Form

 

HelpFilesVendorFormRecordInformationSection

 

 

Account History Grid - A filtered tabular view of the Account History for the current Vendor.

 

HelpFilesVendorFormHistoryGrid

 

The Ribbon Menu at the bottom of the Account History Grid provides record Navigation Icons plus Refresh, Filter Builder, Print and Search options

 

HelpFilesVendorForm-Account History Grid-RibbonMenu

 

Edit View - The Edit View on the Vendor Form is used to add, update, and/or delete the actual Vendor record.

Click the Edit View Icon to display the Edit View of the Vendors From.

 

HelpFilesVendorsFormEditViewIcon

Edit View Icon on the Vendor Form

 

Once the Edit View is displayed (as shown in the illustration below), the Edit View Icon changes to a Browse View Icon which is used to return to the Vendors Form's Browse View format.

 

HelpFilesVendorsFormEditView     HelpFilesVendorsFormEditView-CanadaTax

Vendors Form - Edit View - US Sales Tax configuration                                                        Vendors Form - Edit View - Canada Sales Tax configuration