Setting Up Financial Management › Vendors › Add Vendors

Add Vendors

Follow these steps:

1. Open Administration, and from Finance, click Setup.

   The financial organizational structure appears.

2. Click Vendors.

   The list page appears.

3. Click New.

   The create page appears.

4. Complete the following fields:

   Code

   Defines the unique identifier for the vendor. This field becomes display-only after creating the vendor.

   Name

   Defines the vendor name.

   Affiliation

   Defines the vendor affiliation.

   Status

   Defines the vendor status.

   Values: Active, Inactive, and No New Business

   Address 1, Address 2, Address 3, Address 4, Address 5, Address 6

   Defines the vendor address (lines 1 through 6).

   Attention Name

   Defines the name of the person who receives information at the vendor.

   Attention Phone

   Defines the telephone number of the person who receives information at the vendor.

   Contact Name

   Defines the contact name for the vendor.

   Contact Phone

   Defines the telephone number for the person who is the contact for the vendor.

5. Click Save.

Edit Vendors

If you no longer need a vendor, you can inactivate the vendor from the vendor properties.

Follow these steps:

1. Open the vendor.

   The properties page appears.

2. Edit the following fields:

   Name

   Defines the vendor name.

   Affiliation

   Defines the vendor affiliation.

   Status

   Defines the vendor status.

   Values: Active, Inactive, and No New Business

   Address 1, Address 2, Address 3, Address 4, Address 5, Address 6

   Defines the vendor address (lines 1 through 6).

   Attention Name

   Defines the name of the person who receives information at the vendor.

   Attention Phone

   Defines the telephone number of the person who receives information at the vendor.

   Contact Name

   Defines the contact name for the vendor.

   Contact Phone

   Defines the telephone number for the person who is the contact for the vendor.

3. Save the changes.