Discussion

Difference between revisions of "Supplier"

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<div style="text-align: center;">
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[[Maintenance]] | [[Supplier]]
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</div><br />
 
==Supplier==
 
==Supplier==
 
This maintenance screen allows the user to configure and add Supplier to be assigned when purchasing transactions
 
This maintenance screen allows the user to configure and add Supplier to be assigned when purchasing transactions
  
 
=====Supplier Record List=====
 
=====Supplier Record List=====
−
[[File:Supplier Record List.png|center|thumb|Supplier Record List]]
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[[File:Supplier Record List.png|center|thumb|Supplier Record List]]Notes:
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*Supplier is required field on the transactions related to payments
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**The Supplier must be '''ACTIVE''' in order to use it on the following transactions:
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***[[Import Purchase Order]]
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***[[Purchase Order]]
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***[[Purchase Receipt]]
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***[[Accounts Payable]]
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***[[Payment Voucher]]
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***[[Credit Memo]]
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***[[Debit Memo]]
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***[[Debit Voucher]]
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***[[Disbursement Voucher]]
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***[[Petty Cash]]
  
 
=====Adding Supplier=====
 
=====Adding Supplier=====
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*Code is a required unique field on Supplier Module. This cannot be edited once created.
 
*Code is a required unique field on Supplier Module. This cannot be edited once created.
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*For detailed instructions on how to create a Supplier Record, the user may visit the Supplier Job Aids which can be found [[Supplier Aids|here]]
  
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<br />
 
=====Editing Supplier=====
 
=====Editing Supplier=====
 
[[File:Editing Supplier.png|center|thumb|865x865px|Editing Supplier]]
 
[[File:Editing Supplier.png|center|thumb|865x865px|Editing Supplier]]
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|•Tax Identification Number of the Contact person
 
|•Tax Identification Number of the Contact person
 
|•Number
 
|•Number
−
|}
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|}Notes:
 +
 
 +
*For detailed instructions on how to edit a Supplier Record, the user may visit the Supplier Job Aids which can be found [[Supplier Aids|here]]
  
 
=====Supplier Option=====
 
=====Supplier Option=====
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[[File:Supplier Option.png|center|thumb|Supplier Option]]
+
[[File:Supplier Option.png|center|thumb|Supplier Option]]Notes:
 +
 
 +
*For detailed instructions on how to Export and Import a Supplier Record, the user may visit the Supplier Job Aids which can be found [[Supplier Aids|here]]
  
 
=====Supplier Importing Option=====
 
=====Supplier Importing Option=====
−
[[File:Supplier Importing Option.png|center|thumb|Supplier Importing Option]]
+
[[File:Supplier Importing Option.png|center|thumb|Supplier Importing Option]]Notes:
 +
 
 +
*For detailed instructions on how to Import a Supplier Record, the user may visit the Supplier Job Aids which can be found [[Supplier Aids|here]]
  
 
=====Supplier Record Option=====
 
=====Supplier Record Option=====
−
[[File:Supplier Record Option.png|center|thumb|Supplier Record Option]]
+
[[File:Supplier Record Option.png|center|thumb|Supplier Record Option]]Notes:
  
−
 
+
*For detailed instructions on how to View, Edit, Deactivate / Activate and Delete a Supplier Record, the user may visit the Supplier Job Aids which can be found [[Supplier Aids|here]]
−
Notes:
 
−
 
 
−
*Supplier is required field on the transactions related to payments
 
−
**The Supplier must be Active in order to use it on the following transactions:
 
−
***Import Purchase Order
 
−
***Purchase Order
 
−
***Purchase Receipt
 
−
***Accounts Payable
 
−
***Payment Voucher
 
−
***Debit Memo
 
−
***Debit Voucher
 
  
 
=====Supplier View Record=====
 
=====Supplier View Record=====
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*The user is allowed to edit the details when viewing the record.
 
*The user is allowed to edit the details when viewing the record.
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*For detailed instructions on how to View and Edit a Supplier Record, the user may visit the Supplier Job Aids which can be found [[Supplier Aids|here]]
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{| class="wikitable"
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|+Categories:
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! colspan="2" |'''Modules'''
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|-
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|Maintenance
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|[[Maintenance]]<nowiki> | </nowiki>[[Supplier]]
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|-
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|Purchase
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|[[Purchase]]<nowiki> | </nowiki>[[Import Purchase Order]]<nowiki> | </nowiki>[[Purchase Order]]<nowiki> | </nowiki>[[Purchase Receipt]]
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|-
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|Financials
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|[[Accounts Payable]]<nowiki> | </nowiki>[[Credit Memo]]<nowiki> | </nowiki>[[Debit Memo]]<nowiki> | </nowiki>[[Disbursement Voucher]]<nowiki> | </nowiki>[[Payment Voucher]]<nowiki> | </nowiki>[[Petty Cash]]
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|-
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|Inventory
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|[[Purchase Return]]
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|-
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| colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
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|-
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|Maintenance Aids
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|[[Supplier Aids]]
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|-
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|Purchase Aids
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|[[Import Purchase Order Aid]]<nowiki> | </nowiki>[[Purchase Order Aid]]<nowiki> | </nowiki>[[Purchase Receipt Aid]]
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|-
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|Financials Aids
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|[[Accounts Payable Aids]]<nowiki> | </nowiki>[[Credit Memo Aids]]<nowiki> | </nowiki>[[Debit Memo Aids]]<nowiki> | </nowiki>[[Disbursement Voucher Aids]]<nowiki> | </nowiki>[[Payment Voucher Aids]]<nowiki> | </nowiki>[[Petty Cash Aids]]
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|-
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|Inventory Aids
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|[[Purchase Return Aids]]
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|}

Revision as of 10:01, 29 January 2021


Supplier

This maintenance screen allows the user to configure and add Supplier to be assigned when purchasing transactions

Supplier Record List
File:Supplier Record List.png
Supplier Record List

Notes:

Adding Supplier
File:Adding Supplier.png
Adding Supplier
Field Description Expected Values
1.Code •Reference Code of the Supplier •Alphanumeric
2.Company Name •Supplier's COmpany Name •Alphanumeric
3.Address •Address of the Supplier •Alphanumeric
4.Email •Email of the Supplier •Alphanumeric
5.Business Type •Business Type of the Supplier's Company •Individual/Corporate
6.Contact Number •Contact Number of the Supplier •Number
7.First Name •First Name of the Contact Person •Alphanumeric
8.Last Name •Last Name of the Contact Person •Alphanumeric
9.Payment Terms •Days on completing the sale •Number
10.TIN •Tax Identification Number of the Contact person •Number

Notes:

  • Code is a required unique field on Supplier Module. This cannot be edited once created.
  • For detailed instructions on how to create a Supplier Record, the user may visit the Supplier Job Aids which can be found here


Editing Supplier
File:Editing Supplier.png
Editing Supplier
Field Description Expected Values
1.Company Name •Supplier's COmpany Name •Alphanumeric
2.Address •Address of the Supplier •Alphanumeric
3.Email •Email of the Supplier •Alphanumeric
4.Business Type •Business Type of the Supplier's Company •Individual/Corporate
5.Contact Number •Contact Number of the Supplier •Number
6.First Name •First Name of the Contact Person •Alphanumeric
7.Last Name •Last Name of the Contact Person •Alphanumeric
8.Payment Terms •Days on completing the sale •Number
9.TIN •Tax Identification Number of the Contact person •Number

Notes:

  • For detailed instructions on how to edit a Supplier Record, the user may visit the Supplier Job Aids which can be found here
Supplier Option
File:Supplier Option.png
Supplier Option

Notes:

  • For detailed instructions on how to Export and Import a Supplier Record, the user may visit the Supplier Job Aids which can be found here
Supplier Importing Option
File:Supplier Importing Option.png
Supplier Importing Option

Notes:

  • For detailed instructions on how to Import a Supplier Record, the user may visit the Supplier Job Aids which can be found here
Supplier Record Option
File:Supplier Record Option.png
Supplier Record Option

Notes:

  • For detailed instructions on how to View, Edit, Deactivate / Activate and Delete a Supplier Record, the user may visit the Supplier Job Aids which can be found here
Supplier View Record
File:Supplier View Record.png
Supplier View Record

Notes

  • The user is allowed to edit the details when viewing the record.
  • For detailed instructions on how to View and Edit a Supplier Record, the user may visit the Supplier Job Aids which can be found here
Categories:
Modules
Maintenance Maintenance | Supplier
Purchase Purchase | Import Purchase Order | Purchase Order | Purchase Receipt
Financials Accounts Payable | Credit Memo | Debit Memo | Disbursement Voucher | Payment Voucher | Petty Cash
Inventory Purchase Return
Job Aid Modules
Maintenance Aids Supplier Aids
Purchase Aids Import Purchase Order Aid | Purchase Order Aid | Purchase Receipt Aid
Financials Aids Accounts Payable Aids | Credit Memo Aids | Debit Memo Aids | Disbursement Voucher Aids | Payment Voucher Aids | Petty Cash Aids
Inventory Aids Purchase Return Aids
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