Add Vendors

The Vendors window stores the vendor records that can be used in processing AP checks, the Payroll deductions, and 1099 forms.

Vendor list filters

• When not using vendor approval, the filters in the Vendors window are Active Records, Deleted Records, and Custom.

• When using vendor approval, the filters are Approved Records, Rejected Records (any), Rejected Records (mine), Awaiting Approval, Awaiting Requirements (any), Awaiting Requirements (mine), Deleted Records, and Custom.

Add a vendor

1. Select Vendors under Vendors from the Purchasing & AP menu, and the Vendors window opens.

2. Click Add Vendor, and the New Vendor window opens.

3. Complete the fields as described below. All fields are required.

• Vendor Name: Enter the name.

• Payment Terms: This setting determines where the vendor payments fall into specific categories in the Payments window. It's also used on the Vendor Aged Payables report. Payment terms are created in Vendors > Vendor Terms.

• Vendor Type: Defaults to the Default vendor type. If needed, change the default by selecting from the list. Vendor types are created in Vendors > Vendor Types.

4. Click Create. The new vendor is saved, a vendor number is assigned by the system, and the other tabs become visible.

5. From this window, you'll enter & edit vendor information. Click the links below for instructions.

• Addresses

• Phone numbers

• Email addresses

• Tax information

• Payment information

• Policy information: Purchasing, contracts, commodity categories, categories, and facilities (not yet available)

• Requirements — district not using vendor approval or district using vendor approval

Return to Vendors Overview

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