Modifying a Vendor

1. Select Setup > Contacts. The Contact Manager appears.

2. From the Vendors tab, double-click on the desired vendor. Or right-click the vendor name and select Properties from the popup menu. The Vendor Properties window appears.

   • Select the General tab to enter the code, display, and addresses.

   • Select the Contact Info tab to enter email addresses and phone numbers.

   • Select the Other tab to enter additional information such as the industry code or tax ID.

   • Select the Contracts tab to enter contract information associated with this vendor.

3. After making your selections, click OK.

See below for additional information on the vendor tabs.

General tab

1. In the Code field, enter the unique, user-defined identifier.

2. In the Display field, enter the name to appear throughout the system.

3. Create an address by selecting the appropriate address type (/Building/Physical/Service) from the drop-down menu, then clicking the Address button. The Address window appears. Input the requested contact address information in the fields provided.

• Repeat step 3 to create other addresses if desired. Click OK when done to save changes and exit the Address window. Then click OK again to close the Vendor Properties window.

Contact Info tab

1. Create an email address by selecting the email type (Alternate/Business/Home), then pressing the Tab key to move the cursor/focus to the address field. Use the computer keyboard to input the updated address.

2. Create a phone number by selecting the desired Phone type using the drop-down menu provided. Then click the Plus button (+) for the selected Phone type (the Phone window will open) and use the computer keyboard to input current information. Click OK to save changes and close the Phone window. Then click OK again to close the Vendor Properties window.

Other tab

When importing EDI data, the data used is available to all vendors having the same import ID as the ID used in the EDI file.

1. In the Industry Code field, enter the North American Industry Code System (NAICS) or the

   Standard Industry Code (SIC) assigned by the government.

2. In the DNB Number field, enter the unique company identifier issued by Dun & Bradstreet.

3. In the Tax ID Number field, enter the federal government's unique identifier for the company.

4. In the EDI Import ID field, enter the EDI import ID.

Contracts tab

The Contracts tab provides an interface for entering detailed contract information for a specific vendor. The Contracts > General tab maintains the user-defined Contract name, associated Commodity, Start date, Renewal Reminder Date, and Expiration Date, as well as a Contract Description and any Notes relating to the Contract.

When the computer internal clock passes the Renewal Reminder Date, a red exclamation mark (!) will appear to the left of the Vendor Code in the Contact Manager (Vendor tab).

Once the Contract has been created and saved, accounts associated with that vendor can be assigned to the contract by clicking the Contracts > Accounts tab and clicking the On Contract checkbox, or by selecting the contract via the Account Properties/Contracts tab.