APSV – Vendor Setup
Verify that the vendor is not already setup. Ask for alternate doing business as Account Names. Call the vendor to verify their details. The Vendor could have been acquired or merged with another company.
Address: APSV
Menu: Vendor > Setup > Vendor
Search for existing Vendor Records
Advanced Search > Show More
To include more search criteria, click on the drop down and Click <Select All>
Enter a keyword for the initial search.
Click <SEARCH>
Limiting the search criteria will return a larger result listing. It is possible that the vendor is already setup with different criteria. Adding too much criteria could omit a potential match. If the keyword proves to be too generic, add another bit of known information.
Click <SEARCH> to update the resulting search results.
If the vendor is not found – proceed with the set up.
Click <NEW>
Enter the following Data:
Terms: Lookup value as per Vendor negotiated agreement
Name:
Bank:
US Vendors in the US (Co#1) : HVB Main Operating 1109
US Vendors in Canada (Co#2): CIBC US Funds
Canada Vendors in Canada (Co#2): CIBC Canadian Funds
Click <SAVE>
APSV > General:
Address: Mailing address for payments to be sent.
City:
State:
Zip Code:
Country:
Lookup Name: Enter an alternate lookup name if known as another name.
Email:
General, Continued…
Phone:
Fax:
Comment:
Sales Rep Phone #: Can also be added as a Vendor Contact
Sales Rep: Can also be added as part of the Vendor Contact
Expediter: Can also be added as a Vendor Contact
Expediter phone #: Can also be added as part of the Vendor Contact
Terms:
Proc Type: Trade = Inventory is purchased from this Vendor
Expense = No inventory purchased from this Vendor
Addon = Not used
Pay Method: Standard
Invoice Type:
Our Customer Number: Include if known.
General, Continued…
Bank: Already entered at from the initial entry screen
Vendor Type: Select the appropriate Vendor type. Click the Magnify glass to view and select the appropriate option.
Co#2 when there are vendors that we buy from in USD. Look at 16899 in US vs Canada. Both Currency and Bank need to be changed in Canada to USD bank and CAD bank. Currency and bank must match because it causes havoc when they change the bank to the USD but forget to change the currency.
APSV > Ordering
No Changes typically made here. Update as necessary.
Ordering, Continued…
Ordering, Continued…
APSV > General Ledger
Only used if this vendor is an expense vendor and the expense account is entered as an expense/asset.
APSV > Taxing
No changes
APSV > eCommerce
Used for Purchase Orders (either email or EDI). If EDI, trading partner must also be set up. Trading Partner setup is a separate process and usually done AFTER the fact.
APSV > eCommerce Continued…
APSV > Custom
Not Used
APSV > Supplier Access
Not Used