Creating vendor companies

Select Manage Vendors.

On the Vendors tab, open a vendor profile record.

On the Company Defaults tab, click Create.

Specify this information:

Expense Management Default: Select this check box to indicate this company is to be used for this vendor when creating expense invoices from the expense management interface.
Affiliate: Select this check box if the vendor company is an affiliate.
Affiliate Ownership: If the Affiliate check box is selected, then select the type of affiliate ownership, such as parent or subsidiary.

In the Payment section, specify this information:

In the Invoice section, specify this information:

Process Level: Select the process level.
Diversity Code: Specify the diversity code.
Accrual Code: Specify the accrual code.
Retainage Accrual Code: Specify the retainage accrual code. This is the default accrual code of invoices, payments, and distributions for vendor contracts with retainage.
Discount Code: Specify the discount code.
Distribution Code: Specify the distribution code.
Tax Usage Code: Specify the tax usage code.
Tax Code: Specify the tax code.
Authority Code: Specify the authority code.
Invoice Routing Category: Specify the invoice routing category.
Income Code: Specify the income code.
Secondary Withholding Code 1,2,3: Specify codes that are used for secondary withholding from payables invoices when secondary withholding is enabled. Codes entered here are the first level of code defaulting to the invoice.

In the EDI Order Number section, specify this information:

Original PO Issue: Specify the vendor identifier for EDI processing for the original issue of the Purchase Order.
Revised PO Issue: Specify the vendor identifier for EDI processing for revised Purchase Orders.

Click Save.