Creating merchants
Use this procedure to manually create merchants. After creating the merchant, you can assign it to a merchant group and associate it with a Payables vendor. You must create a procurement group and a procurement card process before you can create a merchant.
During procurement card setup, you can specify whether to automatically add merchant names when charges are imported or to manually add them.
- Select Supply Management > Supply Management Setup > Purchasing > Procurement Card Setup > Merchants.
- Click Create.
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Specify this information:
- Procurement Group
- Select a procurement group.
- Procurement Card Program
- Select the procurement card program name.
- Merchant
- Specify the merchant. The merchant must belong to the same vendor group as the vendor.
- Name
- Specify the merchant name.
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On the Main tab, specify this information:
- Tax ID
- Specify the tax identification number for the merchant. If a tax ID is specified, then you must select an income code.
- Income Code
- Select a code that represents a type of income withholding. Income codes are used to track taxable income for reporting or withholding purposes. This field is the default income code for the merchant, but you can override it during charge approval.
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In the Address section, specify this information:
- Country
- Select the country of the merchant's address.
- Type
- Select the address type.
- Latitude
- Specify the latitude of the location.
- Longitude
- Specify the longitude of the location.
- Altitude
- Specify the altitude of the location.
- Search Name
- Specify a search name for the merchant. The search name is used to sort reports and listings. If this field is blank, then the merchant name is the default.
- Legal Name
- Specify the merchant's legal name.
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In the Contact Information section, specify this information:
- Contact Name
- Specify the primary contact person for the merchant for the procurement card issue.
- Phone Country Code/Phone Number/Extension
- Select the phone country code and specify the phone number/extension of the merchant.
- Fax Country Code/Phone Number/Extension
- Select the fax country code and specify the fax number/extension of the merchant.
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Click
Save.
The Merchant Groups and Vendor Cross Reference tabs are now available.