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.

  1. Select Supply Management > Supply Management Setup > Purchasing > Procurement Card Setup > Merchants.
  2. Click Create.
  3. 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.
  4. 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.
  5. 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.
  6. 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.
  7. Click Save.
    The Merchant Groups and Vendor Cross Reference tabs are now available.