Requesting new vendors and locations

  1. Sign in as Payables Manager and select Manage Vendors.
  2. Select Actions > Create > Request New Vendor.
  3. On the Main tab, specify this information:
    Needed By
    Specify a due date for the request.
    Priority
    Specify the priority level for the request.
    Vendor Name
    Specify the name of the new vendor.
    Search Name
    Specify the search name of the new vendor.
    Legal Name
    Specify the legal name of the new vendor.
    Notes
    Provide any notes for the request.
    Tax ID
    Specify the tax ID of the new vendor.
    Tax ID Type
    Specify the tax ID type of the new vendor.
    VAT Country/Jurisdiction
    Specify the VAT country or jurisdiction of the new vendor.
    VAT Number
    Specify the VAT number of the new vendor.
    Logo
    Optionally, attach a logo for the new vendor.
    URL Address
    Optionally, specify the URL of the vendor.
    Attachment
    Optionally, attach a document to provide more information.
    Attachment Description
    If you add an attachment, provide a description of the attachment.
  4. On the Contact tab, specify the contact details of the vendor.
  5. On the Address tab, specify the Country/Jurisdiction and the address details of the vendor.
  6. Optionally, on the Comments tab, provide vendor-specific comments.

    You can also decide if and when the comments are displayed on vendor documents.

  7. On the Vendor Location tab, specify this information to request for a new vendor location with the new vendor:
    Vendor Location
    Specify the new vendor location number.
    Vendor Location Name
    Specify the name of the new vendor location.
    Status
    Specify whether the new vendor location is Active, Inactive, or Inactive For PO Additions.
    Vendor Location Type
    Select whether the location type is Both Remit To Purchase From, Purchase From, or Remit To.
    Normal Remit To Location
    Select this check box to use a normal remit to location.
    Vendor Account
    Specify the vendor account of the new vendor location.
    Normal Purchase From Location
    Select this check box to use a normal purchase from location.
    VAT Registration Country/Jurisdiction
    Specify the VAT registration country or jurisdiction of the vendor.
    VAT Registration Number
    Specify the VAT registration number of the vendor.
    Invoice Currency
    Select the invoice currency of the vendor.
    Attachment
    Optionally, attach a document to provide more information.
    Attachment Description
    If you add an attachment, provide a description of the attachment.
  8. In the Current Address section, select whether to Use Vendor Address or specify the details of the current address.
  9. In the Primary Contact section, specify the details of the primary contact for the vendor location.
  10. Click Submit.