Creating, requesting, or updating vendor locations
When you create a vendor location, the location is
added to the vendor profile. When you request for a new vendor location or for an update
to an existing location, the request is submitted for approval.
- Select Vendors.
- Open a vendor profile record.
- For new vendor locations, on the Locations tab, click Create or Request New Vendor Location.
- To request an update for an existing vendor location, open the location record and click Actions > Request Update Vendor Location.
- If you are requesting a new vendor location or an update to an existing location, specify the Needed By date, Priority level, and any Notes for the request.
-
On the Main tab,
specify this information:
- Location
- Specify the new 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.
- Location Type
- Select whether the location type is Both Remit To Purchase From, Purchase From, or Remit To.
- Effective Date
- Specify the effective date of the new vendor location.
- Remit To Code
- Specify the remit to code of the new vendor location.
- 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
- Specify the VAT registration country of the vendor.
- VAT Registration Number
- Specify the VAT registration number of the vendor.
- Invoice Currency
- Select the invoice currency of the vendor.
- Revalue
- Select this check box to indicate whether the invoice currency is recalculated when the invoice is paid to account for exchange rate fluctuations.
-
In the Current Address section, select whether to Use Vendor Address or specify these
fields:
- Country
- Type
- Latitude
- Longitude
- Altitude
- In the Primary Contact section, specify the contact information of the vendor.
- To specify information on the Banking tab, see Creating and managing vendor bank information.
- To specify information on the Options tab, see Creating vendor options.
-
Click Save.
If you are requesting a new vendor location or an update to an existing location, click Submit.