Adding, Modifying, or Deleting a Vendor

You use the A/P Vendors screen to add records for your vendors to Accounts Payable. You must add vendor records before you can enter and process transactions in Accounts Payable.

You can change the information in a vendor record at any time, with some restrictions. More...

We recommend that you do not change the vendor group or account set assigned to a vendor record to which you have posted transactions. More...

Before you start

Before adding a vendor record:

• Add Accounts Payable tax groups and other tax information to Tax Services.
• Decide on the vendor number and a name and short name for the vendor.

  Note: You must enter a number and name for each vendor before you can add the record. Short names are optional.

• Decide on the vendor group, account set, terms code, payment code, distribution code, distribution set, bank code, optional fields, and tax group to assign to the vendor.

  vendor groups provide default entries for new vendor records, and can be used as selection and sorting criteria on various reports. You must assign a vendor group to every vendor record before you can add the record.

  If you use multicurrency accounting, you assign an account set that uses the vendor’s currency.

• If you use multicurrency accounting, determine the rate type to use if the vendor does not use the functional currency.
• If you want to enter statistics for vendors, select the Allow Edit Of Statistics option on the Processing tab of the A/P Options screen.

Before deleting a vendor record, make sure the record has no unposted transactions.

Before editing a vendor record, select the Allow Edit Of (vendor) Statistics option on the A/P Options screen.

To add a vendor record:

1. Open Accounts Payable > A/P Vendors > Vendors.

2. In the Vendor Number field, do one of the following:
   • To create a completely new vendor record, click the New button.
   • To create a vendor record based on an existing vendor record, enter the code for an existing vendor, and then press Tab.
3. In the Vendor Number field, enter a code for the new vendor.
4. Complete the fields on the vendor record.
5. Click Add.

To edit or view an existing vendor record:

1. Open Accounts Payable > A/P Vendors > Vendors.

2. In the Vendor Number field, specify the vendor record you want to edit.
3. Make the changes you need in the record.
   Note:

   If you change the vendor group:

   • Defaults for the new vendor group will be applied to the vendor record.
   • Statistical comparisons between fiscal periods or between vendor groups will be invalidated (unless you update the vendor group statistics).
4. Click Save.

To delete a vendor record:

1. Open Accounts Payable > A/P Vendors > Vendors.

2. In the Vendor Number field, specify the vendor record you want to delete.
3. Click Delete.
4. If a message appears asking you to confirm that you want to delete the record, click Yes.

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