Register New Vendors

Vendors provide the products that you sell. Each vendor that you purchase from must be registered as a vendor card.

Before you can register new vendors, you must set up various purchase codes that you can select from when you fill vendor cards. When all of the required master data is created, you can perform additional configuration of the vendor, such as prioritize the vendor for payment purposes and list items that the vendor and other vendors can supply. Another group of setup tasks for vendors is to record your agreements concerning discounts, prices, and payment methods. For more information, see Setting Up Purchasing.

Vendor cards hold the information that is required to buy products from the vendor. For more information, see Record Purchases and Register New Items.

Note

If vendor templates exist for different vendor types, then a page appears when you create a new vendor card from where you can select an appropriate template. If only one vendor template exists, then new vendor cards always use that template.

Adding new vendors

To register a new vendor, you must fill in a vendor card. You can establish templates for different vendor profiles, or you can add vendors without templates. You can also create a vendor from a contact. For more information, see To create a customer, vendor, employee, or bank account from a contact.

Note

To create a new vendor card

Choose the icon, enter Vendors, and then choose the related link.
On the Vendors page, Choose New.

If more than one vendor template exists, then a page opens from which you can select a vendor template. In that case, follow the next two steps.
1. On the Select a template for a new vendor page, choose the template that you want to use for the new vendor card.
2. Choose the OK button. A new vendor card opens with some fields filled with information from the template.
Proceed to fill or change fields on the vendor card as necessary. Hover over a field to read a short description.

Tip

If you do not know the invoicing address that will be used for every invoice from a vendor, do not fill in the Vendor No. field. Instead, choose the pay-to vendor number after you have set up a purchase quote, order, or invoice header.

The vendor is now registered, and the vendor card is ready to be used on purchase documents.

If you want to use this vendor card as a template when you create new vendor cards, you can save it as a vendor template. For more information, see the To save the vendor card as a template section.

Deleting vendor cards

If you have posted a transaction for a vendor, you cannot delete the card because the ledger entries may be needed for auditing. To delete vendor cards with ledger entries, contact your Microsoft partner to do so through code.

To save the vendor card as a template

On the Vendor Card page, choose the Save as Template action. The Vendor Template page opens showing the vendor card as a template.
Fill in the fields as necessary. Hover over a field to read a short description.
To reuse dimensions in templates, choose the Dimensions action. The Dimension Templates page opens showing any dimension codes that are set up for the vendor.
Edit or enter dimension codes that will apply to new vendor cards created by using the template.
When you have completed the new vendor template, choose the OK button.
The vendor template is added to the list of vendor templates, so that you can use it to create new vendor cards.

Register New Vendors

Note

Adding new vendors

Note

To create a new vendor card

Tip

Deleting vendor cards

To save the vendor card as a template

See Also

Note