Vendor screen

Use the Vendor screen to create and maintain vendor information. Use the Default Vendor screen to set default values for new vendors.

Vendors are available throughout the application. They are not associated only to a single company.

To open the Vendor screen, click Vendors > Setup > Vendor in the All Tasks pane. If needed, use the Vendor Screen Field Reference when completing this screen.

Note: The Vendor screen is a step in the Vendor Setup process. The next step can vary:
  • If you have any recurring vendor invoice payments that are not related to a project, the Recurring Vendor Invoice screen is the next step.
  • If you have any contracts or price commitments with your vendors for non-stock items, the Vendor Pricing Agreement screen is the next step.
  • Otherwise, this is the last step in the process. Continue to the Materials Setup process.