Supplier: Difference between revisions
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This screen allows you to maintain the | This screen allows you to maintain the suppliers in the system. | ||
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The following actions are available on the Details panel: | The following actions are available on the Details panel: | ||
* | * {{Button|New}} - create a new record. | ||
* | * {{Button|Save}} - save a new record or changes to an existing record. | ||
* | * {{Button|Delete}} - delete an existing record. | ||
* | * {{Button|Help}} - help on this screen. | ||
* | * {{Button|Undo}} - undo change made since last save. | ||
* | * {{Button|Clear}} - clear all fields. | ||
* | * {{Button|Toggle}} - toggle display of all accordion headers. | ||
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* ''Company Number'' | * ''Company Number'' | ||
* ''VAT Reg No''. | * ''VAT Reg No''. | ||
* ''Carrier'' - the carrier code used by the supplier. You can look up a list of carrier codes configured in the system using the | * ''Carrier'' - the carrier code used by the supplier. You can look up a list of carrier codes configured in the system using the {{Button|Lookup}} button to the right of the entry field. The screen will pop-up a window to select a carrier code. You can configure carriers in the [[Carriers]] screen. | ||
== Invoicing section == | == Invoicing section == | ||
* ''Accounting Code''. | * ''Accounting Code''. | ||
* ''VAT Code'' - the VAT code used by the supplier. You can look up a list of VAT codes configured in the system using the | * ''VAT Code'' - the VAT code used by the supplier. You can look up a list of VAT codes configured in the system using the {{Button|Lookup}} button to the right of the entry field. The screen will pop-up a window to select a VAT code. You can configure VAT codes in the [[VAT Codes]] screen. | ||
* ''Currency Code'' - the currency code used by the supplier. You can look up a list of currency codes configured in the system using the | * ''Currency Code'' - the currency code used by the supplier. You can look up a list of currency codes configured in the system using the {{Button|Lookup}} button to the right of the entry field. The screen will pop-up a window to select a currency code. You can configure currency codes in the [[Currencies]] screen. | ||
* ''Invoice Frequency'' - a drop-down list used to determine the invoice interval, Values: Weekly; Monthly; Yearly. | * ''Invoice Frequency'' - a drop-down list used to determine the invoice interval, Values: Weekly; Monthly; Yearly. | ||
* ''Payment Term Days''. | * ''Payment Term Days''. | ||
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[[Category:Maintenance]] | [[Category:Maintenance]] | ||
[[Category:Organisation Data]] | [[Category:Organisation Data]] | ||
[[Category:UG 331692 CTL-TMS Reference Guide|220-{{PAGENAME}}]] |
Latest revision as of 13:58, 31 October 2019
This screen allows you to maintain the suppliers in the system.
You can query data by and/or choose to display data as follows:
- Code.
- Name.
- Group.
- Organisation Code.
- VAT Reg No.
- Country Code.
- Company Number.
- Accounting Code.
- VAT Code.
- Currency Code.
- Invoice Frequency.
- Payment Term Days.
- Active.
- Created By.
- Created Date.
- Last Updated By.
- Last Updated Date.
- Last Active Change By.
- Last Active Change Date.
- Last Process Id.
- Update Counter.
The following actions are available on the Details panel:
New - create a new record.
Save - save a new record or changes to an existing record.
Delete - delete an existing record.
Help - help on this screen.
Undo - undo change made since last save.
Clear - clear all fields.
Toggle - toggle display of all accordion headers.
You can change or add the following information:
Details section
- Code.
- Name.
- Group - a drop-down list of customer groups configured in the system. You can configure customer groups in the Customer Groups screen.
- Organisation Code - a drop-down list of organisations configured in the system. You can configure organisations in the Organisation screen.
- Country Code - a drop-down list of countries configured in the system. You can configure countries in the Countries screen...
- Company Number
- VAT Reg No.
- Carrier - the carrier code used by the supplier. You can look up a list of carrier codes configured in the system using the
Lookup button to the right of the entry field. The screen will pop-up a window to select a carrier code. You can configure carriers in the Carriers screen.
Invoicing section
- Accounting Code.
- VAT Code - the VAT code used by the supplier. You can look up a list of VAT codes configured in the system using the
Lookup button to the right of the entry field. The screen will pop-up a window to select a VAT code. You can configure VAT codes in the VAT Codes screen.
- Currency Code - the currency code used by the supplier. You can look up a list of currency codes configured in the system using the
Lookup button to the right of the entry field. The screen will pop-up a window to select a currency code. You can configure currency codes in the Currencies screen.
- Invoice Frequency - a drop-down list used to determine the invoice interval, Values: Weekly; Monthly; Yearly.
- Payment Term Days.