Supplier: Difference between revisions

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This screen allows you to maintain the locations in the system. You can select the locations created here in many places in the system, including:
This screen allows you to maintain the suppliers in the system.
* Carriers
* Orders
* Trips
* Fixed Routes




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The following actions are available on the Details panel:
The following actions are available on the Details panel:
* '''New''' - create a new record.
* {{Button|New}} - create a new record.
* '''Save''' - save a new record or changes to an existing record.
* {{Button|Save}} - save a new record or changes to an existing record.
* '''Delete''' - delete an existing record.
* {{Button|Delete}} - delete an existing record.
* '''Help''' - help on this screen.
* {{Button|Help}} - help on this screen.
* '''Undo''' - undo change made since last save.
* {{Button|Undo}} - undo change made since last save.
* '''Clear''' - clear all fields.
* {{Button|Clear}} - clear all fields.
* '''Toggle''' - toggle display of all accordion headers.
* {{Button|Toggle}} - toggle display of all accordion headers.




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* ''Name''.
* ''Name''.
* ''Group'' - a drop-down list of customer groups configured in the system. You can configure customer groups in the [[Customer Groups]] screen.
* ''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..
* ''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''.
* ''VAT Reg No''.
* ''Country Code''.
* ''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.
* ''Company Number''
 
* ''Carrier'' - the carrier code used by the supplier. You can look up a list of carrier codes configured in the system using the look-up 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 [[Carrier]] 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 look-up 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.
* ''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 look-up 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.
* ''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:

  • 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.


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 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

  • 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 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 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.
  • Payment Term Days.
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