Creating a Supplier - Revision history

Anw: Text replacement - "OBS Logistics" to "Aptean"

2025-07-16T14:07:38Z

Text replacement - "OBS Logistics" to "Aptean"

← Older revision		Revision as of 16:07, 16 July 2025
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	Copyright ~~OBS Logistics~~ © 2008		Copyright Aptean © 2008

	The information contained herein is the property of ~~OBS Logistics~~ and is supplied without liability for errors or omissions. No part may be reproduced or used except as authorised by contract or other written permission. The copyright and foregoing restriction on reproduction and use extend to all media in which the information may be embodied		The information contained herein is the property of Aptean and is supplied without liability for errors or omissions. No part may be reproduced or used except as authorised by contract or other written permission. The copyright and foregoing restriction on reproduction and use extend to all media in which the information may be embodied

Anw: Minor formatting change

2025-06-13T10:44:02Z

Minor formatting change

← Older revision		Revision as of 12:44, 13 June 2025
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	~~<br\>~~		This guide is intended to show the process of supplier creation.


	==Supplier Creation==		==Supplier Creation==


	For stock to be received for a vendor/supplier that is not know on the system then a supplier record must first be created for the supplier.		For stock to be received for a vendor/supplier that is not know on the system then a supplier record must first be created for the supplier.
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	1- Open the form Supplier Wizard -WHSORA045 ( It is possible to find the form in the main menu using the standard search facility in the left hand tool bar, click on the magnify glass)		1- Open the form Supplier Wizard -WHSORA045 ( It is possible to find the form in the main menu using the standard search facility in the left hand tool bar, click on the magnify glass)

	2- The form will open in query mode (turquoise bar top of the screen) the form must be set to entry mode. Use either the ‘F4’ key on the keyboard or select the cancel query icon.		2- The form will open in query mode (turquoise bar top of the screen) the form must be set to entry mode. Use either the ‘F4’ key on the keyboard or select the cancel query icon.
	~~<br\>~~


	[[Image:WHSORA045SIG.PNG]]		[[Image:WHSORA045SIG.PNG]]
	~~<br\>~~


	==Supplier Details==		==Supplier Details==
	~~<br\>~~

	Details to enter are the fields marked in yellow which are mandatory for the system. All fields except the partner code and full name are provided with a list of values to select from.		Details to enter are the fields marked in yellow which are mandatory for the system. All fields except the partner code and full name are provided with a list of values to select from.
	~~<br\>~~


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	6. '''Dispute Code''' – ‘0’ authorised		6. '''Dispute Code''' – ‘0’ authorised
	<br\>		<br\>



	[[Image:WHSORA045SIG1.PNG]]		[[Image:WHSORA045SIG1.PNG]]
	~~<br\>~~


	Once the above fields have been completed, save the entered record by either using ‘CTRL and S’ or selecting the ‘Save Record’ icon.		Once the above fields have been completed, save the entered record by either using ‘CTRL and S’ or selecting the ‘Save Record’ icon.
	<br\>		<br\>


	==Buyers Address==		==Buyers Address==
	~~<br\>~~

	Address details must now be entered, all mandatory fields must be entered (marked in yellow)		Address details must now be entered, all mandatory fields must be entered (marked in yellow)
	<br\>		<br\>
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	[[Image:WHSORA045SIG2.PNG]]		[[Image:WHSORA045SIG2.PNG]]
	~~<br\>~~


	Once address details have been entered, the save the record, either by using ‘CTRL and S’ or selecting the ‘Save Record’ icon.		Once address details have been entered, the save the record, either by using ‘CTRL and S’ or selecting the ‘Save Record’ icon.
	<br\>		<br\>


	=Document History=		=Document History=


	{\| Border="1"		{\| Border="1"
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	\| <center>LBW</center>		\| <center>LBW</center>
	\|}		\|}

Duttont at 11:38, 8 November 2010

2010-11-08T11:38:23Z

← Older revision		Revision as of 13:38, 8 November 2010
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	==Buyers Address==		==Buyers Address==
	<br\>		<br\>


	Address details must now be entered, all mandatory fields must be entered (marked in yellow)		Address details must now be entered, all mandatory fields must be entered (marked in yellow)

Duttont at 11:37, 8 November 2010

2010-11-08T11:37:46Z

← Older revision		Revision as of 13:37, 8 November 2010
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	Once the above fields have been completed, save the entered record by either using ‘CTRL and S’ or selecting the ‘Save Record’ icon.		Once the above fields have been completed, save the entered record by either using ‘CTRL and S’ or selecting the ‘Save Record’ icon.
			<br\>


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	[[Image:WHSORA045SIG2.PNG]]		[[Image:WHSORA045SIG2.PNG]]
			<br\>

Duttont at 11:36, 8 November 2010

2010-11-08T11:36:54Z

← Older revision		Revision as of 13:36, 8 November 2010
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			<br\>

	~~<br\>~~

	==Supplier Creation==		==Supplier Creation==


	For stock to be received for a vendor/supplier that is not know on the system then a supplier record must first be created for the supplier.		For stock to be received for a vendor/supplier that is not know on the system then a supplier record must first be created for the supplier.
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	==Supplier Details==		==Supplier Details==
	<br\>		<br\>


	Details to enter are the fields marked in yellow which are mandatory for the system. All fields except the partner code and full name are provided with a list of values to select from.		Details to enter are the fields marked in yellow which are mandatory for the system. All fields except the partner code and full name are provided with a list of values to select from.

Duttont at 11:35, 8 November 2010

2010-11-08T11:35:40Z

← Older revision		Revision as of 13:35, 8 November 2010
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	<br\>		<br\>

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	[[Image:WHSORA045SIG.PNG]]		[[Image:WHSORA045SIG.PNG]]
			<br\>


	==Supplier Details==		==Supplier Details==
	<br\>		<br\>


	Details to enter are the fields marked in yellow which are mandatory for the system. All fields except the partner code and full name are provided with a list of values to select from.		Details to enter are the fields marked in yellow which are mandatory for the system. All fields except the partner code and full name are provided with a list of values to select from.
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	Once the above fields have been completed, save the entered record by either using ‘CTRL and S’ or selecting the ‘Save Record’ icon.		Once the above fields have been completed, save the entered record by either using ‘CTRL and S’ or selecting the ‘Save Record’ icon.



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	Once address details have been entered, the save the record, either by using ‘CTRL and S’ or selecting the ‘Save Record’ icon.		Once address details have been entered, the save the record, either by using ‘CTRL and S’ or selecting the ‘Save Record’ icon.
	<br\>		<br\>

Duttont at 11:34, 8 November 2010

2010-11-08T11:34:10Z

← Older revision		Revision as of 13:34, 8 November 2010
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			<br\>

	==Supplier Creation==		==Supplier Creation==

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	2- The form will open in query mode (turquoise bar top of the screen) the form must be set to entry mode. Use either the ‘F4’ key on the keyboard or select the cancel query icon.		2- The form will open in query mode (turquoise bar top of the screen) the form must be set to entry mode. Use either the ‘F4’ key on the keyboard or select the cancel query icon.
			<br\>


	[[Image:WHSORA045SIG.PNG]]		[[Image:WHSORA045SIG.PNG]]

	==Supplier Details==		==Supplier Details==
			<br\>

	Details to enter are the fields marked in yellow which are mandatory for the system. All fields except the partner code and full name are provided with a list of values to select from.		Details to enter are the fields marked in yellow which are mandatory for the system. All fields except the partner code and full name are provided with a list of values to select from.
			<br\>


	1. '''Partner Code''' – a unique 10 alpha/numeric code provided by head office		1. '''Partner Code''' – a unique 10 alpha/numeric code provided by head office
Line 23:		Line 31:

	6. '''Dispute Code''' – ‘0’ authorised		6. '''Dispute Code''' – ‘0’ authorised
			<br\>


	[[Image:WHSORA045SIG1.PNG]]		[[Image:WHSORA045SIG1.PNG]]
			<br\>


Line 32:		Line 43:

	==Buyers Address==		==Buyers Address==
			<br\>


	Address details must now be entered, all mandatory fields must be entered (marked in yellow)		Address details must now be entered, all mandatory fields must be entered (marked in yellow)
			<br\>


	[[Image:WHSORA045SIG2.PNG]]		[[Image:WHSORA045SIG2.PNG]]
Line 39:		Line 54:

	Once address details have been entered, the save the record, either by using ‘CTRL and S’ or selecting the ‘Save Record’ icon.		Once address details have been entered, the save the record, either by using ‘CTRL and S’ or selecting the ‘Save Record’ icon.
			<br\>

Duttont at 11:31, 8 November 2010

2010-11-08T11:31:35Z

← Older revision		Revision as of 13:31, 8 November 2010
Line 7:		Line 7:
	2- The form will open in query mode (turquoise bar top of the screen) the form must be set to entry mode. Use either the ‘F4’ key on the keyboard or select the cancel query icon.		2- The form will open in query mode (turquoise bar top of the screen) the form must be set to entry mode. Use either the ‘F4’ key on the keyboard or select the cancel query icon.

	[[Image:WHSORA045SIG.~~PMG~~]]		[[Image:WHSORA045SIG.PNG]]

	==Supplier Details==		==Supplier Details==

Duttont at 11:28, 8 November 2010

2010-11-08T11:28:02Z

← Older revision		Revision as of 13:28, 8 November 2010
Line 39:		Line 39:

	Once address details have been entered, the save the record, either by using ‘CTRL and S’ or selecting the ‘Save Record’ icon.		Once address details have been entered, the save the record, either by using ‘CTRL and S’ or selecting the ‘Save Record’ icon.


			=Document History=


			{\| Border="1"
			\| <center>'''Version'''</center>
			\| <center>'''Date'''</center>
			\| <center>'''Status'''</center>
			\| <center>'''Reason'''</center>
			\| <center>'''Initials'''</center>

			\|-
			\| <center>Version 1</center>
			\| <center>08/11/2010</center>
			\| <center>Released</center>
			\|
			\| <center>LBW</center>
			\|}


			Copyright OBS Logistics © 2008

			The information contained herein is the property of OBS Logistics and is supplied without liability for errors or omissions. No part may be reproduced or used except as authorised by contract or other written permission. The copyright and foregoing restriction on reproduction and use extend to all media in which the information may be embodied

Duttont: New page: ==Supplier Creation== For stock to be received for a vendor/supplier that is not know on the system then a supplier record must first be created for the supplier. 1- Open the form Suppl...

2010-11-08T11:23:31Z

New page: ==Supplier Creation== For stock to be received for a vendor/supplier that is not know on the system then a supplier record must first be created for the supplier. 1- Open the form Suppl...

New page

==Supplier Creation==

For stock to be received for a vendor/supplier that is not know on the system then a supplier record must first be created for the supplier.

1- Open the form Supplier Wizard -WHSORA045 ( It is possible to find the form in the main menu using the standard search facility in the left hand tool bar, click on the magnify glass)

2- The form will open in query mode (turquoise bar top of the screen) the form must be set to entry mode. Use either the ‘F4’ key on the keyboard or select the cancel query icon.

[[Image:WHSORA045SIG.PMG]]

==Supplier Details==
Details to enter are the fields marked in yellow which are mandatory for the system. All fields except the partner code and full name are provided with a list of values to select from.

1. '''Partner Code''' – a unique 10 alpha/numeric code provided by head office

2. '''Full Name''' - The supplier name that will be displayed on the documentation

3. '''Supplier Type''' – ‘S’ for standard

4. '''Supplier Class''' – ‘02’ for primary supplier

5. '''Currency''' – ‘GBP’ British Pound

6. '''Dispute Code''' – ‘0’ authorised

[[Image:WHSORA045SIG1.PNG]]

Once the above fields have been completed, save the entered record by either using ‘CTRL and S’ or selecting the ‘Save Record’ icon.

==Buyers Address==

Address details must now be entered, all mandatory fields must be entered (marked in yellow)

[[Image:WHSORA045SIG2.PNG]]

Once address details have been entered, the save the record, either by using ‘CTRL and S’ or selecting the ‘Save Record’ icon.