Anw: Anw moved page WHSORA045 to WHSORA045 Supplier Wizard

2025-11-27T15:19:48Z

Anw moved page WHSORA045 to WHSORA045 Supplier Wizard

← Older revision	Revision as of 17:19, 27 November 2025
(No difference)

Anw: Categorisation

2025-11-27T15:19:34Z

Categorisation

← Older revision		Revision as of 17:19, 27 November 2025
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	\|}		\|}
	<noinclude>		<noinclude>
	~~[[Category:Goods In Maintenance]]~~
	[[Category:System Config]]		[[Category:System Config]]
	</noinclude>		</noinclude>

Anw: Categorisation

2025-11-27T15:19:01Z

Categorisation

← Older revision		Revision as of 17:19, 27 November 2025
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	\|'''New Payment Address'''\|\| colspan="3" \|Enables the user to add an additional payment address		\|'''New Payment Address'''\|\| colspan="3" \|Enables the user to add an additional payment address
	\|}		\|}
			<noinclude>
			[[Category:Goods In Maintenance]]
			[[Category:System Config]]
			</noinclude>

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

2025-07-16T14:09:15Z

Text replacement - "OBS " to "Aptean "

← Older revision		Revision as of 16:09, 16 July 2025
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	\|''Short Name''\|\|An abbreviated version of the customer name\|\|10 character free text field or left blank\|\|Defined by the client		\|''Short Name''\|\|An abbreviated version of the customer name\|\|10 character free text field or left blank\|\|Defined by the client
	\|-		\|-
	\|''Supplier Type **''\|\|The type of supplier this is. (Note, no maintenance screen has yet been created for this – so an ~~OBS~~ staff member will have to create this using SQL)\|\|Must have been created in supplier types – LOV available\|\|Defined by the client		\|''Supplier Type **''\|\|The type of supplier this is. (Note, no maintenance screen has yet been created for this – so an Aptean staff member will have to create this using SQL)\|\|Must have been created in supplier types – LOV available\|\|Defined by the client
	\|-		\|-
	\|''Supplier Class **''\|\|The class of supplier this supplier is grouped under.\|\|Must have been created in supplier class maintenance – LOV available\|\|Defined by the client		\|''Supplier Class **''\|\|The class of supplier this supplier is grouped under.\|\|Must have been created in supplier class maintenance – LOV available\|\|Defined by the client

Anw: Minor formatting change

2025-07-01T12:07:50Z

Minor formatting change

Show changes

Anw: Update screens

2025-06-13T10:50:40Z

Update screens

← Older revision		Revision as of 12:50, 13 June 2025
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	<center>[[~~Image~~:~~cus-014~~.~~PNG~~ ]]</center>		<center>[[File:WHSORA045.png\|800x800px]]</center>
	{\| class="wikitable" border="1"		{\| class="wikitable" border="1"
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	\|}		\|}
	===Supplier Wizard – Further Details (WHSORA045)===		===Supplier Wizard – Further Details (WHSORA045)===
	<center>[[~~Image~~:~~cus~~-~~015~~.~~PNG~~ ]]</center>		<center>[[File:WHSORA045-Details.png\|800x800px]]</center>
	{\| class="wikitable" border="1"		{\| class="wikitable" border="1"
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	\|}		\|}
	===Supplier Wizard – Buyer Address (WHSORA045)===		===Supplier Wizard – Buyer Address (WHSORA045)===
	<center>[[~~Image~~:~~cus~~-~~016~~.~~PNG~~ ]]</center>		<center>[[File:WHSORA045-Buyer.png\|800x800px]]</center>
	{\| class="wikitable" border="1"		{\| class="wikitable" border="1"
	\|-		\|-
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	\|}		\|}
	===Supplier Wizard – Payment Address (WHSORA045)===		===Supplier Wizard – Payment Address (WHSORA045)===
	<center>[[~~Image~~:~~cus~~-~~017~~.~~PNG~~ ]]</center>		<center>[[File:WHSORA045-Payment.png\|800x800px]]</center>
	{\| class="wikitable" border="1"		{\| class="wikitable" border="1"
	\|-		\|-

Anw: Split into separate pages

2025-06-13T10:40:08Z

Split into separate pages

New page

<center>[[Image:cus-014.PNG ]]</center>
{| class="wikitable" border="1"
|-
|'''Field Name'''||'''Description'''||'''Options'''||'''Generic Value'''
|-
|Ledger Code **||The ledger code the system uses to define which information can be used||PL1||PL1
|-
|Short Name||An abbreviated version of the customer name||10 character free text field or left blank||Defined by the client
|-
|Supplier Type **||The type of supplier this is. (Note, no maintenance screen has yet been created for this – so an OBS staff member will have to create this using SQL)||Must have been created in supplier types – LOV available||Defined by the client
|-
|Supplier Class **||The class of supplier this supplier is grouped under.||Must have been created in supplier class maintenance – LOV available||Defined by the client
|-
|Currency **||The currency code for this supplier||Must have been created in currency codes maintenance – LOV available||Defined by the client
|-
|Tax No||The VAT number for the supplier||20 character free text field or left blank||Blank
|-
|Cust Ledger/Customer||The default customer code for this supplier (note, the ledger code always needs to be prefixed)||SL1/Customer code – customer must have been created in customer wizard – LOV available||SL1/Defined by the client
|-
|Settle Method||The frequency in which the supplier will settle their invoices (not migrated)||Month, Day||N/A
|-
|Settle Days||The number of days before an invoice needs to be settled (not migrated)||4 digit numerical field||N/A
|-
|Bonded Flag||Determines whether a supplier is bonded or not (not migrated)||Y or N||N/A
|-
|SSCC Control Flag||Determines whether this supplier requires SSCC labels||0 – SSCC are Optional||Defined by the client
|-
| || ||M – SSCC are Mandatory||
|-
|Invoice Required||Determines whether an inbound commercial invoice will be required for the supplier (client specific)||No Comm Inv Required||No Comm Inv Required
|-
| || ||Comm Inv Required Std Rec Only||
|-
| || ||Comm Inv Required All Rec||
|-
|Dispute Code **||The code used for disputing an invoice (not migrated)||1 character free text field||0
|-
|Payment Set||The payment group for the supplier (not migrated)||1 character free text field or left blank||Blank
|-
|Buyer||The buyer code for the supplier (not migrated)||4 character free text field or left blank||Blank
|-
|Discount Days||The number of days the discount will be valid for (not migrated) - will default to 1||3 digit numerical field or left blank||Blank
|-
|Discount %||The Discount percentage to be applied to the invoice (not migrated) - will default to 0.00||7 digit numerical field or left blank||0
|-
|Credit Amount||The amount of credit this supplier has on an invoice (not migrated) – will default to 0.00||0 – 99999999.99||0
|-
|Credit Limit||The amount of credit limit this supplier can have (not migrated) – will default to 0.00||0 – 99999999.99||0
|-
|Balance||The current invoice balance for this supplier||Display only||N/A
|-
|Turnover||The turnover balance for this supplier||Display only||N/A
|-
|Approved Supplier||Is this supplier approved? (not migrated)||Y or N or left blank||Blank
|-
|Duplicate Advice Note No||Does the supplier allow duplicate advice note numbers at receipt?||Y or N||Defined by the client
|-
|Date Created||The date the supplier was created||Display only||N/A
|-
|Amendment Date||The date the supplier details were last changed||Display only||N/A
|-
|Date Last Invoice||The date the supplier was last invoiced||Display only||N/A
|-
|Date Last Payment||The date the supplier last paid an invoice||Display only||N/A
|-
|Date Last PO||The date the supplier last raised a purchase order||Display only||N/A
|-
|Date Last GR||The date a receipt was last raised for this supplier||Display only||N/A
|}
===Supplier Wizard – Further Details (WHSORA045)===
<center>[[Image:cus-015.PNG ]]</center>
{| class="wikitable" border="1"
|-
|'''Field Name'''||'''Description'''||'''Options'''||'''Generic Value'''
|-
|Normal Order Method **||The method by which orders will be raised (not migrated) – will default to EDI||EDI, Post, Fax, Telex||EDI
|-
|Normal Payment Method||The method by which the supplier will pay invoices (not migrated) – will default to Cheque||Cheque, BACS, Credit Transfer||Cheque
|-
|Transfer Threshold||The maximum value before an invoice can be transferred (not migrated) – will default to 0.00||0 – 99999999.99||0
|-
|Delivery Warehouse||The warehouse the supplier will default to (not migrated)||Must have been created in warehouse maintenance or left blank – LOV available||Blank
|-
|Own Transport||Does this supplier have their own transport (not migrated) – will default to Yes||Y or N||Yes
|-
|Report Frequency||The frequency in which reports are produced, If set to Day, the days they are to be produced on (not migrated) – will default to Week||Day||Week
|-
| || ||Week||
|-
| || ||Month||
|-
|Invoice Frequency||The frequency in which invoices are to be produced (not migrated) – will default to Weekly||Daily||Weekly
|-
| || ||Weekly||
|-
| || ||Monthly||
|-
|COO Days Retention||The number of days stock will be stored under this supplier before moving to another supplier (not migrated)||3 digit numerical field or left blank||Blank
|-
|Bank Sort Code||The bank sort code for this supplier||6 character free text field or left blank||Blank
|-
|Bank Account No||The bank account number for this supplier||15 character free text field or left blank||Blank
|-
|Swift Account No||An account number for the Swift carrier account number (client specific)||8 character free text field or left blank||Blank
|-
|Intl Bank Code||The international bank code for the supplier||35 character free text field or left blank||Blank
|-
|Bank Name||The Bank Name for the supplier||15 character free text field or left blank||Defined by the client
|-
|Address||The Bank address for the supplier||35 character free text field or left blank||Defined by the client
|-
|Routing Code||The route code for the supplier||35 character free text field or left blank||Defined by the client
|-
|EDI Output||The method by which the edi output will be produced (not migrated) – will default to Both||Autofax||Both
|-
| || ||Both||
|-
| || ||Edi||
|-
| || ||File||
|-
| || ||None||
|-
| || ||Print||
|-
|Base Balance||The base value balance for this supplier (not migrated)||Display only||N/A
|-
|Last Year Sales||The amount of sales for last year (not migrated) – will default to 0.00||0 – 9999999.99||0
|-
|Agreed Max Level||Does this supplier have an agreed maximum credit limit (not migrated)||Y or N or left blank||Blank
|-
|Head Office A/C||The head office account number for the supplier (not migrated)||10 character free text field or left blank||Blank
|-
|Pallet Reg A/C||The registration account number for the supplier’s pallet account (not migrated)||10 character free text field or left blank||Blank
|-
|EAN/UCC Code||The EAN code for the supplier||10 character free text field or left blank||Defined by the client
|}
===Supplier Wizard – Buyer Address (WHSORA045)===
<center>[[Image:cus-016.PNG ]]</center>
{| class="wikitable" border="1"
|-
|'''Field Name'''||'''Description'''||'''Options'''||'''Generic Value'''
|-
|Address Type **||The default address type for this customer and the address number||BYR – you can have multiple addresses for one customer||BYR
|-
|Name **||The supplier’s name||35 character free text field||Defined by the client
|-
|Address Code||The unique address identifier given by the WMS||Display only||N/A
|-
|Address **||The first three lines of the customer’s invoice address||3 x 35 character free text field (note, 2nd and 3rd line can be left blank)||Defined by the client
|-
|Town **||The town of the invoice address||35 character free text field||Defined by the client
|-
|Post Code **||The post code/zip code for the invoice address||10 character free text field||Defined by the client
|-
|County||The county /state of the invoice address||15 character free text field or left blank||Defined by the client
|-
|Country||The country code of the invoice address||Must have been created in Country codes maintenance or left blank – LOV available||Defined by the client
|-
|'''Buttons'''|| || ||
|-
|New Buyer Address||Enables the user to add an additional buyer address||n/a||n/a
|}
===Supplier Wizard – Payment Address (WHSORA045)===
<center>[[Image:cus-017.PNG ]]</center>
{| class="wikitable" border="1"
|-
|'''Field Name'''||'''Description'''||'''Options'''||'''Generic Value'''
|-
|Address Type **||The default address type for this customer and the address number||PAY – you can have multiple addresses for one customer||PAY
|-
|Name **||The supplier’s name to be paid to||35 character free text field||Defined by the client
|-
|Address Code||The unique address identifier given by the WMS||Display only||N/A
|-
|Address **||The first three lines of the supplier’s invoice address||3 x 35 character free text field (note, 2nd and 3rd line can be left blank)||Defined by the client
|-
|Town **||The town of the invoice address||35 character free text field||Defined by the client
|-
|Post Code **||The post code/zip code for the invoice address||10 character free text field||Defined by the client
|-
|County||The county /state of the invoice address||15 character free text field or left blank||Defined by the client
|-
|Country||The country code of the invoice address||Must have been created in Country codes maintenance or left blank – LOV available||Defined by the client
|-
|Phone No||The telephone number of the invoice address||15 character free text field or left blank||Defined by the client
|-
|'''Buttons'''|| || ||
|-
|New Payment Address||Enables the user to add an additional payment address||n/a||n/a
|}

WHSORA045 Supplier Wizard - Revision history

Anw: Anw moved page WHSORA045 to WHSORA045 Supplier Wizard

Anw: Categorisation

Anw: Categorisation

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

Anw: Minor formatting change

Anw: Update screens

Anw: Split into separate pages