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| Vendor File Maintenance (CSR Menu) |
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| Purpose: Setup and maintain
your vendor file. |
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| Maintenance: Very little
maintenance required once it's setup for the 1st time. |
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| Access Menu: (start form
Main Menu Screen) |
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| OR |
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File
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CSR Menu
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Option V. Vendor File
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| See
Accessing Records... |
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| Vendor File Maintenance Screen |
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| General TAB Section |
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| VendNo, vendor number, assigned
by system. |
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| Date Entered, date this account
was added. |
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| Last Update, last date this
account was updated by this process. |
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| Billing Address, vendor name,
address (billing address) |
| Notes:
the 1st field is a Search Key. (Vendor
Name) |
| Notes:
The system skips from the 3rd field to zip
code because it keeps track of new zip codes and will pull city and state
form that zip code file. In other words, once you've added a new zip code
with city and state, no need to enter the city and state again. This works
the same for Canada except the zip code is Canadian format. |
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| Contact Information (prints on
Purchase Orders) |
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Contact, name of contact.
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Phone Number, vendor main phone
number.
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Fax Number, vendor fax number.
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Web Site, vendor website URL.
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E-mail, contact e-mail address.
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| Last Order |
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Amount, last order amount. (updated
by posting processing)
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Date, last order date. (updated by
posting processing)
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| Last Receipts |
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Amount, last receipt amount.
(updated by posting processing)
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Date, last received date. (updated by
posting processing)
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| Account Information (prints on
Purchase Orders) |
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Account No, your account number.
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Terms, your terms.
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Class, user defined, allows a
filter key.
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| Status |
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Active, ON - vendor is active.
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Cancelled, ON - vendor is
cancelled and no PO's can be placed for this account.
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| Vendor Memo, notes or memo for
this account. This memo is an in-house section that's not designed to be
printed or disclosed on out-side documents. |
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| Command Buttons |
| Save,
select this to Save all changes made while in this session. |
| Forward,
select this to browse Forward to the next record. |
| Back,
select this to browse Back to previous record. |
| Quit,
select this to Quit without saving any changes made while in this session. |
| Recall,
select this to Recall a deleted record. |
| Delete,
select this to Delete a vendor account. see below for delete option. |
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To delete, the account must not
have open PO's.
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All deleted accounts may be Recalled
unless the Re-Index Files has been executed.
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| History TAB Section |
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| This is updated by the posting process
and at year-end close. |
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