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Table of Contents

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Overview

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The Enter/Query Vendor screen consists of six tabs and vendor contact information. Vendors are entered and modified using the Vendor Entry/Edit screen. All vendor information such as name, address, phone number as well as default terms, buyer, expense account for voucher entry, and all contacts for the vendor are managed on this screen. Purchasing information such as minimum order amounts, discounts and prepaid freight quantities can be added in this screen and will be used by the purchasing department in the PO Assistant and PO generator to help streamline the inventory. 
Through this screen you can also set alerts and notes for the vendor that other departments can see throughout TRX. A complete purchase order history is available via the PO History tab. Over the next couple of pages we will outline what each box contains and how it affects the vendor setup. 

Create Vendor

To create a Vendor, fill out the company information at the top, add a contact, and hit Save.

Step-by-Step

  1. Open the Vendor Enter/Query screen

    1. A/P>Vendors>Vendor Enter/Query

  2. Fill out Vendor Information

    1. Tab or Enter through the fields

    2. Utilize Templates to streamline the process

  3. Enter Vendor Contact

    1. Tab or Enter through the fields

    2. Set Prime and pay Contacts

  4. Save the Vendor

    1. Hit Save Button or F10

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Delete/Inactivate Vendors

If a Vendor was entered by mistake or you no longer work with a vendor, you will either need to delete or inactivate the Vendor.

Delete Vendors - Vendor has NO History

If the Vendor doesn’t have any history, you will be able to delete the Vendor. Pull the Vendor up, hit the Delete button, then hit Yes to the prompt.

Step-by-Step

  1. Open the Vendor record

    1. A/P>Vendors>Vendor Enter/Query

    2. Click on Vendor # field

    3. Enter Vendor # or hit F9 for lookup

  2. Delete the Vendor

    1. Make sure Cursor is in the Header (Not on a contact)

    2. Hit the Delete button

    3. Hit Yes to the Prompt

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Inactivate Vendor - No longer working with Vendor

If you need to remove a Vendor that has existing documents, you will need to inactivate. Deleting is not possible with records written to the Vendor, but marking as Inactive will remove it from the lookup as well as unmarking it as preferred vendor on any items and deleting the Vendor from your AQ cross reference. Simply open your Vendor, uncheck Active, and hit Yes to the prompt.

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Step-by-Step

  1. Open the Vendor record

    1. A/P>Vendors>Vendor Enter/Query

    2. Click on Vendor # field

    3. Enter Vendor # or hit F9 for lookup

  2. Mark as inactive

    1. Uncheck the Active checkbox

  3. Confirm the change

    1. Hit Yes to the prompt

  4. Save

    1. Hit Save Button or F10

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Screen Detail

This section covers every field and what they do. It is a detailed look at the screen.

Main Tab 

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The Main tab of the Vendor Query screen is where the vendor set up information is stored. When entering a vendor for the first time tab through each field and enter all information available. TRX uses this information on reports, address labels and Purchase Orders.

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