1.1. Enter in the FEIN/SSN field the federal employer identification number or in the case of an individual, the social security number. This field should be completed for all vendors requiring form 1099. This field is available only if the company's country tax selected is United States.

1.2. If the vendor's services qualify for the 1099 reporting, mark the 1099 Eligible checkbox. Marking this checkbox means the vendor record is created for a 1099 vendor.

1.3. If the 1099 Eligible checkbox is marked, the 1099 Type field becomes enabled. Click the List box button to select from the list one of the IRS-defined 1099 payment categories that best represents the 1099 vendor for whom you are creating this record.

1.4. If you are creating a record for a foreign vendor, click the List box button adjacent to the Foreign Country field to select from the list the 1099 vendor's foreign country or U.S. possession to which the foreign tax was paid.

1.5. If the company's country tax is Canada, perform these steps:

1.5.a. Enter in the GST # and PST # fields the vendor's Goods and Services Tax ID number and Provincial Sales Tax, respectively.

1.5.b. Enter in the Tax Code field the tax code that will be used to calculate the tax amount to taxable purchases.

2.1. Accept or amend the default value in the Alias field. To amend, click the Lookup button to display the Search window where you can select the address alias to assign as the company's primary address. Once a valid address alias is selected, the related address information will automatically fill up the respective address fields.

2.2. To manually overwrite the address information regardless of the selected Alias, enter the new values in their respective fields such as street, city, state, zip code. Click the List box button in the State or Country fields; then, select from the list of options available. Note that state and country validation are in place.

2.3. To create a new company address, click the underlined Primary Address field label to directly access the Address Maintenance function where you can create a new address record.

3.1. In the First Name field, click the Lookup button to display the Search window where you can select the contact record you wish to assign as the company's primary contact. Once a contact record is selected, it's details are shown in their respective fields.

3.2. To amend the phone and/or e-mail information, manually enter the new values in the respective field.

3.3. Click the drop-down button beside the Type field to select the phone and email types, respectively.

Enter in this field the date the vendor record was created and saved. Accept or amend the default date which is the system date.

This read-only field shows the status of the vendor as defined in the same field on the Settings page.

This field refers to the currency code that you will use when recording transactions for this vendor. This field is enabled only if the Use Multi-Currency option has been activated in either the PO Module Setup or AP Module Setup functions. Accept or amend the default value which is your company's home currency. Note that you can only specify currency codes that have been set up in the Currency Code Maintenance function. You must be cautious when assigning currency codes as these cannot be changed after you have saved the initial vendor record setup.

This is the credit line negotiated with this vendor. The value in this field appears in the related functions associated with doing business with your vendors. You can use this to determine your available credit line after deducting the outstanding payable balance and the PO backorder values. You can enter the value in the Setting page.

This is the purchase discount rate offered by the vendor. This will be the default discount rate assigned when creating purchaser orders. The purchase discount is granted separately from the prompt-payment discount defined in the Terms field when creating invoices. Any changes in the rate in this field will affect only the purchase orders created after the change. You can enter the value in the Setting page.

This read-only field refers to the default vendor's payment method specified in the Settings page. To specify a different code, access the Settings page.

This read-only field refers to the default pay code applicable to purchases or any related transactions you create for this vendor. Pay codes define the terms of payment granted by the vendor (e.g., cash, credit card, terms or others). To specify a different code, access the Settings page.

This will be the maximum amount of the check to be issued to this vendor at any one time. Any changes in this field will only affect the validation of check amounts for the checks issued after the change. The maximum check amount used by the system in validating the check amount when posting or printing a check is the lesser amount between the maximum amount entered in this field and the maximum amount entered in the Bank Account Maintenance function.

Accept or amend the value in this field which is the URL of the vendor company's website. The default value comes from the customer record entered in the Customer # field above.

Enter in this field the vendor class based on the vendor company's business. The system will use this date to categorize this vendor. The class codes available in this field are created using the Miscellaneous Maintenance function where the Type is set to "Class".

Enter in this field the vendor industry code that the vendor belongs to. The system will use this data to categorize this vendor. The vendor industry codes available in this field are created using the Miscellaneous Maintenance function where the Type is set to "Vendor Industry".

Enter in the Territory field the vendor's territory where the business is being conducted. The territory vendor codes available in this field are created using the Miscellaneous Maintenance function where the Type is set to "Territory Vendor".

Enter in this field the address code for the primary address of the vendor to be used in purchase orders and invoices. Alternatively, you may click the List box button to select from a list the appropriate address code. The address code entered in this field will be the default ordering address when you create purchase orders for the vendor.

Ship via codes determine the shipping method or shipping courier that will be used to ship the inventory items. Accept or amend the default value which comes from the Ship Via field in PO Module Setup. The ship via code you enter in this field will be the default ship via code in the purchase orders you create for this vendor.

FOB codes determine the point at which title for goods shipped passes to you. Accept or amend the default value in this field which comes from the FOB field in PO Module Setup. This will be the default FOB code in the purchase orders you create for this vendor.

Enter in this field the code of the buyer who is initiating purchases from this vendor. This will be the default buyer in the purchase orders you create for this vendor.