Assigns default values for selected fields when adding new suppliers.

See Activity considerations in Notes and warnings.

See Password considerations in Notes and warnings.

This defaults to the first 20 characters of the supplier's name, but can be changed.

The short name can be used when browsing or printing reports in alphabetical sequence.

Enter the full name of the supplier that you want to print on checks made out to the supplier.

If you leave this field blank then your entry at the Supplier name field is printed on checks made out to this supplier.

See Field considerations in Notes and warnings.

Enter the branch code to use as the default branch during invoice posting.

Indicate the default payment terms required for the supplier.

Throughout SYSPRO you can associate foreign currency transactions with a local currency bank. However, if a bank is defined with a foreign currency, then all transactions must be in the foreign currency defined against that bank.

Therefore, if your company currency is USD, the currency of the Bank selected here is USD, then the supplier Currency can be any foreign currency.

If, however, the company currency is USD, the currency of the Bank for the supplier is GBP, then the Currency can only be GBP.

See Field considerations in Notes and warnings.

Indicate the currency in which invoices and payments are processed for the supplier.

If you entered a local currency bank at the Bank field, then you can enter any valid SYSPRO currency in this field.

If you entered a foreign currency bank at the Bank field, then this field defaults to the currency of that Bank and cannot be changed.

See also: Notes and warnings.

This indicates the category to which a supplier is assigned, enabling you to classify suppliers for reporting purposes.

Indicate the automatic discount to apply to each order line entered. A blank entry here indicates that no automatic line discount is required for the supplier.

Indicate the automatic discount to be applied to a complete invoice. A blank entry here indicates that no automatic invoice discount is required for the supplier.

Enter any extra information you require for the supplier. For example, this field could hold the description of the Supplier class code.

The wording displayed for this field defaults to User defined 1, but is replaced by whatever wording you have assigned to this field in the Accounts Payable Setup program.

Enter any information you require for the supplier. For example, this field could be used to store a value that is used in calculations performed in the Report Writer module.

Select this to place the supplier on hold. Placing a supplier on hold has a number of consequences.

See Field considerations in Notes and warnings.

Enter the default tax code that will determine the tax rate to be used when calculating withholding tax values.

A valid tax code must be entered if the Withholding tax requiredCompany Tax Options Setup setup option is enabled.

Indicate if the supplier is local, foreign or an individual (i.e. a contractor).

This ensures that withholding tax is withheld from the supplier invoice (as defined in the Company Tax Options Setup program), and the calculated withholding tax amount is distributed to the appropriate withholding tax GL account (as defined in the General Ledger Integration program).

For foreign suppliers, the Foreign supplier type must be selected for tax to be calculated.

Indicate if the supplier is providing goods, a service or both.

This ensures that withholding tax is withheld from the supplier invoice (as defined in the Company Tax Options Setup program), and the calculated withholding tax amount is distributed to the appropriate withholding tax GL account (as defined in the General Ledger Integration program).

If you change the expense type, tax will only be applicable for the expense type as defined in the Company Tax Options Setup program.

If your supplier numbering method is defined as Scripted, then you can use the VBScript Editor to build a unique supplier code for each new supplier added.

Indicate the contact name for the supplier.

The contact name is displayed in the Supplier Query program and printed on the AP List of Suppliers report.

You can only record a single contact per supplier in this program. However, you can use the Contact Management System to record multiple contacts for each supplier.

This field is validated if the Contact Management module is enabled. If the contact does not exist in the Contact Management module, then you are prompted to add the contact to that module.

This number is displayed in the Supplier Query program and printed on the AP List of Suppliers report. It can also be printed on purchase orders.

This number is displayed in the Supplier Query program and printed on the AP List of Suppliers report. It can also be printed on purchase orders.

Indicate the e-mail address of the supplier.

This email address is written to the EFTEmail field of the XML document created by the EFT Payments Extract and EFT Payments Re-extract programs.

If this email address is deleted after running the EFT Payments Extract program, no email address is written to the XML document created by the EFT Payments Re-extract program.

This field is not validated.

Enter the supplier's default address.

This address can be viewed using the Supplier Query program and is printed on purchase orders.

An additional hyperlink is available (Resolve GeoLocation from address) to resolve addresses using the long or short name. The Use short names when resolving addresses option (System-wide Personalization) determines which name to use by default. SYSPRO reads the name returned from the map provider in XML. If the short name returned in the XML is the same as the long name, then no short names are available from the map provider.

Define up to two addresses for each supplier.

You can define both a postal and a physical address for each supplier. Alternatively, you can enter the address from which your supplier delivers goods to you (e.g. the branch address) and the address to which you post your payments (e.g. Head Office address), if these two addresses differ.

An additional hyperlink is available (Resolve GeoLocation from address) to resolve addresses using the long or short name. The Use short names when resolving addresses option (System-wide Personalization) determines which name to use by default. SYSPRO reads the name returned from the map provider in XML. If the short name returned in the XML is the same as the long name, then no short names are available from the map provider.

Indicate the EC Value Added Tax code for the supplier.

This applies only when the EC VAT system is required.

If you selected the option: Default tax code (Accounts Payable Setup) then a valid tax code must be entered in this field. The code you define is used as the default tax code when processing transactions using the AP Invoice Posting and AP Permanent Entries programs.

Tax codes are maintained using the Tax Code Setup program.

This field is validated if you indicated that the EC VAT system is required and the nationality code you assigned to the supplier is defined as an EC Member State.

If you run the Payment Cycle Maintenance or Execute AP Payment Run program before the date entered here, then the current month is used, otherwise the next month is used as the check date.

If you do not enter a day (i.e. you leave this field as 00), then the Payment date entered in the Payment Cycle Maintenance or Execute AP Payment Run program is printed on the system checks.

Examples:

When you change a supplier's status from Temporary to Permanent, the Months before deleting zero bal supplier field is disabled and set to 99.

Enter the length of time that a temporary supplier with a zero balance must be retained on file.

This only applies if the supplier status is Temporary.

If the temporary supplier has had a zero balance for the number of months entered here, then the temporary supplier is deleted when next you run Purge option of the AP Period End program (providing there are no outstanding invoices or purchase orders against the supplier).

This field is set to 99 and disabled when the Supplier status is set to Permanent.

Indicate the default ledger code to which the merchandise value of an invoice must be posted during the General Ledger distribution phase of the AP Invoice Posting program.

If you leave this field blank, then the program uses the Default merchandise General Ledger control account configured for the Accounts Payable module (General Ledger Integration).

Enter the default ledger account to which the freight value of an invoice must be posted during the General Ledger distribution phase of the AP Invoice Posting program.

If you leave this field blank, then the program uses the Default freight General Ledger control account configured for the Accounts Payable module (General Ledger Integration).

	When posting invoices using the AP Invoice Posting program, the MtdFreight and YtdFreight columns in the ApSupplier table are only updated when the freight charges are posted to a GL account code defined with an Expense type of Freight.

Select this to be able to pay the supplier via Electronic Funds Transfers (EFTs).

If you select this option, then the default bank account from which the supplier is paid must be defined as an EFT bank (Banks).

See Field considerations in Notes and warnings.

Indicate the branch of the supplier's bank.

See Field considerations in Notes and warnings.

Indicate the supplier's bank account number.

See Field considerations in Notes and warnings.

This is an alphanumeric field which enables you to enter additional information that may be required by a bank. It can also be used for capturing additional information to be used for internal purposes.

The wording displayed for this field defaults to EFT user 1, but is replaced by whatever wording you assigned to this user-defined field in the Electronic Funds Transfer Setup program.

The information entered here is written to the XML file if you selected to create an XML file (Banks).

This only applies if you selected EFT payments required. Information entered in this field is not deleted when you deselect the option: EFT payments required.

See Field considerations in Notes and warnings.

This is a numeric field which enables you to enter additional information that may be required by a bank. It can also be used for capturing additional information to be used for internal purposes.

The wording displayed for this field defaults to EFT user 2, but is replaced by whatever wording you assigned to this user-defined field in the Electronic Funds Transfer Setup program.

The information entered here is written to the XML file if you selected to create an XML file (Banks).

This only applies if you selected EFT payments required. Information entered in this field is not deleted when you deselect the option: EFT payments required.

See Field considerations in Notes and warnings.

This can be used to enter the text to display on the beneficiary's bank statement when an electronic payment is processed.

You can also define the text to be displayed against all beneficiaries for EFT payments against the bank (Banks).

The information entered here is written to the XML file if you selected to create an XML file (Banks).

This only applies if you selected EFT payments required. Information entered in this field is not deleted when you deselect the option: EFT payments required.

See Field considerations in Notes and warnings.

Indicate the supplier's (beneficiary's) account type.

Account types are normally issued by the banks. For example 1 could indicate a current account, 2 could indicate a savings account, etc.

See Field considerations in Notes and warnings.

Indicate the language in which you want to print the full wording amount for checks produced for this supplier. The drop down menu displays the languages currently available.

You configure the language and associated denomination wording for the suppliers' bank in the Check preferences section of the AP Check Format program.

These options only apply when your nationality code is defined as USA (Company Setup).

When the nationality code of your company is defined as USA, the AP 1099 Label Print program can be used to print the Accumulated gross payment amount and the PAYE reference number for the current and previous years, regardless of whether 1099 labels are enabled for the supplier.

When adding a new supplier, this option is selected by default, but can be deselected if required.

Indicates the 1099 Label stationery format assigned to the supplier. You assign a 1099 label format against each supplier that requires a 1099 label.

The AP 1099 Label Print program prints labels only when the format defined against the supplier matches the format selected at the time of running the AP 1099 Label Print program.

When adding a new supplier, this field defaults to 00 and is assigned the format description A/P 1099 Label Format.

If the format has not been defined in the A/P Supplier 1099 Format file, you will receive the error message "1099 label format not on file." Once the format is defined, the program displays the format description directly below the format number.

If the format does not exist in the A/P Supplier 1099 Format file, you can define the label using the Define format option (see AP 1099 Label Format).

Because the AP 1099 Label Format program is not a browse program, cannot select a format and then return to the Suppliers program.

Indicate whether you are allowed to override the value held against the supplier's Minimum YTD payment field.

By default, the minimum YTD payment defined against the selected 1099 Label Format is used to populate the Minimum YTD payment field. The YTD payment value is displayed once the 1099 label format is assigned to the supplier.

If you select to override the value, then you can enter a value in the Minimum YTD payment field.

This only applies when you select the Override minimum YTD payment option.

This field is used when printing 1099 labels. No label is produced if the accumulated YTD payments for the supplier is less than the value in this field.

The value you enter here is saved against the 1099 Minimum payment value field in the A/P Supplier Master file. A "Y" is also saved against the Prompt for min YTD value field in the A/P Supplier Master file.

If you do not select Override minimum YTD payment, then you cannot enter a value in this field. A zero (0) is saved against the 1099 Minimum payment value field in the A/P Supplier Master file. An "N" is saved against the prompt for min YTD value field in the A/P Supplier Master file.

This indicates the supplier's accumulated net payment value for the current year.

When processing payments at run time, you define whether the payments must be accumulated into the current year or the previous year. The net payment value is then accumulated into the relevant field within the A/P Supplier Master file. At the end of the tax year, you print a 1099 label displaying the total net payments you made to the supplier and send this to the Receiver of Revenue.

Once all 1099 labels have been printed for the year, you then run the Set 1099 accumulated net payments to zero option in the AP Period End program. This clears the accumulated net payments for the Current year field, after moving the values into the Previous year field.

Auto vouchering is not available for foreign currency suppliers.

Select to print, email or fax the auto vouchers.

If the email or fax option is selected, provide the address or fax number in the relevant fields below.

This is displayed only if you are using USA tax.

If using USA tax, enter the extended tax code for the supplier.

If you deselect this option, then you cannot process purchase orders for the supplier. If outstanding purchase orders exist for this supplier and you deselect this option, then you can still process those orders until they are complete. Thereafter you cannot process new purchase orders for the supplier.

Indicate the minimum purchase order value (in local currency) applicable to this supplier. The default value for this field is zero, which means that minimum purchase order value checking for this supplier is not required.

Regardless of whether you are processing a local or a foreign currency supplier, the program compares the purchase order value entered with the local currency value of the order.

The minimum purchase order value only applies to stocked and non-stocked items. Freight and Miscellaneous charge lines are ignored.

Indicate the minimum purchase order mass value applicable to this supplier when entering a purchase order.

The default value for this field is zero, which means that minimum purchase order mass checking for this supplier is not required.

The minimum purchase order mass value only applies to stocked lines and relates to the value held against the Mass per stocking unit field for the item (Stock Codes).

Indicate the minimum purchase order volume value applicable to this supplier when entering a purchase order.

The default value for this field is zero, which means that minimum purchase order volume checking for this supplier is not required.

The minimum purchase order volume value only applies to stocked lines and relates to the value held against the Volume per stocking unit field for the item (Stock Codes).

The Blanket Purchase Order facility within the Purchase Order module allows you to create, maintain and use contract purchase orders as well as monitor purchase order receipts against a supplier's contract.

The purpose of these contracts is to allow a fixed price to be recorded for a specified period and/or volume, plus an agreed delivery schedule.

You cannot capture Blanket purchase orders for this supplier when this option is not selected.

This option is enabled by default when adding a new supplier while the GRN suspense system required option is enabled (Purchase Orders Setup).

Disabling the GRN suspense system required option does not disable this option for existing suppliers, but it will default to disabled for any new suppliers added.

Using the LCT system will allow you to keep track of the goods during transit and to calculate the expected and actual costs of transporting the goods.

When you select this option, you need to indicate the supplier's Nationality in the Supplier Details pane.

The Tariff codes used in Landed Cost Tracking (LCT Tariff Codes) are dependent on the nationality code and country status.

You define the country status used to identify the country in which your supplier is located using the Nationalities program.

	The Incoterms code indicates the portion of costs and risks agreed to by the parties in a contract of purchase or sale. For example, the Delivery term CIP (Carriage and Insurance Paid) indicates that the seller pays the cost of carriage and insurance necessary to bring the goods to a named destination (i.e. Shipping location).

This code is also used when processing a purchase order for a supplier in an EC Member State and ultimately for use on the Supplementary Declaration.

If this field is left blank, then the default delivery terms defined against the company for Arrivals is used (Intrastat Setup).

Used when receipting a purchase order from a supplier in an EC Member State and ultimately for use on the Supplementary Declaration.

If left blank, then the default nature of transaction code for Arrivals defined against the company is used (Intrastat Setup).

This option is not displayed once you have added a field to the form, but can be accessed using the Field Selector function from the context menu (Alt+F7).