Contact Management > Setup > Accounts > Create Supplier from Account Wizard

Create Supplier from Account Wizard

You use this wizard to create a Supplier in the Accounts Payable module using the information from a Contact Management System Account.

Wizard options

Field Description
Screen 1 - Preferences Configure default settings to apply when creating a supplier from an account.
Screen 2 - Setup fields  
Supplier Allocate a unique code for the supplier.

You can only access this field if your supplier numbering method is set to Manual and you selected the Supplier - Allow override preference.
Date supplier created Indicate the creation date to assign to the supplier.

You can only access this field if you selected the Date supplier created - Allow override preference.
Supplier on hold

You can only access this field if you selected the Supplier on hold - Allow override preference.

Option Description
Yes Select this to place the supplier on hold immediately on creation.
No Select this if you do not want to place the supplier on hold immediately on creation.
Screen 3 - AP Supplier Maintenance The Suppliers program is loaded. This is to ensure that any rules applied to the creation of suppliers is adhered to.

You can enter any other information required against the supplier before saving your changes.

Screen 4 - Contacts All contacts linked to the account are added to the supplier account.
Screen 5 - Supplier linked to Account  
Delete Account Delete the account once the new supplier has been created.

If you do not select this option, then the supplier will remain linked to the account.
Screen 6 - Finish This screen displays the successful addition of the supplier, including the supplier number and name. Select Finish to complete the process and close the wizard.

Notes and warnings

Program access

  • The wizard can be invoked by selecting the Create Supplier option from either the Browse on Accounts or Accounts programs, or right-clicking on an Account in the treeview pane of the Organization List of the Contact Query program.

Account considerations

  • You cannot create a supplier from an account if the account is already linked to a supplier.

  • Not all fields that are defined against a supplier are defined against an account. You need to manually define these fields against the supplier as required.

Information not transferred to supplier when account is deleted (link not retained)

  • Account code

  • Account type

  • User defined fields 2, 3, 4 and 5

  • Custom form fields not defined against both account and supplier

eSignature considerations

Electronic Signatures provide security access, transaction logging and event triggering. This enables you to increase control over your system changes.

Access to the following eSignature transactions within this program can be restricted at Operator, Group, Role or Company level. You configure this using the eSignature Setup program.

eSignature Transaction Description
CMS Account deleted

Controls access to the Delete function in the Accounts, Account to Customer Wizard and Account to Supplier Wizard programs.