new:supplier_master
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new:supplier_master [2016/09/29 02:58] ca |
new:supplier_master [2016/10/12 03:36] (current) ca |
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| ===Mandatory Fields=== | ===Mandatory Fields=== | ||
| - | * <wrap em>Country</wrap> | + | * <wrap em>Country</wrap> - Supplier's country of origin |
| - | * <wrap em>Phone</wrap> | + | * <wrap em>Phone</wrap> - Landline Number |
| - | * <wrap em>Phone-Mobile</wrap> | + | * <wrap em>Phone-Mobile</wrap> - Hand Phone Number |
| - | * <wrap em>Control Account-AP</wrap> | + | * <wrap em>Control Account-AP</wrap> - Use in Gl Interface. |
| - | * <wrap em>Supplier Group</wrap> | + | * Needed to be setup so that upon confirmation of GRN Transactions will be posted to the account correctly in GL. |
| - | * <wrap em>Tax Scope</wrap> | + | * <wrap em>Supplier Group</wrap> - company defined grouping of supplier |
| - | * <wrap em>Currency</wrap> | + | * <wrap em>Tax Scope</wrap> - |
| + | * <wrap em>Currency</wrap> - This is the default currency used to create purchase transactions for this supplier only, it can be in any currency. | ||
| + | |||
| + | ===Steps How to fill-in the Supplier File=== | ||
| + | - Fill-in the self explanatory field. | ||
| + | - Click **Add** | ||
| + | - Supplier Master File Created. | ||
| + | |||
| + | ^Terms^Definition^ | ||
| + | |Supplier Number | Automatically assign by the system (Number will be assign after you click **Add**) | ||
| + | |Short Name | Abbreviation/ Alias | | ||
| + | |Name| Complete Name of the Supplier| | ||
| + | |Address 1|Bldg #/Name & Street Address/Lot Number | | ||
| + | |Address 2|Barangay/Municipality | | ||
| + | |City| | | ||
| + | |State/Province| | | ||
| + | |Zip/Postal| | | ||
| + | |<wrap em>Country</wrap>| | | ||
| + | |Salutation| | | ||
| + | |First Name| Name of the Contact Person| | ||
| + | |Middle Name| | | ||
| + | |Last Name| | | ||
| + | |Title| Designation of the Contact Person| | ||
| + | |<wrap em>E-mail</wrap>| | | ||
| + | |<wrap em>Phone</wrap>| Landline Number| | ||
| + | |<wrap em>Phone-Mobile</wrap>| Hand Phone number| | ||
| + | |Fax| | | ||
| + | |URL| | | ||
| + | |Id| | | ||
| + | |Tax Number| | | ||
| + | |<wrap em><wrap em>Control Account-AP</wrap></wrap>| Use for GL interface| | ||
| + | |Control Account-GT| | | ||
| + | |<wrap em>Supplier Group</wrap>| Classification of Supplier defined by the company| | ||
| + | |Supplier Type| Classification of Supplier defined by the company| | ||
| + | |Price Group|Classification of Supplier defined by the company | | ||
| + | |SIC Code| | | ||
| + | |<wrap em>Tax Scope</wrap>| | | ||
| + | |Supplier Status| | | ||
| + | |Credit Limit|refers to the maximum amount allowed for this certain Supplier | | ||
| + | |Credit Available| the unused portion of an open line of credit | | ||
| + | |Credit Terms|Credit terms or terms of credit is the agreement between a seller and buyer that lists the timing and amount of payments the buyer will make in the future. | | ||
| + | |Discount%| refers to the condition of the price of a bond that is lower than par, or face value. | | ||
| + | |Agent| An authorized person| | ||
| + | |Commission| a fee paid based on a percentage of the sale made by an employee or agent | | ||
| + | |<wrap em>Currency</wrap>|something that is used as a medium of exchange | | ||
| + | |Location| | | ||
| + | |License| | | ||
| + | |Expiration Date| | | ||
| + | |Permit Approval| | | ||
| + | |Buyer| | | ||
| + | |Delivery Zone| | ||
| + | |Time Slot| | | ||
| + | |Payment instruction| | | ||
| + | |||
| + | **Note**: You can hide the field which you find it unimportant/unnecessary and should not be included in your supplier's file master. | ||
| + | |||
| + | |||
/srv/www/htdocs/wiki/data/attic/new/supplier_master.1475117935.txt.gz · Last modified: 2016/09/29 02:58 by ca
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