Maintain Supplier: Difference between revisions

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* To keep the Supplier profile data such as addresses, telephone, fax, email, contact person, credit limits, credit terms, etc. In other words, it is your supplier contacts list.  
* To keep the Supplier profile data such as addresses, telephone, fax, email, contact person, credit limits, credit terms, etc. In other words, it is your supplier contacts list.  


::[[File:Supplier-Maintain Supplier-Browse.jpg|640px]]
[[File:Supplier-Maintain Supplier-Browse.jpg|640px|center]]


<br />
<br />
<div style="float: right;">  [[#top|[top]]]</div>


=='''New Supplier'''==
=='''New Supplier'''==
* To create NEW supplier, CLICK on NEW button. See screenshot below.
* To create NEW supplier, CLICK on NEW button. See screenshot below.
::[[File:Supplier-Maintain Supplier-NEW.jpg|640px]]
[[File:Supplier-Maintain Supplier-NEW.jpg|640px|center]]
<br />
<br />
* You will get a blank form to be fill-in with the supplier data.
* You will get a blank form to be fill-in with the supplier data.
::[[File:Supplier-Maintain Supplier-NEW FORM.jpg|640px]]
[[File:Supplier-Maintain Supplier-NEW FORM.jpg|640px|center]]
<br />
<br />
* You may start input the following fields:
* You may start input the following fields:
{| class="wikitable"
{| class="wikitable" style="margin: 1em auto 1em auto;"
|-
|-
! Field Name !! Explanation & Properties
! Field Name !! Explanation & Properties
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===General===
===General===
::[[File:Supplier-Maintain Supplier-General Tab.jpg|640px]]
[[File:Supplier-Maintain Supplier-General Tab.jpg|640px|center]]


{| class="wikitable"
{| class="wikitable" style="margin: 1em auto 1em auto;"
|-
|-
! Field Name !! Explanation & Properties
! Field Name !! Explanation & Properties
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===Note===
===Note===
::[[File:Supplier-Maintain Supplier-Note Tab.jpg|640px]]
[[File:Supplier-Maintain Supplier-Note Tab.jpg|640px|center]]




{| class="wikitable"
{| class="wikitable" style="margin: 1em auto 1em auto;"
|-
|-
! Field Name !! Explanation & Properties
! Field Name !! Explanation & Properties
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===Tax===
===Tax===
::[[File:Supplier-Maintain Supplier-Sales Tax Tab1.jpg|640px]]
[[File:Supplier-Maintain Supplier-Sales Tax Tab1.jpg|640px|center]]


{| class="wikitable"
{| class="wikitable" style="margin: 1em auto 1em auto;"
|-
|-
! Field Name !! Explanation & Properties
! Field Name !! Explanation & Properties
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|-
|-
| Exemption No ||  
| Exemption No ||  
* Input the supplier Tax Exemption no.
* Input the Tax Exemption no. apply to your supplier
* Field type : Alphanumeric
* Field type : Alphanumeric
* Length : 50
* Length : 50
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* Add tariff code of taxable goods to be sold in exemption.
* Add tariff code of taxable goods to be sold in exemption.
* Lookup: [[Maintain Tariff]]
* Lookup: [[Maintain Tariff]]
* Related Topic [[Maintain Stock Item#Main_Header]]
|-
|-
| Tax ||
| Tax ||
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* '''Schedule C''' tax code : '''PEC1, PEC2, PEC3, PEC4, PEC5'''
* '''Schedule C''' tax code : '''PEC1, PEC2, PEC3, PEC4, PEC5'''
* Lookup from [[Maintain Tax]]
* Lookup from [[Maintain Tax]]
* Related Topic [Maintain Stock Item#Main_Header]]
|}
|}
<br />
<br />


===Bank Account===
===Bank Account===
::[[File:Supplier-Maintain Supplier-BankAccountTab.jpg|640px]]
[[File:Supplier-Maintain Supplier-BankAccountTab.jpg|640px|center]]


{| class="wikitable"  
{| class="wikitable" style="margin: 1em auto 1em auto;"
|-
|-
! Field Name !! Explanation & Properties
! Field Name !! Explanation & Properties
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|}
|}
<br />
<br />
<div style="float: right;">  [[#top|[top]]]</div>


=='''Edit Supplier'''==
=='''Edit Supplier'''==
* You can EDIT the supplier, CLICK on EDIT button. See screenshot below.
* You can EDIT the supplier, CLICK on EDIT button. See screenshot below.
::[[File:Supplier-Maintain Supplier-EDIT.jpg|640px]]
[[File:Supplier-Maintain Supplier-EDIT.jpg|640px|center]]
<br />
<br />
  NOTE :  
  NOTE :  
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<br />
<br />
<div style="float: right;">  [[#top|[top]]]</div>


=='''Save Supplier'''==
=='''Save Supplier'''==
* You have to SAVE the supplier data before can be used. See screenshot below.
* You have to SAVE the supplier data before can be used. See screenshot below.
::[[File:Supplier-Maintain Supplier-SAVE.jpg|640px]]
[[File:Supplier-Maintain Supplier-SAVE.jpg|640px|center]]
   
   
<br />
<br />
<div style="float: right;">  [[#top|[top]]]</div>


=='''Delete Supplier'''==
=='''Delete Supplier'''==
* You can DELETE the unwanted supplier data. See screenshot below.
* You can DELETE the unwanted supplier data. See screenshot below.
::[[File:Supplier-Maintain Supplier-DELETE.jpg|640px]]
[[File:Supplier-Maintain Supplier-DELETE.jpg|640px|center]]
   
   
  NOTE :  
  NOTE :  
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<br />
<br />
<div style="float: right;">  [[#top|[top]]]</div>


=='''Supplier Code Format'''==
=='''Supplier Code Format'''==
* Supplier code can be AUTO generate or overwrite it manually. See screenshot below.
* Supplier code can be AUTO generate or overwrite it manually. See screenshot below.
::[[File:Supplier-Maintain Supplier-Supplier Code.jpg|640px]]
[[File:Supplier-Maintain Supplier-Supplier Code.jpg|640px|center]]
   
   
  IMPORTANT :  
  IMPORTANT :  
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  2. If the system found there is an duplicate code trying to save, users will be notify by warning message.
  2. If the system found there is an duplicate code trying to save, users will be notify by warning message.
  See screenshot below.
  See screenshot below.
[[File:Customer-Maintain Customer-Duplicate Code.jpg|340px]]   
[File:Customer-Maintain Customer-Duplicate Code.jpg|340px|center]]   


<br />
<br />
* You can set the supplier code format via Tools | Options...(Supplier). See screenshot below.
* You can set the supplier code format via Tools | Options...(Supplier). See screenshot below.
::[[File:Supplier-Maintain Supplier-Supplier Code Format.jpg|640px]]
[[File:Supplier-Maintain Supplier-Supplier Code Format.jpg|640px|center]]
<br />
<br />


* Explanation of the Supplier Code Format:  
* Explanation of the Supplier Code Format:  
::[[File:Supplier-Maintain Supplier-Supplier Code Format2.jpg|640px]]
[[File:Supplier-Maintain Supplier-Supplier Code Format2.jpg|640px|center]]


* For example,  
* For example,  


{| class="wikitable"
{| class="wikitable" style="margin: 1em auto 1em auto;"
|-
|-
! Company Name !! Customer Control Acc !! Format !! Result
! Company Name !! Customer Control Acc !! Format !! Result
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|}
|}
<br />
<br />
<div style="float: right;">  [[#top|[top]]]</div>


==See also==
==See also==
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* [[Maintain Tax]]
* [[Maintain Tax]]
* [[Maintain Customer]]
* [[Maintain Customer]]
* [[Maintain Stock Item]]

Latest revision as of 03:48, 10 December 2018

Menu: Supplier | Maintain Supplier...

Introduction

  • To keep the Supplier profile data such as addresses, telephone, fax, email, contact person, credit limits, credit terms, etc. In other words, it is your supplier contacts list.
Supplier-Maintain Supplier-Browse.jpg


New Supplier

  • To create NEW supplier, CLICK on NEW button. See screenshot below.
Supplier-Maintain Supplier-NEW.jpg


  • You will get a blank form to be fill-in with the supplier data.
Supplier-Maintain Supplier-NEW FORM.jpg


  • You may start input the following fields:
Field Name Explanation & Properties
Company
  • Input the supplier billing company name.
  • Field type : Alphanumerical
  • Length : 100
Description 2 (UNDERLINE below Company)
  • An optional field recommended to input Chinese translated name, former company name, company register no, etc.
  • Field type : Alphanumerical
  • Length : 100
Control A/c
  • Select an appropriate Supplier Control Account wish to be posted to GL when customer documents are created.
  • Field type : Lookup from the Maintain Accounts (Special Type: Customer Control Account)
  • Length : 10
Code
  • AUTO/MANUAL generate the Supplier Code.
  • Field type : Alphanumerical
  • Length : 10
Cust Category
  • Categorize your supplier for reporting purpose.
  • Field type : Lookup from Maintain Company Category
  • Length : 15


General

Supplier-Maintain Supplier-General Tab.jpg
Field Name Explanation & Properties
Branch Name
  • You may maintain multiple set of addresses by differential the Branch Name.
  • Default Branch Name: BILLING
  • Field type : Alphanumerical
  • Length : 100
Address (4 lines)
  • Input the company addresses.
  • Field type : Alphanumerical
  • Length : 40 (each lines)
Attention
  • Input the contact person.
  • Field type : Alphanumerical
  • Length : 70
Phone 1 & 2
  • Input the telephone no.
  • Field type : Alphanumerical
  • Length : 30
Fax 1 & 2
  • Input the fax no.
  • Field type : Alphanumerical
  • Length : 30
Email
  • Input the email.
  • Field type : Alphanumerical
  • Length : 60
Area
  • Select a default Area.
  • Field type : Lookup from Maintain Area
  • Length : 10
Agent
  • Select a default Agent.
  • Field type : Lookup from Maintain Agent
  • Length : 10
Currency
  • Select a default Currency.
  • Field type : Lookup from Maintain Currency
  • Length : 6
Credit Terms
  • Select a default Terms.
  • Field type : Lookup from Maintain Terms.
  • Length : 10
Credit Limit
  • Set the credit limit.
  • Field type : Numeric
Statement
  • Select a default statement type, ie. Open Item or Brought Forward.
  • Field type : Option
  • Default : Open Item
Aging On
  • Select a default Aging type, ie. Invoice Date or Due Date.
  • Field type : Option
  • Default : Invoice Date
Price Tag
  • Set the price tag to the items.
  • Field type : Lookup from Maintain Stock Price Tag.
  • Length : 10


Note

Supplier-Maintain Supplier-Note Tab.jpg


Field Name Explanation & Properties
Account Open Date
  • Creation date
  • Field type : Date
Remark
  • This remark will show in Inquiry | Account Inquiry...
  • Field type : Alphanumerical
  • Length : 80
Biz Nature
  • Input supplier business of nature.
  • For example, Chemical Manufacturing, Car Service, etc.
  • Field type : Alphanumerical
  • Length : 100
Note
  • Record the supplier knowledge base. You can use the "Date Stamp".
  • Field type : Alphanumerical
  • Length : Rich Text
Status
  • Active - Allow to create official documents and select to print Supplier Statement.
  • Inactive - Not allow to create official documents, but cannot select to print Supplier Statement.
  • Suspend - Not allow to create official documents, but can select to print Supplier Statement.
  • Prospect - Allow to create official documents and select to print Supplier Statement.
  • Pending - Allow to create official documents and select to print Supllier Statement.


Tax

Supplier-Maintain Supplier-Sales Tax Tab1.jpg
Field Name Explanation & Properties
Default Tax
  • Select a default tax code based on supplier
Tax Area
  • Not applicable to Malaysia/Singapore
Exemption No
  • Input the Tax Exemption no. apply to your supplier
  • Field type : Alphanumeric
  • Length : 50
Expiry Date
  • Set a Expiry Date.
  • This will be tax exempted before the expiry date.
  • Field type : Date


Tariff Code Setting
This setting set the supplier who has supply the taxable goods under the Sales Tax (Person Exempted from Payment of Tax) Order 2018.

Field Name Explanation & Properties
Tariff
Tax
  • Select an appropriate tax code falls under the Person Exempted in Schedule C ONLY (need to declare in SST-02).
  • Schedule C tax code : PEC1, PEC2, PEC3, PEC4, PEC5
  • Lookup from Maintain Tax


Bank Account

Supplier-Maintain Supplier-BankAccountTab.jpg
Field Name Explanation & Properties
Bank
  • Select the correct Bank
Account No
  • Key in the account number of supplier
Account Name
  • Insert the name
ID Type
  • Select the ID type that you want
ID
  • Insert the ID
Active
  • Tick it when active
  • Untick when inactive


Edit Supplier

  • You can EDIT the supplier, CLICK on EDIT button. See screenshot below.
Supplier-Maintain Supplier-EDIT.jpg


NOTE : 
1. User able to EDIT the supplier data depends on the user access rights granted.
2. Any EDITING the system will be audited (logged) with changes made.


Save Supplier

  • You have to SAVE the supplier data before can be used. See screenshot below.
Supplier-Maintain Supplier-SAVE.jpg


Delete Supplier

  • You can DELETE the unwanted supplier data. See screenshot below.
Supplier-Maintain Supplier-DELETE.jpg
NOTE : 
1. User able to DELETE the supplier data depends on the user access rights granted.


Supplier Code Format

  • Supplier code can be AUTO generate or overwrite it manually. See screenshot below.
Supplier-Maintain Supplier-Supplier Code.jpg
IMPORTANT : 
1. Every supplier code is unique. 
2. If the system found there is an duplicate code trying to save, users will be notify by warning message.
See screenshot below.

[File:Customer-Maintain Customer-Duplicate Code.jpg|340px|center]]


  • You can set the supplier code format via Tools | Options...(Supplier). See screenshot below.
Supplier-Maintain Supplier-Supplier Code Format.jpg


  • Explanation of the Supplier Code Format:
Supplier-Maintain Supplier-Supplier Code Format2.jpg
  • For example,
Company Name Customer Control Acc Format Result
ABCD SDN BHD

401-000

%.1s-%.1s%.1d

4-A-1

ABCD SDN BHD

401-000

%.2s-%.2s%.2d

40-AB-01

ABCD SDN BHD

401-000

%.3s-%.3s%.3d

401-ABC-001

ABCD SDN BHD

401-000

%.4s-%.4s%.4d

401--ABCD-0001


See also