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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.
New Supplier
- To create NEW supplier, CLICK on NEW button. See screenshot below.
- You will get a blank form to be fill-in with the supplier data.
- 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
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
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
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
Field Name |
Explanation & Properties
|
Bank |
|
Account No |
- Key in the account number of supplier
|
Account Name |
|
ID Type |
- Select the ID type that you want
|
ID |
|
Active |
- Tick it when active
- Untick when inactive
|
Edit Supplier
- You can EDIT the supplier, CLICK on EDIT button. See screenshot below.
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.
Delete Supplier
- You can DELETE the unwanted supplier data. See screenshot below.
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.
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.
- Explanation of the Supplier Code Format:
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