Maintain Supplier

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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.
Supplier-Maintain Supplier-Browse.jpg


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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


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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.


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Save Supplier

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


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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.


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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


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See also