Vendors

Vendors represent suppliers used for purchasing and subcontracting.

To create a vendor record:

1. Open Vendors.

2. Select New Vendor.

3. Complete the vendor identity and accounting fields.

   • Vendor Name (Required): Enter the supplier name.

   • Vendor Number: This is auto-generated after you save the record.

   • Tax Area Code (Required): Select the tax area code for the vendor.

   • Posting Group (Required when used by your tenant setup): Select the vendor posting group or other required purchasing default.

   • Active Status (Optional): Keep the vendor active when it should be available for selection.

4. Complete the vendor address and contact fields.

   • Address Line 1 (Required): Enter the primary vendor address.

   • City (Required): Enter the city.

   • State/Province (Required): Enter the state or province.

   • Postal Code (Required): Enter the postal or ZIP code.

   • Phone (Optional): Enter the main vendor phone number.

   • Email (Optional): Enter the main vendor email address.

5. Save the vendor.

Key Rules

• Vendors are used for purchasing and subcontractor-related workflows.

• Tax liable defaults can vary by setup, but Tax Area Code is still required for the vendor workflow described in the current help guidance.