You use this wizard to create a Supplier in the Accounts Payable module using the information from a Contact Management System Account.
Select the Create Supplier option from either the Browse on Accounts or Account Maintenance programs, or right-click on an Account in the treeview pane of the Organization List of the Contact Management Query program to invoke the wizard.
| Field | Description | ||||||
|---|---|---|---|---|---|---|---|
| Screen 1 - Preferences | Configure default settings you want to apply when creating a supplier from an account. | ||||||
| Screen 2 - Setup fields | |||||||
| Supplier | Allocate a unique code for the supplier. You can only access this field if your supplier numbering method is set to Manual and you selected the Supplier - Allow override preference. |
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| Date supplier created | Indicate the creation date you want to assign to the
supplier. You can only access this field if you selected the Date supplier created - Allow override preference. |
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| Supplier on hold |
You can only access this field if you selected the Supplier on hold - Allow override preference.
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| Screen 3 - AP Supplier Maintenance | The Supplier Maintenance program is loaded. This is
to ensure that any rules applied to the creation of suppliers
is adhered to. You can enter any other information required against the supplier before saving your changes. |
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| Screen 4 - Contacts | All contacts linked to the account are added to the
supplier account. In addition, all custom form field information, where the custom form field name is the same in both accounts and suppliers, are transferred from the account to the supplier. |
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| Screen 5 - Supplier linked to Account | |||||||
| Delete Account | Delete the account once the new supplier has been
created. If you do not select this option, then the supplier will remain linked to the account. |
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| Screen 6 - Finish | This screen displays the successful addition of the supplier, including the supplier number and name. Select Finish to complete the process and close the wizard. |
Electronic Signatures provide security access, transaction logging and event triggering. This enables you to increase control over your system changes.
Access to the following eSignature transactions within this program can be restricted at Operator, Group, Role or Company level. You configure this using the Electronic Signatures program.
| eSignature Transaction | Description |
|---|---|
| CMS Account deleted |
Controls access to the Delete function in the Account Maintenance, Create Customer from Account Wizard and Create Supplier from Account Wizard programs. |
You cannot create a supplier from an account if the account is already linked to a supplier.
Not all fields that are defined against a supplier are defined against an account. You need to manually define these fields against the supplier as required.