(continued from Adding a Supplier)

Supplier Details Screen

Two sets of Name/Address detail fields are available; physical address and mailing address and these can be different. When a new supplier is being created, what is entered into the physical address fields is replicated in the mailing address fields which can be overwritten if necessary. The 5 labels (‘Street Address 1’ etc.) for both physical and mailing addresses can be user defined in the Tourplan INIMaint (AP) module.

The Labels and detail shown in Screen Shot 7: Insert New Supplier Wizard - Screen 1 above are examples only, but are designed to show how physical and mailing addresses can be entered.

It is imperative that consistency be maintained when entering address detail – i.e. always use the same line for the Street Address and the same line for Town/City etc.

 

Try not to use commas in supplier name and address fields. When data is output from creditors – e.g., an electronic payment type file – and it is imported into another application, the commas will shift the data into incorrect fields in the other application

Update Voucher Addresses

These checkboxes are used when address details of an existing supplier are modified. When the supplier is used in a Product, the physical address details are saved as the voucher address in the Product (see Voucher Details Screen). If the address details change, these radio buttons can be used to determine whether or not the address details in any Products that the supplier is used in should also be updated. The choices are:

None:

Products will not be updated with new name or address details

All with Physical Address:

All Products that have this suppliers Physical address will be updated, regardless of the voucher address.

Matching Physical Address:

Only Products for this supplier that have the exact original physical address (before modifying) will be updated with the new name or address details

The same criteria are used for the All with Mailing Address and Matching Physical Address radio buttons.

(continued in Miscellaneous Details)