Create Supplier

This page allows you to create a supplier for carrying out the transactions. The Address details information tab has details pertaining to the address of the supplier.

Select the “Create Supplier” link under the “Supplier” business component.

The “Create Supplier” page appears.

The System displays the status of the Supplier, which can be Active/Inactive/Hold Buy/Hold Pay.

Enter the following fields in the “Supplier Details” information tab:

Supplier Code	Code or identification number of the supplier. (Alphanumeric, 16).
Name	The name of the supplier associated with the supplier code. (Alphanumeric, 60).
Numbering Type	Use the drop-down list box to specify the numbering type of the supplier code.
Supplier Type	Use the drop-down list box to select the type of the supplier. The system displays “Regular” and “One time”. The system sets the field blank by default.
Supplier Classification	Use the drop down list box to select the classification under which the user wishes to place the supplier. The combo is loaded with value "External".

Note: If Inter-company transactions is enabled in PPS Feature list, then the combo is loaded with External and Internal.

Company Code

Code or identification number of the company to which the supplier belongs. (Alphanumeric, 10).

Note: The company code is applicable only when the supplier classification is “Group Company”

BU Code

Code or identification number of the business unit to which the supplier belongs. (Alphanumeric, 20).

Note: The BU code is applicable only when the supplier classification is “Internal”

Parent Supplier Code	The code identifying the supplier who is a parent of the supplier being created (Alphanumeric, 16). This information can be used for analyzing transactions or payables across the supplier’s hierarchy.
	Help Facility Available

The System displays the following:

Name

Name of the Parent Supplier associated with the code.

Enter the following:

Customer Code	Code or identification number of the customer created in the Customer component with which this supplier is associated.
	Help Facility Available

Note: This information can be used to analyze payables versus receivables.

The System displays the following:

Name

Name of the customer associated with the customer code.

Enter the following:

Supplier Level	Use the drop down list box to select the level to which the supplier will be attached. The Levels can be “OU Level”, “BU Level” or “LO Level”. The level assigned here shall define the set of OUs at which the supplier code can be inherited.
Currency	Use the drop down list box to select the default currency used by the supplier. This currency code shall be defaulted in the purchase transactions. The other currency codes in which purchases are carried out with this vendor can be specified in the ‘ ‘ page.
Language	Use the drop down list box to select the default language of the supplier
Default Order To	The Default address of the supplier at which the order is placed. If the supplier has more than one address, any one of such address ids can be specified. The address id selected here shall be used for defaulting in purchase transactions
Default Ship From	The Default address of the supplier from which the goods are shipped. If the supplier resides in more than one place, a particular address id is specified. The address id selected here shall be used for defaulting in purchase transactions.
Default Pay To	The Default address of the supplier to whom the payment for the goods is made is entered. If the supplier resides in more than one place, a particular address id is specified. The address id selected here shall be used for defaulting in purchase transactions.
Approved Supplier	Use the drop down list to select “Yes” or “No” to state whether the supplier has been approved or not. This is based on the value set for the system parameter.
Approved Date	The Date in which the approval was made is specified. (Date Format).
Payment Priority	Use the drop down box to select the payment priority level. It can be set to “Low”, “Medium” or “High”. This information can be used for reporting purposes.

Enter the following in the “Additional EXIM Details” group box:

IE Code	The code identifying the importer/exporter. (Alphanumeric, 20).
RBI Code	The code allocated by the RBI (Reserve Bank of India) for the specified supplier. (Alphanumeric, 20).
Imports Registration No	The imports registration number. (Alphanumeric, 20).
Exports Registration No	The exports registration number. (Alphanumeric, 20).
Customs Agent	Check the box to indicate that the supplier is a Customs Agent.
Carrier	Check the box to indicate that the supplier is a freight forwarder.
Container Station	Check the box to indicate that the supplier has a container station.

Enter the following in the “Certification Details” group box:

ISO Certification	The details regarding the ISO (International Organization for Standards) certification. (Alphanumeric, 20).
	Zoom facility available.
SEI-CMM Certification	The details regarding the SEI-CMM (Software Engineering Institute’s Capability Maturity Model) certification. (Alphanumeric, 20).
	Zoom facility available.
QS Certification	The details regarding the QS (Quality Standard) certification. (Alphanumeric, 20).
	Zoom facility available.
1099 Applicable	Use the drop-down list box to indicate whether 1099 is applicable or not. The combo is loaded with options “Yes” and “No”.
SSN	The code identifying the Social Security Number. (Alphanumeric, 12).
FEIN	The code identifying the FEIN (Federal Employer Identification Number). (Alphanumeric, 12).

Enter the following field in the ”Address Details” multi-line:

Address ID	Identification number given for a particular supplier address is entered.
Contact Person	The Name of the person who has to be contacted in that address.
Address 1	Detailed address information of the supplier pertaining to that particular Address ID.
Address 2	Detailed address information of the supplier pertaining to that particular Address ID.
Address 3	Detailed address information of the supplier pertaining to that particular Address ID.
City	The City in which the supplier resides.
State	The State in which the supplier resides.
Zip	The Zip code of the address in which the supplier resides.
Country	The Country in which the supplier resides.
	Help Facility Available
Fax	The Fax number of the supplier is mentioned.
Phone	The Phone number of the supplier is mentioned.
Mobile	The mobile number of the supplier.
E-Mail	The Email address of the contact person or the address id.
HO / Branch Code	Indicates the Head Office or the Branch code for the supplier (can be used to default the tax category for the tax type VAT for the community Thailand)

Click on the “Create Supplier” pushbutton.

The system displays a success message.

The Status of the Supplier Group will be populated as “Active”.

To proceed carry out the following

Select the ”Define Terms and Conditions” link at the bottom of the page to define the terms and conditions pertaining to the supplier.

Select the ”Specify Supplier Item Mapping” link at the bottom of the page to specify the list of items purchased / subcontracted. If the system parameter pertaining to purchase transactions overriding Supplier item list is set to ‘No’ the user needs to specify this information before a purchase transaction is approved.

Select the ”Specify Supplier Item Rate Mapping” link at the bottom of the page to specify the supplier’s default pricing information.

Select the ”Specify TCD Details” link at the bottom of the page to specify the Tax, Charges and Discount details.

Select the “Specify Quality Attributes” link at the bottom of the page to specify the quality attribute details pertaining to the items.

Select the ”Specify Contact Person” link at the bottom of the page to specify the contact information at each of the supplier addresses.

Select the ”Specify Pay to Supplier” link at the bottom of the page to specify the list of suppliers to whom payments can be made for orders placed on this supplier.

Select the ”Specify Supplier Calendar” link at the bottom of the page to list the holidays followed by the supplier.

Select the ”Specify Bank Details” link at the bottom of the page to specify the list supplier’s banks and other related data.

Select the ”Attach Notes” link at the bottom of the page to attach notes that needs to be defaulted in the purchase transactions.

Select the “Specify Checklist” link at the bottom of the page to specify the operational checklist details of the supplier.

Select the “Map Location Coordinates” link at the bottom of the page to record latitude and longitude details.

Select the "Specify Supplier Registration Details" link at the bottom of the page to maintain the supplier registration details.