Difference between revisions of "Vendor Editor"
From EDgearWiki
Jump to navigationJump to searchLine 18: | Line 18: | ||
#Enter information for each of the following fields listed below. Some of the fields are optional. If a field is not listed, it is not used. | #Enter information for each of the following fields listed below. Some of the fields are optional. If a field is not listed, it is not used. | ||
#*Vendor No. | #*Vendor No. | ||
− | #*Vendor | + | #*Vendor Name |
− | + | #*Address 1 | |
− | + | #*Address 2 | |
+ | #*City | ||
+ | #*State | ||
+ | #*Zip | ||
+ | #*Zip4 (optional) | ||
+ | #*Phone Area Code (optional) | ||
+ | #*Phone (optional) | ||
+ | #*Phone Ext (optional) | ||
+ | #*Fax Area Code (optional) | ||
+ | #*Fax (optional) | ||
+ | #*Supplier No (optional): This is used for the SSN for vendors that must receive the IRS Form 1099 | ||
+ | #*100R: Check this box if the vendor must receive the IRS Form 1099 | ||
+ | #*Term Code (optional) | ||
+ | #*Credit Limit (optional) | ||
+ | #*Curr Bal (optional) | ||
+ | #*Class (optional) | ||
+ | #*Misc (optional) | ||
+ | #*Misc 2 (optional) | ||
#Click the account cell and select the new account from the school list/district list of accounts. | #Click the account cell and select the new account from the school list/district list of accounts. | ||
#:If the account does not exist you MUST contact the district funds coordinator for assistance. | #:If the account does not exist you MUST contact the district funds coordinator for assistance. |
Revision as of 11:01, 23 July 2015
This process is done through the Action button on the Posting Transaction window.
- Select Funds from the area on the left side of the screen.
- Under Entry select Post Transaction.
- The default District and School information will be based on your security settings.
- NOTE If you are a district user, you will need to make a school selection.
- Complete the Setup box and click Ok.
- Click the Action button at the top right of the screen.
- Select Vendor Editor.
- The Vendor list will appear on the screen.
To create a New Vendor, use these steps:
- All new Vendor records will be created for Site 700 and will be available for all schools.
- Use the top line beginning with the Vend No cell.
- Enter information for each of the following fields listed below. Some of the fields are optional. If a field is not listed, it is not used.
- Vendor No.
- Vendor Name
- Address 1
- Address 2
- City
- State
- Zip
- Zip4 (optional)
- Phone Area Code (optional)
- Phone (optional)
- Phone Ext (optional)
- Fax Area Code (optional)
- Fax (optional)
- Supplier No (optional): This is used for the SSN for vendors that must receive the IRS Form 1099
- 100R: Check this box if the vendor must receive the IRS Form 1099
- Term Code (optional)
- Credit Limit (optional)
- Curr Bal (optional)
- Class (optional)
- Misc (optional)
- Misc 2 (optional)
- Click the account cell and select the new account from the school list/district list of accounts.
- If the account does not exist you MUST contact the district funds coordinator for assistance.
- After entering the new account information, scroll to the right side of the screen and click the save cell.
- The new beginning balance record will appear in the list of records in account number order.
- After creating the new balance record, you may print the account list using the instructions below.
- To close the Beginning Balance window, click the gold 'x' in the upper right of the window.
To Print the Vendor List, use the instructions below.
- Click the print button at the bottom of the page.
- A print preview window will appear.
- To get the print icon on this window, hover the mouse in the bottom right area of the preview. A grey rectangle will appear with several icons.
- Click the print icon at the right end of this rectangle. Another print preview will appear.
- Select the number of copies to print. Standard district procedures require the schools to send a copy to the district office and to keep a copy on file at the school.
- Click the print button at the top left to print the report. Close the print preview.