Vendor Editor

This process is done through the Action button on the Posting Transaction window.

1. Select Funds from the area on the left side of the screen.
2. Under Entry select Post Transaction.
3. 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.

4. Complete the Setup box and click Ok.
5. Click the Action button at the top right of the screen.
6. Select Vendor Editor.
7. The Vendor list will appear on the screen.

To create a New Vendor, use these steps:

1. All new Vendor records will be created for Site 700 and will be available for all schools.
2. Use the top line beginning with the Vend No cell.
3. 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)
4. 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.

5. After entering the new account information, scroll to the right side of the screen and click the save cell.
6. The new beginning balance record will appear in the list of records in account number order.
7. After creating the new balance record, you may print the account list using the instructions below.
8. 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.

1. Click the print button at the bottom of the page.
2. A print preview window will appear.
3. 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.
4. Click the print icon at the right end of this rectangle. Another print preview will appear.
5. 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.
6. Click the print button at the top left to print the report. Close the print preview.