Setup Vendors |
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Setup ... Accounting ... Vendors
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Use this screen to set up vendor information for your business. The Setup Vendors screen has been divided into several categories, each containing important settings. Select the category on the left side of the screen, and the settings for that section will appear on the right.
Keep in mind that not all sections may apply to your business. In addition, the sections in the setup list may be hidden based on the features included with your license and/or general options not chosen.
In this Topic
Field by Field Help - Setup Vendors screen
Related Topics
3.21 Shipping Methods
3.22 Terms
10.1 Vendors
Field by Field Help - Setup Vendors screen
Default Payment Terms
Select the initial value that the payment terms field will have when adding a new vendor.
Default Shipping Method
Select the initial value that the shipping method field will have when adding a new vendor.
This section allows you to set up user-defined fields for use on vendor records. These fields can be used for any purpose. The User Defined Fields table lists all 16 user-defined fields available. A detail tab will be visible for employee records only if a minimum of one of the UDF fields is filled out.
Screen Prompt
This column displays the name of the custom field. This is the field name that will appear on the record for input.
Field Type
This column determines the format of the custom field, as described below:
| Free Form | Prompts the user to type any value, letters or numbers. |
| Number | Prompts the user to type a numeric value. |
| Checkmark | Prompts the user to place a check mark in a provided box. |
| Date | Prompts the user to enter a date value. |
| Drop List | Prompts the user to select a value from a predefined list. Drop list choices are separated by a vertical bar (e.g. Choice 1|Choice 2|Choice 3 ) |
Characters
This column displays the length of the custom field (in characters).
Picture Format
Displays the internal format of the field being created. This is displayed upon clicking the Edit button below.
Places
If the field format selected is "Number", this column displays the number of decimal places.
Default Value
This column will display the value that will be automatically filled into the user-defined field when entering a new record. This value is optional.
Required Value
Display whether this user defined field must be completed before the record can be saved. This is displayed upon clicking the Edit button below.
Edit
Click this button to edit the highlighted field.
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