Supplier Management

The “View suppliers” permission allows inspection; “Create and manage suppliers” allows changes. Have verified supplier contact and billing details.

1. 1
   Open Suppliers and search for the party first.
2. 2
   Create a supplier only if one does not already exist; enter the available contact and billing details.
3. 3
   Save and review the detail before creating a purchase order or bill.
4. 4
   Open the saved supplier and verify contact and payment details against approved paperwork.
5. 5
   Create a draft purchase order only after confirming the right supplier is selected.

If a supplier appears twice, review linked orders and bills before changing the records.

Supplier master data supports purchasing and bills. A supplier record alone does not create AP; posting a bill does.

WARNING: Confirm supplier identity and payment information before using it on a bill or payment; posted source documents retain their own details.