Suppliers

Purpose

  • Create and maintain supplier accounts so you can record bills, pay them, and (when required) store seller or self-billed e-Invoice details.
  • Screen: Purchase → Maintain Supplier. New, or double-click a row.
  • Assistant: tap Customers, suppliers & stock, then Add supplier, Edit supplier, or Edit supplier e-Invoice.
  • Required in chat: Company Name, Control Account, Account Code.

Before you start

  • A Supplier Control Account exists under Current Liability on the chart of accounts.
  • Credit Terms exist if the screen requires them.

Screen — create

  • Purchase → Maintain Supplier → New.
  • Fill Company Name, Control Account, and Account Code.
  • Fill registration number, billing address, and Phone 1 if you will self-bill or need the supplier TIN on documents.
  • Account Informations: currency (empty means local), and credit term.
  • E-Invoice Setting: category, TIN or identification, SST, and MSIC as required for that supplier.
  • Click Save.

Screen — edit

  • Double-click the supplier.
  • Change the tabs. Click Save.

Assistant

  • Add supplier, or Edit supplier (select the supplier, then Submit).
  • Click Save. Use Edit supplier e-Invoice for TIN and address only.

Export to another company

  • Same steps as customers: select rows on the listing, click the export icon, choose companies, Start Export, then Confirm.
  • The destination company must be in the same organization, and you must click Confirm.

Main fields

  • Same layout as customers: header, billing address, account information, e-Invoice, and optional shipping.
  • The control account must be a supplier / creditor control.
  • One currency per supplier. Leave Currency empty for local.
  • Chat does not fill every screen field. Finish shipping, statement, and credit limit on Maintain Supplier.

If something goes wrong

  • Cannot save — control account. Create a Supplier Control account under Current Liability.
  • Self-bill or MyInvois missing TIN. Use Edit supplier e-Invoice.
  • Duplicate code. Choose an unused Account Code.
  • Exported supplier missing in the other company. Confirm you clicked Confirm, and that you are in a company in the same organization.

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