Adjusting Suppliers
Updating Supplier and Supplier Site Defaults
Remember that when you make changes to values that default to Payables and Purchasing documents, the changed value only defaults to new documents you subsequently enter or create. For example, if you change the Pay Group for a supplier site, the new Pay Group will default to new invoices you enter, but the change will not affect existing invoices. Also, if you change a Supplier value that defaults to Supplier Sites, the change will only affect new Supplier Sites you create, but the change will not affect existing supplier sites. Therefore, the change will not affect documents you subsequently create for existing supplier sites. If you want a change to affect documents you enter or create for an existing supplier site, be sure to make the changes at the supplier site level.
To update supplier and supplier site defaults:
Updating Supplier Invoice Holds
Holds are controlled at the supplier site. For example, if you have enabled the Hold All Invoices option for a supplier and supplier site, and you disable the option for the supplier, but not the supplier site, all invoices for the supplier site will remain on hold.
To update supplier invoice holds:
- In the Supplier Sites window, update the hold status.
See Also
Applying Holds
Releasing Holds
Adding a New Supplier Site
To add a new supplier site:
1. Find the Supplier. See: Finding Suppliers. In the Suppliers Summary, choose open to navigate to the Suppliers detail window.
2. In the Sites region of the Suppliers detail window, choose New to navigate to the Supplier Sites window.
3. Enter the Supplier Site Name and address information. The Site Name will not appear on documents you send to the supplier; it is for your reference when you select a supplier site from a list of values during transaction entry. Enter in the appropriate region any additional Supplier Site information you want to record. If supplier information automatically defaults to the new supplier sites you enter, you can override these defaults. See the following field references for detailed information on a region.
Updating a Supplier's Tax Status
To update a supplier's tax status:
1. Find the Supplier. See: Finding Suppliers. In the Suppliers Summary, choose Open to navigate to the Suppliers detail window.
If you need to change a supplier site's Invoice Tax Name, Tax Registration Number, or Income Tax Reporting Site status, in the Supplier Site region, choose Open to navigate to the Supplier Sites window. In the Supplier Site Tax region, make any changes to the site.
Attention: If you are updating an existing supplier to 1099 reportable status after you have entered invoices and made payments to the supplier, make mass updates to existing invoices by using the Update Income Tax Details Utility.
See Also
Update Income Tax Details Utility and Report
Entering Invoices for Suppliers Subject to Income Tax Reporting Requirements
1099 Reporting Overview
Suppliers subject to income tax reporting requirements
