Supplier Types

You assign supplier types on the A/P Demographics screen for a supplier. Supplier types are used to classify the type of goods and/or services a supplier generally provides. 

Add a Supplier Type

1. Click the Supplier Types link from the Main Menu. The Supplier Types screen opens.
2. Click the Add button. The Add Supplier Type screen opens.
3. Enter the necessary information:
   • Description - Name of the supplier type.
   • Code - Unique alphanumeric value used by the system.
   • Active - If checked, supplier types are available for selection on the A/P Demographics screen for a supplier.
4. Click OK.

Change a Supplier Type

You can change the description for the supplier type after you have created it. When you change the supplier type description, it updates wherever the supplier type is used. If you don't want to update the already existing supplier type data, then you must add a new supplier type using the steps in Add a Supplier Type.

1. Click the Supplier Types link from the Main Menu. The Supplier Types screen opens.
2. Select the supplier type to edit.
3. Right-click and select Edit. The Edit Supplier Type screen opens.
4. Make the desired change.
5. Click OK.

Inactivate a Supplier Type

If you no longer use a supplier type but want to keep record of it for reporting or other purposes, you can make it inactive. When you make a supplier type inactive, it is no longer available for selection on the A/P Demographics screen for a supplier.

1. Click the Supplier Types link from the Main Menu. The Supplier Types screen opens.
2. Select the supplier type to make inactive.
3. Right-click and select Edit. The Edit Supplier Type screen opens.
4. Uncheck the Active check box.
5. Click OK.

Delete a Supplier Type

If you no longer use a supplier type and don't want to keep a record of it, you can delete it. When you delete a supplier type that is used, you receive a prompt to select a supplier type to replace the supplier type you are deleting. You cannot undo the delete or delete and replace process.

1. Click the Supplier Types link from the Main Menu. The Supplier Types screen opens.
2. Right-click on the supplier type to delete.
3. Select Mark for Delete.
4. Click the Save button. If the supplier type is used, the Replace screen opens.
5. Select the supplier type from the drop-down to replace the deleted supplier type.
6. Click OK.