Suppliers are the companies or people who provide your organization with a product or a service. You use suppliers with purchasing, inventory, order items and accounts payable.
There are supplier account and supplier contact records. Supplier accounts are the companies who provide your organization with a product or a service, and supplier contacts are the people who work for the supplier accounts.
To add a supplier account:
- In the Main Menu, search for and select Accounts - Supplier. The Accounts | Supplier page opens.
- Click Add. The Add Account window opens.
- Enter the information for the account. See Account and Contacts for details information for each field.
- Click OK.
To add a supplier contact:
- In the Main Menu, search for select Contacts - Supplier. The Contacts | Supplier page opens.
- Click Add. The Add Contact window opens.
- Enter the information for the contact. See Account and Contacts for details information for each field.
- Click OK.
Additional supplier information:
- To use suppliers with inventory, see Inventory Items.
- To use suppliers with purchasing, see Requisitions and/or Purchase Orders.
- See Accounts Payable for supplier payments.
- To deactivate suppliers, see Account Designations and Statuses.
Supplier Account Security
Adding supplier accounts is controlled by the Allow Adding of Supplier Accounts access privilege. Any roles/users assigned to the privilege can add supplier accounts or update the Payables designation for accounts from other designations. Any roles/users not assigned to the privilege cannot add supplier accounts or update the Payables designation for accounts. If no roles/users are assigned to the privilege, it is considered inactive and all roles/users can add supplier accounts and update the Payables designation for accounts.
Comments
2 comments
Hi
Is their a way of staff not being able to edit a supplier account easily in EBMS.
Thanks
Kris
0 upvotes
Hi Kris,
There is an access privilege for adding supplier accounts that also covers editing the Accounts Payable designation but it doesn't cover editing any of the account information.
Not sure if it would work for you, but you could use the Edit/Add/Delete Accounts by Account Rep and assign supplier accounts a specific account rep so you could limit access that way.
Thanks,
Maggie
0 upvotes
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