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How can I create customers as vendor through CSV import ?
I want to create some customers as vendors and they are around 1000 customers that need to be vendors, is it possible to create via CSV ?
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Show PO/Check, Paid In Full Date on Vendor record
Good day. Can someone please help me with my concern? I would like to show the PO/Check on the Vendor record but it is not showing I have checked the View and the PO/Check Number is added correctly I would also like to add on the View the date once the Bill has been Paid in Full. Thank you in advance :)
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NSC | What is the Purpose of the PO/CHECK # Column in a Vendor's Transactions List
Scenario In a Vendor record, under the Financial subtab > Transactions list, users are able to see a list of transactions related to the Vendor. In the Default view, one of the available columns is the PO/Check #. The user noticed that this column is blank and it does not show Purchase Order number nor the Check number.…
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PO/Check # Column in Vendor Master - Transaction Subtab
Hi Team, I am looking at the columns of the Transactions Subtab of a vendor record. Under the document number, it gives you a list of all transactions and even checks connected to that vendor. However, there is also a column called PO/Check #, but the PO or Check # are not getting populated in that field. May I know what…
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Make Payments to Vendors
Hi Everyone! We've been trying to select a bank from where the payments are being paid but when we go on to the make payment option on the vendor record, we're unable to select that bank. Is there an option to make settings for a vendor record or a bank record so it can be associated with during transactions from each? TIA
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Is it possible to search with the name I fill in the Company Name field in Vendor Master?
When the data of Vendor Master is individual, the drop-down list of supplier data on the transaction page will display as primary ID, name, and last name. Is it possible to search the data with the name I fill in the Company Name field on the Vendor Master page instead of the name or company? If there is a way, please let…
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How to make fields mandatory on Vendor Record?
I am having some difficulty making fields on the Vendor Record mandatory. I have tried customizing the form and creating a workflow but cannot seem to get the field to be mandatory. Under the subsidiary tab, how do I get the subsidiary and associated tax code to be mandatory? Also when creating a bank details record, how…
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What access is needed to add User Notes permission on Vendor Records?
What access is needed to add a user note to a record? Is view access to the record, and Create in Notes tab sufficient? I want to see if warehouse staff can add notes to a vendor record. Ultimately, we are looking to capture and communicate to the buyer when the delivery documents from a vendor are not sufficient to…
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[Vendor Primary Contact] Bulk Update Vendor Primary Contact
Hi Gurus, Is there a way to bulk update Vendor Primary Contact via CSV / Mass Update? I know that we can do that for Customer Primary Contact, but I couldn't find a way for Vendor Primary Contact, thus just wanted to get some advise from gurus in case I missed out something. Thank you.
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How can I mass add subsidiaries to vendor records?
I have a load of vendors that I've added using CSV import. Currently they're paired to the primary subsidiary MPCN and use a currency of CNY. But I want to add to all of them a second subsidiary and currency. I see I can likely add additional currencies using the CSV but for subsidiary I only see the option to add a…