Creating New Vendors

If the Vendor is not yet set up in the system as an Entity: 

• Access the Entity Maintenance form
  

• Click the Entity Detail button
  

• Enter the entity's name
  

• In the Entity Type field, select either P for Person or C for Company
  

• Add an address, phone number, and e-mail address by clicking on the corresponding buttons
  

• Click [Save] or [F10] to commit the entry
  

• The system will assign an Entity ID (it will appear in the top right hand corner of the screen after the information has been saved)
  

•  Close the Entity Detail screen to return to the Entity Manager screen
  

• Continue with the set of instructions below

If the Vendor is already set up in the system as an Entity:

• If you are returning from the Entity Detail screen, your new entity will now be displayed in the second block of the Entity Manager screen
  

• If you are just entering the Entity Manager screen, you will have to query the entity that you wish to create as a Vendor
  

• Set focus to the entity, then click the [Vendor] button
  

• You will be presented with a message that reads "This entity does not exist as a vendor. Do you want to create it?"
  

• Click [Yes] to the message
  

• The Vendor screen will appear with the entity name displayed at the top of the form
  

• You can now enter the Vendor Number you would like to assign, and any other relevant information
  

• Click [Save] or press [F10] to commit the entry