Set up a vendor

Set up a vendor

Part 1: Create a new vendor
1. Click the Open icon on the toolbar. The Select Form dialog box opens.
2. Type vendors in the Filter field.
3. Click the web.Vendors list item.
4. Click the OK button. The Vendors form opens. 
5. Click the New icon.
6. Type [your initials]? in the Vendor field.
Vendor numbers can be alphanumeric and will use any prefix you have specified in 
the Vendor Prefix field on the General tab of the Accounts Payable Parameters
form. Leaving this field blank allows the system to automatically generate and 
assign a number to the vendor. When using a question mark the system will 
automatically generate and assign the next number in the sequence with your 
initials as the prefix.
7. Type Ferret Bicycle Company in the Vendor Name field. 
8. Click the Terms drop-down arrow.
9. Click the 2% list item.
10. Click the Bank Code drop-down arrow.
11. Click the BK1 list item.
12. Verify USD is selected in the Currency field.
13. Type 206 East Fifth Street in the Address [1] field.
14. Type Davenport in the City field.
15. Click the Prov/St Code drop-down arrow.
16. Click the IA list item.
17. Type 52801 in the Postal/ZIP field.
18. Click the Miscellaneous menu option.
19. Verify Standard Check is selected in the Payment Type field.
20. Click the Contacts menu.
21. Click the Contacts menu option.
22. Type Sharon Neff in the Contact field.
23. Type 319-555-1190 in the Phone field.
24. Type sneff@ferretbicycle.com in the External Email field.
25. Type Mark Martin 319-555-8611 in the Other field.
26. Click the Taxes menu.
27. Click the Taxes menu option.
28. Type 23-3992001 in the Fed ID field. If the vendor has a Federal ID and payments exceed the 
federal minimum, a 1099 form will be printed for this vendor.
29. Click the Save icon.
30. Write down your vendor number _____________________.
Part 2: Create a remit-to vendor
1. Click the New icon.
2. Click the Vendors menu drop-down arrow.
3. Click the Detail menu option.
4. Type R-[your initials]? in the Vendor field. 
5. Type Ferret Bicycle Company in the Vendor Name field. 
6. Click the Terms drop-down arrow.
7. Click the 2% list item.
8. Click the Bank Code drop-down arrow.
9. Click the BK1 list item.
10. Verify USD is selected in the Currency field.
11. Type PO Box 723 in the Address [1] field.
12. Type Orville in the City field.
13. Click the Prov/St Code drop-down arrow.
14. Click the OH list item.
15. Type 44667 in the Postal/ZIP field.
16. Click the Save icon.
17. Write down your Remit To Vendor number _________________.
18. Press F7 to move to the previous record.
19. Verify the vendor number is the vendor you created in Part 1.
20. Type r in the Remit To Vendor field.
21. Click the Remit To Vendor drop-down arrow.
22. Click the [your Remit To Vendor for Ferret Bicycle Company] list item. 
The address fields are automatically populated with information you just entered for the remit-to 
vendor. 
23. Click the Save icon.
24. Close the Vendors form. 

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