4.7 Vendors

Select Vendors from the Payroll menu or type in the keyboard command equivalent, <cmd-H>, to call up the Vendors window.


4.7.1 Purpose

The purpose of the Vendors command is to organize information about the vendors, including transactions and paycodes.


4.7.2 Adding A New Vendor

The Vendors window must be active when adding a new vendor. Select New from the File menu or type in the keyboard command equivalent, <cmd-N>, to call up the New Vendor dialog window. You will be prompted to type in a Vendor number, which is a unique numeric identifier of 1 to 6 digits. After this is done, the New Vendor window appears.


(New Vendor Dialog Window)
Figure 4.7.2.1 -- New Vendor Dialog Window


Complete the new vendor dialog window as follows:

a) Name and Address- type the name of the vendor in the top field, then <Tab> to or click on the lower field to enter the address.

b) RCT No.- enter the RCT number of the vendor.

c) File as Employee- toggle on if the vendor is an employee.

d) Base Remittance on Codes- Any payments will be calculated based on pre-existing paycodes. Click 'Insert' to add a paycode, 'Remove' to delete a paycode, or 'Clear' to remove all paycodes.


4.7.3 Editing an Existing Vendor

The Vendors window must be active to edit an existing vendor. Double-click on the information line of the vendor in the Vendors window to open the Edit Vendor window.


(Edit Vendor Dialog Window)
Figure 4.7.3.1 -- Edit Vendor Dialog Window


In order to a value in any field in the Edit Vendor dialog window, either <Tab> to or click on the field and type in the changes. Click 'OK' to exit the Edit Vendor window.


4.7.4 The Vendor Menu

The Edit Vendor window or the New Vendor window must be open before the Vendor Menu becomes visible.


(Vendor Menu Selection Image)
Figure 4.7.4.1 -- Vendor Menu


Use the selections from the Vendor menu as follows:

a) New Transaction- select this to add a new transaction to the vendor record.

b) Pay- select this to pay out the money owed on transactions.

c) Unpay- select this to cancel payment on transactions.