Setting Up Vendor Codes

Within Department Manager, codes are required to enter transactions. Vendor codes allow the user to define vendor information into the database.

Entering Information on Vendors

1. In the menu, click File.
2. Click Vendors. 
   
   
   
   
3. On the initial set-up screen, click Edit and Insert to begin a new entry. 
   
   
   
   

Vendor Fields

1. Vendor Code: the vendor code that is being defined.
2. Company: the company’s name.
3. Address: the address of the company.
4. Status: designates whether the vendor code is active or terminated.
5. Phone 1: the phone number for the vendor.
6. Phone 2: an alternative phone number for the vendor.
7. Fax: the fax number for the vendor.
8. Customer ID#: the user's customer account number with the vendor.
9. Federal ID#: the Vendor’s Federal ID number.
10. Vendor Type: the type of vendor.

1. University Employee: defines whether the vendor is a university employee.
2. Small: defines whether the vendor is a small business.
3. Minority: defines whether the vendor is a minority business.
4. Internal/External: defines whether the vendor is within the university or an external business.
5. Receives 1099: defines whether the vendor receives a 1099 from your institution.
6. Cost Center: designates a cost center associated with the vendor.
7. SS#, First Name, Last Name: to enter information if the vendor is a university employee.