Tip: For more information on vendor entry fields, right click on the field and select What's this for a field description.

1. In Accounts Payable, from the Setup menu, select Vendors.
2. In the Vendor field, type the vendor ID to be used for this vendor then press ENTER.
3. In the Name field, enter the vendor name as you want it to appear on checks.
4. Press ENTER to access the General tab.
   1. Enter the vendor's address, telephone, contact, and customer account information as needed. Tip: If you need to use an additional address, see Can more than one address be entered for a Vendor in Accounts Payable?
   2. In the Vendor type section, select the appropriate option. Refer to What are the various vendor types in Accounts Payable?
5. Select the Terms and Defaults tab. Enter the terms and defaults as you want them to prefill during invoice entry for this vendor.
6. Select the Payment Settings tab. Select the desired options. For information about the payment settings, refer to How do I keep my AP checks from using more than one check stock to list the invoices?
7. If you will be generating electronic payments for this vendor, select the Electronic Payment Settings tab and enter the appropriate information.
8. For United States: If issuing a 1099 for this vendor, select the 1099 Settings tab. Enter the appropriate 1099 information for this vendor.
   • Note: If you need to print more than one type of 1099 Form for this vendor, set up a separate vendor ID for each 1099 Form type the vendor requires.
9. For Canada: If issuing a T5018 for this vendor, select the T5018 Settings tab. Enter the appropriate T5018 information for this vendor.
10. If tracking insurance or miscellaneous compliance items for this vendor, click the right arrow button next to the tabs to get to the Insurance/Compliance tab.
    1. Click Insurance Certificates to enter insurance information. Refer to How do I enter Insurance in the Accounts Payable Vendor Setup?
    2. Click Misc. Compliance Items to enter vendor compliance items, such as W9s.
11. If using custom fields, click the right arrow button next to the tabs to get to the Custom Fields tab. Enter the appropriate information in your custom fields.
12. Click Save.
13. Repeat steps 2 through 12 for any additional vendors.
14. Click Close when finished.

Navigation Tip: If the Close button is greyed out, TAB two to three times to enter into the vendor record. Then the Save or Cancel button should become available. Save or cancel changes and then the Close button should become available to close out of the setup vendor task.

 

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