Add Supplier Information

The header section comprises approximately the top quarter of the screen and includes the creditor code and name, date ranges for the Current and Closed Accounting Periods, and a number of buttons (Delete, Exit, Copy Creditor, Discard and Save).
The body section comprises four tabs (Details, Analysis, Online and Currencies) and the Details tab is highlighted by default after creating a new creditor.

NOTE: This arrangement of Header and Body sections applies to many screens in Tourplan-NX. Supplier and Product selections appear in the Header and data relevant to those selections appears in the Body.

The Details Tab is further divided into three sections:

Physical address and Mailing address details (see below)
Miscellaneous details (see Add Miscellaneous Details)
User Defined details (see Add Miscellaneous Details)

Enter address details

If the supplier to which details are to be added does not exist, create the supplier first (see Create a Supplier).
If the supplier does exist, search for and retrieve it, so that creditor details are displayed on the screen (see Searching for Products or Suppliers).
Enter details into screen fields as required (in no particular order).
To keep the changes, click Save.
Click Discard to discard all changes.

The labels and field data shown in screenshots in this guide provide examples of how supplier details mights be entered. The following notes also describe fields within the Details Tab, to help with selections and decisions around supplier information.

Two sets of name and address detail fields are available - physical address and mailing address and these can be different. When a new supplier is first created, the supplier name is entered into both the physical address and mailing address fields, either of which can be overwritten if necessary.

Entering data into the physical address fields will also update the mailing address fields, however if the mailing address is different the mailing address can be overwritten allowing different details to be stored.

NOTE: When installed, the field label for the physical address simply shows "Address" alongside address field 1 and all other address fields (including all mailing address fields) are blank. The System Setup application can be used to set address labels (menu Home > System > Code Setup > INI Settings > Creditors).

For example, APADDRESS1LABEL - APADDRESS5LABEL and APMAILINGADDRESS1LABEL - APMAILINGADDRESS5LABEL can be set with the Value field having the appropriate user defined label in it; e.g. APMAILINGADDRESS2LABEL P.O. Box.

It is imperative that consistency be maintained when entering address detail; i.e. always use the same line for the Street Address and the same line for Town/City etc.

Try not to use commas in supplier name and address fields. When data is output from creditors (e.g. an electronic payment type file) and it is imported into another application, the commas will shift the data into incorrect fields within the other application.

For more information on setting address (and other) labels, refer to the System Setup User Manual.

Post Code (12 Chrs)

Enter the supplier's Post/Zip Code.