This document demonstrates how to add a company and automatically pull the company in as a supplier.
Go to Central Repository > Companies and click Add at the bottom of the screen .
Figure 1: Central Repository > Companies, Click Add
Figure 2: Company Details
First, select the checkbox for Use Matches Search to identify any potential duplicate companies.
Enter the Company Name and Main Office and select the Main Office Type.
Enter the other additional company information below.
Select Customer under Company Types.
Select the checkbox that appears that reads Create Accounts Receivable Account.
Figure 3: Potential Duplicates
Any potential duplicate companies will be listed at the bottom of the screen if the Use Matches Search checkbox was selected in step #3.
Click Next in the bottom, right corner of the screen.
Figure 4:
Typically, Name and Legal Name are kept the same. Legal Name is used as the contractual name on orders and checks.
The customer account number is generated from the Short Name.
Review the Main, Types, and General tabs.
Then, click Save in the bottom, right corner of the screen.
On the terms tab, enter the appropriate information
Figure 5: Terms
Credit Limit: If the supplier gives a credit limit it can be entered.
Credit Rating: A credit rating can be entered for the supplier
Discount type - If the Discount Type is set to "No of Days", this is the number of days after the invoice date. If the Discount Type is set to "x months", this is a fixed date in that month.
Discount %- the discount taken if invoice is paid within the period
Due Type- Whether the due date is determined by number of days or number of months.
Under the Configuration tab, enter the appropriate information.
Figure 6: Configuration Tab
P/O Required- Whether a P/O is required for this supplier.
Invoice Match- Whether detailed invoice matching is run for this supplier.
Material/Equipment Accrual Method- Select how COINS will treat accruals for this supplier.
Lien Waiver Required- Select whether a lien wavier is required. If Selected is chosen it will look to the job to see if lien waivers are required.
Under the Payment Method tab, the form of payment is determined as well as the type.
Figure 7: Payment Method Tab
Payment Method- What method of payment is used for this supplier.
Payment Type- Whether payments to the supplier are separated by job, invoice or not separated
On the analysis sets tab, analysis sets can be assigned for the supplier. They can be fully customized to whatever the user wants.
Figure 8: Analysis Sets
For example, each supplier can be set to their payment frequency, then when selecting invoices to be paid, all suppliers with the same frequency can be selected.
On the Compliance tab, all compliance information can be entered for Suppliers. Click ADD.
Figure 9: Compliance Tab
Select the type of compliance that is to be added and click NEXT.
Figure 10: Selecting Compliance Type
Figure 11: Compliance Infromation
Enter the appropriate compliance information that corresponds with the insurance policy. Click Save.
Click Save
Figure 12: Saving Supplier
