Vendor templates

The Vendor Template code list is used to create templates, which are then used to create a supplier from a contact. Financial data is mostly set here. The settings from the templates are transferred to the created vendor card.

A new entry can be entered via the "New" button in the ribbon.

After you confirm the New option, the vendor template card is displayed, which contains the following tabs:

• General

• Address & Contact

• Invoicing

• Payments

• Income

General Tab

Field:

• Code

  • It represents a unique code that the user enters manually. The code can be numeric, text, or a combination of numbers and text with a maximum length of 10 characters without spaces (it can be replaced by an underscore "_"). We recommend creating it in such a way that it is easy to remember and helps the user identify what the template is by looking at the code

• Description

  • User manually enters template description/specification

• Contact Type

  • Specifies the type of contact that will be used to create a vendor with the template

    • Company

    • Person

• Closed

  • Specifies which transactions with the vendor can't be processed, for example, because the vendor has been declared insolvent.

    • Empty

    • Payment

    • All

• No. Series

  • Specifies the number sequence that will be used to assign numbers to vendors.

Address and Contact tab

Field:

• Country/Region Code

  • The user selects the country/region code for the template.

  • When creating a vendor from a contact and selecting a Vendor Template, this field serves as a search criterion, i.e. Vendor Templates that have the same Country/Region Code as the contact from which the vendor is created are offered

• City

  • Specifies the city of the vendor

• Kraj (Country)

  • Specifies the state, province, or county as part of the address.

• Post Code

  • Specifies the vendor's postal code

• Language Code

  • Specifies the language you want to use for this vendor on printouts.

  • The field is not used for leasing solutions

Invoicing tab

Field:

• Validate EU VAT Reg. No.

  • Specifies whether the VAT ID will be checked on the EU VAT number verification page  

• Validate Registration No.

  • Specifies whether the registration number will be verified by the registration number verification service.

• Pay-to Vendor No.

  • Specifies the number of the different vendor that you will pay for the products delivered by the vendor on the vendor card.

• Invoice Disc. Code

  • Specifies the vendor's invoice discount code

  • The user selects an invoice discount, or fills in manually, for the vendor template. The selected code will be copied to the vendor card in the same field. If it will be created from this vendor template

• Prices Including VAT (Prices Including VAT)

  • Specifies whether to display VAT in the Unit Price and Line Amount fields on document lines.

• Gen. Bus. Posting Group (Gen. Bus. Posting Group)

  • Specifies the vendor store type to associate transactions that are created for this vendor with the corresponding general ledger account, based on the general posting setup

• VAT Bus. Posting Group)

  • Specifies the VAT specification of the appropriate vendor to link transactions made for this record to the appropriate general ledger account according to the VAT posting setup.

• Vendor Posting Group

  • Specifies the type of vendor to link the business transaction to the corresponding general ledger account.

• Currency Code

  • Specifies the currency code that is inserted by default when you create a purchase document or journal lines for a vendor.

Payments tab

Field:

• Application Method

  • Specifies how to apply payments for this vendor's ledger entries

    • Manual

    • Settle Oldest

• Payment Terms Code

  • Specifies a formula that calculates the payment due date, discount date, and discount amount.

• Payment Method Code

  • Specifies the payment method, such as bank transfer, cash, or check.

• Fin. Charge Terms Code

  • Specifies how finance charge vendor calculated

• Do not use payment variance (Block Payment Tolerance)

  • Specifies whether payment variance should be allowed for the vendor.

• Partner Type

  • Specifies whether the vendor is a person or a company

• Intrastat Partner Type

  • Specifies for Intrastat reporting whether the vendor is a person or a company

• Cash Flow Payment Terms Code

  • Specifies the payment terms that will be used to calculate cash flow.

Receiving Tab

Field:

• Location Code

  • Specifies the location where items must be received from the vendor by default

• Shipment Method Code

  • Specifies the delivery conditions of the related shipment, such as free on board (FOB).