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Field descriptions: Supplier

This page describes the fields for the Supplier page. The fields in each tab are listed in alphabetical order.

General tab

Field	Description
Active	The switch to make the supplier record available or unavailable for use on new purchasing documents. If the supplier record is inactive, but in use on purchasing documents that are not closed, you receive an error.
Category	The supplier category.
Country	The main country for this supplier. This is used to display fields and field labels on other tabs that are appropriate for the country selected. If there are sites in different countries, you can add them on the Addresses tab.
Create from business entity	You can create a supplier record from an existing business entity. Business entities that are not already suppliers display in the list. A business entity can be a supplier and a customer
Currency	The currency used in the supplier's country.
ID	The supplier ID.
Image	You can attach an image for this supplier.
Legal entity	Defines whether the supplier is a corporation or a physical person. The selection determines which tax rules apply.
Name	The supplier name.
SIRET	The supplier's site tax identification number. This only applies to French companies.
Tax ID	The tax identification number is a unique identifier used by fiscal authorities for all tax formalities. Ensure the format you enter is appropriate for the country. You can leave the tax identification number blank if the supplier is located in the United States.

Sage Intacct block

This block only displays if Sage Intacct is your financial solution. You can add these fields to the Supplier page main list for a quick overview of the synchronization status with Sage Intacct.

Field	Description
Sage Intacct ID	When you save a new supplier record, the ID is automatically generated. See the Sage Intacct integration guide for details.

Addresses tab

The addresses are populated with the business entity's addresses if you created the supplier from a business entity.

You need to enter at least 1 address. By default, a single address is the primary address.

New and Edit supplier address panel

Field	Description
Active	The switch to make the address available or unavailable for use on other pages.
Address lines	The address details.
City	The city or town where the address is located.
Country	The country where the address is located.
Name	The company or person at this address.
Phone number	The phone number for the address.
Primary address	Checkbox that defines this as the primary address used by default on other pages.
State County Region Department	The field label and formatting change according to the selected country.
ZIP code Postal code	The postal code or ZIP code according to the selected country.

Contacts tab

New and Edit contact panel

Field	Description
Active	The switch to make the contact available or not for this address.
Address	The name of the address.
Email	The contact email address.
First name Last name	The contact first name and last name.
Phone number	The contact phone number.
Position	The contact job title.
Preferred name	The contact's preferred name if different from the first name.
Primary contact	Checkbox that defines this as the primary contact for this address. Each address can have a different primary contact.
Role	The type of contact: Commercial contact, Financial contact, or Main contact.
Title	The contact title: Dr., Mr., Mrs., or Ms.

Commercial tab

Field	Description
Delivery mode	The delivery mode is used as default delivery mode for the supplier on the Purchase order page.
Incoterms rule	The Incoterms® rule for this supplier. Incoterms® rules are defined on theIncoterms® page.
Minimum order amount	The minimum order amount required by the supplier.
Parent supplier	The head office of the group of companies to which the supplier belongs.

Financial tab

Field	Description
Payment method	The payment method used to pay this supplier. You can add additional information linked to the payment method in your financial solution.
Payment term	The payment term to be applied to the bills for this customer. Payment terms specify when an invoice is due and can include discounts and/or penalties.
Posting class	The posting class that defines which account is used when posting the invoice.
Primary bill-by address Primary pay-to address Primary return-to address	These addresses default to the primary address defined on the Addresses tab. You can select a different address for each. The Bill-by address is for the supplier who issues the invoice for a sale. It is used on the purchasing documents as the default bill-by address. The Pay-to address is for the supplier who receives payment for a sale. It is used on the invoicing documents as the default pay-to address. The Return-to address is for the supplier the goods are returned to. It is used on the purchasing returns as the default return-to address.

Certificates tab

This table also describes the fields for the New and Edit supplier certificate panel.

Field	Description
Certificate reference	The certificate reference that the supplier gave you.
Certification body	The organization that provided the certification to the supplier.
Certification date	When the certificate is renewed, you can edit the certification date accordingly.
Original certification date	The date of the supplier's first certification.
Standard	The certificate standard, for example ISO 9001.
Validity end date	The date until which the certificate is valid. If a certificate expires, there are no warnings. This is only for your reference.

Items tab

This table also describes the fields for the New and Edit item-supplier panel.

Field	Description
Active	The switch to make the item available or unavailable for the supplier. For example, you can make an item inactive instead of removing it when the supplier no longer provides the item.
Default supplier	The default supplier displays first in selection lists when you create purchase documents.
Item	The ID of the item the supplier provides you with. Items are defined on the Item page.
Item-supplier ID	The code or reference used by the supplier to identify the item.
Item-supplier name	The name used by the supplier to identify the item.
Minimum purchase quantity	The minimum quantity you can buy from this supplier.
Name	The item name.
Purchase lead time	The average number of calendar days necessary to receive the item from this supplier. This date is used to calculate the estimated receipt date on purchase orders.
Purchase unit	The unit for purchase.

Supplier prices block

This table also describes the fields for the New and Edit supplier price panel.

Field	Description
Currency	The currency for this price.
From quantity To quantity	The quantity range that this supplier price is valid for.
Item	The ID of the item for the supplier price.
Name	The item name.
Price	The item price in the selected currency.
Priority	The priority for the supplier price. A lower number reflects a higher priority. The default value is 10.
Site	The receipt site.
Symbol	The symbol for the unit of measure.
Type	The category for the price, such as Normal, Special offer, or Discount.
Validity start date Validity end date	The date range that this supplier price is valid for.

Purchasing tab

This tab displays all purchase orders for this supplier. You cannot edit purchase orders in the grid.

Field	Description
Default buyer	The buyer used as the default buyer on the Purchase order page.
Orders grid	The grid displays the purchase orders for this supplier, their status, and main details. See Purchase order for more information.

Field

Description

Default buyer

The buyer used as the default buyer on the Purchase order page.

Orders grid

The grid displays the purchase orders for this supplier, their status, and main details.

See Purchase order for more information.

Notes tab

Field	Description
Internal notes	The text box where you can add notes about the supplier. They are only for internal purposes. They display as default internal notes when you create a purchase order, a purchase receipt, or a purchase credit memo.