This screen allows you to create or modify entries for creditors. Before you create and process the daily financial transactions of your company, you should create the required accounts payable. Accounts payable lets you enter the detailed information of your creditor. Whenever there are transactions linked to a creditor, you can display the related transactions from the accounts payable.
Keep in mind:
Note: This button is enabled only after you have saved the creditor’s details.
Click this to view the organization chart of the creditor such as the creditor’s subsidiaries, contact person, type of creditor, and creditor status. The organization chart is displayed in Microsoft Excel.
Note: This button is enabled only if the creditor has subsidiaries and after you have saved the creditor’s details.
Click this to send an email to the creditor’s contact person. In the Contact persons screen, select a contact person, and then click Select.
Click this to view information pertaining to a selected creditor's transactions in Microsoft Excel. In the Excel: Graph screen, you can choose to group your information, make a comparison, display a trendline, and others.
Click this to view the creditor’s card. For more information, see Viewing creditor cards.
Click this to obtain an overview of completed and incomplete converted purchase orders. From the overview, you can view the selected purchase order. For more information, see Overview of converted purchase order history.
Note: The sales information is converted from the Macola Progression® database to the Exact Globe database using a conversion tool. This button is available only if you select the View sales history conversion check box in Conversion history settings. For more information, see Conversion history settings.
Click this to create a letter for the creditor based on the document layout that you have created in Microsoft Word.
Click this to create an activity for the creditor. In the Activity types screen, select an activity type, and then click Select. For more information, see Creating and maintaining CRM activities.
Type the company name for the creditor. This is mandatory.
Click this to display the number of LinkedIn users who work at the selected company. The detailed information displayed depends on your login status to LinkedIn.
Note: When you click , you will be directed to LinkedIn.
Select the type of creditor for the creditor. You can select one of the following if you are creating the creditor at CRM ? Accounts ? Maintain accounts:
Note:If you are creating a creditor at Finance ? Accounts payable?> Maintain, this field will be disabled and Supplier will be displayed.
Select the status of the creditor:
Note: These boxes can be edited only after you have saved the details of the creditor.
Click this to change the status of the creditor to Inactive. The system will then display a request screen that allows you to state the reason for deactivating the account (to define the inactive request, go to System ? General ? Settings, in General settings at Request: Inactive, under the CRM section). The system also allows you to change the status to Inactive if there are financial transactions linked to the creditor by clicking the Set to inactive button at the Overview screen. A warning message will be displayed. Click Continue anyway? to change the status of the creditor to inactive, or click Cancel to abort the process.
Type a code for the creditor. This is a unique code. A creditor code is normally used to differentiate the creditors that exist in Exact Globe. The creditor code is user-defined. Instead of typing the name to search for a creditor, you can use the creditor code to make a quick search.
Note: The creditor code is automatically generated if you have defined a range of numbers at System ? General ? Settings, under Numbers settings in the Accounts section. This cannot be edited once you have saved the details of the creditor.
Type or select a title of the contact person for the creditor. This is mandatory.
Type the name of the contact person for the creditor. This is mandatory.
Click this to enter further details of the contact person such as initials, first, middle, and/or last name. Last name is mandatory.
Type the job description of the contact person for the creditor.
Type or select the job title of the contact person for the creditor.
Type the Duns & Bradstreet number for the creditor.
Type or select the classification code of the creditor. For more information, see Creating and maintaining classifications.
Type a credit line amount for the creditor. This is a specific amount of unsecured credit extended for a specific time limit.
Click Business card to insert the business card of the creditor.
Type a note for the creditor. You can also click Timestamp to insert a timestamp to the note.
Select this check box to display the note at Note in the Conditions screen of purchase orders, return to vendor (RTV) orders, and blanket purchase orders.
Select the address type. By default, the address type is Visit. You can select one of the following:
For more information, see Creating and maintaining address types.
Type or select a country code for the creditor’s address. For more information, see Creating and maintaining countries.
Click this to display the various addresses that you have created. The addresses are displayed based on the address type selected at Address types. When more than one address has been created, the bracket in the icon name displays the number of addresses that exist. You need to point to the icon to see the address count.
Type the first line of the creditor’s address.
Type the second line of the creditor’s address.
Type the third line of the creditor’s address.
Type or select a postcode for the creditor’s address.
Type the city of the creditor’s address.
Type or select a province for the creditor’s address.
Click this to view the creditor’s address on the world map. The map will be displayed in Google.
Click this to view the location of the creditor’s address on the map. The map will be displayed in Google.
Type the telephone number of your creditor. This is usually the general phone number.
Type the fax number of your creditor.
Click the icon to make a phone call within the system.
Note: The icon can be used only if the modem is enabled. There are some other components that need to be configured before you can make use of this functionality.