How to Create Vendor in Business Central
Vendor card in Business Central saves vendor data and the system uses it while generating purchase-related documents. There are different sections in the vendor card for a different purposes. A list of all available vendors appears on opening the related link.
Create a Vendor using option “New”
A vendor template selection window appears when you click on a “New” option. Choose the template according to the requirement, the available data in the chosen template will populate automatically in the card.
General Section:
Define the vendor’s name, no, etc. in this section. There are certain fields in this section that will populate with transactional data like Balance (LCY) etc.
Address & Contact Section:
Fill in the required details in the address and contact section. If the vendor belongs to a different region and has a different native language, then select the language code for the vendor. The information on documents will translate in the selected language.
Invoicing Section:
Fill in the required details in this section which includes posting groups, tax area code, etc. . If the vendor to whom payment has been made is different then the vendor on vendor card then select that vendor in Pay-to-Vendor field. This field is useful in cases where companies have subdivisions but the head division deals with all the payments.
Payment Section:
Specify all the payment-related details in this section, they will apply to the transactions automatically. If any prepayment is required for the vendor for order processing then define its percentage in the prepayment field. Define payment term code and method in this section as well.
Receiving Section:
Specify the receiving-related information in this section. In the location code define the default location where items will receive from this vendor. Similarly, define shipment method, code and lead time associated with the particular vendor in this section.
Vendors List
Finally the newly created vendor will appear in the list
This blog cover vendor in business central, its creation, and different sections in vendor card. accsoft has years of experience in implementing Microsoft ERPs. Furthermore, for assistance and to make us your implementation partner reach us at info@accsoft.com
- Published in Business Central, Dynamics 365 BC
Configuration Packages in Business Central
Configuration packages in Business Central are used to import data in bulk quantities. Almost every business needs to transfer a large amount of data to their systems either vendors, products or customers, etc. Through these packages import and export large amounts of data with ease. Search “Configuration Packages” from the role center page and open the related link.
With the “New” option, create a new package.
Specify an appropriate package name and code, then click on three dots in the Table ID field to select a suitable package for import or export.
When you click on three dots, a window appears containing a list of tables. Please select an appropriate table, in this blog, we are importing a package of vendors.
Select ok, to complete a selection. The table ID will appear in the main window with the no. of available fields.
Click on the no. of fields as highlighted in the above screenshot to see the available fields. The window appears with the list of fields, you can select the desired fields only if you need to import or export specific data. With the Clear included option all selections will remove and then you can manually check-marked the fields which you want to include.
Now come back to the main window and go to Excel >> Export to excel
The excel template is exported to the system. The file contains all the existing system data, add your data in the template and then import the sheet back by going into Excel >> Import to excel
Validate the package to check if there are errors in the data. If there are errors system will show them, see the error detail by clicking on the no. (1 in this case). Correct the error in the excel sheet and import it again, validate and then apply the package.
When you apply the package following message will appear. Similarly, import the data for different entities using configuration packages.
This blog covers the bulk import & export of data in Business Central. accsoft has years of experience in implementing Microsoft Dynamics ERPs and also providing support to clients. For further assistance and to make us your implementation partner reach us at info@accsoft.com
- Published in Business Central, Dynamics 365 BC
Understanding Vendor Cards in Microsoft Dynamics GP
Use Vendor Cards to track the status of vendors and to print reports. Moreover, it’s important to keep this information up to date to reflect your company’s current activity. So, use the Vendor Maintenance window to create new vendor cards. Before you begin entering the first vendors, consider how to arrange the current and future vendor records. The minimum to set up a vendor is the Vendor ID, Name, and Class ID. You might want to assign specified groups of IDs to different types of vendors. You also might want to assign them to different vendor classes.
Start Microsoft Dynamics GP and click ‘Purchasing’ → click ‘Vendors’ under ‘Cards’ and the following window will appear:
Some fields in the window will have default values. Some default values are the same for all vendor information, but others come from the vendor class information entered in the Vendor Class Setup window.
Steps to set up Vendor Cards
- Select or enter Vendor ID. It is advisable to use similar IDs for all the vendors. Any alphanumeric set of characters is acceptable. Likewise, the maximum length of this field is 15 characters, be sure that all the IDs have the same number of characters. Use the system consistently for the best results when printing reports and using other windows.
- Enter or modify the Name of the vendor. The Short Name can be used in circumstances when the vendor name is too long. Also, the name printed on checks is the Check Name.
- Use status for categorizing your vendors according to their business practices. Vendors can be active, inactive, or temporary. As a result, each of these statuses limits the data entered or posted and places restrictions on deleting or modifying a vendor card.
- Assign the vendor to a class. Once a Class ID is entered, much of the information in this window, the Vendor Maintenance Options window, and Vendor Account Maintenance windows will appear as default values, which can be changed on a per-vendor basis.
- Enter Address ID.
- Click to enter or modify the internet address for a vendor.
- Enter or modify Address, Contact Information, Phone, and Fax Numbers.
- Modify the Tax Schedule and Shipping Method or accept the default.
- Enter or modify Comments for reference purposes. (Optional)
- Click ‘Options’ to open the vendor maintenance window.
- Enter vendor options, or change vendor options from those that are provided as default values from the class. When you’re satisfied with the entries, choose OK.
- Click ‘Accounts’ to open the vendor account maintenance window.
- Enter the Account number for the vendor or change from those that are provided as default account numbers from the class. Finally, when satisfied with the entries, choose OK.
- If the vendor has multiple addresses, click ‘Address’ to enter a different address for the same vendor.
- Click the printer button to print the contact card or click ‘Save’ to save the vendor card.
- If you want to delete any vendor card, select vendor ID and click ‘Delete’.
More Info
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- Published in Add-on, Dynamics GP, eCommerce Solutions for Microsoft Dynamics, Mobile, Technology