Configure vendor's default preferences

In this scenario, you will set default preferences for those options that are most often used when entering invoices. When you enter an invoice for this vendor, the options will default to your selections here.

1. Create or edit an existing Vendor as described in How to create and edit vendors.
2. At the bottom of the Vendor page, click the General tab.

   

3. Review or set a default for the following options. Note that most of these options are driven by codes. Click the magnifying glass to review the labels associated with the codes, and then click the code link to select it. The code appears in the box, and the explanation of the code appears beside it.

   For example, the terms code 12 represents 1 % 10 Days.

   • Expense G/L
   • Liability G/L
   • Remit to Vendor #
   • Terms
   • Category
4. Optionally, assign Buyers to specific purchasing agents.
5. Click Save.