Vendor Type Codes

The Vendor Type code tab is used to define type codes. Type codes are like a category for classifying different vendor types. An example would be ‘EM’ = employee, ‘CM’ = Contractors etc. The codes can be used in the vendor reports to select only certain types of vendors.

The Vendor Type Codes tab has the following options:

•Add

•Edit

Add

Use the following steps to add a vendor type code:

1. Click on the System tab, click Settings, and select Vendor.

2. Click on the Vendor Security Codes tab.

3. Click on the Edit button to make fields available.

4. Click on the Add New button.

5. In the new line, under the Code column, enter a unique, 2 character maximum, alphanumeric code. 

6. Enter a Description.

Note: Click on the Delete icon to remove a line in the grid.

7. Enter a note in the New Note field.

Note: Notes entered in this field will be saved and may be viewed in the Notes History section and are read-only.

8. Click on the Save button to confirm the new bank code(s) or click on the Undo button to remove all input information and reset the fields to their default values.

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Edit

Use the following steps to edit the vendor type codes:

1. Click on the System tab, click Settings, and select Vendor.

2. Click on the Vendor Security Codes tab.

3. Click on the Edit button to make fields available.

4. If applicable, update the Code and/or Description for any line items.

Note: Click on the Delete icon to remove a line in the grid.

5. Enter a note in the New Note field.

Note: Notes entered in this field will be saved and may be viewed in the Notes History section and are read-only.

6. Click on the Save button to confirm the changes or click on the Undo button to remove all input information and reset the fields to their default values.

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