How_do_I_assign_default_values_to_a_vendor_

How do I assign default values to a vendor?

Set up default values on a vendor record. When you select a vendor, you can define the default values that Connect will use to fill in the item description, GL account, department, terms, shipping address, and sales tax rate. You can also choose how many records to display in the Description menu drop-down list.

Webinar: Entry defaults

 

 

Assigning default entry values

1. Open Connect Accounts Payable > Vendors > Modify Existing Vendors.

2. Use the Vendor box to enter a value. Press Enter.

You can enter the vendor name, vendor number, or a vendor's secondary name.

3. Click to select the Entry Defaults tab.

4. Enter the default values to assign to the vendor.

You can leave a field blank if you don't want to assign a default value. You can also override the default value that displays in the field when you set up a requisition, purchase order, or invoice.

5. Click Save (CTRL+S).

The default entry values are saved.

 

Creating a default item description for a split entry

Click the menu button at the end of the Item Description field to set up a default description for a split entry.

Item Description menu

The Split Distributions form displays.

 

Click the Add New Distribution button to add a distribution. Repeat to add all of the default distribution information. Click OK to add the distributions as the default entry value for the item description.

Add New Distribution button

 


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