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finance:maintenance:vendorinformation:vendormiscellaneous

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finance:maintenance:vendorinformation:vendormiscellaneous [2021/12/06 17:16] – emorenofinance:maintenance:vendorinformation:vendormiscellaneous [2023/10/30 13:55] (current) – emoreno
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 //**Finance > Maintenance > Vendor Information > Vendor Miscellaneous**// //**Finance > Maintenance > Vendor Information > Vendor Miscellaneous**//
  
-<WRAP round intro>This tab is used to record bank information for each vendor doing business with the local education agency (LEA). If a vendor has bank information on file, the vendor can receive electronic payments via an electronic funds transfer (EFT). Additionally, this page allows you to assign category codes to specific vendors making it easy to sort and group vendors to meet your district's needs. The information listed on this tab is optional.+<WRAP round intro>This tab is used to record bank information for each vendor doing business with the local education agency (LEA). If a vendor has bank information on file, the vendor can receive electronic payments via an electronic funds transfer (EFT). This information is also used for employee travel reimbursements. 
  
-The vendor's assigned category codes are automatically populated in the **Bid Category** drop-down field on the Purchasing > Maintenance > Create/Modify Requisition page and the Warehouse > Maintenance > Create/Modify Inventory Restock Requisitions page when a requisition is created for the vendor.</WRAP>+ 
 +Additionally, this tab allows you to assign category codes to specific vendors making it easy to sort and group vendors to meet your LEA's needs. The information listed on this tab is optional. 
 + 
 +The vendor's assigned category codes are automatically populated in the **Bid Category** drop-down field on the Purchasing > Maintenance > Create/Modify Requisition and Warehouse > Maintenance > Create/Modify Inventory Restock Requisitions pages when a requisition is created for the vendor.</WRAP>
  
  
 ====Retrieve or add vendor information:==== ====Retrieve or add vendor information:====
  
-^Retrieve an existing record|{{page>general:vendor_nbr}}|+^Retrieve an existing record.|{{page>general:vendor_nbr}}|
  
 VCV Under **Bank Information**: VCV Under **Bank Information**:
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 <WRAP Box> <WRAP Box>
-**Note**: This functionality uses the Finance bank code instead of the Payroll bank code. If the bank code does not exist in Finance, an error message is displayed prompting you to add a new bank code in Finance. If the employee does not have a bank record in Payroll, an error message is displayed. +**Note**: The **Copy from Payroll** functionality uses the Finance bank code and not the Payroll bank code. If the bank record (routing number) from Payroll does not exist in Finance, a new bank record will be automatically added to the Finance > Tables > Bank Codes > Bank Codes tab. The bank record in Finance may be added with a different bank code than Payroll as it uses the next available bank code when adding the new record. If the employee does not have a bank record in Payroll, an error message is displayed. 
 </WRAP> </WRAP>
  
finance/maintenance/vendorinformation/vendormiscellaneous.1638810997.txt.gz · Last modified: 2021/12/06 12:16 (external edit)

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