Clicking on the Purchasing Details tab will open the CR Creditor Purchasing Details form:
Selecting the Purchasing Supplier option to allow the Creditor to be available as a Supplier in the Purchasing module. Requisitions and Purchase Orders can then be created for the Creditor in the Purchasing module. The Purchasing module is further detailed in the Purchasing How to Guide.
Please note: once transactions have been created in the Purchasing module for the Creditor, e.g, Remittances and Purchase Orders have been raised, you will not be able to deselect this option.
Once this option is selected further option and fields will be available on the form:
These are:
- Purchasing Allowed: When this tick box is selected the Creditor will be available in the Purchasing module with the address details that are in the Creditors Main address. If this tick box is de-selected the Creditor will not be available in the Purchasing module unless the Purchasing Allowed tick box is selected on at least one of the Creditor's Branch addresses:
The Creditor would then be available in the Purchasing module with the address details that are included in the Branch address.
It is possible to have the Creditor available in the Purchasing module with the address details in the Main address and the Branch address by selecting the Purchase Allowed tick box in the Purchasing Details tab and in the Branch address. The Creditor would then be available in the Purchasing module twice - the first with just the Creditor number, which would include the address details in the Main address - and the second would have the Creditor number and the Address Code of the Branch Address, which would include the address details on the Branch Address.
For example if the Branch Address had an Address Code of Leeds, the Creditor would appear in any Supplier search in the Purchasing module as:
CC00060
CC00060 Leeds
This will give you the option of selecting the appropriate address for the Creditor, e.g. to send or email the Purchase Order to. More than one Branch address can be created if required - selecting the Purchase Allowed tick box in the Branch address will include it on the Purchasing module for the Creditor.
Addresses are further detailed in the Maintain Creditor Addresses section.
- Purchase Method: This drop-down field defines how the Purchase Orders are to be sent to the Creditor once they have been created in the Purchasing module.
Where the selected option includes Email, Purchase Orders will be emailed directly to the Creditor.
Where the selected option include Print, Purchase Orders will be emailed to the user that created the Requisition in the Purchase Order module. It can then be printed and posted to the Creditor.
The following options are available:
- E-Mail and Print: This is the default option - as it includes Email, Purchase Orders will be emailed directly to the Creditor. As it also includes Print, they will also be emailed to the user that created the Requisition in the Purchase Order module. It can then be printed and posted to the Creditor.
- Email: As this option includes Email they will be emailed directly to the Creditor.
- Print: As this option includes Print, they will be emailed to the user that created the Requisition in the Purchase Order module. It can then be printed and posted to the Creditor.
- Fax: Please ignore this option as the functionality is no longer being used.
- Minimum Value: This value is the minimum amount that a Purchase Order can be raised for the Creditor.
- GRN Required: When this options is selected a Goods Receipt Note (GRN) must be added to the Purchase Order raised for the Creditor in the Purchasing module before an invoice can be raised against it. This will not apply if the Purchasing Allowed option, as detailed above, is not selected but this option will be available in a Branch address, which is further detailed in the Creating Addresses section. Adding GRNs is further detailed in the Receipts section in the Purchasing How to Guide.
- Allow RFQs on this Supplier: Please ignore this option as this functionality is not currently being used.
- Allow Non-Standard?: Where this option is selected Non-Standard Products can be added when raising a Requisition for the Creditor in the Purchasing module. This will not apply if the Purchasing Allowed option, as detailed above, is not selected but will be available in a Branch address, which is further detailed in the Creating Addresses section. Adding Non-Standard Products is further detailed in the Non-Standard Products section in the Purchasing How to Guide.
- Two Stage Receipting: Please ignore this option as this functionality is not currently being used.
- Allow Value Only Service Items?: Where this option is selected Value Only Service Items can be added when raising a Requisition for the Creditor in the Purchasing module. This will not apply if the Purchasing Allowed option, as detailed above, is not selected but will be available in a Branch address, which is further detailed in the Creating Addresses section. Adding Value Only Service Items is further detailed in the Value Only Service Items section.
- Accept Purchase Cards: Please ignore this option as the functionality is not currently being used.
- Merchant Details: Please ignore this option as the functionality is not currently being used.
- Merchant Type: Please ignore this option as the functionality is not currently being used.
- Attach as XML: Please ignore this option as the functionality is not currently being used.
- XML Format: Please ignore this option as the functionality is not currently being used.
- Attach as HTML: Please ignore this option as the functionality is not currently being used.
- Attach as PDF: This option should be selected where the option in the Purchasing Method field, as detailed above, includes email, in which case the Purchase Order will be attached to the email as PDF. If this option is not selected the email will still be sent with the Purchase Order embedded in the email. As this could cause issues on receipt of the email, e.g. it could be treated as junk email, it is recommended that the PDF option is selected when the Purchasing Method field includes email.
- Self Billing: Please ignore this option as this functionality is not currently being used.
- VAT Code: Where a VAT code option is selected from this drop-down field, this code will be used as a default VAT code when a Requisition is raised for the Creditor on the Purchasing module. It can be changed on the Requisition if required.
- Must Match to Order: When a PO Invoice is being created, as detailed in the Creditor Vouchers section, and this option is selected, the Invoice must be matched to a Purchase Order.
- Suspend Purchasing: When this option is selected the Creditor will no longer be available in the Purchasing module, e.g. no further Requisitions can be raised for the Creditor.
- Internal Supplier: Please ignore this option as the functionality is not currently being used.
- Revenue Ledger Code: Please ignore this field as the functionality is not currently being used.
- Home Department: Where a Department is selected from this drop-down field, this will be displayed
- Allow Service Items?: Where this option is selected Service Items can be added when raising a Requisition for the Creditor in the Purchasing module. Adding Service Items is further detailed in the Service Items section in the Purchasing How to Guide.
- Create invoices from receipts in Supplier's portal: Please ignore this option as the functionality is not currently being used.
The following button are available at the bottom of the form:
: Clicking on this button will save any changes.
: Clicking on this will return you to the original CR Creditors Maintenance form where you can search for a Creditor or create a new Creditor vis the 
button. Any unsaved changes will be lost.
: Clicking on this button will provide Audit details for the Creditor. This is further detailed in the Audit Info section.
