Vendors

The Vendor Card allows you to manage information about the vendor and specify the terms of doing business with the vendor. For more information about creating new vendors, see Register New Vendors.

To distinguish specific types of vendors, differentiation and access to the corresponding types are provided through respective pages.

Vendor Type	Purpose, Access
Vendor	Predesigned for usage in standard business processes. Access is provided from the Vendors page.
Resp. Employee	Predesigned for usage in business processes related to accounting of reportable amounts. Access is possible from both the Responsible Employees page and the Vendors page.
Tax Authority	Predesigned for usage in business processes related to transactions with tax authorities. Access is possible from both the Tax Authorities page and the Vendors page.
Person	Predesigned for usage in business processes related to transactions with persons. Access is possible from both the Person Vendors page and the Vendors page.

The Vendor Card page has the following fields related to the localization functionality:

Field	Description
Registration Number	Specifies the registration number of a vendor that is a legal entity or an individual.
VAT Registration No.	Specifies the vendor's VAT registration number. The field is populated only for vendors registered for VAT.
Full Name	This field contains the full name of the vendor. Can be used in tax documents and printed forms of documents.
Organization Form	This field indicates the organizational and legal form of the vendor’s business.
Agreement Posting	This field indicates whether agreements will be posted by vendor or by contracts.
App. With Agreements	This field is related to the Agreement Posting field and indicates whether the vendor’s documents should be applied in terms of contracts.
Country of Origin Vendor Priority	It specifies that when purchasing goods, the country of origin code will be pulled from the vendor's card, from which the goods are being purchased, into the purchase document lines. Note. If the settings must be enabled when creating a new vendor card, enable them in the Inventory Setup.
Default Comp. VAT Obligation Group	Specifies the default VAT obligation business posting group that will be automatically populated in purchase documents and used to generate a consolidated Sales VAT invoice.

On the Person Vendor Card and Resp. Employee Card pages, the VAT Registration No. field is hidden. The Registration Number field stores the vendor's registration number.

Vendor Unblocking Approval Workflow

A separate approval workflow has been implemented in the system for controlled unblocking of vendor cards. When the workflow is active, you cannot unblock a card with a single click — you need to initiate this workflow and wait for approval from the responsible person.

Setting Up Vendor Card Unblocking Workflow

Before using the workflow, you need to:

1. Configure workflow users;
2. Configure users for approvals;
3. Define how users will receive notifications for workflow steps.

The configuration is similar to other approval workflows.

1. Open Workflows using Search.
2. Choose the Create Workflow from Template action.
3. Select the corresponding template — Vendor Unblocking Approval workflow.
4. Select the users who should approve the vendor card.
5. Enable the workflow by selecting the Enabled checkbox.

To unblock a vendor card, use the Send Approval Request action from the vendor card page.

To track the approval status of the card, use the Approval Flow FactBox in the FactBox pane on the vendor card page or the vendor list page. On the card page, the FactBox is displayed when the selected record has approval entries. On the list page, select a record to view a diagram of its latest approval workflow. While a workflow is active, it shows its current approval entries; after completion, it shows all entries from that workflow, including skipped ones.

After the vendor card is approved, the Blocked field is automatically cleared.|