This section explains how a Supplier record can be created within enVisual360. Suppliers are used within the Purchase Ledger Module. A Supplier is an extension of an Entity within enVisual360, meaning any Entity if enabled for such can become a Supplier.
Creating a Supplier Record Overview
A Supplier record is created via the Entity Wizard. This can also be accessed via the enVisual Menu > Financial > Purchase Ledger > Supplier. When accessed via the Purchase Ledger, there is an option to use an existing Entity to extend to a Supplier or an option to create a new entity and then extend to Supplier. The Supplier Details section is found under the Financial menu in the Entity Wizard
The Master Entity dropdown will show and list Master Entities that the Entity is a Supplier to with details shown below while the Add Supplier' is used to create a new supplier record.
Click the Add Supplier' will open a window where all Master Entities of the system is displayed.
Select the relevant Master Entity for which the Supplier record is required for should display the below screen
There are 3 tabs available when creating a Supplier Record
Supplier Details - shows the Supplier Name and Address, Currency and User.
Contracts - to link and maintain any relevant document for the supplier record
Details - to setup details such as Status, Credit Limit and Security. The 'User Group' is used for security as to who can access such Supplier record in Purchase Ledger Module.