Assign vendor reference

Suggested vendor references can be viewed if suppliers are grouped by tax reference, so you need to assign tax references first.

To assign a tax reference:

1. Click the Suppliers button on the Administration Overview diagram (Organization view).

   The Supplier Management search screen appears.

2. Use the search criteria defined in the Search for supplier procedure to narrow the search for the supplier you want.

   If you searched by merchant category group, click the category to view the associated suppliers.

   If more than 500 suppliers return, pagination arrows appear at the top of the screen.

   You can refine the search results on any page by clicking Page Filter at the top of the screen and typing or selecting a value in any of the fields.

   You can also sort information alphabetically by clicking the sort indicator next to any column heading.

3. Click a supplier row to display the supplier details window.

   This window tells you the supplier's merchant group and category, their physical address, the date their record was created in the system, any defined tax and vendor references, and any received supplier properties.

   If the supplier has been marked as preferred, the word 'Preferred appears after the supplier name in the title bar.

4. Click beside Tax Reference and enter the tax reference.
5. Click Submit.

Note: The above procedure can also be used to enter a vendor reference, but it is less automated than the procedure below.

To assign a vendor reference:

1. Click the Suppliers button on the Administration Overview diagram (Organization view).

   The Supplier Management search screen appears.

2. To display a list of suggested vendor references for suppliers without vendor references assigned in the system, select:
   • Supplier for the Summarize Results By search option.
   • Suggest Vendor References in the Supplier Status section.
   • Vendor Reference and Tax Reference in the Additional Fields section.
3. From the supplier listing, check the suggested vendor references and, if required, change the selection from the drop-down field.
4. Click the Confirm Selection link at the bottom of the Suggest Vendor References column.