Create a New Vendor with Vendor-on-the-Fly

To create a new vendor with Vendor-on-the-fly, follow these steps.

The Vendor-on-the-fly feature must be enabled in the Setup menu (Setup > Vendors > Options) in order for you to use this feature.

1. From the Purchasing menu, click New.

2. In the Description field, type in a description of this purchase order.

3. In the Segment drop-down menu, select the database segment that this purchase order should be part of. 

   If you create a purchase order in a shared segment, you can have materials in the shared segment issued and received to other segments, provided that you have access to all segments.

4. In the Account drop-down menu, select the account with which this purchase order is associated.  This is the account that will be charged for this purchase order.

5. In the Buyer Resource drop-down menu, select a resource to designate as the buyer for this purchase order. Or, if you want to manually enter the buying party, enter the buyer in the Buyer Name field.

6. In the Ship To drop-down menu, select the warehouse to which the goods that will be listed on this purchase order should be shipped.

7. Click the Group Toggle button next to the Vendor ID field. The screen will change so that the vendor address fields, Phone, Currency, and Freight fields are replaced with the Vendor Name, Vendor Address, and Vendor Phone fields.

8. In the Vendor Name field, type in the name of your new vendor.

9. In the Vendor Address field, type in the address of your vendor.

10. In the Vendor Phone field, type in your vendor's phone number.