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CREDITOR MAINTENANCE - HEADER

The creditor's record must be created before any transactions can be captured for the creditor. The header window of the creditors form remains constant regardless of the Form Tab selected.

The different Form Tabs display the following information:

Main - records the contact and group details for a creditor.
Financials - records and displays current financial details together with banking information, line of credit and General Ledger information.
Address - Multiple warehouse records can be entered - records mailing and warehouse address details for the client.
Transactions - contains the transaction history with the supplier - purchase and creditor invoices raised, journal adjustments and payments made.
Credit - records the credit limit, terms and order settings.
Notes- records readily accessed information about the customer e.g. payment commitments made, difficulties with supply.
To-Do - lists and records the To-Do tasks
Activities - displays all orders placed and the details of stock currently outstanding on back orders from this supplier. This screen is updated when Committing the Purchases Order and Activating Purchase Invoices .
Other - documents are attached and custom fields can be added.

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