Managing Expense Vendors

Overview

This document will cover how to assign certain vendors as expense vendors only. By assigning a vendor as an Expense Vendor you will not be able to purchase materials from them however you can create bills and credits against them. Expense vendors would typically be, utility companies, tax authorities, or any additional service providers.

Managing Vendors

To change existing vendors to expense vendors you will do this through Manage Vendors.

• Go to Purchasing > Manage Vendors

  

• Search or type in the vendor you want to assign as an expense vendor

• When in the Vendor Manager go to the Account Info tab

• Under the ‘This Vendor is’ section select ‘Expense Only’

  

• When you select this option all the Vendor ordering options will be grayed out, as they wouldn’t apply to an expense vendor.

  • NOTE: If this vendor is also a Tax Authority, when selected it will automatically select ‘Expense Only’ too.

• Finally, save your changes.

• Repeat this process for all your expense vendors.

Creating New Expense Vendors

• To create a new expense vendor go to Purchasing > Manager Vendors

  

• In the Vendor Manager select ‘New’ to create a new vendor

  

• Next enter the Vendor’s information and towards the bottom on the vendor creation screen make sure to select ‘Expense Only’ and save your information.

  

• Next go through the additional settings to configure as you would with any new vendor set up.

Things to note about Expense Vendors

Below is additional information to note when marking a vendor as an expense vendor:

• Expense vendors will not appear in Critical Purchase.

• These vendors will not appear in search results when creating a PO or RTV.

• These vendors can not be assigned to a Manufacturer.

• Expense vendors will not appear in any suspect on hand queues.

• Expense vendors will not appear in Vendor Performance, nor Receiving reports.

• Refer to Adding a Default Expense Account to a Vendor - KB