Previous steps - Creating a Supplier Record - Contacts tab

Creating a Supplier Record - Location tab

Location tab

A supplier Location is a default set of rules which define how business is conducted with the supplier.

1. Enter Location "CHK."
2. Enter Description "CHK."
3. Confirm the Effective Date displays today's date.
4. Confirm the Effective Status is "Active."
5. If a complete and accurate "Authorization Agreement for Direct Deposit of State Warrants (OBM 4310)" is received, click here and complete the steps to enter EFT information.

   

6. Click the Procurement link.

• The Procurement Options page displays.   

  

   

7. Complete the following steps for "FAX" or "EMAIL" Locations.

   1. Click Dispatch Methods to expand the section.
   2. Click the PO Dispatch Options dropdown and select "Specify at this Level."
   3. Click the PO Dispatch Method dropdown and select "Email" or "Fax" (based on the Location).

8. Click Procurement Card Information to expand the section.

9. Click Accepts Procurement Card as payment method.

10. Select "Visa" from the Card Type dropdown.

11. Click OK.

12. The Location tab displays.

12. If creating a new supplier record to replace a supplier record that will be obsolete, click here.

    Click on the Comments collapsible region and enter:

    1. • Date
       • <New Supplier ID number> replaces <Old Supplier ID Number>
       • The associates's  initials
13. Click Save.  

• The Summary tab will display.  

14. Click the Summary tab.

Next steps - Creating a Supplier Record - Summary tab