You can create supplier records manually using the Create Supplier page.

Prerequisites

• Verify that the supplier has not already been entered in the system. Use the search tool on the main Suppliers page, the Suppliers Report, and the Supplier Audit Report.

• Define the following lookups in the Oracle Purchasing Lookups window: Pay Group, Supplier Type, Minority Group. See: Defining Lookup Codes.

• If you have installed Purchasing, complete Purchasing setup. See: Setting Up Purchasing

• Define Financials Options. See: Financials Options.

• Define Payables System Setup options. See: Payables System Setup.

• Define payment terms. See: Payment Terms. (optional)

• Define Distribution Sets. See: Distribution Sets. (optional)

Purchasing Prerequisites

• If you use Oracle Purchasing, define Supplier Types in the Oracle Payables Lookups window.

• If you use Oracle Purchasing, define Ship Via codes in the Defining Freight Carriers window. See: Defining Freight Carriers.

• If you use Oracle Purchasing, define FOB codes, Minority Groups and Freight Terms codes in the Oracle Purchasing Lookups window. See: Defining Lookup Codes .

To enter basic supplier information:

1. From the main Suppliers page, click the Create Supplier button.

2. In the Create Suppliers page, enter a unique Supplier Name.

   Suggestion: Use a naming convention that minimizes risk of separate entries for the same supplier under different names. For example, if you consistently spell the full name of a supplier, do not enter both Orion Corp. and Orion Corporation.

3. If the Supplier Number Entry option in the Payables System Setup window is set to Automatic, Payables automatically enters a Supplier Number for you. If this option is set to Manual, you must enter a unique Supplier Number.

4. Optionally enter Alias, Name Pronunciation, and D-U-N-S number.

5. Optionally enter the supplier's tax identification number in the Taxpayer ID field; for example, an individual's social security number, or a corporation or partnership's federal identification number/federal tax ID.

6. Optionally enter the value-added tax (VAT) registration number in the Tax Registration Number field if you are entering a VAT supplier.

7. Click Apply. The system creates the supplier record and accesses the Suppliers: Quick Update page.

8. If you want to prevent invoice or purchase order entry for this supplier after a certain date, access the Suppliers: Organization page and then enter the date in the Inactive Date field.

9. To create locations for the supplier, go to the Suppliers: Address Book page and click the Create button.

10. Enter supplier and site information in the appropriate Supplier pages. See the following page reference sections for detailed information.

    • Quick Update.

    • Organization.

    • Tax Details.

    • Address Book.

    • Contact Directory.

    • Business Classification.

    • Products and Services.

    • Banking Details.

    • Surveys.

    • Accounting.

    • Tax and Reporting.

    • Purchasing.

    • Receiving.

    • Payment Details.

    • Relationship

    • Invoice Management.

    Note: Save your updates for each page before navigating to a new section.