Remember that when you make changes to values that default to Payables and Purchasing documents, the changed value defaults only to new documents you subsequently enter or create. For example, if you change the Pay Group for a supplier site, the new Pay Group will default to new invoices you enter, but the change will not affect existing invoices. Also, if you change a supplier value that defaults to supplier sites, the change will only affect new supplier sites you create, but the change will not affect existing supplier sites. Therefore, the change will not affect documents you subsequently create for existing supplier sites. If you want a change to affect documents you enter or create for an existing supplier site, be sure to make the changes at the supplier site level.
The system allows to modify a supplier site information for an invoice that is accounted.
To update supplier and supplier site defaults:
Find the supplier using the main Suppliers page. See: Finding Suppliers.
In the Suppliers pages, make any changes in the appropriate fields.
Holds are controlled at the supplier site. For example, if you have enabled the Hold All Invoices option for a supplier and supplier site, and you disable the option for the supplier, but not the supplier site, all unvalidated invoices for the supplier site will remain held for payment.
In the Suppliers: Quick Update or Invoice Management pages, update the hold status.
To add a new supplier site:
Find the Supplier. See: Finding Suppliers.
From the address book, select an address and click Manage Sites and then click Create.
The Supplier Site Name defaults from the address. You can override if required. The Site Name does not appear on documents you send to the supplier; it is for your reference when you select a supplier site from a list of values during transaction entry. When you click Apply, the system creates the site or sites.
You can change site information by navigating to the appropriate Suppliers page.
To update a supplier's tax status:
Find the Supplier. See: Finding Suppliers.
In the Suppliers: Tax Details page, make any changes to the Taxpayer ID or Tax Registration Number. See: Tax Details and Withholding Information.
In the Suppliers: Tax and Reporting page, update any additional information. For detailed information on any field, see: Tax Reporting Information.
In the Suppliers: Tax Details page, choose the Update Transaction Type in the Supplier Sites region if you need to change a supplier site's tax information. Use the Suppliers: Tax and Reporting page to change transaction tax options for the supplier sites.
Attention: If you are updating an existing supplier to 1099 reportable status after you have entered invoices and made payments to the supplier, then you may want to use the Update Income Tax Details Utility to make mass updates to existing invoices.