To create a new supplier account, you allocate an account code to a company in the Company Information Workbench which does not yet have an account code.
To create a new supplier account:
Go to Purchase Ledger > Suppliers > Suppliers.
Click Add to add a new supplier.
Coins ERP+ prompts you to select an office from the Company Information System.
If the supplier you want to add already exists in the Company Information Workbench:
Click Lookup.
Coins ERP+ displays a Company lookup. The lookup shows existing suppliers in the Central Repository, and indicates:
whether they have or have not already been allocated an account code in the Central Repository.
whether an account exists in the company and ledger you are using.
From the supplier list, click Choose next to the supplier to add.
You can only add a supplier that does not already have an account code in the company you are using.
The Company / Office field is filled in with the company name.
If the supplier you want to add does not exist in the Company Information System:
Click the QUICK ADD button (if it is available) to add a new company.
The Quick Add Company screen opens. The Supplier Company Type is automatically ticked (you can change it).
Enter details of the new supplier to search for potential duplicates.
Click Next.
The Quick Add Company screen is populated with the new details.
Add any further details.
Click Save.
At this point, the company record is created in the Company Information Workbench.
The Company / Office field is filled in with the new company name.
Click Next.
Coins ERP+ fills in details of the supplier.
The remainder of the process involves making your way through the various fields and populating the appropriate information in each field.
Supplier Maintenance
Click Save when you have finished populating the Supplier Maintenance fields.
Save
The newly-created office appears on the PL Supplier Maintenance Workbench.
Updated Supplier Maintenance Workbench
Note: Coins ERP+ has an auto-numbering feature which can automatically generate a new account code to suppliers that have already been set up in the Company Information System, but have not yet been allocated an account code. If you are NOT using this auto-numbering feature, you will need to enter the account code manually.
Parameters
CI/AUTONUM
Auto-number accounts
Specifies whether you are using auto-numbering (Y or N). If so, all three personal ledgers in all companies must be linked to the Company Information System (the USECIS parameter in the module must be set to Y). In this case, the AUTONUM, AUTOBASE, AUTOFORM, and AUTOLEN parameters in that module are ignored.
The parameters AUTOBASE, AUTOFORM, AUTOLEN, and AUTONUM control the way COINS generates account numbers for suppliers, customers, and subcontractors.
PL/QADDPL
Allow quick add of companies
Enter YES if you wish to be able to create companies in Supplier Maintenance and invoicing functions.
If this is set to Yes:
When adding a supplier record, a Quick Add button next to the Company / Office field allows you to add the Company Information record directly.
Lookups use the maintenance screen, so you can add a supplier when using the lookup.
PL/USECIS
Use Company Information System
Y = Link Purchase Ledger to the Central Repository. If USECIS is set to Y, Suppliers requires new suppliers to be selected from the Central Repository.
N = Do not link Purchase Ledger to the Central Repository.