Add New Vendor

This task is used to add new Vendors to Property Manager to be used at the Accounts Payable Detail and Work Order Detail tabs.  In-House Vendors are also used at the Maintenance Company Detail tab.

Prerequisites to complete task correctly.

None

How do you get here?

Vendor Detail Vendor Locations Tasks Add New Vendor

To add a new vendor:

1. Enter the Vendor Name.  You are allowed up to 50 characters.

2. Enter vendor's Federal ID if it is a business, or a person's Social Security number it is an individual (i.e. - self-employed contractor) in the Tax ID Nbr.

3. Select 1099 Required if the vendor is required to be sent a 1099 Statement.

   • For Bostonpost Financials customers, AP Invoices that are sent Bostonpost Financials will have the 1099 flag set for the selected vendor to facilitate in 1099 Reporting.

   • If the 1099 Required parameter is selected, you can enter the 1099 Name of the vendor, if it is different from the Vendor Name entered above.

4. Enter/Select the Liability Insurance Expiration Date.

5. Enter/Select the Workers Compensation Insurance Expiration Date.

6. Enter/Select the date a Criminal Background Check was last completed.

7. Select the In-House Vendor parameter for Identity of Interest or other related party vendors (I.e. – Management Company, Maintenance Company, Maintenance Department, etc.).

   • If the In-House Vendor is bill communities for work performed at the Maintenance Company Detail > Create AR Invoice tab, then a corresponding Maintenance Company Export Entity will need to be created at System Administration > Accounting Setup – Export Information Setup using the Add Maintenance Company Export Information task.

8. Enter the Primary Location address information and web site.

   • When a Vendor is first added to Property Manager, this information is use to create the Primary Vendor Location that is automatically created at the completion of this task.

9. Click Finished to add the new Vendor.

   • Before you can use the new Vendor on a Work Order and/or receive AP Invoices for, you will need to go to the Vendor Detail > AP Vendors tab with this vendor in context and complete the Add AP Vendor task.

Related Topics:

• Maintain Selected Vendor

• Delete Selected Vendor

• Add New Location

• Maintain Selected Location

• Disable/Enable Selected Location

• Maintain Vendor Contacts

• Add New Note

• Maintain Selected Note

• Delete Selected Note

• Maintain Goods & Services for Selected Location

• Add AP Vendor

• Maintain AP Vendor

• Disable/Enable AP Vendor

• Add New Vendor Account Holders

• Maintain Vendor Account Holders

• Change AP Vendor ID

• Maintain Invoice Account Types