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- From the Core menu select 'Vendor'
- Click on
Enter in desired information for the vendor
Info Vendor primary name and number are required. The number will be automatically assigned for you unless you enter in a vendor number.
| Info |
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Default Payment Type options include:
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4. Click on 
to post the vendor to the system, click on Cancel to not post the vendor and return to the Vendor grid.
Search/View Vendors
Vendor Grid allows the user to search for existing vendors. Click on 
to view a particular vendor. The vendor grid also allows you to sort vendor information by typing specifics within the Column Title blank fields or selecting a Column Title to sort all vendors in ascending/descending order for example.
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- Search desired vendor on grid
- Click on
to edit the vendor - Make desired changes
- Click on
to save desired changes to vendor, click on 
to not posted changes and return to the Vendor grid.
Vendor Adjustments
When viewing a vendor, you have the option of editing the Vendor FYTD and YTD amounts via the 
option. This option may be useful in making adjustments to the amounts reported for 1099 purposes or for startup districts with no classic USAS data to import.
- View a vendor
- Click on Vendor Adjustments to open the Vendor Adjustments grid.
- Click on Create to create an adjustment:
- Date: the date must be in an open period
- Description: You can optionally enter a description for the vendor transaction
- By default, taxable will be checkmarked. When checked, both the FYTD Taxable Total and FYTD Total as well as the YTD Taxable Total and YTD Total amounts will be updated. The 1099 program will use the amount from the YTD Taxable Total.
- Amount: the amount of the vendor adjustment. You can enter a positive or negative amount.
- Click on Post to post the transaction and it will be displayed on the Vendor Adjustment grid.
Delete Vendors
| Warning |
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It is not recommended to delete old vendors since this might destroy an audit trail. If the vendor number is re-used, reports from prior fiscal years will not match current vendor information. We recommend changing the status from "active" to "inactive" instead. Vendors will only be able to be deleted if they are not used on any transactions currently in the database. |
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By default, the system does not allow you to change vendor numbers. However, this is controlled by an optional rule which can be disabled or customized to be a warning instead of a fatal error. This rule can be found in the System>Rules option with the name org.ssdt_ohio.usas.model.vendor.VendorNumberChanged.
Tracking Vendor Numbers
In SYSTEM/Configuration, the Transaction Configuration option allows the district to track the highest transaction number instead of the system using the highest number retrieved from the database. Please click here for more details.
Multi-Vendors from Classic
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