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The vendor number will be automatically assigned to the next available number on file unless you override the auto assign by entering a desired vendor number.

Check name and address fields are location are used if payment should be sent to a different name/location than the purchasing information.

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  1. From the Core menu select 'Vendor' 
  2. Click on 

  3. Enter in desired information for the vendor

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    Vendor primary name and number are required. The number will be automatically assigned for you unless you enter in a vendor number.

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Default Payment Type options include:

  • Check: used for disbursements where a physical check is required.
  • Electronic: used for memo-type disbursements. Memo Vendor numbers from 900000-999999 are no longer used in the redesign. A memo vendor is designated by selecting the default payment type of 'Electronic'.

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Separate Locations can be added if the vendor has separate purchase order, check and 1099 addresses.

  • Enter a label for each type of location (i.e. Purchase Order for the PO Address). If you do not enter a label, the location name will default to 'Primary'.
  • Enter the desired information for the location and check mark the appropriate box
    • For example: If you vendor's Purchase Order and Check Address locations are the same, you only need to enter one location (leave the location box blank and it wil default to 'Primary') and checkmark bot the PO and Check boxes.
  • If the 'Name 1' field is left blank, it will default to the name in the "Primary Name' field.


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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