This page allows you to create and modify creditor codes for the division.
To create or modify creditor codes, click Accounts on the left panel. Next, define the search criteria, click Refresh, and then click the account type in the overview. Click the required link of the account under the Account: Name column, and then click the New link under the Financial section.
To allow non-main creditors with transactions to be deleted, function right 477 – Allows to delete non-main debtors with financial transactions is required. Users with the F&A staff role have this function right.
To create or modify main creditor codes, function right 313 – Maintain division creditor – main creditor is required. Users with the F&A staff role have this function right.
To link the creditor code to another account, function right 464 – Allows to change link of creditor number to account is required. Users with the F&A staff role have this function right.
To create or modify creditor codes, function right 565 – Maintain division creditor is required. Users with the Controller, F&A staff, or Supplier manager role have this function right.
For more details on what you can do with function rights or levels, go to System/Setup/Security/Function rights, select the required module, and then click on the relevant ID. To find out the functions you can perform with a particular role, go to System/Setup/Security/Roles, type in the description, click Refresh, and then click the required link under the Role column.
Click this to save the creditor code.
Click this to save the creditor code and to create a new creditor code.
Note: This button is available only if a new creditor code is created.
Click this to delete the selected creditor code.
Note: This button is available only if a creditor code is selected and the creditor code is not the main creditor.
Click this to link the selected creditor code to the account. The creditor code can be linked to the account only if the creditor code is not a main creditor.
Click this to exit.
This section displays the details of the account such as the name of the account, type of account, and account status.
Type or select a division for the creditor code. This information is mandatory.
Select this check box if you want the creditor code to be the main creditor code for the account.
Type a code for the creditor.
This section displays all the creditor codes. A green check mark will be displayed in the Main column if the creditor code is the main creditor code for the account. To edit the creditor code, click the relevant link of the creditor code in the Code column.