Vendor/Customer Setup

The Vendor/Customer table allows you to set up all vendors and customers that are used throughout CGI Advantage Procurement. The Vendor/Customer table is dependent upon several other tables.

The following tables will either be set up before or immediately after implementation.

• Address Type

• Business Type (BTYP)

• Business Types by Commodity

• *County (CTY)

• Country (CTRY)

• Disbursement Priority by Class and Business Type

• State/Province Codes (ST)

• Languages

• Headquarter Account

• Vendor ABA

• Legacy Source System

• Vendor/Customer

• Master Address

• Master Contact

• Historical Vendor Information (HVI)

• Internal Vendor Accounting Data

• Rejection Reason

• System Crosswalk

• Vendor Commodity Maintenance

• Vendor Customer Configuration

• VCM Tracking Table

Depending on your site’s security setup, records can be added to the Vendor/Customer table via two ways:

• Manually add a record to the table by selecting the Create button.

• Create a record via the Vendor/Customer Creation (VCC) transaction. The VCC can be created by selecting the Create New Record action on the Vendor/Customer table or you can create the VCC via the Transaction Catalog.

Depending on your site’s security setup, records can be modified on the Vendor/Customer table via two ways:

• Manually modify a record by selecting Edit from the row-level menu.

• Modify a record by creating a Vendor/Customer Modification (VCM) transaction. The VCM can be created by selecting the Modify Existing Record action via the row-level menu on the Vendor/Customer table or you can also create the VCM transaction via the Transaction Catalog.

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