Assigning Branch Access to Vendors

When you create vendor records, you must identify which branches can order products from this vendor. If your company is located in Massachusetts, for example, you may not want your purchasing agent to buy materials from a vendor located in California if you can get the same materials from a vendor in Connecticut.

You can assign each vendor a home branch, and then assign as many other branches as necessary to meet your company's purchasing needs.

At your branch, when performing a search in Purchase Order Entry or A/P Entry, any vendor that matches the search criteria and has your branch listed as active displays in the search list. If you do not assign accessible branch information for a vendor, the vendor does not display in the primary index search.

To assign branch access to a vendor:

From the Files menu, select Vendor to display the Vendor Maintenance screen.
In the Vendor/New field, enter the vendor name to display the vendor record.
Use the Branch hot key to display the Accessible Branches screen.
In the Home Branch field, enter the name of the primary branch for this vendor.
In the Home Territory field, enter the name of the primary territory to the vendor if you have created territories.
In the Branch/Territory field, enter any additional branches and territories that require access to this vendor, or enter All to include all branches and territories,
In the active column, for each branch and territory listed in the Branch/Territory field, enter one of the following:

Y – Authorizes the branch to create P/Os for this vendor.
N – Does not authorize the branch to create P/Os for this vendor.

You cannot override this setting in Purchase Order Entry or A/P Entry. If the branch is not listed in the Branch/Territory field, you can add it as an active branch, as described in the following procedure.

Note: Use the Find hot key to search for a branch if your branches list extends beyond one page.

Press Esc to save the settings and return to the screen.