Use the Supplier Worksheet to update supplier information

This topic describes how to use the Supplier Worksheet to deactivate suppliers, mark suppliers as tax exempt, and to set the minimum order amount for suppliers.

1. Click Inventory/Purchasing.

2. Click Supplier Worksheet.

3. From Supplier Task, select one of the following:

• Change "Inactive"

• Change "Tax Exempt"

• Assign "Min. Order Amount"

1. Click Next.

2. From the Selection Type drop-down, select one of the following:

• Advanced Filter

• Add Items Manually

1. If you selected Advanced Filter:

   1. Click Define.

   2. Use the Filter dialog options to identify the suppliers.

   3. Click OK.

2. Click Next.

3. Do one of the following:

• Select Inactive.

• Select Tax Exempt.

• Enter a Min. Order Amount.

1. Click Finish. A list of suppliers displays.

The gray column (Inactive, Tax Exempt, Min. Order Amount) displays the supplier's current setting. The New column (Inactive New, Tax Exempt New, Min. Order Amount New) indicates how the setting will be changed.

1. Do the following, as required:

• Click Add to add suppliers to the list.

• Select a supplier in the list and click Delete to remove it.

• Clear check marks next to suppliers that you do not want to deactivate or set as tax exempt.

• Change the minimum order amount.

1. When you are satisfied with the changes, click Commit.

2. Click OK to confirm.