1. On the Role Center, choose Vendors to open the list of existing vendor cards.

2. On the Home tab, in the New group, choose New.

   If only one vendor template exists, then a new vendor card opens with fields filled with information from the template. In that case, follow the next step.

3. Follow steps 8 through 11 to fill in vendor-specific fields. You can also edit all other fields.

   If more than one vendor template exists, then a window with available vendor templates automatically opens. In that case, follow the next two steps.

4. Select a template, and then choose the OK button. A new vendor card opens with fields filled with information from the template.

5. Follow steps 8 through 11 to fill in vendor-specific fields. You can also edit all other fields.

   If you want to create a new vendor card, without using a template, follow the next two steps.

6. In the list of vendor templates, choose the Blank Vendor Card template, and then choose the OK button. An empty vendor card opens.

7. Follow steps 8 through 14 to fill fields on the vendor card manually.

8. In the Name field, enter the name of the vendor.

9. In the Address Details group, fill the fields by using the vendor’s address information.

10. In the Contact Details group, fill the fields by using the vendor’s contact information.

11. In the Blocked field, specify if transactions with the vendor should be blocked, for example, because products from the vendor are defective.

    The Last Date Modified field Shows when information was last changed on the vendor card.

12. Fill in the fields in the Posting Details group as described in the following table.

    Field	Description
    Vendor No.	Specify the number of a different vendor whom you pay for products delivered by the vendor on the vendor card. The pay-to vendor will be inserted on all purchase invoices and credit memos for the vendor on the vendor card, but you can change the pay-to vendor on individual documents before posting.
    Gen. Bus. Posting Group	Specify the vendor’s trade type to link transactions made for this vendor with the appropriate general ledger account according to the general posting setup. The combination of the general business posting group assigned to your vendors and the general product posting group assigned to your inventory items determines which general ledger accounts the sales invoice entries are posted to. This field is required.
    Tax Bus. Posting Group	Specify the vendor’s Tax specification to link transactions made for this vendor with the appropriate general ledger account according to the Tax posting setup. This field is required.
    Vendor Posting Group	Specify the vendor’s market type to link business transactions made for the vendor with the appropriate account in the general ledger. This field is required.
    Invoice Disc. Code	Specify a price group that can be used as a criterion when you set up prices for a product purchased from the vendor. To use another invoice discount, enter the number of another vendor who also uses that invoice discount code. This can be a code that has previously been set up, or it can be a new one. For more information, see How to: Set Up Invoice Discount Terms.
    Prices Including VAT	Specify if the *unit cost and *amount fields on invoice lines for this vendor should be shown with or without Tax. (*pending mini purchase line*) This affects the value in the ($ T_39_103 Line Amount field on a purchase invoice line. For more information, see How to: Record a Purchase.

13. Fill in the fields in the Foreign Trade group as described in the following table.

    Field	Description
    Currency Code	Specify which currency is used on purchase documents for the vendor. You can change the currency code on individual purchase documents.
    Language Code	Specify which language is used on purchase documents for the vendor. You can change the language code on individual purchase documents.
    Tax Registration No.	Specify the registration number that is used to register your Tax obligations if the vendor is located in EU countries/regions. The number will appear on invoices and will also be used by your auditor to create the Tax - VIES Declaration Tax Authentication report.

14. Fill in the fields on the Payments FastTab as described in the following table.

    Field	Description
    Application Method	Specify how to apply payments for this vendor. The following options exist: Manual: Payments are only applied if you specify a document. Apply to Oldest: If you do not specify a document for the payment to be applied to, then payments are applied to the oldest of the vendor’s open entries.
    Payment Terms Code	Specify a predefined code for the formula that calculates the payment due date, payment discount date, and payment discount amount on sales invoices for the vendor.
    Payment Method Code	Specify a predefined code for the method that the vendor usually uses to submit payment, such as bank transfer or check.
    Priority	Specify how important it is to pay the vendor compared to other vendors. When you use the Suggest Vendor Payments function, vendors with the highest priority are suggested first. For more information, see How to: Suggest Vendor Payments.
    Our Account No.	Specify your account number with the vendor, if you have one
    Block Payment Tolerance	Specify if the vendor is allowed a payment tolerance A payment tolerance is the percentage that a payment or refund is allowed to be less than the amount on the invoice or credit memo. Your company’s payment tolerance percentage is set up in the General Ledger Setup window.

    If you want to use this vendor card as a template when you create new vendor cards, then proceed to save it as a vendor template.

15. On the Home tab, in the Manage group, choose Save as Template. The Vendor Template window opens showing the vendor card as a template.

16. In the Template Name field, enter a descriptive name for the type of vendors that can be created by using this template.

17. To reuse dimensions in templates, on the Home tab, in the Master Data group, choose Dimensions. The Dimensions Template List window opens showing any dimension codes that are set up for the vendor.

18. Edit or enter dimension codes that will apply to new vendor cards created by using the template.

19. When you have completed the new vendor template, choose the Close button.

    The vendor template is added to the list of vendor templates, so that you can use it to create new vendor cards as described in steps 2 through 7.

The vendor is now registered, and the vendor card is ready to be used on business documents where you trade with the vendor. For more information, see How to: Record a Purchase.

Tasks