Start a new vendor record
Open Vendor Management and navigate to the vendor-creation screen without saving a vendor.
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Use Vendor Management to open a new vendor record. These steps stop before you save any vendor details.
Start a vendor record
- Open Vendor Management.
- Select New vendor.
- Confirm that the vendor-creation screen opens.
Opening the creation screen does not save a vendor.
Review an existing vendor
Open an existing vendor and check Overview for what you owe, payment information and activity. Details, Bills, Statement and Documents are separate views of that same vendor. Bill data requires bill access as well as vendor access.
Opening these tabs does not edit the vendor, create a bill or record a payment.
