Create a New Supplier Record

To create a new supplier record:

Note:
If you are creating a new supplier record for a vendor that uses a different currency from your base currency, see Set up a supplier record for a foreign vendor.

1. Select File > New.

Tip:
You can also create a new supplier record by copying an existing record. See Copy a supplier record.

The New dialog box appears.

2. Select Supplier Record in the Objects box, and click OK.

The Supplier workform opens.

3. Type the supplier’s name in the Supplier name box.
4. Type an alternate supplier name in the Alternative name box.
5. Type the seven-digit standard address number of the supplier in the SAN box.

Important:
The SAN is required for EDI orders. If you select Accepts EDI orders, you cannot save the supplier record without the seven-digit SAN.
If your library uses Polaris Titles to Go, the SAN number in the Supplier Record workform must match the profile set up in Polaris Administration. See Setting Up Titles to Go.

Tip:
The SAN’s hyphen is for display only; it is not transmitted electronically.

6. Type the library’s account number (or SAN suffix) in the Account no. box.
7. Select the library that owns the account in the Owner box.

Note:
You can enter a dollar amount for the supplier, order, and line item encumbrance and expenditure limits in the appropriate boxes. This information is for reference only.

8. If the supplier accepts EDI orders, enter the communications information. See Enter the supplier’s EDI ordering data.
9. Type notes for this supplier in the General box. You can enter up to 400 characters in this field.
10. Type plan information in the Plan note box if your library has an approval or blanket purchasing arrangement with this supplier. You can enter up to 400 characters in this field.
11. Add the supplier’s address information (see Add the supplier’s address).
12. Add the claiming criteria for this supplier (see Add the claiming criteria for a supplier).
13. Select File > Save to save the record.