Updating Vendors

Complete the following steps to create a vendor:

1. L og in to the ONE system.

2. Click Menus/Favs > Administration > Vendors.
   In the NEO UI, users can click on the Menus/Favs icon on the left sidebar and type in the name of the screen in the menu search bar. For more information, see "Using the Menu Search Bar."
   The Vendors screen opens.
   
   
   
   

3. In the Vendor Name column, click a Vendor Name link.
   The vendor details screen opens. The Contact tab displays by default.
   
   
   
   

4. Fill out the following fields. Fields with an asterisk ( * ) are required.

   Section	Field	Description
   Header	* Organization	This field is populated from when the vendor was created in the system.
   	* Vendor Organization	This field is populated from when the vendor was created in the system.
   	* Vendor Number	This field is populated from when the vendor was created in the system.
   	Managing Org	Use the picker tool to select the managing organization.
   	Currency	Select a currency code from the dropdown list.
   	* Description	Enter a description for the vendor.
   	Active	Check the box if this vendor will be active.
   	Milestone Process	Use the picker tool to select a milestone process for this vendor.
   	Notes	Click the edit icon to add notes for this vendor.
   	Documents	Click the link to upload documents for this vendor.
   Contact tab: Contact section	Name	Enter the vendor contact's name.
   	Phone	Enter the vendor contact's phone number.
   	Email	Enter the vendor contact's email address.
   	Address	Enter the vendor contact's physical address. Click the popout icon to fill in the address fields.
   Contact tab: Shipping section	Name	Enter the vendor shipper's name.
   	Phone	Enter the vendor shipper's phone number.
   	Email	Enter the vendor shipper's email address.
   	Address	Enter the vendor shipper's physical address. Click the popout icon to fill in the address fields.
   Contact tab: Expedite section	Name	Enter the vendor expedite contact's name.
   	Phone	Enter the vendor expedite contact's phone number.
   	Email	Enter the vendor expedite contact's email address.
   	Address	Enter the vendor expedite contact's physical address. Click the popout icon to fill in the address fields.

5. Click the Procurement tab.
   
   
   
   

6. Fill out the following fields. Fields with an asterisk ( * ) are required.

   Field	Description
   Purchasing Address	Enter the physical address. Click the edit icon to enter information into the address fields.
   Customer Manufacturer ID	Enter a value for the customer's manufacturer identification or click the Generate link.
   Order Lead Time, Days	Enter the number of days for lead time on orders.
   VMI	Check the box if this vendor will have vendor-managed inventory.
   Contract Collaboration Level	Select the contract collaboration level from the dropdown list.
   Size	Select the size from the dropdown list.
   Packing Method	Select the packing method from the dropdown list.
   Bucketization Policy Type	Select the bucketization policy type from the dropdown list.
   Auto Approve Bucketized Order Fcst	Check the box if the bucketized order forecast should be automatically approved.
   Bucketized Order Fcst Approval Tolerance, %	Enter a percentage for the tolerance approval for a bucketized order forecast.
   Payment Type	Select the payment type from the dropdown list.
   Payment Day	If the payment type is Monthly, enter a date (1-31). If the payment type is Weekly, select a day of the week from the dropdown list. This field is context-sensitive to the Payment Type field and is required if a value is selected for the payment type.
   Country of Consignment	Select the country of consignment from the list or click Manage addresses.
   Additional Payment Type	Select an additional payment type from the dropdown list.
   Additional Payment Day	If the payment type is Monthly, enter a date (1-31). If the payment type is Weekly, select a day of the week from the dropdown list. This field is context-sensitive to the Additional Payment Type field and is required if a value is selected for an additional payment type.
   Consignment Maturity, Days	Enter the number of days until the consignment has matured.

7. Click the Order Mgmt tab.
   
   
   
   

8. Fill out the following fields. Fields with an asterisk ( * ) are required.
   

   Field	Description
   Buyer Auto Approval	Select the auto-approval process for the buyer.
   Auto PO Ack Mode	Select the auto-acknowledgment mode for purchase orders.
   Auto Ack On-Time Lapsed Mode	Select the mode for any auto-acknowledged orders where the On-Time status has lapsed.
   Auto Acknowledge Tolerance, Days	Enter the number of days of tolerance for auto-acknowledged orders.
   Order Collaboration Date	Select the date for order collaboration.
   Communication Mode	Select the type of preferred communication.
   Order E-mail Format	Select an email from the list or click Manage addresses.
   Order Confirmation EDI Message Type	Select the EDI message type for sending an order confirmation.
   Early Delivery Tolerance	Enter values for (D) days, (H) hours, and (M) minutes for the tolerance buffer for early delivery.
   Late Delivery Tolerance	Enter values for (D) days, (H) hours, and (M) minutes for the tolerance buffer for late delivery.
   Early Shipping Tolerance	Enter values for (D) days, (H) hours, and (M) minutes for the tolerance buffer for early shipping.
   Promise Qty Tolerance %	Enter percentage values for the promised quantity tolerance.
   Require Ship To Site	Check the box if a Ship To site is required.
   Auto Receipt	Check the box if auto receipt is enabled.
   Auto Move To Received	Check the box if orders are automatically moved to the Received state.
   AutoClose On Receipt	Check the box if orders are automatically closed upon receipt.
   Auto-Create Fulfillment Order	Select an option from the dropdown menu. When Deployment Order or Purchase Order is selected, fulfillment orders are automatically created from the selected order type for the vendor.

   
   

9. Click the Transportation tab.
   
   

   

   
   
   

10. Fill out the following fields. Fields with an asterisk ( * ) are required.

    Field	Description
    TCO	Enter the transportation coordinator.
    Client	Enter the client organization. The Client field is populated based on how the Transportation Controlling Organization (TCO) is picked on the order. If the TCO is picked from a buffer, then the system will pick the corresponding client identified in the buffer, but i f the TCO is not picked from any master data and a default value is picked, then the Client field will be null. In all cases, the Client displays an organization with a Client Partner partnership with the TCO and where the TCO has a Freight Forwarder Partner partnership with the Client.
    Freight Forwarder	Use the picker tool to select the freight forwarder entity.
    Equipment Type	Use the picker tool to select the equipment type.
    ASN Template	Use the picker tool to select a template for auto-ship notices.
    Freight	Select the type of freight collection from the dropdown list.
    FOB Code	Select the Freight On Board code from the dropdown list.
    Inco Term	Select the shipping incoterms from the dropdown list.
    Inco Terms Location	Enter the location for the incoterms.
    Overshipping Tolerance %	Enter the percentage of tolerance for overshipping.
    Shipping Instructions	Type in any shipping instructions.
    Auto Create Shipment	Select the state for shipments that are auto-created.
    Pre ASN State	Select the state from the list or click on Manage addresses.
    Auto Pre ASN Lead Time	Enter in values for (D) days, (H) hours, and (M) minutes for lead time on auto pre ASNs. Select business or calendar days from the dropdown list for the fourth field.
    Enable Pre ASN for Static Route	Check the box to enable pre-ASNs to be generated for static routes.
    Required Fields for ASN Confirmation	Select fields from the context-sensitive list that are required for an ASN confirmation.
    Create Shipment in Any State	Check the box to enable shipment creation in any state.
    Read-Only Confirmed Shipments	Check the box to enable read-only status for confirmed shipments.
    Ship Order Once	Select a value from the dropdown list.
    Intransit Shipment Cancel Tolerance	Enter values for (D) days, (H) hours, and (M) minutes for a tolerance buffer for canceling in-transit shipments.
    Delete Shipment on Cancel	Check the box to enable deleting shipments when they are canceled.

11. Click the Invoice tab.
    
    

    

    
    
    

12. Fill out the following fields. Fields with an asterisk ( * ) are required.

    Section	Field	Description
    Invoice	Remit To Address	Enter an address for remitting invoices. Click the edit icon to enter data into address fields.
    	Invoice Active Code	Select the code from the dropdown list when an invoice should be activated.
    	Payment Type	Enter a value for the payment type.
    	Payment Terms	Use the picker tool to select payment terms.
    	Payment Method	Select the method of payment from the dropdown list.
    	Invoicee Mgmt Org	Enter an invoicee management organization.
    	Auto Invoice	Check the box to enable automatic invoicing.
    	Invoice Eligible?	Check the box to enable this vendor to receive invoices.
    	AutoPay?	Check the box to enable an automatic payment.
    	Usance	Type in a numeric value for usance.
    	Settlement Currency	Select the currency code for use in settlements from the dropdown list.
    	AP Code	Enter the accounts payable code.
    	Bank Code	Enter the bank code.
    Allow Discount On	Product	Check the box if a product discount is allowed.
    	Freight	Check the box if a freight discount is allowed.
    	Service	Check the box if a service fee discount is allowed.
    	Fuel	Check the box if a fuel discount is allowed.
    	Tax	Check the box if a tax discount is allowed.
    Tolerances, %	Line Quantity	Enter a percentage value for tolerances allowed for the line quantity.
    	Line Amount	Enter a percentage value for tolerances allowed for the line amount.
    	Unit Price	Enter a percentage value for tolerances allowed for the unit price.

13. Click the Update button.
    A success message appears.