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3.4 Supplier Maintenance Applet

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3.4 Supplier Maintenance Applet

Owned by Ghada Amgad
Last updated: 2024-Nov-17
4 min read

Please complete the steps from Chapter 3.3 before reading this page.

To gain a complete understanding of all the functionalities in the Supplier Maintenance Applet, refer to the Applets Documentation - Supplier Maintenance Applet. This section will specifically highlight the components crucial for the E-Invoice module.

As part of the E-Invoice module, the Supplier Maintenance Applet serves as a vital tool for managing supplier information. It allows users to efficiently create, edit, and organize supplier details, streamlining the management of categories, credit terms, and credit limits to enhance financial operations.

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3.4 Access the Supplier Maintenance Applet

3.4 Access the Supplier Maintenance Applet

3.4.1 Supplier Listing 

The Supplier Listing page provides an organized way for users to manage and create supplier data efficiently.

From this page, users can:

  1. Use the search bar to find specific suppliers, filter by name, entity type, status, category, and more.

  2. Select a supplier from the listing to view full details, and make necessary edits.

  3. Create new suppliers using the "+" button located above the supplier listing.

From this page, users can:

  1. Use the search bar to find specific suppliers, filter by name, entity type, status, category, and more.

  2. Select a supplier from the listing to view full details, and make necessary edits.

  3. Create new suppliers using the "+" button located above the supplier listing.

supplier-maintanance-1.png

3.4.2 Create Supplier

To create a new supplier:

  1. Navigate to the Supplier Listing page and click the '+' button beside the search bar to start creating a new supplier.

  2. Enter supplier details on the Main Tab by filling in the necessary information, details of the Main Tab are explained here

  3. Click the Save button to save the changes and create the supplier.

To create a new supplier:

  1. Navigate to the Supplier Listing page and click the '+' button beside the search bar to start creating a new supplier.

  2. Enter supplier details on the Main Tab by filling in the necessary information, details of the Main Tab are explained here

  3. Click the Save button to save the changes and create the supplier.

3.4.1.1 Main Tab

Supplier Code: This can either be manually entered by the user or automatically generated by the system when you enter the supplier name.

Entity Type: Select whether the supplier is also a customer, merchant, or employee.

Supplier Type: Choose whether the supplier is an Individual or Corporate entity.

Identity Type: If the supplier is an individual, choose IC/Passport as the identity type.

Phone Number and Email: These fields are optional.

AR/AP Type: By default, this is set to AP Trade. If your supplier is non-trade, change it to AP-OTHERS.

3.4.3 Edit Supplier

  1. Go to the Edit tab by clicking on any supplier from the listing page, here, the user can modify, update, or add any necessary information for the selected supplier.

  2. In the Edit tab, the most important sections include the Main Tab, (with all the information previously created) the E-Invoice Tab, and the PEPPOL Config Tab,

  3. After making changes, click the SAVE button to finalize the updates.

  1. Go to the Edit tab by clicking on any supplier from the listing page, here, the user can modify, update, or add any necessary information for the selected supplier.

  2. In the Edit tab, the most important sections include the Main Tab, (with all the information previously created) the E-Invoice Tab, and the PEPPOL Config Tab,

  3. After making changes, click the SAVE button to finalize the updates.

3.4.4 E-Invoice Tab

The E-Invoice Tab is automatically populated with the relevant information entered in the Main Tab, and vice versa. If the e-invoice is only generated for the customer and not the supplier, this tab can be left blank.

However, if you are generating an e-invoice for the supplier, the fields in this tab must be filled.

E-Invoice Self-Billed: Set this field to TRUE if you are generating an e-invoice for the supplier.

Supplier ID Type: Enter the appropriate supplier ID type (registration number, ID, or passport number).

Supplier TIN: Input the Tax Identification Number (TIN) and verify it by clicking the Verify button.

Supplier Contact Number: This is a required field.

Supplier Email: Input the supplier’s email address.

Supplier Tourism Tax Registration Number and Supplier SST Registration Number: For individual suppliers, fill in these fields; if not applicable, set them as N/A.

Industry Classification Code (MSIC) / Business Activity Description: Select from the dropdown menu. If no industry is applicable, the system will automatically set it to 0000 (Not Applicable).

Supplier Address: If no address has been created, click Create, fill in the required details, and set it as the default or default e-invoice address. (Address can also be added under the address tab)

 

3.4.5 PEPPOL Config Tab

Setting the Participant ID as Default

  • Follow the step-by-step process in the Customer Maintenance Applet to set the Participant ID as default in the Supplier Maintenance Applet.

Setting the Participant ID as Default

  • Follow the step-by-step process in the Customer Maintenance Applet to set the Participant ID as default in the Supplier Maintenance Applet.

 

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