Entering Supplier Information
Enter 1 to specify that the system writes a before and after image for a change transaction The before image is the record before the change The After Image is the
N: Noncorporate entity (the Tax ID prints as 12-3456789) Values for non-U.S entities:
5: Customs authority.
5.4 Using the Supplier Self Service Program
This section provides an overview of the Supplier Self Service program (P04012SS) and discusses how to:
■ Set processing options for Supplier Self Service. ■ Use the Supplier Self Service program.
5.4.1 Understanding the Supplier Self Service Program
Using the Supplier Self Service program, suppliers can review and update various purchase instruction information. Suppliers can update this information:
■ Minimum order value ■ Unit of Measure – Weight ■ Unit of Measure – Volume
Using the Supplier Self Service Program
■ Freight Handling ■ Maximum Order Value ■ Delivery Instructions
Suppliers can also update address book information, using the Address Book Self Service program (P01012SS). The Address Self Service program enables suppliers to change information such as their mailing address, contact information, phone numbers and electronic addresses, and tax information.
See "Using Address Book Self Service" in the JD Edwards EnterpriseOne Applications
Address Book Implementation Guide.
5.4.2 Form Used to Update Supplier Information Using Supplier Self Service
5.4.3 Setting Processing Options for Supplier Self Service (P04012SS)
This processing option specifies the default version of the Supplier Master MBF.
5.4.3.1 Versions
1. Supplier Master MBF (P0100043) Version
Specify the version for the Supplier Master MBF (Master Business Function). If you leave this processing option blank, the system uses the default version ZJDE0001. The Supplier Master MBF provides information for processing supplier master records using outbound electronic data interchange (EDI).
See Setting Processing Options for Supplier Master MBF - PO (P0100043).
5.4.4 Using the Supplier Self Service Program
Access the Supplier Self Service form.
Form Name FormID Navigation Usage
Supplier Self Service W4012SSA Self Service Applications menu (4/G01101), Supplier Self Service
Update supplier master information.
Setting Up Multiple Bank Accounts for Suppliers
Figure 5–3 Supplier Self Service form (1 of 2)
Figure 5–4 Supplier Self Service form (2 of 2)
The fields that appear on the Supplier Self Service form for you to change are the same as those that appear on the Purchasing 1 and Purchasing 2 tabs of the Supplier Master Revision form.
See "Setting Up Supplier Information, Setting Up Supplier and Item Information, Defining Supplier Purchasing Instructions" in the JD Edwards EnterpriseOne
Applications Procurement Management Implementation Guide.
5.5 Setting Up Multiple Bank Accounts for Suppliers
This section provides overviews of setting up multiple bank accounts for suppliers and activating a bank account as a vendor record type, and discusses how to set up multiple bank accounts for suppliers.
5.5.1 Understanding the Process for Setting Up Multiple Bank Accounts for Suppliers
If your business uses bank tape processing to transmit payments electronically, you can assign multiple bank accounts to your suppliers. After multiple bank accounts are set up, you can direct payment to any one of your suppliers' accounts. One advantage of assigning multiple bank accounts is that bank fees are often reduced if the payor and the payee use the same bank.Setting Up Multiple Bank Accounts for Suppliers
When you set up multiple bank accounts for a supplier, you can either assign the same user-defined record type to all bank accounts, or assign a unique user-defined record type to each bank account. To assign the same user-defined record type to all bank accounts, assign the same value from the Bank Type Code (00/BT) UDC table. Your choice of setup methods depends on how you intend to select a bank account for payment.
If you want to manually activate a bank account for payment, you can assign the same user-defined record type to all bank accounts. To select a specific bank account for payment, activate the record as the vendor (V) record type account.
Or, if you want the system to select a bank account based on a relationship set up between the user-defined record type, the payment instrument, and your GL account, assign each bank account its own user-defined record type. If your system will select the bank account for payment, review the prenote status of user-defined record types to ensure proper payment.
If you assign the same user-defined record type to all bank accounts, you must activate a bank account as a vendor record type, but you will not need to assign a relationship between the GL account or payment instrument and the record type, or review the prenote status of a user-defined record type. To activate a bank account as a vendor record types, assign the value V from the 00/BT UDC table to the account.
If you assign each bank account its own user-defined record type, you will need to assign a relationship between a payment instrument or GL account and a user-defined record type and review the prenote status of the record type. You will not need to activate a bank account as a vendor record type.
Information about multiple bank accounts for suppliers is stored in these tables:
Note: You can assign a record type of V (vendor) to only one bank account for a supplier.
Table Stored Information
Bank Transit Number Master (F0030) Supplier bank-account information. Multiple Vendor Bank Account Types
(F0417M)
Bank-account type information that specifies the relationship linking user-defined record types to a payment instrument and, optionally, to a GL bank account.
Multiple Vendor Bank Account Status (F0401M)
Status information of supplier bank accounts for user-defined bank types.
Setting Up Multiple Bank Accounts for Suppliers
5.5.2 Understanding How to Activate a Bank Account as a Vendor Record Type
Activate a bank account as a vendor record type when:■ Suppliers have the same user-defined record type assigned to multiple bank
accounts.
■ A payment instrument and GL bank account relationship are not established for
the user-defined record type.
You can set up multiple bank accounts for a supplier and assign them all the same user-defined record type. For example, you can set up five different bank accounts for a supplier and assign them all as record type Z.
If you assign the same user-defined record type to multiple bank accounts, you must manually activate the account to which you send your electronic payments.
Otherwise, the program uses the first account that it finds that meets the default search criteria. For example, if you assign five bank accounts the record type Z and attempt to send an electronic payment, the system sends the electronic payment to the first Z record type account that it finds for the supplier. Rather than have the system perform this selection automatically, you can specify which account the system uses each time you run the bank tape process.
For example, you could select one of the five Z type accounts that you assigned, and activate it as a vendor (V) type account. The system then exchanges the record types of the Z type account that you selected and the V type account. After you activate a specific record type and make it a V record type, you run standard bank tape processing that uses a V record type for a supplier.
Also, you can activate any bank account as a draft (D) record type. The process is nearly identical to activating a vendor (V) record type.
See Also:
■ "Entering Address Book Records" in the JD Edwards EnterpriseOne
Applications Address Book Implementation Guide.
■ Understanding the Pre-Note Code Check Box on the Supplier
Master Revision Form.
■ "Additional Supplier Information for Belgium" in the JD Edwards
EnterpriseOne Applications Localizations for Belgium Implementation Guide.
■ "Setting Up Additional Bank Information for Foreign Suppliers" in
the JD Edwards EnterpriseOne Applications Localizations for Denmark
Implementation Guide.
■ "Setting Up Additional Bank Information for Foreign Suppliers" in
the JD Edwards EnterpriseOne Applications Localizations for Finland
Implementation Guide.
■ "Setting Up Additional Bank Information for Foreign Suppliers" in
the JD Edwards EnterpriseOne Applications Localizations for Norway
Implementation Guide.
■ "Setting Up Additional Bank Information for Foreign Suppliers" in
the JD Edwards EnterpriseOne Applications Localizations for Sweden
Assigning Payment Instrument and GL Account Relationships
5.5.3 Forms Used to Set Up Multiple Bank Accounts for Suppliers
5.5.4 Setting Up Multiple Bank Accounts for Suppliers
Access the Set Up Multiple Vendor Bank Accounts form.
Record Type
Enter a value that exists in the Bank Type Codes (00/BT) table to specify the type of bank account.