Vendor Record Finalization

After Accounting has set up the new vendor record and given you the number, you must complete a few steps to finalize it.

In the edit mode, under setup:

• Select Incoterm if not filled in
  • NOTE – see Incoterm Training for more information.

Details Subtab

• If applicable, fill out the minimums section.
  • PO Minimum Value– the minimum total value (in dollars) for purchase orders to a vendor needed to avoid surcharges.
  • PO Minimum Weight – the minimum cargo weight (in pounds) for purchase orders to a vendor needed to avoid surcharges.
    • NOTE – This scenario is rare.
  • PO Minimum Volume – the minimum cargo volume (in cubic feet) for purchase orders to a vendor needed to avoid surcharges.
    • NOTE – This scenario is rare.
• Select the Default Named Place/Port
  • This is the agreed-upon location where the cargo is handed over to Advantus.  Usually works in conjunction with the Incoterm.If you don’t see the place you need, select “-New-” Type in the location and save.
    • NOTE – you are limited to 13 characters.  Review the other locations to see how the naming is done.
• Select the Planned PO Shipping Method

Contacts & Relationships Subtab

• Enter the Advantus employee (can be more than one) who owns the vendor relationship.  This is typically a P&S Specialist.
• Create new contacts for anyone you work with there.
• Save