ad08d4ce96
* add new fields to Supplier Master: - on_hold: To signal the Customer is blocked from completing certain transactions - hold_type: 3 options - All, invoices and payments * sanitize `on_hold` field input * show hold status in list view * add `release_date` field to Supplier Master: - specifies the date when transaction restraint will be removed * reset release date if supplier is not on hold * add validation to stop transactions when Supplier is blocked * add test cases * return empty list for outstanding references if supplier is blocked * block make button:payment if supplier is blocked * adjust test cases * PEP 8 clean up * more tests * adds new fields to Purchase Invoice: - release_date: once set, invoice will be on hold until set date - hold_comment: so user can add comment pertaining to why invoice is on hold * implement individual purchase invoice on hold logic * allow user to change release date * update manual * final cleanup including more validation and tests * update supplier manual * make default for release_date argument todays date * remove Auto Repeat added by mistake * add on_hold_field to purchase invoice * add 'On Hold' or 'Temporarily on Hold' status for purchase invoice in list view * implement explicit payment hold in purchase invoice * update manual * add dialog for saving comment * bug fix, refactor, clean up * more test cases
58 lines
2.9 KiB
Markdown
58 lines
2.9 KiB
Markdown
# Supplier
|
|
|
|
Suppliers are companies or individuals who provide you with products or services.
|
|
|
|
You can create a new Supplier from:
|
|
|
|
`Explore > Supplier > New Supplier`
|
|
|
|
<img class="screenshot" alt="Supplier Master" src="{{docs_base_url}}/assets/img/buying/supplier-master.png">
|
|
|
|
<div>
|
|
<div class='embed-container'>
|
|
<iframe src='https://www.youtube.com/embed//zsrrVDk6VBs?start=213' frameborder='0' allowfullscreen>
|
|
</iframe>
|
|
</div>
|
|
</div>
|
|
|
|
### Contacts and Addresses
|
|
|
|
Contacts and Addresses in ERPNext are stored separately so that you can create multiple Contacts and Addresses for a Suppliers. Once Supplier is saved, you will find option to create Contact and Address for that Supplier.
|
|
|
|
<img class="screenshot" alt="Supplier Master" src="{{docs_base_url}}/assets/img/buying/supplier-new-address-contact.png">
|
|
|
|
> Tip: When you select a Supplier in any transaction, Contact for which "Is Primary" field id checked, it will auto-fetch with the Supplier details.
|
|
|
|
### Integration with Accounts
|
|
|
|
For all the Supplier, "Creditor" account is set as default payable Account. When Purchase Invoice is created, payable towards the supplier is booked against "Creditors" account.
|
|
|
|
If you want to customize payable account for the Supplier, you should first add a payable Account in the Chart of Account, and then select that Payable Account in the Supplier master.
|
|
|
|
<img class="screenshot" alt="Supplier Master" src="{{docs_base_url}}/assets/img/buying/supplier-payable-account.png">
|
|
|
|
If you don't want to customize payable account, and proceed with default payable account "Creditor", then do not update any value in the Default Supplier Account's table.
|
|
|
|
> Advanced Tip: Default Payable Account is set in the Company master. If you want to set another account as Account as default for payable instead of Creditors Account, go to Company master, and set that account as "Default Payable Account".
|
|
|
|
You can add multiple companies in your ERPNext instance, and one Supplier can be used across multiple companies. In this case, you should define Companywise Payable Account for the Supplier in the "Default Payable Accounts" table.
|
|
|
|
<iframe width="660" height="371" src="https://www.youtube.com/embed/anoGi_RpQ20" frameborder="0" allowfullscreen></iframe>
|
|
(Check from 2:20)
|
|
|
|
### Place Supplier On Hold
|
|
In the Supplier form, check the "Block Supplier" checkbox. Next, choose the "Hold Type".
|
|
|
|
The hold types are as follows:
|
|
- Invoices: ERPNext will not allow Purchase Invoices or Purchase Orders to be created for the supplier
|
|
- Payments: ERPNext will not allow Payment Entries to be created for the Supplier
|
|
- All: ERPNext will apply both hold types above
|
|
|
|
After selecting the hold type, you can optionally set a release date in the "Release Date" field.
|
|
|
|
Take note of the following:
|
|
- If you do not select a hold type, ERPNext will set it to "All"
|
|
- If you do not set a release date, ERPNext will hold the Supplier indefinitely
|
|
|
|
{next}
|