Revise Vendor Detail

1. At Home Base, click Clients & Files.
2. From the dropdown menu above the list, select Vendors.
3. Select the appropriate vendor in the list.
4. Click the Detail button.
5. Revise the vendor information as needed.
   1. When revising name, address, and contact information for the vendor, please note the following:
      • The Attn field can be used for an extension of the vendor's name or for an additional address line.
      • The Zip field is searchable. Double click in the field and enter or select the appropriate zip code. The city and state then fill in automatically.
      • After entering the vendor's email address, you can click the email button to email the vendor directly from this screen.
      • After entering the vendor's web address, you can click the hyperlink button to launch the vendor's website in your default web browser.
   2. Use the Notes field to record any additional pertinent information.
   3. Check the Receives 1099 form checkbox if the vendor is a third-party earning more than $600 from your agency and requires a 1099 form for tax purposes.
   4. In the Vendor Account Information frame, fill out the following.
      Note: If you have entered a voucher for this vendor, the Days Until Due, Discount Days, and Discount % fields fill out automatically.
      • Account #: Bank account number for this vendor (for reference only)
      • Days Until Due: Days until next payment for this vendor is due
      • Discount Days: Days remaining until you are ineligible for a discount (if the vendor offers a discount for early payments)
      • Discount %: Percentage of discount offered by vendor
      • Single/Multi-Line Disbursements: Whether disbursements to this vendor offset a single account (Single-Line) or are allocated to multiple accounts (Multi-Line)
      • Total Disb: Total amount paid to the vendor since the vendor creation in TAM.
      • Social Security #
      • Annual Disb: Total that can be reset for one vendor or all vendors.
      • Federal ID #
6. Click Options to access the following workflows:
   • Archives
   • Listings Menu
   • • Activity
     • Memo
     • Contacts
     • Note
     • Attachment
   • Sticky Menu
   • Call History
   • Disbursement View
   • Links
   • Create Label
7. Click OK to save any changes, and then Yes to verify the record revision. To close the screen without applying changes, click Cancel.