Supply Chain › Reachable by link

Supplier · Financial

Payment method, matching tolerance, withholding and the hold flag — at supplier level, or overridden per site.

Where to find it

Module: Supply Chain
Group: More
Section: Reachable by link
Screen: Supplier · Financial

Address in the console: /scm/supplier-financials

List · 8 columns · 16 fields on its form · 1 of them required

This screen carries no tile on the module page. It is reached from the record it belongs to, from a saved view, or by its address.

What the list shows

These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.

Column	Kind	Field name
Supplier	Code	`supplier_no`
Site	Code	`site_no`
Paid by	Status	`payment_method`
Match	Status	`invoice_match_option`
On hold	Yes or no	`payment_hold`
Withholding %	Text	`withholding_tax_pct`
In force from	Date	`effective_from`
Until	Date	`effective_to`

The form

What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.

Field	Type	Choices	Notes
Supplier required	Choice	Looked up from existing records
Site (empty = the whole supplier)	Choice	Looked up from existing records
Payment method	Choice	check, ach, wire, card, direct_debit, cash, bill_of_exchange
Payment priority	Number
Pay group	Text
Payment on hold	Yes or no
Hold reason	Text
Invoice matching	Choice	two_way, three_way, four_way, none
Price tolerance %	Number
Quantity tolerance %	Number
We raise the invoice (self-billing)	Yes or no
Consignment	Yes or no
Withholding tax %	Number
Tax registration	Text
In force from	Date		The date this version of the row takes effect. Leave it as today unless you are dating a change ahead.
Until	Date		Leave empty for open-ended. Setting it ends this version rather than deleting it.

The rules that apply here

Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:

Narrowing a list — search, conditions, sort, totals, export and saved views.
What may be changed — the five grounds a record may not be edited on.
Companies and business units — what the switcher above this list is doing to it.
Creating a record — required fields, where choices come from, and how the number is allocated.
Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.

Beside it in Reachable by link

Walk through this screen step by step