The following information provides details on the fields and options on the Vendor Detail tab:
Contact
Name:
The name of the vendor's contact person to be notified in case of emergencies. The field size should not exceed 50 characters.
Relation:
The relationship of the contact person, for example, spouse, father, mother, daughter, son, friend, etc. The field size should not exceed 22 characters.
Phone:
The contact's phone number.
Reminders
Reminders For:
You can set reminders for a specific person or multiple people. They can be employees or vendors using Web Suite.
Remind Me On:
Select this check box to schedule a Reminder. The Reminder screen will display a message on the specified date. The date can be entered in the adjoining date field by either typing it or using the drop-down calendar.
Next Important Date:
This is a reminder date field. You can track the next important date for your vendors by setting it here. As an example, you might want to enter your vendor's next review date and be reminded about it.
Remind Me On Startup:
This check box allows you to get a reminder message on starting up Web Suite.
Reminder Message:
Enter the message that you would like display on the reminder date. As an example, you might want to be reminded a few days prior to a vendor's birthday. If you are looking at your own information, you might want to be reminded about making arrangements for your next out-of-town meeting.
Standard Hours
Per Day/Per Week:
Number of standard hours a vendor is supposed to work per day and per week. You can enter decimal values as well. The field size should not exceed 8 characters. If the logged hours per week exceed the standard hours, Web Suite informs you that a portion of the logged time can qualify as compensation time. We recommend that you split the time entry accordingly. If you do not mark it as compensation time, it can be marked as overtime.
Automatic Overtime:
If this option is checked, Web Suite automatically checks the vendor's Standard Hours and marks the extra hours as overtime in the Time Entry screen. For example, if your Standard Hours per day = 8 and per week = 40, then Web Suite will flag the time entry as OT if that time entry goes over 8 hours for that day or 40 hours for that week. These actions apply only to the billing of a client not payroll.
If Standard Hours are not defined
for a vendor, Web Suite does not perform the above actions.
Auto Approve
Here you can specify to automatically approve time and expense entries for the selected vendor. The settings here take precedence over Client, Project and Global Settings.
Auto Approve Time:
Automatically approves time entries for the vendor.
Auto Approve Expense:
Automatically approves expense entries for the vendor.
Custom Fields
Custom 3/4/5:
Custom fields holding up to 50 character each. These custom textboxes enable you to record additional information about the vendor.