Open topic with navigation

Setup Questions Vendors Global Policies

Questions in this section are intended to help you make decisions about your setup. These questions follow the order of the fields as they are described in the Field List section of the topic for this page or form.

Instructions

1. Print this topic. Right-click this topic to display a pop-up menu, and then select Print.
2. Confirm that you have read the setup details on the topic.
3. Answer each of the questions on this page.
4. Circle your answer, and then use a highlight marker to select an If statement that matches your response. The If statement tells you what you should do on the tab in the system.
5. Send a copy of your completed questionnaire to AMSI Support.
6. Use your answers to set up the system.

Questions for Vendor Global Policies

Automatically approve new vendors

Do I want to have new vendors approved automatically?

Circle one: Yes or No.

On the screen:

—If yes, accept the default of checked.

—If no, remove a checkmark.

Warn if vendors have no W9 on file

Do I want the system to display a warning message if no W9 is on file for the vendor?

Circle one: Yes or No.

On the screen:

—If yes, add a check mark.

—If no, accept the default of no check mark.

Warn if vendors have expired insurance

Do I want the system to display a warning message if the vendor has insurance that is expired?

Circle one: Yes or No.

On the screen:

—If yes, add a check mark.

—If no, accept the default of no check mark.

Automatically assign vendor group(s) to imported refund vendors

Do I want vendor groups for the PropertyCompany for which the data is being imported to be added to the new vendor that is created during the deposit refund import?

Circle one: Yes or No.

On the screen:

—If yes, add a check mark.

—If no, accept the default of no check mark.

Navigation

Vendors Effect of Global Policies