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Global Policies Setup - Vendor Tab

Make the following menu selections to display the global policies tabs:

eFinancials (or ePO)—Setup—Global Setup—Policies—Global Policies—Vendor tab

Use this tab to set up and manage vendor-related global policies.

Fields

Automatically approve new vendors

If you want the system to automatically assign a status of Approved to new vendors, select this check box to enable the policy. Otherwise, clear the check box to disable the policy.

Warn if vendors have no W9 on file

If you want the system to display a warning message for vendors that have no W9 on file, select this check box to enable the policy. Otherwise, clear the check box to disable the policy.

This policy affects eFinancials as well as Subcontracts in the Contracts module.

Automatically assign vendor group(s) to imported refund vendors

This policy controls whether or not the vendor groups for the PropertyCompany for which the data is being imported are added to the new vendor that is created during the deposit refund import. If you select this policy, all vendor groups for the PropertyCompany are added. This policy is cleared by default. Select this check box to enable this policy.

Cancel

Click to stop without saving changes.

Save

Click to save changes.

See Also

Effect of Vendor Policies

Vendors Overview

Global Policies Introduction

Setup Questions Vendor