When you create vendor records, you must identify which branches can order products from this vendor. If your company is located in Massachusetts, for example, you may not want your purchasing agent to buy materials from a vendor located in California if you can get the same materials from a vendor in Connecticut.
You can assign each vendor a home branch, and then assign as many other branches as necessary to meet your company's purchasing needs.
At your branch, when performing a search in Purchase Order Entry or A/P Entry, any vendor that matches the search criteria and has your branch listed as active displays in the search list. If you do not assign accessible branch information for a vendor, the vendor does not display in the primary index search.
To assign branch access to a vendor:
From the Maintenance menu, select Vendor to display the Vendor Maintenance window.
In the Vendor field, enter the vendor name to display the vendor record.
Select Orders > Accessible Branches to display the Accessible Branches dialog box.
In the Home Branch field, enter the name of the primary branch for this vendor.
In the Home Territory field, enter the name of the primary territory to the vendor if you have created territories.
In the Branch/Territory column, enter any additional branches and territories that require access to this vendor, or enter All to include all branches and territories.
In the Active column, for each branch and territory listed in the Branch/Territory column, check the box to authorize the branch to create P/Os for this vendor.
You cannot override this setting in Purchase Order Entry or A/P Entry. If the branch is not listed in the Branch/Territory column, you can add it as an active branch, as described in Applying Branch-Specific Overrides.
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