Maintaining creditors

Use the Creditors Maintenance window in Synergetic to view and maintain all the information about creditors that you purchase goods and services from.

How to:

Search for a creditor on the system. See Searching for creditors.
Create a new creditor. See Creating new creditors.
Rename and merge creditors. See Merging creditor records.
Delete or make a creditor inactive. See Deleting creditors or making them inactive.

What you can do:

What you can do...	See...

What you can do...	See...
You can: maintain the payee's name view address and contact details select a mailing address.	Creditor Maintenance - General tab.
Maintain the creditor's: ABN and tax details account details for managing terms and conditions, and categorising the account flags used to manage the account default payment details.	Creditor Maintenance - Account tab.
Maintain: currency default payment methods bank account details, if the default payment method is by EFT payment notification methods.	Creditor Maintenance - Payment Details tab.
View the: amount that you owe the creditor at present details of the last payment made total dollar amount of purchases made so far this year and last year's total.	Creditor Maintenance - Summary tab.
You can maintain an alert message flag that the alert message is displayed when entering invoices maintain ordering comments.	Creditor Maintenance - Alert tab.
View: current or overdue invoices general ledger allocations for the invoices.	Creditor Maintenance - Outstanding tab.
View: invoices that have been paid general ledger allocations for the invoices.	Creditor Maintenance - Paid Invoices tab.
View: details of payments made and posting numbers invoices relating to each of the payments whether payments have been reconciled general ledger allocations for the invoices.	Creditor Maintenance - Payments tab.
You can: View purchase order details. Preview the purchase order.	Creditor Maintenance - Purchase Orders tab.
View details of items on purchase orders for a creditor.	Creditor Maintenance - Order Details tab.
View assets purchased from suppliers.	Creditor Maintenance - Assets tab.
View general ledger journals for the creditor in the selected year.	Creditor Maintenance - Journals tab.
Maintain documents associated with the creditor.	Creditor Maintenance - DocMan tab.
Define your own tabs or programs within Synergetic.	Creditor Maintenance - User Forms tab.
View audit details of who last maintained the creditor record and when.	Creditor Maintenance - Maint tab.