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Supplier Categories

Suppliers of a similar type can be grouped together using Supplier Categories. All Suppliers of the same Category can be given the same default Creditor Account, saving you the work of having to specify this for all Suppliers individually.

Use the Modules menu to enter the Purchase Ledger and then select 'Settings' from the File menu or click [Settings] in the Master Control panel. Double-click 'Supplier Categories' in the resulting list. The 'Supplier Categories: Browse' window is displayed, showing all Categories previously entered. Click [New] to enter a new record, and [Save] to save it.

Code
Specify a unique code, by which the Supplier Category may be identified from the Supplier screen and elsewhere in Hansa.

Description
Enter text describing the Supplier Category here.

Creditor Account
Paste Special    Account register, Nominal Ledger/System module
Specify here the Creditor Account that you wish to be credited by the Nominal Ledger Transactions created when Purchase Invoices are raised for Suppliers of this Category.

If a Creditor Account is specified both for a Supplier Category and for a Supplier that belongs to that Category, that entered for the Supplier will take precedence. If no Creditor Account is specified for a Category or a Supplier, it will be taken from the Creditor, On Account or Cash Accounts specified in the Account Usage P/L setting.

If you have Sub-ledger Checking switched on, any Account entered here must first be defined as a Creditor Control Account. Sub-ledger Checking is switched on using the check box on card 1 of the Account Usage P/L setting, and Control Accounts are defined using the Sub-ledger Control Accounts setting in the System module.

On Account A/C
Paste Special    Account register, Nominal Ledger/System module
This account is used when you can buy on account from a Supplier ((i.e. when you can pay before you have received the Invoice). To allow this, you must check the On Account check box for each individual Supplier affected (on the 'Terms' card of the Supplier screen). When a purchase is made from account Suppliers in this Category, this Account will be used in place of the default Creditor Account. When a Prepayment or On Account Payment is issued to a Supplier belonging to this Category, it will be debited to this Account. Subsequently, when the Invoice is received and allocated to that Payment, the same Account is credited in place of the default Creditor Account. Please refer to the On Account Payments and Prepayments page for full details of this process.

If an On Account A/C is specified for an individual Supplier, it will be used in place of the one entered here. If no On Account A/C is specified for a Supplier or for the Category to which it belongs, it will be taken from the On Account A/C specified in the Account Usage P/L setting (card 2).