Merchant
A business your staff spend money with: a hotel, an airline, a fuel station. Its category and group, its addresses, contacts and bank accounts.
What it is for
A record of the merchant. As shipped, the Merchant column on an expense claim line is typed, not picked from this list, so merchants kept here are not linked to the claims.
Every field in plain words
Header
| Field | What it means | What to put |
|---|---|---|
| Merchant | The code | Required, unique |
| Name | The merchant's name | Required. Set when the merchant is created |
| Merchant Category | The kind of business | Required |
| Merchant Group | The group it belongs to | Required. Picked from the vendor groups |
General
| Field | What it means |
|---|---|
| No of Employee, Language, Industry, Country | Facts about the merchant |
| Bid Only, One-time Supplier, Multinational, Owner is Disabled | Ticks recorded on the merchant |
| Opening Time, Closing Time | Its business hours |
Address, Contacts, Merchant Bank
- Address: one line per address: Name of Address, Purpose, Address, Country Region, Country, State, City, Private, Primary For Country, Primary Address, Tax Zone, Person, Mobile, Phone, Email. Only one address can be Primary Address, and only one per country can be Primary For Country.
- Contacts: one line per number or email: Person, Contact Nature, Contact, Extension, Primary. Contact Nature is required, and only one contact per nature can be Primary.
- Merchant Bank: Currency, Bank, Account, Primary For Currency, Notes. Only one account per currency can be primary.
If something looks wrong
- "merchanthdr already exists with this name:" with no name after it. The Name is empty. This message is shown for an empty name; fill the Name.
- "Similar merchant No. already exits" The Merchant code is taken.
- "Address - only one address can be marked primary" Untick all but one.
- "Address - only one address can be marked as primary for country, based on Country" Two addresses in one country are both primary for it.
- "country cannot be empty" An address marked Primary For Country has no Country.
- "Line ID: 0002 - Contact Nature cannot be empty." Fill the Contact Nature.
- "Contact - only one contact can be marked as primary, based on Contact Nature" Two contacts of the same nature are both primary.
- "Bank Information - only one Currency can be marked as primary for Currency, based on Currency" Two bank lines in one currency are both primary.