Vendor

The CTMS application can manage Vendors for expenses and payments through the use of Vendor Costs, Vendor Invoices, and Vendor Payments. To define a global institution as a vendor, place a check in the Track Vendor Payments check box on this tab.

This tab will be visible if the current user has Permission for the Vendor Payments feature and the Use as Vendor check box is checked.

Vendor Costs are created and linked to a Budget Line Item and Project on the Vendor Cost Dialog. Vendor Costs are then added to a Vendor Invoice. Each Vendor Invoice can be linked to a single project and can only include vendor costs for that project. The project may include the Master Project, which allows users to manage costs that are not applied to any single Project. Vendor Invoices are then added to a Vendor Payment. A Vendor Payment can pay all or just a portion of the outstanding balance for each vendor invoice. A Vendor Invoice can have partial payments spread across multiple vendor payments.

Additional information can be found on the Institution, Status, Memo, Address, Phone, Fax, Custom Fields, and Data Access tabs.

Click to return to the Global Institution List page.