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Card Information window - Buying Details view

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Creditors Balance

This field displays the current outstanding balance of your purchases with the selected supplier. To view a list of the transactions that make up this balance, click the zoom arrow.

Purchase Layout

Choose the purchase layout that will be used when enter a quote, order or invoice for this supplier. The choices are Service, Item, Professional and Miscellaneous. You can choose a different layout for individual transactions if you need to.

If you choose No Default, the sale layout you selected for new suppliers in the Easy Setup Assistant will be used.

Printed Form

If you use a particular preprinted or customised form for the purchase documents you create for this supplier, you can specify that form here. Click the Select from List arrow to see a list of all the forms available for the purchase layout you've chosen.

This field doesn't appear if you chose No Default or Miscellaneous in the Purchase Layout field.

Expense Account

Choose the expense account that will be used to track purchases from this supplier.

Purchase Comment

Choose a comment that will appear on purchase orders for this supplier. Click the Select from List arrow to see a list of all the standard comments that have been set up for your company.

Delivery Method

Choose the delivery method that will apply most often to orders delivered from this supplier. Click the Select from List arrow to see a list of all the delivery methods that have been set up for your company.

Supplier Billing Rate (Excluding Tax)

If you use Accounting Plus's time billing features and this supplier provides consulting or subcontracting services to you, you can enter an hourly billing rate for this supplier, if you've established one. This rate can be used to calculate charges for the activities the supplier performs.

Cost per Hour

Enter the cost of an hour of the supplier's time. This information will be used to calculate sales history for time billing activities.

Credit Limit

Enter the credit limit this supplier has set for your company.

Available Credit

Your company's available credit with this supplier is displayed, based on your credit limit and creditors balance.

Currently Past Due

The amount you are past due with this supplier is displayed, based on the credit limit, credit terms and creditors balance.

VAT ID Number

If the supplier has a Tax Exemption number, enter that number here.

VAT Code

Use this field to specify the VAT code that applies most often to purchases from this supplier; this VAT code will appear as the default entry for all transactions entered for the supplier. If you wish, you can change the VAT code for individual transactions as you enter them.

Carriage VAT Code

Use this field to specify the tax code that applies most often to carriage charges on purchases made from this supplier; this VAT code will appear as the default entry for all transactions entered for the supplier. If you wish, you can change the carriage tax code for individual transactions as you enter them.

Use Supplier's Tax Code

Mark this check box if you want the supplier's tax code to override an item's tax code in an item purchase or the allocation account tax code in a non-item purchase from this supplier.

Supplier Terms Information

If this supplier allows your company to make purchases on account, enter the terms that will apply most often to those transactions. If you wish, you can change the terms for individual purchases if you like.

When you create a set of default terms using the Credit Terms Information fields here, the terms you select will be applied only to the supplier displayed in this window. If you wish, you can create a set of default terms for all new supplier records in the Accounting Plus system. To do this, open the Credit Terms window by clicking the Terms button in the Purchases view of the Preferences window.

Payment is Due

Choose the payment due method that is used for this supplier. The choices are C.O.D., Prepaid, In a Given No. of Days, On a Day of the Month, No. of Days after EOM (End of Month), and Day of Month after EOM.

Discount Days/Date

If this supplier offers a discount for prompt payment, indicate when you have to make payment in order to claim the discount.

Depending upon your selection for Payment is Due, this field will be labelled either "Discount Days" or "Discount Date." If Discount Days appears, enter either the number of days after the sale date that payment must be made in order to receive a discount. If Discount Date appears, select the day of the month by which payment must be made in order to receive the discount.

Balance Due Days/Date

If "Balance Due Days" appears, enter the number of days that are allowed after the sale date before the transaction must be paid. If "Balance Due Date" appears, select the day of the month by which the payment must be made.

% Discount for Early Payment

Enter the discount percentage this supplier offers to your company if you pay a transaction balance on or before the transaction's discount due date.

Volume Discount %

If your company receives a volume discount on items purchased from this supplier, enter the discount percentage. This discount will appear as a default entry in the Purchases window for all the items you buy from this supplier.

New button

Click this button to begin entering a new card in the Card Information window.

OK button

Click this button to close this window.