Suppliers#

The supplier master (SupInfo) is every vendor we buy from — components, services, freight, subcontract manufacturing.

Key attributes#

  • Identity: supplier number, name, DBA, tax IDs.
  • Financial: currency, payment terms (PmtTerms), default AP account, hold flags.
  • Addresses & contacts: ship-from, remit-to, billing contact (BillingContactLink).
  • Compliance: 1099 flag, W-9 status, insurance certificates.
  • Approval: AVL (approved vendor list) — which parts this supplier is qualified to provide.
HelperPurpose
SupImport/Bulk import from CSV.
CustomerSupplierLinkHelperWhen a supplier is also a customer, keeps their records reconciled.
BillingContactLinkHelperAttaches billing contacts across supplier / customer records.

Business rules#

  • A supplier on hold cannot be selected on a new PO; existing POs continue to receive normally.
  • Currency change on a supplier with any open PO is blocked.
  • Deactivation requires zero open POs and zero unpaid AP invoices.
  • 1099 supplier flag drives year-end 1099 reporting inside AP.

Where it lives#

LayerFile
ControllerSupInfoController, SupplierImportController
HelperSupImport/, CustomerSupplierLinkHelper.cs, BillingContactLinkHelper.cs
RelatedPurchase Orders, AP