Documents - Vendor Service
The Documents section displays the documents that are tied to the vendor record within the New World ERP software. For example, for W-9 compliance a sample of the W-9 form can be attached to the vendor record.
This page uses the standard document processing fields used throughout the system. The Document Viewer feature enables the import and maintenance of all forms of media relating to transaction documents.
To view or add documents to the vendor record, follow the steps below:
- Go to Maintenance > new world ERP Suite > Procurement > Vendor Service.
- If you are editing a vendor, locate and open an existing vendor record. Click the Edit button
on the menu bar of the General Vendor Service tab. By default, the window opens on the General page. - If you are creating a new vendor, click New. By default, the window opens on the General page.
- If you are editing a vendor, locate and open an existing vendor record. Click the Edit button
- Click the gray Documents
icon at the top of the Vendor page to open the Document Viewer. For more information, see Document Viewer.
See Also