Enter or amend supplier accounts

Open: Purchase Ledger > Purchase Accounts > Enter New Account.

Open: Purchase Ledger > Purchase Accounts > Amend Account Details.

Create a supplier account

Suppler information is held across several tabs. Some details are inherited from your Supplier Defaults settings. Any supplier defaults that were defined in the settings are applied automatically to each account. You can keep or change them as you create each account.

Some of these defaults also carry through to individual transactions. Again, you can amend them as you enter the details of a transaction.

Amending a supplier account

Any changes you make to an account will only affect transactions that you enter after you've made the changes. For example, if you change the settlement discount details, this doesn't affect the discount details already entered on transactions.

• You can't change the account Code once the account has been saved. If you've entered a code incorrectly and haven't entered any transactions for it, delete the account and recreate it.
• You cannot amend a supplier account that is on hold.

Once transactions have been entered for an account:

• You can't change the currency.
• You can't delete the account.

Duplicate a supplier account

You can create a new account from an existing one. The new account will have all the trading details of the original account.

This is useful if your supplier also has offices abroad and so does business with you using a number of currencies. You can then create a number of accounts for the supplier for each currency that they use.

See Duplicate a supplier account.

Import, export and update accounts

If you need to add or update a large number of supplier accounts, it might be quicker for you to import them in Sage 200.

You can also export accounts to a file in the same format used for an import. This means you can export information and make changes to it using an external tool (such as Excel), and then import your updated information back into Sage 200.

See Import and export supplier accounts.