I would like to use the same supplier reference for all suppliers so that they receive just one remittance advice note and all payments are applied to the same supplier reference.
The school prefix has caused a problem for me with a large credit note sat on one school even though the supplier needed to be paid for many months on other schools... I don't want to pay a supplier who owes us money...
In my Trust we use the same suppliers across all schools and so if for other Trusts this needs to be limited to individual schools then can this be managed through security settings on suppliers behind the scenes?
Also I would expect each school to view only their own transactions and to be able to pinpoint the remittance advice note that their particular transaction is attached to.
For example I would expect them to be able to pull off a remittance advice for the whole company for a particular day if it is their individual transaction that is being queried by a supplier so that they can deal with this query directly but I would not like one school to have access to another school's purchase information.
Can their be Security settings behind the scenes to limit individual school access to what is needed and required.
Hi Maria
This should not be too difficult to arrange - most customers have a preferred supplier configuration using a centralised purchase ledger, which allows all postings to be raised to a single supplier account with a single reference.
We would recommend you speak to your Account Manager, as the changes to your current system would require consultancy.
Kind regards
Rowena