The supplier information is imported to the WMS desktop by running the Update All Timberline Files, Receive New Suppliers from Accounts Payable, and/or Receive All Suppliers from Accounts Payable. Each integration process is slightly different, as indicated by its name. These are explained under the Integration Menu > Timberline Accounting topic. Once suppliers are brought in to WMS, you can look at their information and make additions or changes as needed.
Information put into fields not marked with the Timberline synchronization icon is saved to the WMS database and will not be affected by synchronizations with Timberline (except for that supplier being deleted).
From the Setup menu, selectSuppliers.
Or, click the Suppliers icon on the Setup toolbar.
The following screen will display in the right side of the WMS desktop.
The Suppliers toolbar will display on the WMS desktop as shown below:
Click the drop-down arrow to select a job from the list.
Or, click the arrows to scroll forward or backward through the list of suppliers.
See the topic Using the Suppliers Toolbar for more information.
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Each field that is mapped to, and synchronizes with, Sage Timberline® Office Accounts Payable will be identified by the Synchronize to Timberline icon displayed to the right of the field name. To synchronize individual supplier fields, see the Synchronize Supplier Field with Timberline. |
Short Name - Each supplier is identified by a short name. This information is imported from Sage Timberline Office Accounts Payable. This field is populated with the Accounts Payable Vendor ID, if the ID is alphanumeric. If the ID is not alphanumeric, the field will be populated with the first 20 characters of the supplier's name.
Full Name - Supplier's full business name - This information is imported from Sage Timberline Office Accounts Payable.
Site Address - Business address of supplier - This information is imported from Sage Timberline Office Accounts Payable.
City - City where supplier's business is located - This information is imported from Sage Timberline Office Accounts Payable.
State - State where supplier's business is located - This information is imported from Sage Timberline Office Accounts Payable.
Post Code - Zip Code where supplier's business is located - This information is imported from Sage Timberline Office Accounts Payable.
Document Delivery Mode - Click the drop-down arrow and select the appropriate method to send documents from the WMS to the supplier. See Document Delivery Mode.
TBD Supplier for Purchase Orders - If this box is checked, the supplier is not considered to be the valid supplier, and a valid supplier "To Be Determined" will be assigned to the activities at a later time. Any purchase orders that are issued to a TBD supplier will be held in the Send Invoices to Accounting application until the valid supplier is assigned. Once a valid supplier is assigned, the purchase orders will be sent to the valid supplier and the commitments will be sent to Sage Timberline Office Job Cost.
Access to Trade Portal (# licenses remaining) - If this box is checked, the supplier is granted access to use the BuilderMT Trade Portal. The number of licenses will decrement as suppliers are given access to the Trade Portal.
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If a purchase order has already been issued to a valid supplier for an activity, the only method available to change the supplier is to issue a cancellation to the valid supplier and re-issue the purchase order to the new supplier. |
Retainage - Click the 
up/down arrows to select the percentage of the contract amount that will be withheld from payment to the supplier until the requirements for full payment are met. If a retainage amount is added, the program will automatically calculate that percentage of retainage when the PO is approved for payment. For example, if 10% is entered and a PO amount is $100, when the PO is approved, $10 will be sent to Accounting as retainage. Retainage is calculated pre-tax; if the PO is for $100, plus $10 tax, retainage is still $10. The payment would be sent to Accounting as $110 with $10 retainage. Since retainage is calculated when the PO is approved, it will not show up on the standard PO. However, users could create a custom calculated field on the PO based on the PO amount and the supplier's retainage percentage.
Country - Click the drop down arrow and select the country in which the supplier's business is located.
To refresh all supplier information from the WMS database, click the Refresh Data icon. All changes that have been made by another user will now be available on this workstation.
If either the Receive All Suppliers From AP or Receive New Suppliers From AP process has been run while a user is working in the WMS, the Refresh Data process will include any new or changed information resulting from the synchronization process.
Synchronize This Supplier with Sage Timberline
Synchronize Supplier Field with Sage Timberline
Supplier Sage Timberline Accounting
Setting Up Suppliers in Sage Timberline Accounts Payable
Field Mapping to Sage Timberline