Assigning a Default Cost Code String to a Supplier

Learn how to create a default cost code string for a supplier and automatically insert it in forms (for example invoices or orders) to pre-fill the information.

Tip:
Use the default cost code string to get supplier information automatically filled in when creating documents such as an invoice or order.

  1. Go to the Suppliers page, then click > Details on the line of the supplier.
  2. Click the Invoice tab to see the invoice settings.
  3. In the toolbar, click Default Cost Code String and enter information such as the Account, Dept or Prod Line that are assigned to the supplier.
  4. When creating a new manual supplier invoice, at the Posting Information step:
    1. Create a posting line. The fields with the information related to the supplier are automatically filled in with the details from the default cost code string.
    2. If necessary, you can always modify the fields.