This article describes how to use Supplier Maintenance within the Accounts section of Unity® Practice Management

General Information

• Purchase ledger is not a default part of the package.
• This maintenance option allows you to add new suppliers.
• It allows you to edit existing suppliers.

How To Access This Option

1. Open the Accounts program.
2. Click the maintenance icon
3. Double click the Supplier option.

Add A Supplier

1. Click Insert
2. Enter supplier details
3. Click Save
4. Set the payment terms (e.g. 30 days, 7 days etc.)
   • • If a supplier is selected more regularly  you may want it to appear higher up in the list. The sort order dictates the order in which items appear on a list. An item with a sort order value of 1 will appear at the top and 99 at the bottom.
5. Untick the Active checkbox to mark the suppliers as inactive.
   1. • The supplier will no longer be available for selection within the Accounts and Coredata programs e.g. when posting or setting up a new matter.

**The purpose of the Active checkbox is to prevent the program options from becoming cluttered with old suppliers that are no longer used**

Edit A Supplier

1. A list of existing suppliers will display in the lower section of the window. Click the required record to select it and that record will turn blue.
2. The information for the selected record will display in the upper section of the window. Any field can be edited. Simply re-enter the new information.
3. Click Save .

Delete A Supplier

• A list of existing suppliers will display in the lower section of the window.
• Click the required record to select it and that record will turn blue.
• The information for the selected record will display in the upper section of the window.
• You cannot delete an item but you can make it inactive instead. To do this untick the Active checkbox then click Save.

**Inactive items are hidden from view so they are as good as deleted, you can still go back to them if necessary in the future**