Add Third Party Item

 

Use the Add Third Party Item dialog to document a billing item from a third-party vendor. Access to this screen is from the Billing Information screen. Click the Third Party Services button.  

 

From the Third Party Services screen, click the Add or Edit buttons.

 

Graphical user interface

Description automatically generated with medium confidence

Figure 86: Third Party Services screen

 

Use the ellipses or the dropdown next to Vendor to find the needed vendor. Continue to enter data as needed and press Save.

 

Graphical user interface, application

Description automatically generated

Figure 87: Add Third Party Item

 

A similar function is available in the Add Third Party Item (Revenue Entry) screen available through Revenue Entry.

 

 

Technical Field and Function Information

 

Described in the table below are the fields available within the Add Third Party Item dialog.

 

Field

Description

Vendor

Use the Vendor Quick Find to locate and select a third-party vendor to associate this record. The list of options vendors pulls from those defined within Microsoft Dynamics GP or from within Vendor Setup (depending setup). You can also access a list of recent vendors through the  button and utilize the advanced Vendor Find by pressing .

Amount

Enter the dollar amount of the service.

PO Number

Purchase order number supplied by the vendor for the service (up to 20 characters).

Invoice Number

Invoice number supplied by the vendor for the service rendered (up to 20 characters).

Invoice Received Date

Use this calendar dropdown to select the date when the invoice was received.

Invoice Approved Date

Use this calendar dropdown to select the date when the invoice was approved.

Description

Enter a detailed description of the services provided by the vendor (up to 60 characters).

Service Date

Provide the date of the service, which defaults to the current system date.

Save

Pressing Save will keep the changes made and will close the screen. 

Cancel

Pressing Cancel will close the screen without saving changes.

 

RELATED TOPICS:

Add Third Party Item (Revenue Entry)

Third Party Services

Transactions