# Creditors Setup

<span class="ts7">This is where the user creates a new Creditor or search for existing ones</span>

<span class="ts7">Search button allows a user to search using Basic Search Tab and Custom Search Tab</span>

<span style="color: rgb(45, 194, 107);">**<span class="ts7"><span class="ts15">Creditors &gt; </span><span class="ts15">C</span><span class="ts15">onfiguration &gt; </span><span class="ts15">C</span><span class="ts15">reditors </span><span class="ts15">S</span><span class="ts15">etup</span></span>**</span>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/scaled-1680-/sEMimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/sEMimage.png)

<table border="1" id="bkmrk-search-to-search-for" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 18.6914%;"></col><col style="width: 81.4075%;"></col></colgroup><tbody><tr><td>**Search**</td><td>to search for a creditor</td></tr><tr><td>**Add**</td><td><span class="ts7">to create a new creditor.</span></td></tr><tr><td>**Edit**</td><td><span class="ts7">to make changes onto an existing creditor.</span></td></tr><tr><td>**Delete**</td><td><span class="ts7">to delete an existing creditor provided the creditor has no transactions linked to it.</span></td></tr><tr><td>**Clone**</td><td>to clone an existing creditor</td></tr><tr><td>**Create Reminder**</td><td><span class="ts7">Allows a user to interact with the creditor via sms or email and only if the contact person has an email address for emailing and cell number for sms.</span></td></tr><tr><td>**Creditor History**</td><td>  
</td></tr></tbody></table>

##### <span class="ts7">Basic Search Tab</span>

<span class="ts7">This contains basic filtering options to find a creditor</span>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/scaled-1680-/8udimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/8udimage.png)

<table border="1" id="bkmrk-creditors-code-conta" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 20.6667%;"></col><col style="width: 79.4321%;"></col></colgroup><tbody><tr><td>**Creditors Code**</td><td>  
</td></tr><tr><td>**Contact Name**</td><td>  
</td></tr><tr><td>**Division**</td><td>  
</td></tr><tr><td>**Creditor Status**</td><td>  
</td></tr><tr><td>**Order By**</td><td>  
</td></tr><tr><td>**Creditor Name**</td><td>  
</td></tr><tr><td>**Currency**</td><td>  
</td></tr><tr><td>**Region**</td><td>  
</td></tr><tr><td>**Active Tick**</td><td> </td></tr></tbody></table>

---

##### Custom Fields Tab

Search by custom fields which have been setup for creditor filtering

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/scaled-1680-/w6nimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/w6nimage.png)

<table border="1" id="bkmrk-category-recurring-o" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 17.3334%;"></col><col style="width: 82.7655%;"></col></colgroup><tbody><tr><td>**Category**</td><td>  
</td></tr><tr><td>**Recurring Order**</td><td> </td></tr></tbody></table>

---

#### Functions dropdown

##### Alerts

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/scaled-1680-/xcWimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/xcWimage.png)

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/scaled-1680-/CQUimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/CQUimage.png)

Clicking Add will allow you to add a new Alert

<table border="1" id="bkmrk-source-type-doc-type" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 20.0494%;"></col><col style="width: 80.0494%;"></col></colgroup><tbody><tr><td>**Source Type**</td><td>  
</td></tr><tr><td>**Doc Type**</td><td>  
</td></tr><tr><td>**Creditor**</td><td> </td></tr><tr><td>**Target User**</td><td>  
</td></tr><tr><td>**Reference**</td><td>  
</td></tr><tr><td>**Action On**</td><td>  
</td></tr><tr><td>**Name**</td><td>  
</td></tr><tr><td>**Active**</td><td>  
</td></tr><tr><td>**Note**</td><td>  
</td></tr></tbody></table>

Once you have filled in the information, you can press save or save and new to create a new one

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/scaled-1680-/YPCimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/YPCimage.png)

Your Alert will then pop up when you open your Creditor

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/scaled-1680-/d4Aimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/d4Aimage.png)

---


##### Import Contacts

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/scaled-1680-/n93image.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/n93image.png)

<span class="ts7">The file containing the Creditor Contacts must be in a CSV format.</span>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/scaled-1680-/GVMimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/GVMimage.png)

<span class="ts7">The column heading can be left in the CSV file the import program makes allowance for them. Please ensure that the spelling is as per the sample below.</span>

<span class="ts7">Fields as follows;</span>

![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(80).png)

<span class="ts7">To avoid the cell phone number from losing the leading zero type an apostrophe and then the cell number e.g. ‘0798102541 Excel then treats this as letters and not numbers.</span>

---

##### View Recurring Transactions

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/scaled-1680-/Z3Bimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/Z3Bimage.png)

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/scaled-1680-/V1limage.png) ](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/V1limage.png)

<table border="1" id="bkmrk-good-received-note-p" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 20.1729%;"></col><col style="width: 79.926%;"></col></colgroup><tbody><tr><td>**Good Received Note**</td><td>  
</td></tr><tr><td>**Purchase Order**</td><td> </td></tr></tbody></table>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/scaled-1680-/gYfimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/gYfimage.png)

<table border="1" id="bkmrk-search-add-transacti" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 19.5556%;"></col><col style="width: 80.5433%;"></col></colgroup><tbody><tr><td>**Search**</td><td>  
</td></tr><tr><td>**Add Transactions**</td><td>  
</td></tr><tr><td>**Delete Transactions**</td><td> </td></tr><tr><td>**Active Tick**</td><td>  
</td></tr></tbody></table>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/scaled-1680-/kr8image.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/kr8image.png)

<table border="1" id="bkmrk-view-transaction-cha" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 18.9383%;"></col><col style="width: 81.1605%;"></col></colgroup><tbody><tr><td>**View Transaction**</td><td>  
</td></tr><tr><td>**Change Status**</td><td>  
</td></tr><tr><td>**Update Items**</td><td> </td></tr><tr><td>**Toggle Process Type**</td><td>  
</td></tr></tbody></table>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/scaled-1680-/y4Zimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/y4Zimage.png)

<table border="1" id="bkmrk-cancel-cancel-all-%C2%A0-" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 24.3431%;"></col><col style="width: 75.6322%;"></col></colgroup><tbody><tr><td>**Cancel**</td><td>  
</td></tr><tr><td>**Cancel All**</td><td> </td></tr><tr><td>**Reinstate Transactions**</td><td>  
</td></tr><tr><td>**Reinstate All Transactions**</td><td>  
</td></tr></tbody></table>

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/scaled-1680-/oI3image.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/oI3image.png)

<table border="1" id="bkmrk-change-transaction-d" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 26.3457%;"></col><col style="width: 73.7531%;"></col></colgroup><tbody><tr><td>**Change Transaction Dates**</td><td>  
</td></tr><tr><td>**Update Transaction Dates**</td><td> </td></tr></tbody></table>

---

##### Mobile Sync Activate All

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/scaled-1680-/oWPimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/oWPimage.png)

---

##### Mobile Sync Deactivate All

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/scaled-1680-/yBzimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/yBzimage.png)

---

##### Update Creditors

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/scaled-1680-/vxximage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/vxximage.png)

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/scaled-1680-/mnVimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/mnVimage.png)

<table border="1" id="bkmrk-division-region-stat" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 20.4198%;"></col><col style="width: 79.6791%;"></col></colgroup><tbody><tr><td>**Division**</td><td>  
</td></tr><tr><td>**Region**</td><td>  
</td></tr><tr><td>**Status**</td><td>  
</td></tr><tr><td>**Acc Manager**</td><td> </td></tr><tr><td>**Default Address**</td><td>  
</td></tr><tr><td>**Clearing Agent**</td><td>  
</td></tr><tr><td>**Forwarding Agent**</td><td>  
</td></tr><tr><td>**Enforce Credit Limit**</td><td>  
</td></tr><tr><td>**Credit Limit**</td><td>  
</td></tr><tr><td>**Override Ticks**</td><td> </td></tr></tbody></table>


---

#### Print / Export dropdown

##### Print

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/scaled-1680-/LKkimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/LKkimage.png)

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/scaled-1680-/qvTimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/qvTimage.png)

---

##### Export

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/scaled-1680-/Lu6image.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/Lu6image.png)

---

##### Statutory Export

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/scaled-1680-/sF3image.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/sF3image.png)

---

##### Main Tab

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/scaled-1680-/l8timage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/l8timage.png)

---

##### Details Tab

Allows you to see more details on the creditor you have selected

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/scaled-1680-/cmbimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2023-11/cmbimage.png)

#### Keyboard quick keys

Quick keys help access functions using the keyboard

Used with Alt + Letter

[![image.png](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-11/scaled-1680-/Ofyimage.png)](https://hugeerp10.co.za/hsofmanual/uploads/images/gallery/2024-11/Ofyimage.png)

<table border="1" id="bkmrk-search-alt-%2B-s-searc"><tbody><tr><td>**S**earch</td><td>Alt + s</td><td>Search for Debtors</td></tr><tr><td>**A**dd</td><td>Alt + a</td><td>Add a new Debtor</td></tr><tr><td>**E**dit</td><td>Alt + e</td><td>Edits the Debtor that is highlighted</td></tr><tr><td>**D**elete</td><td>Alt + d</td><td>Deletes the Debtor that is highlighted</td></tr><tr><td>**C**lone</td><td>Alt + c</td><td>Clones the highlighted Debtor</td></tr><tr><td>Expa**<span style="text-decoration: underline;">n</span>**d / Co**<span style="text-decoration: underline;">n</span>**tract</td><td>Alt + n</td><td>Expands / Contracts the header section of the window</td></tr><tr><td>Create **R**eminder</td><td>Alt + r</td><td>Creates a reminder to highlighted Debtor</td></tr><tr><td>Debtor En**q**uiry</td><td>Alt + q</td><td>Opens up the Debtor enquiry screen for highlighted Debtor</td></tr><tr><td>Debtor H**i**story</td><td>Alt + i</td><td>Opens up the Debtor analysis screen for highlighted Debtor</td></tr><tr><td>**F**unctions</td><td>Alt + f</td><td>Focus on the button</td></tr><tr><td>Tab Basic Search</td><td>Alt + 1</td><td>Basic Search</td></tr><tr><td>Tab Custom Search</td><td>Alt + 2</td><td>Custom Search</td></tr><tr><td>Tab Main</td><td>Alt + 3</td><td>Main Search Grid</td></tr><tr><td>  
</td><td>Alt + 4</td><td>Pressing Alt + 4 repeatedly will step through all the tabs e.g. Detail, Statutory etc.</td></tr></tbody></table>