How to set Line Items not Required for Certain Vendor

Created by Nicholas Chuy, Modified on Tue, 2 Jul, 2024 at 3:29 PM by Nicholas Chuy

Scenario: Certain Vendors does not require Line Items to be read, hence wish to default Line Items Required to be always unchecked.

Steps to Setup:

1) Click on Find button under Vendor

2) Search for the Vendor you wish to default, and select it.

3) Click on "Edit Record"

In the Edit Record Screen

4) Scroll down to the last field "LineItemsRequired" and enter it as "NO" and click OK.

Moving forward any invoices under thar particular Vendor the Line Items Required will be defaulted as "Unchecked"