How to Add a Vendor Type Customer

To add a new customer, navigate to Contract Core -> Customer Maintenance -> Add.



The Customer Header will open. 

Customer details are split across three different tabs:
1. Header – Customer Details, including customer type, class of trade, reference ID, name, and address details must be submitted.
2. Alias – Customer aliases and IDs are assigned here. The Reference ID listed on the Customer Header will be the default alias for the customer unless changed.
3. Relationships – Establish customer relationships for vendors, purchasers, and buying groups. Correct customer relationships are required for chargeback and rebate operations in the iContracts application.



Refer to the below table when filling out the customer header for VENDOR type customers:

Field                                 Description

Class of Trade  (Required)	Select the WHOLESALER, DISTRIBUTOR or desired COT.  For Government Pricing, the COT category determines if sales for the customer should be considered wholesaler sales.
340B Entity	Check the box to exclude sales in Government Pricing.
Territory (Required)	Select a territory from the territory drop-down menu; defaults to UNKNOWN.
Reference ID (Required)	Enter the Main Reference ID. This ID will be displayed in most screens throughout the application.  In Reporting/Analytics the Main Reference ID = Customer_Ref_ID field.
Name  (Required)	Enter the name of the customer.
Address	Enter the customer’s address.
City  (Required)	Enter the customer’s city.
State  (Required)	Enter the customer’s state.
Zip Code  (Required)	Enter the customer’s Zip code. This field is optional if the country is outside of the USA.
Country	Choose the customer’s country from the drop-down menu; defaults to USA.
E-mail	Enter the customer’s email address.
Phone	Enter the customer’s phone number.
Fax	Enter the customer’s fax number.
Level  (Required)	Select Parent (Bill To) or Child (Ship To). Default is Parent.
845 EDI	Check the box to send EDI845.   Available on Vendor Parent only.
849 EDI	Check the box to send EDI849. Available on Vendor Parent only.

After filling in all required fields, press the SAVE button. 

Quick Tip on Vendor Customer Relationships:
A Vendor Type customer requires a level to be selected Parent/Child. 
There can only be one Vendor Parent, but multiple Vendor Children can have attached to a single parent.

A Vendor Parent should have at least one Vendor Child relationship.

If there are no errors, Tab 2. Alias will automatically open.



Vendor Parent Aliases

An internal alias is required for a Vendor Parent.
The system will automatically populate the Reference ID input on the Customer Header as the MAIN INDICATOR with a reference type INTERNAL.

Additional aliases can be added, if needed, by selecting the ADD NEW ALIAS button.

• The internal alias of the Vendor Parent is sent in field 3 of the ACCOUNTS RECEIVABLE interface CREDIT.txt
• The internal alias of the Vendor Parent is sent in field 1 of the EDI 849 interface RECON.txt

Vendor Child Aliases

An internal alias and a DEA alias are required for a Vendor Child.

• The internal alias of the Vendor Child is sent in field of the 13 of the ACCOUNTS RECEIVABLE interface CREDIT.txt
• The DEA is submitted in field 5 of the EDI 844 interface INDIRECT.txt
• The DEA is sent in field 5 of the EDI 849 interface RECON.txt
• A DEA alias can only be assigned to one customer.
• A vendor type customer may have a HIN instead of a DEA, if a DEA number is not available. 

A user may select any of the IDs as the main indicator by selecting the check box under the Main Indicator column; this can be done by clicking the CHANGE button on an existing alias, or can be selected when adding a new alias.

- The Main Indicator ID is displayed in most screens throughout the application. 
- In Reporting/Analytics the Main Indicator = Customer_Ref_ID field.

Once the appropriate aliases have been added, click on the NEXT button to continue to Tab 3. Relationship.

The Customer Relationships header will open.

Vendor Parent Relationships

When reviewing the customer relationships header for a Vendor Parent, the application will display a list of Vendor Children that can be connected.

To view Vendor Child details, the user can click on the Reference ID. This will open up the Customer Header for the Vendor Child.

Note: Multiple vendor children can be connected to a single parent.



If no boxes are selected, there are no current vendor parent/child relationships.
To add a relationship, click the checkbox next to the desired vendor child, then hit the SAVE button.
To remove a vendor child relationship, uncheck the checkbox, then hit SAVE.

Vendor Child Relationships

When reviewing the customer relationships header for a Vendor Child, the application will display a list of Vendor Parents that can be connected.

To view Vendor Parent details, the user can click on the Reference ID. This will open up the Customer Header for the Vendor Parent.

Note: A vendor child can only be connected to ONE vendor parent.



If no boxes are selected, there are no current vendor child/parent relationship.

To add a relationship, click the checkbox next to the desired vendor parent, then hit the SAVE button.
To remove a vendor parent relationship, uncheck the checkbox, then hit SAVE.