QUESTION:

What district permission settings are available for Vendors?

 

District Admins can restrict or allow school users to enter vendors.  

The options on the District Vendor Settings screen can be changed by a District Administrator at any time. 

 

PROCESS: 

From  Admin > District > Vendor Settings  

 


Once the desired options have been selected, click the SAVE button at the bottom of the screen.  



Prohibit Users From Adding/Editing/Deleting Vendors:

  • When this option is selected, users will not be allowed to add, delete or edit vendors.
  • Only a District Administrator may manage the vendor file.
  • No other vendor options will display under this level.

 

Prevent Users From Adding 1099 Vendors:

  • Users will not have the option to set up a vendor as 1099.  
  • Only the District Administrator can add 1099 vendors.  

 

Allow Users to Add District-Wide Vendors:

  • Without a check in this box, only the District Administrator can add “district-wide” vendors.
  • Any vendors added at the school level will be available at the school level only.
  • If you check this box, you can then decide which vendors the school users can set up to default as “district-wide”.
    • Default Only 1099 Vendors District-Wide – As new vendors are created and designated as 1099, they will the only vendors added as district-wide.
    • Default All New Vendors to District-Wide – Every new vendor created will default as district-wide.
    • Default No Vendors To District-Wide – No vendors will default as district-wide.   The school user will decide whether or not to make a vendor district-wide.

 

Use DBA as Primary Name When Writing Checks/POs:

  • Check this option to default DBA name instead of vendor name from the vendor file on all new checks and purchase orders.

 

Prevent Use of One-Time Vendors:

  • Check this option to prevent schools from using one-time vendors, which are not saved to the vendor file.

 

Require Full Address for All Vendors:

  • This option requires schools to enter an address for any vendor they create.

 

Mask SSN# on User Level Screens and Reports:

  • This option will mask all but the last 4 digits (XXX-XX-1234) of vendors’ SSNs on all vendor screens and reports.