Supplier / parties setup

Goal

Configure the same shared Parties setup screen that governs supplier (and customer) matching, required fields, numbering, and archive reasons.

Who it is for

party.admin.

Preconditions

• Access to Directory → Parties setup.

Steps

1. Open Parties setup.
2. Options — set Duplicate parties (Allow / Warn / Block), match rules, required fields, Manual vs Auto party code numbering, and whether archive requires an inactive reason.
3. Save (Party options saved.).
4. Maintain Relationship types and Inactive reasons catalogs on their tabs.

Result

Supplier create/archive follows tenant policy. Auto codes use the supplier document sequence when applicable.

Related

• Create a supplier
• Customer / parties setup
• Users and roles