Configure the Options in the Supplier Terms Tab

The system offers two options to better control supplier management and payments in the Terms tab:

1. Refer to Boss

2. Do Not Pay this Supplier in Lot Payment

1. Refer to Boss

The Refer to Boss option allows you to specify that any transaction or decision related to this supplier must be approved by management, thereby strengthening internal controls.

Useful for: sensitive suppliers, large amounts, or internal control.

To enable this option, click on Suppliers > Suppliers > Terms. Click on the Refer to Boss option, then click Save. All fields will automatically turn green, and two green bubbles will appear with the following messages: “This carrier is ‘To refer’ (See Terms tab)” and “Saved successfully.”

When creating a purchase with this supplier, clicking Process will prompt a validation request. Management can then approve or reject the transaction before proceeding.

2. Do Not Pay this Supplier in Lot Payment

The Do Not Pay this Supplier in Lot Payment option prevents the supplier from being automatically included in grouped payments (batch payments).

Useful for: suppliers with special terms or payments that need to be verified manually.

If this option is not checked, when you try to make batch payments, all of the supplier’s invoices will appear in the list.

To enable this option, click on Suppliers > Suppliers > Terms. Click on the Do Not Pay this Supplier in Lot Payment option, then click Save.

Then, click Accounting > Lot Payment.

If this option is checked, you can even use the supplier filter and click Send.

None of the supplier’s invoices will appear; this supplier will be automatically excluded.

If necessary, the payment will need to be made manually and individually.