This screen is used to change a supplier's type.
If a supplier is set up under the wrong type or, for example, notification is received that an individual is now trading as a company, the supplier type can be changed in this screen. This facility is only available to RCS Administrators.
Change a supplier's type
Select the contributor record by clicking on List and finding the relevant record
In the Supplier type section the current supplier type is shown by default. To change this click on the type required.
A company name will need to be entered if changing from an individual to an organisation.
The classification (shown below the type) changes according to the type selected e.g. Writer may change to News agency, Photographer may change to Photo library etc.
When changing an NCS or Agent to a contributor record then a pop up menu will ask which contributor classification to set them up with.
When changing to an organisation an additional checkbox will appear denoting whether the record is an 'Individual trading as an organisation' or not.
Uncheck "Send confirmations?" if the contributor is not to receive any commission confirmations. (This can also be updated when editing supplier details elsewhere)
If the supplier record has not been sent to AP in the supplier interface (e.g. if there are no outstanding transactions due) then this can forced by ticking Awaiting/force despatch to accounts?
An individual contributor or organisation record cannot be changed to an agent, NCS or miscellaneous contact if they have commissions attached to their records.