Vendor Creation Control

Overview

The Vendor Creation Control module enables blocking the ability to directly create vendor records in the system. When the feature is enabled, vendors can only be created through the contacts module, ensuring process unification and data completeness.

Configuration

  1. Open the N24C | Core Extension Setup page.
  2. In the General section, find the Block Direct Vendor Creation field.
  3. Select the checkbox to enable the direct vendor creation blocking feature.

How to Use

Creating a vendor through the contacts module

When the feature is enabled, the only way to create a new vendor is:

  1. Open the Contacts list or Contact Card.
  2. Create a new contact or select an existing contact of type Company or Person.
  3. Use the Create as Vendor action to convert the contact to a vendor.

Attempting to create a vendor directly

If a user tries to create a vendor directly from the vendor list or other functionality, the system will display an error message:

You cannot create a vendor directly. Vendors can only be created through the Contact module.

To create a vendor:

  1. Open the Contact List or Contact Card.
  2. Create or select a contact of type Company/Person.
  3. Use the "Create as Vendor" action to convert the contact to a vendor.

Examples and Scenarios

Scenario: New vendor — correct process through contacts

Need: A company starts cooperation with a new vendor from Germany. The buyer wants to create a vendor card, but the system requires going through the contacts module.

Steps:

  1. Open Contacts List and create a new contact of type Company.
  2. Fill in the data: company name, country DE, VAT ID, address, contact person.
  3. On the contact card, click the Create as Vendor action.
  4. The system creates a vendor card with data from the contact.

Result: The vendor exists in the system with complete contact data. The contact–vendor link is automatically created, ensuring data consistency between CRM and purchasing.

Scenario: Attempted process bypass — system blocks

Need: A new purchasing department employee tries to quickly add a vendor directly from the vendor list, not knowing the required procedure.

What happens:

  1. The employee opens the Vendor List and clicks New.
  2. The system displays an error message explaining that vendors can only be created through the contacts module.
  3. The message includes step-by-step instructions on how to properly create a vendor.

Result: The employee learns the correct procedure. Vendor data always goes through the contacts module, guaranteeing information completeness and proper system linkages.

Tip

This module is especially useful in companies with compliance requirements, where every contractor must go through verification (e.g., VAT check, sanctions list) before a vendor card is created.