Client workspace
Suppliers
Counterparties preset to the supplier role for purchasing and input-invoice work.
What this menu does
Provide a supplier role-filtered view over the shared counterparty master data.
Where to find it
Client workspace navigation: Counterparties → Suppliers.
When to use it
- Find counterparties within the supplier role preset.
- Create or edit identity, address, tax, roles, and tags.
- Open detail/history, change status, or delete when allowed.
Before you begin
- Open the correct client workspace.
- Confirm the company name shown in the workspace header.
Page regions
- 01Preset role tabs
- 02Search and status/tax filters
- 03Counterparty list
- 04Create/edit drawer
- 05Overview, addresses, tax classification, tags, and history
- 06Status/delete actions with reason
Supported operations
Find a counterparty
- 1
Enter a name/TIN keyword and choose available status or tax-data filters.
- 2
Confirm the row belongs to the supplier role view; dual-role records can appear in both Customers and Suppliers.
- 3
Review registered name, TIN, tax-data status, status, tags, and roles.
- 4
Select View for full detail.
The correct shared counterparty record opens without creating a duplicate.
Create or edit a counterparty
- 1
Select New counterparty, or Edit on a verified record.
- 2
Enter legal/display identity, roles, TIN/tax classification, registered/delivery address, contacts, and firm tags as applicable.
- 3
Review possible duplicate warnings and choose the correct existing record when appropriate.
- 4
Save and confirm roles determine which preset pages show the record.
One client-level master record is created or updated and can serve invoices and downstream tax/accounting work.
Change status or delete
- 1
Open the verified counterparty.
- 2
Use status action to activate/deactivate, or choose Delete only when available.
- 3
Read the impact and enter the required reason.
- 4
Confirm and verify the resulting status or list removal.
Inactive records stop normal future selection; referenced records are protected from unsafe deletion.
Business rules and fields
- This menu applies a supplier role preset to shared counterparty data; it does not create a separate copy.
- One organization can have customer, supplier, or both roles.
- TIN and tax-card data must reflect the counterparty's actual legal identity.
- Firm tags come from Counterparty Tags settings.
- Referenced counterparties cannot be deleted in a way that breaks invoice or accounting history.
States you may see
What happens next
- Invoices and other workflows can select a consistent, role-aware counterparty identity.
Common problems
The page is view-only or an action is missing.
The workspace is read-only, the employee lacks maintenance access, or the record status blocks changes.
Verify the client lifecycle status and your access with a firm administrator. Do not work around the restriction in another client.
A save, generation, or load action fails.
Business validation, missing source data, an expired session, or a temporary service problem can block the action.
Read the business reason shown on the page, fix the source data, and retry once. Preserve the request identifier when asking support for help.