Vendor Profiles

This tool bar button opens the 'Notes for Vendor' window. The window consists of several tabs, the first three are user defined, the user can use the tabs according to business needs. A CRM tab is also available, which is only visible if the TruckMate CRM license is installed.

Code

Can be up to 10 characters in length. This Code is used for selecting Vendors in the Accounts Payable module (although you can frequently select by the Vendor name as well). You can make the system automatically create numeric Codes of a specified length using the Application Configurator program.

Name

Enter the full Company Name of the Vendor.

Status

Note: This field is only visible if the TruckMate CRM license #39000 is installed. If the CRM license is not installed, this field disappears and the 'Terminated' checkbox (described next) appears instead.

This field displays the current status of the selected vendor. Available options are:

Terminated

Select this option if the currently selected Vendor has been Terminated.

Note: This option is visible if the system does NOT have the CRM license installed.

Terminated

Select this option if the currently selected Vendor has been Terminated.

The Accounts Payable Tab allows you to setup the currently selected Vendor’s AP GL Account options.

Category

Is a free-format field used to group Vendors.In the Pay Bills section of the A/P Inquiry program, you can select bills for payment according to this category.

Distribution Code

Select a General Ledger Distribution Code from the search form.GL Distribution Codes are configured in the GL Distribution Setup program.The GL Distribution Code determines the account to which foreign exchange postings are made (if the Vendor’s currency varies from the default currency specified in the Codes Maintenance program).

Currency

Is the currency in which invoices from this Vendor are issued. Select a currency short description, as configured in the Codes Maintenance program, from the search form. The currency selected here will become the default currency for invoices entered in the A/P Invoice Entry program.

Fuel GL Dist

This field allows you to set the default Fuel GL Distribution account for the selected Vendor. This GL account will be automatically selected for this Vendor when the User checks the 'Use Distributions' option in the Card Import program.

Payment Description

This is a free-format field where you can enter a brief description of the payment.

Payment Terms

Use the drop-down menu to select the 'Payment Terms' option from the four available options. These options will determine the 'Due Date' for Payments in the A/P Invoice Entry program.

Payment Days / Day

Is the number of days before invoices from this Vendor become overdue. In the A/P Invoice Entry program, the Due Date for invoices from this Vendor is calculated based on the value specified in this field. (Field label displays as Payment Days or Day depending on the Payment Terms.)

Discount Terms

This field sets the terms for when any applied discount will occur. When choosing from the available four options, you will notice that the field below changes from either 'Disc. Days' to 'Day', which allows you to define when the discount will occur. These options will change the 'Disc. Date' for Payments in the A/P Invoice Entry program.

Discount Days / Day

If the Vendor offers an early payment discount, enter the number of days for which this discount applies. In the A/P Invoice Entry program, the Discount Date for invoices from this Vendor is calculated based on the value specified in this field.

If the 'Discount Term' field above is set to either 'Day of Month' or 'Date Next Month', this field name will change to 'Day', where you simply provide an integer value for the specific Day that the discount will apply.

Discount %

If the Vendor offers an early payment discount, enter the percentage of the discount. The contents of this field are displayed in the Terms field of the A/P Invoice Entry program.

Payment Hold

Selecting this flag will set the Vendor Record to Payment Hold status. This will prevent checks from being processed for this Vendor (analogous to the Customer Profiles' 'Credit Hold' option). This flag is also viewable and editable from the AP Inquiry program > Vendor Information Grid. Vendors with this flag enabled will also be excluded from the AP Inquiry program > Pay Bills window.

Note: If there are unposted checks in the system for this Vendor when you check this option, the program will issue a warning.

The Customs Tab allows you to set the parameters of your ACE (CBP) US Customs eManifest Compliance data.Enter the appropriate ID codes in their respective fields.

The Address Tab contains address information for the selected Vendor, as well as some other miscellaneous details, such as the Vendor’s primary commodity information.

Address

Enter the Vendor’s address.Note that there are two address fields.The second field can be used, for example, in those cases where a Vendor’s mailing address differs from their street address.You should decide on a standard for using the address fields: if you enter the street address in the first field and the mailing address in the second, be sure to follow this method for all Vendors.

If you have a Street Level license from TMW Systems, clicking the search button next to the second 'Address' field will open the Street Level selection window.

Address

Enter the full Address information in the two spaces provided, just as you would on the main Customer Profiles program form.

City, State, Zip

Enter the City, State and Zip information in the spaces provided.

Validate & Geocode

Click the Validate & Geocode button to check the Address information entered against the Mileage Server program’s information. If found, the 'Latitude' and 'Longitude' fields below will populate with information returned form the Mileage Server.

Profile address validation is a method of geocoding a profile’s street address- placing it at a latitude/longitude coordinate. It uses whatever validation service the Mileage Server program has enabled. In most cases this will be PC*Miler Streets. We also support ProMiles XF for address validation.

When validating an address the system will use the complete street address. Two addresses on the same street will have two different geocodes.

For example:

7000 North Resort Drive, Tucson, AZ, 85750 = 0321936N, 1105110W

7001 North Resort Drive, Tucson, AZ, 85750 = 0321937N, 1105108W

If a profile is missing its address then its validation will fail. Zone codes are not used as a fall-back as they are too broad an area and would throw things off that depend on street-level accuracy.

Show Map

Click the Show Map button to display the current 'Address' using either GoogleMaps or YahooMaps services. GoogleMaps is the default service provider.

Note: To change your system default from GoogleMaps to YahooMaps (or any other mapping service, such as MSN Earth, etc.) you must apply a patch to your database, provided by Trimble Transportation. Contact Trimble Transportation Support for more information.

City / State / Zip

These three fields are used for the Vendor’s City, State and Postal / Zip Code respectively.

Phone / Ext / Fax / Cell

Enter the Vendor’s Phone number (an Extension value is optional), Fax number and/or Cellular phone number in these fields.

Fax Notify

Enter the Name of the person that the Fax should be addressed to.

Email

Enter the Vendor’s email address in the space provided.

Web Site

Enter the Vendor’s web site URL, if applicable.

Contact

Enter the name of the primary Contact person at this company.

Default Zone

Enter the Vendor’s Zone, or click the search button for a search form. Enter the starting characters of the Zone’s Code or short description, then click the search button for a search form. If you have PC*Miler’s Zip / Postal Code software installed, you can have the system automatically enter the Zone Code based on the City / State or Postal / Zip Code entered for this Vendor. To do this, do not enter any characters in the Zone field; instead, click on the Create button.

Note: The Mileage Server program must be running in order to use this feature.

Create

Will attempt to determine if an applicable Zone Code already exists for this Vendor, and, if not, will create a Zone Code based on the value entered in the 'Postal / Zip Code' field.

First, the system will compare the values in the 'City' and 'Province / State' fields against the Zone Codes Short Descriptions (as configured in the Codes Maintenance program). If a match is found, the Zone Code will be automatically entered in the Zone field. If a match is not found, the system will process the values in the 'City' and 'Province / State' fields and determine the matching Postal or Zip Code. This value will be automatically entered in the 'Zone' field, and a new Zone Code will be created in the Codes Maintenance program. In order to use the Zone creation aspect of the Create feature, PC*Miler’s Postal or Zip Code add-on software must be installed on your system, and the Mileage Server program must be running.

Note: This button is only available for users with 'Supervisor' rights. You can configure user access rights using the Security Setup program.

Terminal Zone

The Terminal Zone code entered into this field will become the Vendor’s default TM4Web > Vendor > Load Details > OSD > 'Terminal Zone' value.

Hours of Operation

For reference purposes, you can enter the Vendor’s hours of operation in these fields. Enter the opening time in the 'From' field and the closing time in the 'To' field. If this Vendor is chosen as a Shipper or Consignee in the Customer Service program, the 'Pickup By Start / End' and/or 'Deliver By Start / End' fields will default to these values.

Primary Commodity

For informational purposes only, you can specify a Vendor’s primary commodity in this field. Click the search button for a search field. Commodity Codes are configured in the Codes Maintenance program.

Customer Code

If this Vendor is also a Customer, select the Customer Code here. This allows 'contra' A/R and A/P comparisons, so you can compare how much you owe them as a Vendor versus how much they owe you as a customer.

EDI Number

Once the EDI is enabled, you will insert an EDI number into the field provided.

Vendor Since

For informational purposes, you can record the date that this company became a Vendor.

Mileage Profile

The Mileage Profile selected here will determine the method by which Freight Bill distances are calculated in the Customer Service program. Select a pre-configured Mileage Profile by clicking the search button inside the text field. Click the Mileage Profiles button to access the Mileage Profile Maintenance window.

Note: The Mileage Server program must be running in order to use this feature.

EDI Enabled

Check this option to enable EDI functionality for the selected Vendor.

Web Enabled

This field is for informational and reporting purposes only, and is not used elsewhere in the system.

Context Menu

All of the menu options available via right-click from the Address Tab are explained on the Customer & Vendor Profiles program > Tools Menu.

The Alternate Address Tab is used to store name and address details for the purposes of printing checks (in the Check Printing program or Instant Checks program). If a Vendor requires payment to a name or address that differs from the one configured on the main Vendor Profiles form (on the left), use the fields on this tab. Note that the system will not use a combination of data from this tab and the main Vendor screen; for example, even if you only need to specify an alternate Vendor name, you must also fill in the address fields.

Use Alternate Address for Check Printing

If you wish to supply an Alternate Address for this Vendor you must select this checkbox.

Override 1099 Address

If you wish to override the normal address for this Vendor when generating 1099 forms, select this checkbox. The Payroll and Returns Generator program uses this to determine if it needs to use alternate info when creating 1099 report.

Name

Enter the alternate name that you want to appear on checks issued to this Vendor.

Address

Enter the alternate address that you want to appear on checks issued to this Vendor.

City / State / Postal

Enter the alternate City, Province/State and Postal/Zip Code information that you want to appear on checks issued to this Vendor.

Contact

Enter the alternate contact name that you want to appear on checks issued to this Vendor.

Use Alternate

If this box is checked, the information entered in the fields above will be used when checks are issued to this Vendor. If this box is not checked, the name and address details entered on the main Vendor form will be used.

Created / By

These fields (at the top right of the screen) display the date and time that the record was created, and the login name of the user who created the record (user login names are configured in the Security Setup program). These are display-only fields, and cannot be changed.

Modified / By

These fields (at the top right of the screen) display the date and time that the record was modified, and the login name of the user who modified the record (user login names are configured in the Security Setup program). These are display-only fields, and cannot be changed.

The RMIS tab allows the user to configure vendor integration with Registry Monitoring Insurance Services. Most of the information on this tab will be automatically populated based on the data returned from the Registry Monitoring/RMIS service. Click here for more information on RMIS, including setup details.

This tab allows the user to define checklist items and assign them to users. This feature is part of TruckMate CRM, and require the TruckMate CRM License to work. The Check-List Tab allows the user to define, view and edit vendor related check-list items.

When the checklist window opens, all fields will be blank. If you try to enter any value in the grid, or double click in any field or select the 'Add' (plus sign) at the bottom of the screen will open a selection list of available check list items, select a suitable item, and then conclude the rest of the fields on the grid as described next. If you cant find a suitable checklist item to select, then select the 'Add a Checklist Item in Codes Maintenance' button at the bottom of the screen . This will open the 'Checklist Items' tab in codes maintenance and will allow you to add new items or edit existing items.

Complete

This field is to flag the check-list item as 'To Do' or 'Complete'. Double-Clicking the field will toggle between the two values. Logically, this field must only be set once by the user, when the item is completed. However, the system doesn’t prevent the user from toggling between the available values.

Description

This field is a read-only field, to modify the description of a checklist item you must do it from Codes Maintenance program > Checklist Items. Alternatively, you can select the 'Add a Checklist Item in Codes Maintenance' button described later.

Assigned To

Select a user to assign this check-list item to. The selected user will be responsible for performing this item.

Assigned Date

This the date of the assignment. Double-clicking the field will bring up a calendar to select the date from. If no date is selected, this field will default to the system date.

Comments

Include any comments that are needed to make the item more easier to understand, or to draw the attention of whoever is going to see this item in the future to a certain issue that should be handled, or handled differently, or maybe just add a comment for your own reference.

Last Updated By, Last Updated, Added By and Added

These are audit fields populated by the system, to record who created or modified the item and the time stamp of it.

image:CV-Vendor/image7.pngAdd a Checklist Item in Codes Maintenance

This button (with no title), located at the bottom of the screen to the right of the navigation bar, allows the user to add checklist items in Codes Maintenance program. For a checklist item to appear for selection it must be created first in Codes Maintenance program > Checklist Items. If you can’t find a check list item that is suitable to be added, you can just select this button, the 'Checklist Items' tab in codes maintenance program will be launched.

Note: To minimize the need to add checklist items from codes maintenance program it’s recommended that you create at least one generic check list item and flag it as 'Repeated' in Codes Maintenance. This way you can assign this item over and over without having to go to Codes maintenance program for every assignment.

Filter/Show

This radio button group is to filter the displayed Check-List items in the grid. You can display only 'To Do' (not completed) items, 'Completed' items or 'All' items. Select the desired radio button.

The Comments Tab is used to enter Comments for a variety of Dates, similar to the Notes window (accessed via the Tools Menu).

Date

Double click this field to select a Date from a Calendar menu.

Remarks

Enter Free Format Notes in the space provided.

Vendor Rating

This section is used to Rate the Vendor on a scale of 'NA' (Not Applicable for Rating) to '5'.

The Contacts Tab allows you to specify additional Contact information for this Vendor.

Contact Name

Enter the Contact Name.

Phone #

Enter the Contact’s phone number.

Phone Ext #

Enter the Contact’s phone extension number.

Title

Enter the Contact’s title.

E-Mail

Enter the Contact’s E-Mail address.

Contact Type

Double click this field to select from the available Contact Types in your system.

Use in Email

When set to 'True' (and an 'E-Mail' address is specified), this contact’s e-mail address will be automatically populated by certain automatic e-mailing functions in TruckMate for the selected client or vendor (such as vendor remittance reports from the Direct Deposit program).

Comments

This is a 240 characters field, which allows the user to enter comments about a specific contact. These comments could be any thing that can help make better communications with this contact, preferred calling times could be an example.

User1,…​., User10

Those are 10 user defined fields that can be used by TruckMate users for any future purpose. The column headers can be modified to reflect users' needs using the Grid Customizer.

This tab displays any Custom Defined fields that may be setup in your system for this Vendor. Custom Definitions are setup in the Codes Maintenance program.

The fields on the Direct Deposit Tab are used to indicate that Vendor pay will occur via direct deposit to a bank account, and to provide the details of that bank account. When the Payroll Direct Deposit program is run and the export file is generated, the information on this tab is written to the file.

Direct Deposit

Place a checkmark in this box if this Vendor is paid by direct deposit. Users want to have direct deposit for Vendors to save all the costs and work involved with mailing out checks. It also allows greater control over cash flow.

Priority

Enter the type of priority here. Each priority number refers to a particular bank account. For instance, you could prioritize depositing a specific amount to the bank of first preference, and then the remainder of your pay amount to a bank of your second preference. You can vary these items at any time.

Bank

Enter the name of the Vendor’s bank in this field. The bank that handles your direct deposit export file will provide you with a list of formats for bank names. Enter the Vendor’s bank name in the format required by your bank- this might be in a character string (as in the image above), or an integer value. .

Note: If you are using a Canadian Payments Association bank account, click here.

Account

Enter the Vendor’s bank account number in this field.

Transit

In order to process a direct deposit, you must export the transit number from the Vendor’s bank branch. Enter the number in this field.

Note: If you are using a Canadian Payments Association bank account, click here.

Type

Enter 'C' for a chequing account, 'S' for savings account or 'D' to deposit the funds directly to a T-Chek Fuel Card.

Minimim

Enter a minimum dollar amount that must be deposited to that account each pay. Minimum can be whatever dollar amount you specify.

Percent

Enter the percentage paid to the Vendor. This field allows you to divide your pay amount by set percentages. Percentages must equal 100%.

Country

Enter the Country of the selected vendor by double clicking this field and choosing a valid Country value from those available on your system. The value of this field will be used as the 'Destination Country' when making an international direct deposit using IAT (International Automated clearing house Transaction).

Status

An 'A' (Active) will appear automatically once you input your Vendor’s bank account information. You can change the status to 'I' for inactive if need be by double clicking the field.

GL Account

This is a required field when entering Direct Deposit entries for Vendors. The GL Account selected here should be the bank that you pay the Vendor out of. Entering several records with the same GL Account field value allows you to pay Vendors multiple currencies.

RBC Pay Type

This field (and the following fields labelled 'RBC') have been added to allow the use of the Royal Bank of Canada’s A/P LINK service in order to transfer payments to Vendors. A/P LINK allows companies to forward Vendor payment information, including information on Vendor invoices paid, to the bank in one file. They are able to specify different payment options for each Vendor within the file: for example, 'Vendor A' might request that they receive a fax showing the invoices paid by the company, while 'Vendor B' requests an email with remittance information, and 'Vendor C' has arrangements with their bank to receive an electronic file. US and CDN invoices can be paid in one file as well as multiple banks for each currency.

The 'Pay Type' options offered by the Royal Bank are as follows:

Note: Due to the nature of the A/P data gathered for this type of file, this is intended to work for A/P records that have been processed through the TruckMate Accounts Payable process only. It will not work for Payroll, Driver Pay or Vendor Driver Pay.

RBC Country

This is the two character country of the Vendor. Most common values will be 'US' and 'CA'.

RBC Contact

This is the contact name to be used by the Royal Bank when remitting to this Vendor.

RBC Fax

This is the fax number to be used by the Royal Bank when remitting to this Vendor ('Pay Type' option 'C'). The format will be '1234567899' (no '-' or '()')

RBC Email

This is the email address to be used by the Royal Bank when remitting by email ('Pay Type' option 'D').

RBC Language

This field designates the language the Royal Bank will use when contacting this Vendor. Acceptable values for this field will either be 'E' for English or 'F' for French.

RBC Trans Code

This is a three character Transaction Code that will be used by Royal Bank. The code might refer to 'Issued Cheque', 'Stop Payment', 'Void Cheque' among others. For the actual codes and more details refer to Royal Bank documentation in this regard.

RBC Trans Type

This three character Transaction Type is used by Royal Bank to refer to different transaction types. Examples might include: 'Inquiry' and 'Inquiry with Photocopy'. For the exact actual codes and types refer to Royal Bank documentation in this regard.

The Equipment Tab is used to enter Notes on a variety of the Vendor’s Equipment.

The Rentals Tab allows you to specify which Rate Types the current Vendor will use (if the Vendor is of 'Rental' Type Vendor Code).

The Insurance Tab is used to setup the Insurance details of the selected Vendor, if the current Vendor has a 'Type' of 'Insurer'.

Effective

Double click this field to select a Date from a Calendar menu.

Monthly Rate / Annual Rate

Manually enter the Insurance Rates for both Monthly and Annual Insurance Rating.

Use

Double click the 'Use' field to specify if the Vendor employs Automatic ('A') or Manual ('M') Insurance Rating.

The Interliner Tab is used to record information that is specific to Interliners. The information entered here displays in the Interliner grids in the Carrier form, accessed from the context menu in the Dispatch program > Trip Grid. It is for information and reporting purposes only but will appear in the Dispatch program, after a trip has been assigned, and you use your context menu to view Carrier information.

Certificate of Insurance

Enter the identification number here.

Liability Limits / Amount / Date

Enter the insurance certificate Liability Limit’s name, followed by it’s amount and Date below.

Cargo Liability Limits

Enter the cargo Liability Limit’s name, followed by it’s amount and Date below.

Worker’s Comp Limits

Enter the Worker’s Compensation number followed by it’s amount and Date below.

ICC Number

ICC means International Carrier Commission. Enter the ICC number, if applicable.

W-9 Completion

In the United States, you often keep on file a W-9 document on file for this Vendor. It would be used for US Income Tax purposes.

Fuel Surcharge

A charge or tax above the usual or customary charge for fuel. Sometimes this can be by the mile or on a percentage basis. Normally, you would enter this information in the Codes Maintenance program > Accessorial Charges Tab.

Fuel Percentage

Enter the percentage amount that is to be added as a fuel surcharge.

Fuel Date

Enter the effective date of the fuel surcharge.

Cube to Wgt Conversion

The factor used by auto-rating to convert cube measurements to weight.

Rate Aggregate

Check this option to use Aggregate Rating with this Vendor.

Interliner Parent

If the current Vendor is an Interliner Vendor that is part of a larger Interliner Company, you can add this 'Parent' Interliner to the 'Child' Interliner profile using this field. This field functions similar to 3rd party billing as on Client Profile.

Consolidation Type

This field controls which Consolidation Type the selected Interliner will use during IP Consolidation in the IP Audit program > IP Consolidation window. By default, this field will be set to DEFAULT (and any newly added interliner gets assigned to DEFAULT). But once you have created a new Consolidation Type on the Codes Maintenance program > Consolidation Types > Interliner Pay Tab, you may assign it to one or more interliners. Once a consolidation type has been assigned to at least one interliner, it may not be deleted in Codes Maintenance (unless you first un-assign it from all inteliners).

Allow to Transport Commodities flagged as…​

Simply check the Commodities that this Interliner Vendor is capable of carrying.

Load Offers

Check the methods available for receiving load offers for this Interliner Vendor, and then use the 'Default Method' drop-down menu to configure their preferred load offer method.

Auto Accept Load Offer

If checked, will auto accept load offers. Default is unchecked.

In the Notes tab, you can enter detailed information and/or specifications about the vendor.

To display this information automatically when working with carriers in Dispatch or Rates Maintenance, select Pop Up Specification on Carrier Assignment in Dispatch & Rating Simulation.

The Rating Tab allows the user to view and control Vendor Rate Sheets.If a Rate Sheet is attached to a Vendor it becomes a Vendor Rate Sheet.For a detailed description of the Rating Tab go to Rates Maintenance > Vendor > Rate Sheets.The Rates maintenance application and the Customer and Vendor Profiles application share the same 'Rate Sheets' library component; called from both applications.

The Rep/Agent Tab allows TruckMate users to record and keep track of vendor agents and representatives.

This window allows the user to record and keep track of Vendor Reps and Agents. The upper part of the window is to record the main reps/agents and the grid part is to record additional reps/agents for the selected vendor.

Main Buyer

User the edit pick to select the main buyer for this vendor, this is a person from inside the company who is the key person in selecting to utilize the selected vendors services. The edit pick will list available users from inside the company.

Main Payer

Select the main payer for the selected vendor using the edit pick. This is again a person from inside the company who is responsible of making the payments for the selected vendor. The edit pick will list available users from inside the company.

The Service Calendar Tab is used to determine the Weekends and Holidays for your Vendor.

Weekends

Choose the days that will constitute the 'Weekends' for your Vendor Company.

Holidays Closed

Click the '+' button to insert a detail line and double click within the 'Date' field to select a Holiday Date from a Calendar menu. Enter a 'Holiday Name' manually in the space provided, and the 'Day of Week' field will automatically populate based on the 'Date' field.

The Types Tab allows you to specify which kind of Vendor the currently selected Vendor Code is, and setup up some other information.

Vendor Type

Select a specific 'Type' for this Vendor using the drop-down menu. In some cases, the system uses this designation to narrow down the Vendors available for selection in other programs. For example, on the Customer Service program > Interline Payables Tab, only Vendors designated as 'Interliners' can be assigned to a Freight Bill; on the Summary Tab, only Vendors designated as 'Agents' can be added to the Sales Agent field, etc.

You can also allow/disallow users from viewing and assigning Vendor Profile details to a specific Vendor Type using the Security Setup program > Security Tab > Business Events > Vendor Types Tab. The vendor type filter (in toolbar) and vendor type field (in types tab) will only show the vendor types that the user has been allowed per secsetup. If the filter is set to "All", then the user will not really see all vendors in the system - only vendors of the vendor types they are allowed to access.

Vendor Types are recorded as single character codes in the VENDOR.VENDOR_TYPE field, as follows:

Note: Keep the VENDOR_TYPE char values in mind when attempting to lookup a Vendor by Vendor Type, as the lookup uses the database field value, not the 'Vendor Type' drop-down name.

Registration Numbers

Can be used to enter the Vendor’s taxation and business numbers as necessary. These fields are for reference and reporting purposes only, and are not used elsewhere in the system.

There are ten user-defined field where you can enter miscellaneous data for each customer.You can change the labels that are assigned to these fields using the Application Configurator program.

R&M Vendor User Fields

Typing the <Ctrl><R> hot key combination will access 10 Vendor User Fields specific to the Repairs & Maintenance module.By using the Application Configurator program > PROFILE.EXE > 'RM Vendor User 1 - 10' options, the user can configure the field labels for these 10 fields.

The Year to Date Tab has one option, being the 'Enter YTD' button.Clicking it opens the Enter Year to Date Information window where you may enter Yet to Date details for the current Vendor.

Clicking the '+' button will populate most of the fields automatically. All the User need modify is the 'Amount' field, where they may enter a numerical value.