# How to set up a new vendor safely in CloudSuite Industrial

Before the first bill, collect the vendor's ABN and bank details, check the ABN, phone to confirm, have a second person approve the vendor record in CloudSuite Industrial, then enter the first voucher.

Setting up a new supplier safely means checking who they are and where the money goes before the first payment.

## Before you start

- Vendors form access

## The CloudSuite Industrial way

Where to find it: Vendors form

1. Open Vendors and Actions > New
2. Enter the vendor details, Terms Code, bank code and payment method
3. Use Payment Hold with a reason until checks are done
4. Release the hold

## Limits in CloudSuite Industrial

- Payment Hold applies to the whole vendor

## Good to know in CloudSuite Industrial

- Payment Hold Reasons are set up in their own form

## The Pulsify way

1. Forward the first voucher to Pulsify.
2. Pulsify flags a vendor not found in CloudSuite Industrial so you add the record with the right details.
3. It checks the ABN against the ABR and flags an invalid ABN or one not registered for GST.
4. It compares bank details with the vendor record and flags a mismatch.
5. Route first bills for new suppliers to a second approver.

Pulsify connects to CloudSuite Industrial. We set up the connection for you.

What Pulsify does not do here:

- Pulsify flags. A person still confirms by phone.

## Common mistakes

- Releasing Payment Hold before the vendor checks are done.
- Skipping the Terms Code, bank code and payment method when you add the vendor.

## Common questions

### How do I stop payment to a new vendor until checks are done?

On the Vendors form use the Payment Hold tab, click Payment Hold and give a reason. Release the hold when checks are done.

### Does Payment Hold apply to one voucher?

No. Payment Hold applies to the whole vendor.

### Where are hold reasons set up?

In their own Payment Hold Reasons form.

### What does Pulsify check?

ABN, GST status and bank detail mismatches.

## Sources

- https://docs.infor.com/csi/9.00.x/en-us/useradminlist/csi_Financials_User_Guide_42982.pdf
- https://docs.infor.com/csi/9.01.x/en-us/useradminlist/csbi_9.01.x_financials_user_op_sl_en-us_50331.pdf

Source: https://www.pulsify.tech/how-to/set-up-a-new-supplier-safely-in-infor-cloudsuite-industrial/ (last checked 2026-10-19)