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Select Vendor
The Vendor grid appears when you attempt to add an invoice, a subcontract invoice,
a recurring invoice, a recurring purchase order, or when you add checks
using Check Entry. You must select a vendor before you can add any of
these transactions.
Selections appearing on this list are established using
the .
To see a specific vendor, you must be given access on the vendor User/Group
Access Tab.
Global policies set on the Vendor
Tab affect messages that display when you are selecting a vendor or
when you are dealing with an unapproved vendor.
Assigning a PropertyCompany
to a vendor group limits the vendors that display for selection. Only
the vendors in the group display when you are adding an accounts payable
transaction for the PropertyCompany.
Fields List
Select
Vendor Fields
The following fields and buttons appear on the select
page.
Header
Add Vendor Button
Use this button to add a vendor. Refer to the
add instructions later in this topic.
Cancel Button
Select this
when you want to stop without saving changes.
Find [Column Title]
This field defaults to Vendor
ID; however, if you click any underlined grid column title, the
field label changes to reflect your selection. You can then search for
entries based on the field label. For example, if you know the vendor
name, click the Name column title and the find
field label changes to Find Name.
Enter the first few letters or numbers to search
for (or select from a drop-down list if one displays),
and then select the Find button. The items that
are the nearest match to your entry display in the grid below. Click column
titles to sort the list further.
Go Button
Use the Page field and
the
to display additional pages when the list of entries is longer than one
page.
Grid
Vendor ID
The identification for the vendor that appears
on lists and in reports. Click this column title to sort the list.
Name
The name of the vendor that appears on lists and
in reports. Click this column title to sort the list.
Short Name
The short name for the vendor that appears on
lists and in reports. Click this column title to sort the list.
Address
The address of the vendor. Check the address carefully.
You may have several vendors with similar names. Use the address to select
the correct vendor.
Procedures
To Select a Vendor
- Use the Find
field and
to locate the vendor that you want to use for data processing. Only
vendors to which you have access display.
- Click the vendor
identification. The vendor identification displays in the Vendor
field on the previous tab.
To Add a Vendor
- Click Add
Vendor. The vendor tab display.
- Use the field lists for the following tabs to complete the fields:
- Click Save.
The vendor displays in the vendor list on the Select Vendor Tab.
- Click the vendor
identification. The vendor identification displays in the Vendor
field on the previous tab.
See Also
Invoices
Tab
Checks
Tab
Setup
Vendors Tab
Select
Tabs
Select
POs/Subcontracts Tab
Close PO's/Subcontracts
Tab
Invoices
Quick
Check Tab