Use this tab to print an exception report for vendors
with expired Liability or Worker's Compensation Insurance for a date range
and parameters specified.
All Required Document Types (check box)
Checked - All Required Document Types appear on the report (default).
Unchecked - A new field appears, Required Document Types, that allows you to select the type you want to see on the report.
Required Document Types
This field appears only when All Required Document Types is unchecked.
Click in the field and a list of the Required Document Types that have been set up in the system appear.
Select them, one at a time, as many as you desire. When you do, the selected Document type appears in the field.
To deselect, click the X for the Document Type you want to deselect.
From Expiration Date / Thru Expiration Date
Enter an expiration date range to be included in the report. Or use the Calendar Button to select
dates.
NOTE that only documents with expiration dates within the selected range appear. The report does not take into consideration the effective date range – only expiration date range. The report does not include expiration dates outside of the selected range.
From Vendor ID / Thru Vendor ID
Pick a Vendor ID range for the report. Use the Lookup icon
for each field
to enter a starting and ending entry for the range. To run the report for one vendor, select the
same entry for the From and Thru fields.
Sort by
Select a sort option for the report: Vendor ID
or Short Name. The default sort for this report is Vendor ID.
Vendor Status
Select a vendor status option for the report:
Approved, Unapproved, All Statuses. The default status for this report
is All. Only vendors with the status you select will display on the
report.
Include Closed Vendors
Select this check box to include closed vendors
on the report, otherwise only active vendors appear.
PDF Format
Select this radio button if you want the report
to print in PDF format. For more information, refer to .
Create Spreadsheet
Select this radio button if you want the report
to print in an Excel spreadsheet. For more information,
refer to .
Cancel
Click to exit without saving changes.
Print
Click to print the report.
The report includes the vendor ID, vendor name, phone Required Document Type information; date of last activity for the vendor, year-to-date purchases from
the vendor, and vendor status (Approved/Unapproved/On Hold/Closed).
The report also includes the vendor short name, address and fax number.
The Required Document Information contained on the report is whether the Required Document is required (Y/N), the expiration and effective dates, the document type code, the carrier information for the vendor, the document type description, and the policy/ID from the vendor.
By design, this report shows only Required Document Types that have expiration dates.
Note
The YTD Purchases amount is the total of invoices from
the first day of the year of the login date through the login date. The
eFinancials YTD Purchases total
includes all invoices. For the ePO report, this column header is labeled
YTD ePO Purchases and is the
total of all invoices within the range except the ones entered in eFinancials
(but does include WEB invoices).
Fields