Select Vendor Tab

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 Vendors Grid. 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.

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 button 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 Go Button 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.