Difference between revisions of "Vendor Inquiry"

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=='''Overview of AP04'''==
 
=='''Overview of AP04'''==
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The Vendor Entry (Inquiry) screen allows you to search for and view vendor information.
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* From the DDI Connect main menu, double-click Accounts Payable
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* Double-click Vendor Entry. You will see this screen:
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[[File:Vendor Entry 1.png]]
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To add a new vendor, click the Add button. You will see this message appear:
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[[File:Vendor Entry 2.png]]
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To proceed, click Yes. This will launch the [[FW Name/Address Entry]] screen.
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To search for an existing vendor, click the list icon to the right of the Vendor ID field. You will see this screen:
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[[File:Vendor Inquiry 1.png]]
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To use the Advanced Search, click the button. This will launch the FundWriter Name/Address Inquiry screen:
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[[File:Vendor Inquiry 2.png]]
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Enter your search parameters and click Search. The results will appear:
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[[File:Vendor Inquiry 3.png]]
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To select a record, double-click it.
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=='''Options button'''==
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When you click the Options button, you will see this screen:
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[[File:FW16OPTS.png]]
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'''NOTE: The options selected here are user preferences - settings will apply only to your User ID and not to all users in your organization.'''
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You can select from the following:
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{| class="wikitable sortable"
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|-
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! Field !! Description
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|-
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| '''Show multiple addresses''' || If selected, your query results will include all listed addresses for each vendor. For example, if a vendor has a home, work and vacation address, they will appear 3 times in your search results, with each address listed
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|-
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| '''Show full address''' || If selected, the vendors' full addresses will appear in the search results
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|-
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| '''Cursor starts in field''' || You can set your preference for what field the cursor begins in when you launch the screen. If you are accustomed to looking up vendors by name, for example, you might wish to set the field to Name. You have three options - PIN, Name or Zip Code. Click the drop down arrow to the right of the field to select the option you wish to default to
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|-
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| '''Available Fields''' || This column contains the fields that are available to you as possible sort fields. To add them to the Sort fields column, you can either double-click the field name or click it once to highlight and then click the "Add" button
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|-
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| '''Sort Fields''' || These fields are available to be sorted in the inquiry results. To remove a field from the list, double-click it or click it once and click the "Remove" button
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|-
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| '''Maximum names returned''' || The system default for this option is "No limit". However, if you wish to limit your results, click the arrow and slide it to the left until the # in the field reflects the number you wish to receive
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|}
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When you have made your selections, click OK to save the changes. You can also click Cancel to discard your changes.
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[[Category:Accounts Payable]]
 
[[Category:Accounts Payable]]

Latest revision as of 15:34, 22 October 2012

Overview of AP04

The Vendor Entry (Inquiry) screen allows you to search for and view vendor information.


  • From the DDI Connect main menu, double-click Accounts Payable
  • Double-click Vendor Entry. You will see this screen:


Vendor Entry 1.png


To add a new vendor, click the Add button. You will see this message appear:


Vendor Entry 2.png


To proceed, click Yes. This will launch the FW Name/Address Entry screen.


To search for an existing vendor, click the list icon to the right of the Vendor ID field. You will see this screen:


Vendor Inquiry 1.png


To use the Advanced Search, click the button. This will launch the FundWriter Name/Address Inquiry screen:


Vendor Inquiry 2.png


Enter your search parameters and click Search. The results will appear:


Vendor Inquiry 3.png


To select a record, double-click it.


Options button

When you click the Options button, you will see this screen:


FW16OPTS.png


NOTE: The options selected here are user preferences - settings will apply only to your User ID and not to all users in your organization.


You can select from the following:


Field Description
Show multiple addresses If selected, your query results will include all listed addresses for each vendor. For example, if a vendor has a home, work and vacation address, they will appear 3 times in your search results, with each address listed
Show full address If selected, the vendors' full addresses will appear in the search results
Cursor starts in field You can set your preference for what field the cursor begins in when you launch the screen. If you are accustomed to looking up vendors by name, for example, you might wish to set the field to Name. You have three options - PIN, Name or Zip Code. Click the drop down arrow to the right of the field to select the option you wish to default to
Available Fields This column contains the fields that are available to you as possible sort fields. To add them to the Sort fields column, you can either double-click the field name or click it once to highlight and then click the "Add" button
Sort Fields These fields are available to be sorted in the inquiry results. To remove a field from the list, double-click it or click it once and click the "Remove" button
Maximum names returned The system default for this option is "No limit". However, if you wish to limit your results, click the arrow and slide it to the left until the # in the field reflects the number you wish to receive


When you have made your selections, click OK to save the changes. You can also click Cancel to discard your changes.

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