Vendor Inquiry
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:
To add a new vendor, click the Add button. You will see this message appear:
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:
To use the Advanced Search, click the button. This will launch the FundWriter Name/Address Inquiry screen:
Enter your search parameters and click Search. The results will appear:
To select a record, double-click it.
Options button
When you click the Options button, you will see this screen:
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.
