Vendor Care

Previous  Top  Next

 

Menu Navigation

 

Activities ... Vendor ... Vendor Care

 

 

About Vendor Care

 

Vendor Care is a multi-function screen designed to make the accounts payable user more efficient when dealing with vendors.  From this one screen (see Figure 10-6), the user can search for any vendor, view statistics and vendor information, update vendors, and view and create all vendor transactions:  Purchase Quotes, Purchase Receipts and Credits, Vendor RMAs, and Disbursements.  Vendor incidents and e-mail can also be created from this powerful screen.

 

 

In this Topic

 Quick Help - Vendor Care

 Field by Field Help - Vendor Care screen

 Q & A - Vendor Care

 

 

Related Topics

 

 

 

 

Quick Help - Vendor Care

 

1)Select the Vendor Care menu option.
2)Enter a Vendor Id, or click the lookup button to search for a vendor.
3)Use the tabs and buttons provided to View, add New, Edit, and Reverse transactions.

 

 

 

 

Field by Field Help - Vendor Care

 

Vendor Info

 

Vendor ID

Enter or select the ID for the vendor whose information is to be viewed.

 

Address Label

Displays the address on file for that vendor.  Click on this field to change the contact information for this vendor.

 

Account

Displays the vendor's account number for your company.

 

Balance

Displays the amount owed by the company to the vendor shown.

 

Fig8-6

Figure 10-6.        Vendor Care screen

 

Statistical Information

Displays various pieces of information concerning the vendor including: Contact name, Main Phone, Facsimile Phone, Alternate Phone, Email, Vendor Terms, Credit Limit, Y-T-D (Year-to-date) payments, Payment Hold status. Temporary Vendor status, and Eligibility for 1099 form.  This information is maintained by the program, but can be edited by clicking on the edit vendor button found in this screen.

 

New Vendor

Click this button to enter a new vendor record.

 

Edit Vendor

Click this button to make changes to the currently selected vendor.

 

Delete Vendor

Click this button to remove the currently selected vendor.  This is generally not recommended, except if no transactions have been entered for this vendor.

 

M-T-D Statistics

Displays a month-by-month summation of the purchases made from and returns made to this vendor for the current year.

 

Purchase Quotes

 

Show

Select the purchase quotes that should be viewed on this screen.  Choose from All, Open, or Closed Purchase Quotes.

 

New Purchase Quote

Click this button to make a new purchase quote for this vendor.

 

Edit Purchase Quote

Click this button to modify the highlighted purchase quote for this vendor.

 

Transaction ID

Displays the ID number assigned to this transaction.

 

Status

Displays the status of the purchase quote, whether it is open or closed.

 

Trans. Date

Displays the date the transaction was created.

 

Ship VIA

Displays the shipping method by which a purchase made from this purchase quote would ship.

 

Delivery Date

Displays the date the items being quoted would be expected to arrive.

 

Pieces

Displays the total piece count on the purchase quote.

 

Total Amount

Displays the grand total value of the purchase quote.

 

Purchase Orders

 

Show

Select the purchase orders that should be viewed on this screen.  Choose from All, Open, or Closed Purchase Orders.

 

New Purchase Order

Click this button to make a new purchase order for this vendor.

 

Edit Purchase Order

Click this button to modify the highlighted purchase order for this vendor.

 

Transaction ID

Displays the ID number assigned to this transaction.

 

Status

Displays the status of the purchase order, whether it is open or closed.

 

Trans. Date

Displays the date the transaction was created.

 

Ship Via

Displays the shipping method by which a purchase order will ship.

 

Delivery Date

Displays the date the items in a transaction would be expected to arrive.

 

Pieces

Displays the total piece count on the purchase order.

 

Total Amount

Displays the grand total value of the purchase order.

 

 

Purchase Receipts

 

Show

Select the purchase receipts that should be viewed on this screen.  Choose from All, Paid, Unpaid, Non-Void or Void Purchase Receipts.

 

New Purchase Receipt

Click this button to make a new purchase receipt for this vendor.

 

Edit Purchase Receipt

Click this button to view the highlighted purchase receipt for this vendor.

 

Reverse Purchase Receipt

Click this button to create a new purchase credit to reverse the effects of the highlighted purchase receipt.

 

Transaction ID

Displays the ID number assigned to this transaction.

 

Trans. Date

Displays the date the transaction was created.

 

Bill Reference

Displays the vendor's invoice number under which these items were shipped.

 

Terms

Displays the vendor payment terms.

 

Due Date

Displays the date payment is due for this purchase receipt.

 

Location

Displays the location to which items received on this purchase receipt were inventoried to.

 

Total Due

Displays the grand total value of the purchase receipt.

 

Balance

Displays the amount that remains due to the vendor on this purchase receipt.

 

Disbursements

 

Show

Select the disbursement records that should be viewed on this screen.  Choose from All, Non-Void, or Void Disbursements.

 

New Disbursement

Click this button to make a new disbursement for this vendor.

 

Edit Disbursement

Click this button to view the highlighted disbursement for this vendor.

 

Reverse Disbursement

Click this button to create a new disbursement to reverse the effects of the highlighted disbursement.

 

Payment ID

Displays the payment ID number generated for this disbursement.

 

Payment Date

Displays the date upon which this payment was made.

 

Bank Account

Displays the bank account in which the disbursement was made.

 

Check Number

Displays the check number used to make the payment, when applicable.

 

Location

Displays the location number that this payment was made from.

 

Employee

Displays the employee ID of the user who made this disbursement.

 

Amount Paid

Displays the disbursement amount paid to the vendor.

 

RMAs

 

Show

Select the Vendor RMA records that should be viewed on this screen.  Choose from All, Open, or Closed RMAs.

 

New RMA

Click this button to make a new RMA for this vendor.

 

Edit RMA

Click this button to modify the highlighted RMA for this vendor.

 

Transaction ID

Displays the ID number assigned to this transaction.

 

Status

Displays the status of the RMA, whether it is open or closed.

 

Trans. Date

Displays the date the transaction was created.

 

Disposition

Displays the request made to the vendor concerning this RMA.

 

RMA Reference

Displays the RMA Reference number.

 

Delivery Date

Displays the date the items in a transaction would be expected to arrive back to the vendor.

 

Pieces

Displays the total piece count on the RMA.

 

Total Amount

Displays the grand total value of the RMA.

 

Incidents

 

Show

Select which incidents to view on this vendor.  Choose from All, Open, or Closed incidents.

 

New Vendor Incident

Click this button to create a new vendor incident under the chosen vendor.

 

Incident No.

Displays the internally generated number for this incident.

 

Emp

Displays the employee ID of the user that created the incident.

 

Date

Displays the date the incident was created.

 

Time

Displays the time when the incident was created.

 

Loc

Displays the location number that the incident was created in.

 

Type

Displays the type of incident that was created.  This refers to the incident code found on the incident record itself.

 

Status

Displays the status of the incident.  Choose from Closed, Low, or High.

 

Incident

Displays the first few words of the incident message.

 

 

 

 

Q & A - Vendor Care

 

Q01.I don't see my question here.  Where else can I get information?
A01.Visit our website's Technical Support section.

 



© 2015 - Intellisoft Solutions, Inc. All rights reserved.
Other Related Links
  Business Software | Cellular Software | Pager Software | Business Management Software