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Contents |
The Vendor Master Information screen has several functions as well as eight different information tabs containing summary and detailed information about activity posted to the Vendor.
At the top left of the screen are the Prev and Next buttons:
allows you to move backward through the list of vendors (to the previous vendor). If you are at the beginning of the list, the Prev button is inactive.
allows you to move forward through the list of vendors (to the next vendor). If you are at the end of the list of vendors, the Next button is inactive.
Use the 
buttons to maintain vendor information.
Notes: allows you to add a note to the vendor. The icon is green when a Note is attached to the vendor’s record, yellow when none are attached.
The available reports are:
Unformatted Paragraph Report: Prints the vendor’s names and amounts paid, in an on-going paragraph format that is ";" separated.
Vendor Master Labels: Vendor labels can be set up to show the name of the contact person or phone number and key, in addition to name and address.
Vendor Report Card: Allows you to print, for each fund, the total amount paid to vendors.
More information on processing Vendor reports is contained in the Vendor Master Reports section of this document.
The Vendor Type (Remit To/Order From) is displayed in the upper left hand corner of the screen just below the Prev/Next buttons. As a vendor is selected the vendor’s type may change.
Remit To/Order From (Black text) vendor types can be used on purchase orders and invoices. Order From (Blue text) vendor types can only be used on purchase orders. They cannot be used on invoices.
Further information on the use and ability to change the vendor’s type is covered in the Editing a Vendor’s Record section of this document.
There are eights tabs available on the Vendor Master Information screen. Each tab displays information associated with the selected Vendor.
As activity updates (posts), this activity is available on the Vendor Master Information screen. Activity entered via WESPaC Financial Management as well as WESPaC Human Resources (Payroll Insurance vendor information) is available for viewing.
There are eight tabs on the Vendor Master Information screen.
1 Search – displays a list of vendors in ascending vendor key order.
2 PO – displays a list of purchase orders that have been issued using the selected vendor.
3 AP – displays a list of invoices that have been issued using the selected vendor.
4 Paymnts – displays a list of checks that have been issued and updated using the selected vendor.
5 Cal Tot – displays, by Calendar Year-to-Date or Fiscal Year-to-Date, the total amounts paid, purchased, discounts applied and encumbered against the selected vendor.
The title of the sixth tab changes based on the vendor’s type (Remit To/Order From).
The 6 Ord Frm tab displays when the Remit To/Order From vendor’s type record is selected (Black text).
The 6 Remit2 tab displays when the Order From vendor’s type record is selected (Blue text).
7 Setup: allows you access to view or edit a vendor’s setup information. This includes Accrual Account, 1099-MISC, and A/P Contact information.
8 Catlg: allows you access to view, add, edit, delete or import a vendor’s or custom built catalog. The items contained in the catalog can be used on requisitions and purchase orders.
Version 01.06.00.0 – 010225 PL 12/3/03