Vendor List - By Type List

This list will show vendors by a selected Type as assigned in the Vendor Master in Financials Management. Types examples include construction, pest control, utilities, etc.

Assign Vendor Type

Vendor Types are assigned in the Vendor Master in Financials Management.

NAVIGATION: MAINTAIN menu > Vendor Master

  1. Vendor #: enter or select a vendor
  2. Vendor Name: when a valid vendor # is selected, the vendor name will appear
  3. Type: On the Main Tab, select the vendor type
  4. Click SAVE

Vendor List - By Type List

This list will display:

  1. Vendor number
  2. Vendor name
  3. Phone number
  4. Last invoice date
  5. Last 12 (total payments for the last 12 months)
  6. Notes (pulled from the Vendor Master NOTES tab)

NAVIGATION: LISTS menu > Financial Lists > Vendor List - By Type

  1. Vendor Type
    1. Enter or select a Vendor Type from the drop down menu
    2. Types are assigned in the Vendor Master in Financials Management.
  2. Last Purchase After: enter or select a Last Purchase After date for the report, or leave blank to see all activity
  3. Active Only: enter a check mark in the box to only include vendors with a status of ACTIVE
  4. Include Blank Types: enter a check mark in the box to include vendors that have not been setup with a Vendor Type in the Vendor Master
  5. Sort Order: Select one of the following Sort Orders for the report:
    1. Vendor Number Order
    2. Vendor Name Order
  6. Preview or print the report (see Report Preview, Print and Save Options).

Setup Vendor Types

NAVIGATION: SETUP menu > Other Settings > Global Table Maintenance

  1. Type: in the field type the word VENDORTYPE; press tab (or F9)
  2. Description: Vendor Types will appear in the field
  3. Code Master File Grid
    1. Code: Enter a short code for the type
      1. This is a key field cannot be changed.
    2. Description: wording that shows in the drop down in the Vendor Master
      1. Type the description for a new code.
      2. Existing descriptions can be updated.
  4. Click SAVE.
  5. Once the VENDORTYPE list has been updated, Tenant Management and Financials Management will need closed/reopened in order for the drop down list to be updated.

8/2023

NEED MORE HELP?  Submit a ticket to the Help Desk or call (814) 535-7810 or (800) 889-3388