Viewing Vendor Information
If you have Purchase Order integrated to Accounts Payable, you can view three different types of vendor information while you enter purchase orders. You can view financial information about a vendor, transaction history, and purchase history. This information helps ensure that you are ordering item(s) from the vendor with the best price and delivery time.
Once you select a vendor for your purchase order you can select the Financial button in the entry window to view financial information about the vendor. You can view information such as the vendor’s credit limit, payment discount percentage, and total due.
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This type of information helps you see your current standing with the vendor. You can also determine the discount amount, if any, you will receive with this order if you pay by a certain date. When you are finished reviewing this information, click the Continue button to close the Financial window.
After you select a vendor, you can view the vendor’s transaction history by opening the
History slide-out menu and selecting the
Vendor Transaction History button. The
PO Vendor Transaction History window appears which contains the same information shown on the
History tab in the
AP Vendors window. This information includes the reference number, due date, and total amount of each transaction processed for the selected vendor only. This feature allows you to view a running transaction history without having to leave the entry window.
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After you select a vendor, you can also view your purchase history with them directly from the entry window. You can add items to the current order from your purchasing history to speed the entry process. To accomplish this, you can either select the
History button in the entry window or the
Purchase History button from the
History slide-out menu. See
Placing Orders from Purchase History for more information on adding items to the purchase order from this window.
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Published date: 02/08/2021