Field | Description |
Vendor Number
|
This column displays the
vendor number.
|
Vendor Name
|
This column displays the
vendor's name.
|
Phone
|
This column displays the
vendor's business phone number.
|
Account Number
|
This column displays your
vendor-assigned account number. This is your customer number that the
vendor uses to identify your account with them.
|
Status
|
This column displays the
vendor's status (for example, Active, Inactive, or Dormant).
|
Prior Work
|
This column contains
Y or
N (Yes or No) to indicate whether or not the
vendor has completed work for your firm in the past.
|
Row Count
|
This column displays the total number of detail lines for each group, based on the sorting and grouping selections on the Sorting/Grouping tab. If the report groups data at more than one level, this column displays row counts for all grouping levels.
|
Web Site
|
This column displays the
vendor's Web site address (for example, www.deltek.com).
|
Linked
Client
|
This column displays the name of the
client linked to the
vendor, if such a link exists. If you preview the report, the
client names in this column are links. Click the link to display the
client record in a separate window.
|
Organization
|
This column displays the
organization in your company for which this
vendor provides goods or services. If your firm does not use
organizations in
Ajera CRM, this column does not appear.
|
Specialty
|
This column displays the
vendor's business specialty (for example, Printing, Interior Design, or Security Systems).
|
Recommended
|
This column contains
Y or
N (Yes or No) to indicate whether or not the
vendor is recommended for future work with your firm.
|
Address Description
|
This column displays the description of the
vendor's primary address (for example, Company Headquarters or Distribution Center).
|
Concatenated Address
|
This column displays the
vendor's primary street address, city, state, and zip code. The report shows this information in a single column.
|
Address 1 - 4
|
These columns display the
vendor's primary address information (street name and number, suite number, postal box number, and so on).
|
City
|
This column displays the city from the
vendor's primary address.
|
State
|
This column displays the two-character abbreviation for the state from the
vendor's primary address.
|
Zip
|
This column displays the ZIP code from the
vendor's primary address.
|
Country
|
This column displays the country from the
vendor's primary address.
|
Fax
|
This column displays the
vendor's fax number.
|
Email
|
This column displays the
vendor's email address.
|
Disadvantaged Business
|
This column contains
Y or
N (Yes or No) to indicate whether or not the
vendor is a disadvantaged business.
|
Small Business
|
This column contains
Y or
N (Yes or No) to indicate whether or not the
vendor is a small business.
|
Veteran Owned
|
This column contains
Y or
N (Yes or No) to indicate whether or not the
vendor is a small business owned by a veteran of the armed services.
|
Service Disabled Veteran Owned
|
This column contains
Y or
N (Yes or No) to indicate whether or not the
vendor is a small business owned by a disabled veteran of the armed services.
|
Minority Owned
|
This column contains
Y or
N (Yes or No) to indicate whether or not the
vendor is a minority-owned business.
|
Woman Owned
|
This column contains
Y or
N (Yes or No) to indicate whether or not the
vendor is a woman-owned business.
|
HBCU or Minority Institution
|
This column contains
Y or
N (Yes or No) to indicate whether or not the
vendor is an historically black college or university (HBCU).
|
Alaska Native
|
This column contains
Y or
N (Yes or No) to indicate whether or not the
vendor is an Alaska native.
|
HUB Zone
|
This column contains
Y or
N (Yes or No) to indicate whether or not the
vendor is part of the HUB Zone program for small businesses.
|
8 (a)
|
This column contains
Y or
N (Yes or No) to indicate whether or not the
vendor is part of the 8 (a) business development program for small and disadvantaged businesses.
|
Type
|
This column displays the
vendor type (for example, Trade or Consultant).
|
Create User
|
This column displays the user ID of the person who created the
vendor record in the
Vendor Info Center.
|
Create Date
|
This column displays the date on which the
vendor record was created.
|
Modify User
|
This column displays the user ID of the person who most recently modified the
vendor record.
|
Modify Date
|
This column displays the date on which the
vendor record was most recently modified.
|
Address Create User
|
This column displays the user ID of the person who created the address in the
vendor record.
|
Address Create Date
|
This column displays the date on which the
vendor record was created.
|
Address Modify User
|
This column displays the user ID of the person who most recently modified the
vendor record.
|
Address Modify Date
|
This column displays the date on which the
vendor record was most recently modified.
|
Specialty Description
|
This column displays the description of the
vendor's business specialty from the General tab of the
Vendor Info Center.
|
Memo
|
This column displays the notes entered in
Memo on the Accounting tab of the
Vendor Info Center.
|
Contacts - Name
|
This column displays the full name of the contact (Salutation, First Name, Middle Name, Last Name, Suffix).
|
Contacts - Title
|
This column displays the contact's title (for example, Vice President or Principal).
|
Contacts - Phone
|
This column displays the contact's business phone number.
|
Contacts - Fax
|
This column displays the contact's fax number.
|
Contacts - Pager
|
This column displays the contact's pager number.
|
Contacts - Cell Phone
|
This column displays the contact's cellular phone number.
|
Contacts - Home Phone
|
This column displays the contact's home phone number.
|
Contacts - EMail
|
This column displays the contact's email address.
|
Links - Description
|
This column displays the name of the external file linked to the
vendor on the Links tab of the
Vendor Info Center.
|
Links - Path
|
This column contains one of the following:
- The complete path for an external file link. This path includes the link name and extension.
- The address (URL) for a Web site, intranet site, file transfer (FTP) site, and so on.
|
Links - Graphic
|
This column contains a
Y or
N (yes or no) to indicate whether or not the file link is a graphic file.
|
Opportunities - Name
|
This column displays the name of the opportunity.
|
Opportunities - Number
|
This column displays the opportunity number.
|
Opportunities - Stage
|
This column displays the current stage of the opportunity (for example, Pending, Awarded, or Lost).
|
Opportunities - Role
|
This column displays the role of the
vendor on the opportunity.
|
Projects - Number
|
This column displays the
project number.
|
Projects - Name
|
This column displays the name of the
project.
|
Projects - Cost
|
This column displays the total amount paid to the
vendor for the
project to date.
|
Projects - Role
|
This column displays the
vendor's role on the
project.
|
Projects - Description
|
This column displays the description of the
vendor's role on the
project from the
Projects tab of the
Vendor Info Center.
|
Projects -
ProjectStatus
|
This column displays the status of the
project (for example, Active, Inactive, or Dormant).
|
Annual Revenue
|
This column displays the annual revenue of the
vendor.
|
Employee Count
|
This column displays the number of employees of the
vendor.
|
Market
|
This column displays the general market in which the
vendor participates.
|