Use this screen to print several reports, by vendor, that detail all the information entered in the Maintain Vendors screen. You can also access this screen in Costpoint Procurement Planning and Accounts Payable. From this screen, you can print the Vendor Information Summary Report (this can be optionally printed with Addresses, Address/Bank Info, or Default Expense Account detail) or the Vendor Address and Contact Report. Once a report is printed, it will contain the Memo for Blank Laser Checks Only and Vendor Group fields from the Defaults subtask of the Maintain Vendors screen.
This report usually is run when the vendors are being entered to verify the data entry of the records. These reports can be retained as a hard copy record of the vendor.
Select the radio button of the report you would like to print. You can select either Vendor Information Summary Report or Vendor Address and Contact Report.
If you selected Vendor Information Summary Report, the Include group box is enabled. In the Include group box, you can specify which variation of the report you would like to print. If Addresses, Addresses/Bank Info, Default Accounts, Multicurrency, or VAT Info are selected and the Primary Sort is by Vendor or Vendor Name, the Primary Sort Page Break checkbox will be checked and disabled. The Secondary Sort group box will be completely disabled as well.
The Include group box is disabled if you selected the Vendor Address and Contact Report radio button.
If you selected Addresses, Addresses/Bank Info, or Default Accounts from the Include group box and the Primary Sort is by Entry User or Entry Date, the Primary Sort and Secondary Sort Page Break checkboxes will be checked and disabled.
The None radio button in the Secondary Sort group box will be disabled if you selected Entry User, Entry Date or Vendor Group in the Primary Sort group box. This requires you to choose a secondary sort that will give the report a vendor ID or name for page break purposes.
Select the radio button of the field by which you would like the report to be ordered. It is not necessary to have the Primary Sort field equal to the Select Grouping group box. The Page Break checkbox is defaulted to checked for all radio buttons in this group box as long as you have not selected the None radio button in the Include group box. It is only an option if you selected not to include any additional information (addresses, default accounts, etc.) on the vendor information summary report. If Entry User or Entry Date in the Primary Sort group box are selected, the Entry User and Entry Date will print at the beginning of each vendor.
Select the radio button of the field by which you would like the report to order the vendor, after the primary sort. For example, if the Primary Sort chosen is the Entry Date, the vendors will be grouped by Entry Date. If you would like the vendor to be ordered by Vendor Name within the Entry Date grouping, select the Vendor Name radio button. You can have the report break after each vendor, by checking the Page Break checkbox. The Page Break checkbox is only available if you have selected the Page Break checkbox in the Primary Sort group box.
The None radio button in the Secondary Sort group box will be disabled if you selected Entry User, Entry Date or Vendor Group in the Primary Sort group box. This requires you to choose a secondary sort that will give the report a vendor ID or name for page break purposes.
If you selected Vendor Name or Vendor in the Primary Sort group box, this group box will not be available.
Use the selections in this group box to specify on which field to select the vendors. The choices are "Vendor Group," "Vendor," "Vendor Name," "Entry User," and "Entry Date."
Choose the field on which you would like to select the vendors.
Highlight the range of vendors to print. Valid options are "All," "One," "Range," "From Beginning," or "To End." The default for this field is "All."
Enter, or use Lookup to select, a valid starting vendor ID to be included in the report.
Enter, or use Lookup to select, a valid ending vendor ID to be included in the report