Use this screen to print several reports, by vendor, that detail all the information entered in the Maintain Vendors screen. This screen is also accessible in Costpoint Purchasing and Accounts Payable. From this screen, you can print the Vendor Information Summary Report (this can be optionally printed with addresses or default expense account detail) and the Vendor Address and Contact Report. The report will also contain the Memo for Blank Laser Checks Only and Vendor Group fields from the Defaults subtask of the Maintain Vendors screen.
Run the reports when entering vendors to verify the data entry. You can retain these reports 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 select 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 you select None in the Include group box, the Page Break checkbox in the Primary Sort group box will be available and unchecked. For all other selections in the Include group box, the Page Break checkbox will be selected and disabled.
If you select Addresses, Addresses/Bank Info, Default Accounts, Multicurrency, or VAT Info in the Include group box and the Primary Sort is by Vendor or Vendor Name, the Secondary Sort group box will be disabled.
The Page Break checkbox in the Secondary Sort group box is available only if you selected the None radio button in the Include group box, selected the Page Break checkbox in the Primary Sort group box, and did not select Vendor or Vendor Name as the Primary Sort.
The Include group box is disabled if you selected the Vendor Address and Contact Report radio button.
Select the radio button that corresponds to the field by which you would like the report to be primarily ordered. The primary sort does not have to match the settings in the Select Grouping group box.
Select the Page Break checkbox if you would like the report to break when the value of the primary sort field changes. If you selected Entry User or Entry Date, the Entry User and Entry Date will print at the beginning of each vendor.
Select the radio button that corresponds to the field by which the report will order the vendors within the primary sort. For example, if you select Entry Date as the primary sort, the vendors will be grouped by entry date. To order the vendors by vendor name within the Entry Date grouping, select the Vendor Name radio button.
To create a page break when the value of the secondary sort field changes, select the Page Break checkbox. This checkbox is enabled only if you also selected the Page Break checkbox in the Primary Sort group box.
Use this group box to refine the scope of the report. You can print only those vendors who fall within a specified range of parameters.
Use this drop-down box to select the field on which you are selecting the vendors for the report. The choices are Vendor Group, Vendor, Vendor Name, Entry User, and Entry Date.
Use this drop-down box to select the range parameters you are using for the report. Depending on which range option you choose, enter the appropriate information in the From and To fields.
If you selected "One," "Range," or "To End" in the Range Option field, enter, or use Lookup to select, the first value in the range.
If you selected "Range" or "From Beginning" in the Range Option field, enter, or use Lookup to select, the ending value in the range.