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Contents of the Print Vendor Information Report Screen

Use the fields and options to configure the Print Vendor Information Report screen.

Identification

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field Description
Parameter ID

Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults.

Description

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Selection Ranges

Field Description
(Grouping)

Use this drop-down list to specify the field by which to select the vendors. The choices are:

  • Vendor Group
  • Vendor
  • Vendor Name
  • Entry User
  • Entry Date
Option

Use this drop-down list to select the range of vendors to be included. Valid options are:

  • All: Select this option to include all available vendors. The Start and End fields are disabled for this option. This is the default.
  • One: Select this option to include only one vendor and then enter that vendor in the Start field. The End field is disabled for this option.
  • Range: Select this option to include a contiguous range of vendors. Enter the beginning vendor for the range in the Start field and enter the ending vendor of the range in the End field.
  • From Beginning: Select this option to include a range of vendors that begins with the first of all the available vendors and ends with the vendor that you enter in the End field. The Start field is disabled for this option.
  • To End: Select this option to include a range of vendors that begins with the specific vendor that you enter in the Start field and ends with the last of all the available vendors. The End field is disabled for this option.
Start

Enter, or click to select, the starting vendor for the range that you want to include. If you select All or From Beginning in the Option field, this field is inactive.

End

Enter, or click to select, the ending vendor for the range that you want to include. If you select All, One, or To End in the Option field, this field is inactive.

Sort By

Field Description
1st Sort / Page Break

Select the field by which you want to order the report. The first sort does not have to be the same as your selection in the Selection Ranges group box.

The Page Break check box is selected by default for all options in this group box, unless you select None in the Include group box. If you select Entry User or Entry Date as the first sort, the Entry User and Entry Date print at the beginning of each vendor.

2nd Sort / Page Break

Select the field by which you want to order the vendors, after the first (primary) sort. For example, if you select Entry Date as your primary sort, the vendors are grouped by Entry Date. To order the vendors by Vendor Name within the Entry Date grouping, select the Vendor Name setting for this option.

To have the report break after each vendor, select the Page Break check box. This check box is available only if you select:

  • The None setting for the Include option (below) box
  • The Page Break check box in the 1st Sort
  • A setting other than Vendor or Vendor Name for the 1st Sort

Options

Report Type

Select the report to print by selecting one of the following options.

Field Description
Vendor Information Summary Report

This report includes Addresses, Address/Bank Info, or Default Expense Account detail. If the Vendor Approval feature is in use, the report also displays the vendor's approval status.

Vendor Address and Contact Report

This report includes address and contact information for vendors.

Include

If you select the Vendor Information Summary Report option, Costpoint enables this group box. If you select the Vendor Address and Contact Report option, this group box is not available.

Use this group box to specify which variation of the report you want to print. Valid choices are:

  • Addresses
  • Addresses/Bank Info
  • Default Accounts
  • Multicurrency
  • VAT Info
  • None

    If you select a setting other than None in this group box and the primary sort is by Vendor or , the 2nd Sort group box is disabled.