Toolbar of Vendor Info Center

Use the toolbar options to work with vendor records.

Contents

Field	Description
Save	Click this option to save your entries on the Info Center form.
New	After you click this option, select one of the following: Select New Vendor to open a blank vendor record. Use the blank record to create a new vendor record. Select Copy Current Vendor to copy the current vendor record to a new record. You can then edit the copied record to create a new vendor record. Select Select Vendor to Copy to open the Vendor lookup and select a vendor record to copy. You can then edit the copied record to create a new vendor record. Select Create Vendor from Client to open the Create Vendor from Client dialog box. On the dialog box, select an existing client record, assign a new vendor number, and click OK. You can then edit the client record to create a new vendor record.
Delete	Click this option to delete an Info Center record.
Print	After you click this option, select one of the following: Select Print Current Vendor to print the current vendor record. Select Print Active Group to print all vendor records currently active in the Vendor Info Center. Select Select Vendor to Print to select the vendor records that you want to print. If your firm uses the Deltek First Vision Essentials cloud version of Vision, the Print option is not available. You can preview reports onscreen and then print the reports from the Preview window.
Merge	After you click this option, select one of the following: Select Merge Current Vendor to merge data from the current vendor record. Select Merge Active Group to merge data from all vendor records currently active in the Vendor Info Center. Select Select Vendor to Merge to open the Vendor lookup and select the records that you want to include in the merge.
Detail View/List View	Either the Detail View or the List View option (but not both) displays on the toolbar. List View — This option displays when you have the Detail View of the Info Center form open. Click this option to change to the List View and display the information in a grid format on the form. The fields for each record are displayed in columns in a grid rather than on separate tabs. In the grid, you can display one or more Info Center records at a time. You can add, remove, or change the order of the columns in the grid by clicking the Select Fields option on the grid toolbar. Detail View — This option displays when you have the List View of the Info Center form open. Click this option to change to the Detail View and display the information on tabs on the form. This is the default view that displays when you open this Info Center. Detail View is the view that is described in help topics. The Info Center records that you select on the Standard Lookup or the Advanced Lookup in the Search field on the Info Center form display in the List View and Detail View.
Help	Click this option to display the online help.