Innovative247 Service Request Manager

Dashboard

Vendor Masters

Program #: 1758

Module: System Administration

Overview

Use Vendor Masters (program #1758) to maintain vendor records for use in other areas of SBN. You must perform a search for vendor records before the program displays any vendors in the left pane of the window.

The Vendor Masters Window

Vendor Masters contains three panes:

The Search pane (upper) contains fields for selecting search parameters
The List pane (lower left) displays search results
The Details pane (lower right) displays details of vendor records

The following graphic shows Vendor Masters as the program opens.

Field/Column Descriptions

The following table describes the fields and columns used in Vendor Masters.

Field/Column	Description
Vendor ID	Unique ID assigned to each vendor. This field allows 10 alphanumeric characters.
Vendor Name	Name of the vendor.
Account Number	Account number assigned to your company by the vendor.
Active	If this box displays an X, the vendor is active. If this box is blank, the vendor is inactive.
1099	If this box displays a check mark, the vendor receives a 1099.
Street	Street address at which you place orders for the vendor.
1099 Box #	The box number for the vendorâ€™s 1099.
Street 2 (No label)	Additional line for the street address of the vendor.
Tax No	Tax ID for the vendor to use for 1099 reporting.
City	City of the ordering address.
State	State of the ordering address. (This field holds a maximum of 60 characters.)
Zip	Zip code of the ordering address.
Bank	Bank to use to make payments to this vendor. (This menu originates from program #1736.)
Phone	Phone number for placing orders with the vendor.
Phone Ext	Extension for the phone number.
Fax	Fax number for placing orders with the vendor.
Ack	If this box displays a check mark, the vendor must acknowledge all orders. O SBN uses box as a default when creating new purchase orders for this vendor.
Email	Email address of the vendor.
SNA	If this box displays a check mark, the vendor is an SNA vendor. (Company 150 only).
Contact	Ordering contact name.
Phone	Additional phone number.
Phone Ext	Extension for the additional phone number.
Dealer Vendor	If this box displays a check mark, the vendor is a Dealer vendor.
Language	Select the language of the vendor.
Comment	Text comment for the vendor.
Vendor Type	Type assigned to the vendor. (This menu originates from program #1764/7.)
Abbreviation	Status assigned to the vendor. (This menu originates from program #1764/6.)
Net Pay Term	Standard vendor pay terms. (This menu originates from program #1529.)
Disc Pay Term	Pay terms if the vendor gives a discount. (This menu originates from program #1529.)
Disc (No label)	Percentage of the discount to take if you pay invoices within the discount pay terms.
PO Type	Default purchase order type associated with this vendor. (This menu originates from program #1764/2.) O This default appears on new purchase orders created for this vendor.
Ship Via	Default freight carrier associated with this vendor. (This menu originates from program #1764/1.) O This default appears on new purchase orders created for this vendor.
Freight	Default freight terms associated with this vendor. This default appears on new purchase orders created for this vendor. (This menu originates from program #1764/6.)
FOB	Default FOB point associated with this vendor. (This menu originates from program #1764/4.) O This default appears on new purchase orders created for this vendor.
Tax Profile	Select a tax profile from the drop-down menu to assign to the selected vendor. (This menu originates from program #1514).
Rate	The rate associated with a specific vendor.
Message	Default report message associated with this vendor. This menu originates from program #1766.) O This default appears on new purchase orders created for this vendor.
GL Account No	Default general ledger account number associated with this vendor. (This field contains a menu if option bl058 is off. This menu originates from program #1835. Entries are limited to account numbers flagged as used by PUR or AP.) O This default appears on new purchase orders created for this vendor.
Bank Account #	Primary bank account number of the vendor to use for direct payment.
Creator	ID of the user who entered this as a new vendor.
Date (No label)	Date this vendor record was entered.
Changed	ID of the user who last changed this vendor record.
Date (No label)	Date this vendor record was last changed.
Bank Account #	Secondary bank account number of the vendor to use for direct payment.
Country	Country of the address at which you place orders for the selected vendor. (This menu originates from program #1865.)
Currency	Currency type of the selected vendor. (This menu originates from program #1635.)
Mail Address	Payment address for the vendor.
Return Address	Extra address for the vendor.
Vendor Address	Extra address for the vendor.

Searching for Vendor Records

To display information in Vendor Masters, you must first perform a search for vendor records.

Use the following steps to search for vendor records:

1. In Vendor Masters, select your search parameters.

Note: You can select a vendor ID, vendor name, or use wildcard characters to search for partial IDs or names. For more information on using wildcards, see Using Wildcard Characters in the reference document, Searches.

Note: You can search for all vendors by leaving the search parameters blank.

2. Choose Search.

â€° SBN displays all vendor records that match the search parameters.

Using Common Functions

See the reference document Common Functions in SBN for more information.

Searching for Vouchers Paid to a Vendor

Use the following steps to search for vouchers paid to a vendor:

1. In Vendor Masters, perform a search for the vendor for whom you want to view vouchers.

2. From the search results, select the vendor.

3. Double-click your selection or choose Get Record.

4. Choose Voucher Search.

â€° The Voucher Search dialog box opens.

5. Select your search parameters.

Note: You can search by a range of creation dates or payment dates. If you leave the search parameters blank, SBN displays all vouchers for the specific vendor.

6. Choose Search.

â€° SBN displays the vouchers that match your search parameters.

7. To perform another search for the same vendor, choose Clear Search Screen.

â€° SBN clears the search parameters.

8. Repeat steps 5-6.

Viewing Details of a Voucher

After you perform a search for vouchers for a selected vendor, you can view the details of that voucher.

Use the following steps to view details of a voucher:

1. From the search results in Voucher Search, select the voucher for which you want to view details.

2. Double-click your selection or choose Get Record.

â€° SBN opens AP Open Vouchers (program #1837) and displays the details of the selected voucher. For more information on working in AP Open Vouchers, see AP Open Vouchers.

Vendor Snapshot

Use the Vendor Snapshot to view balance and purchase information for a selected vendor.

Use the following steps to view the Vendor Snapshot:

1. In Vendor Masters, perform a search for the vendor for whom you want to view the vendor snapshot.

2. From the search results, select the vendor.

3. Choose Vendor Snapshot.

â€° The Vendor Snapshot dialog box appears.

Button Functions

The following table displays the buttons, describes the shortcut keys, actions, and functionality.

Button	Name	Shortcut Key	Action	Description
	Get	ALT+F1	1758/ 1	Get record.
	Change	F2	1758/ 2	Change selected record.
	New	F3	1758/ 3	Create new record.
	Delete	SHIFT+F10	1758/ 4	Delete selected record.
	Undelete	ALT+F10	1758/ 5	Restore deleted record.
	Print	CTRL+F8	1758/ 6	Print selected records.
	Search	F5	1758/ 7	Search for existing vendors.
	Modify Search	F6	1758/ 8	Clear search screen.
	Voucher Search	F7	1758/ 10	Search for vouchers paid to a vendor.
	Vendor Snapshot	F8	1758/ 999	View balance and purchase information for a selected vendor.
	Previous	F4	1758/ 999	Select last record.
	Next	F5	1758/ 999	Select next record.

Modifications and Updates to Vendor Masters

The following table lists modifications and updates to the Vendor Masters document.

Mod Number	Date	Description
n/a	08/27/14	Images updated.
07.93.26727, 08.93.12030, 08.93.12030, 08.93.12031	12/06/21	Rate field added. Images updated.

F1 Help

Delphi Forms	`apopenvouchersform, babanksform, blchartofaccountsform, ubreportmessagesform, ubvendorsform, ubvendorsnapshotform, ubvouchschform`
Program Numbers	1736, 1758, 1766, 1835, 1837

Was this helpful?

Sign in to continue

Recent Pages

Saved Pages

My Collections

Vendor Masters

Vendor Masters

Overview