Looking Up a Vendor

There are three options on the Quick Vendor Look Up window:

• Finding all Vendors

• Finding a specific Vendor (or group of Vendors)

• Cancelling without searching

Finding All Vendors

On the Quick Company Look Up window, make sure that:

• Level, Status and Branch Servicing is set to <All>

• Vendor Name, TIN, and Vendor ID are blank

and click the button.

The Vendor Grid displays the results of your search.

^ Top

Finding a Specific Vendor

1. In the Vendor Name field, enter the name of the vendor component. If you are not sure of the exact name, you can enter part of the name and the system will find any name starting with the letters you enter. For example, "ac" would find Acme, Acworth, etc. You can also leave the field blank if you are not looking for a specific parent name. NOTE: This looks for a match with either the Alias OR the name of the vendor.

2. In the Level field, use to select the level (division or parent) of the vendor component for which you are looking. If you are not looking for a specific level, select <All>.

3. In the Status field, use to select the current status (Active, Inactive or None) of the vendor for which you are looking. If you are not looking for a specific status, select <All>.

4. In the TIN field, enter the tax identification number of the vendor for which you are looking. If you are not sure of the exact number, you can enter part of the number and the system will find any TIN starting with the numbers you enter. For example, "345" would find any TIN starting with the numbers "345". If you are not looking for a specific TIN, leave the field blank.

5. In the Branch Servicing field, use to select the staffing service branch servicing the vendor for which you are looking. Depending on how the Staffing Service Rep was set up in System Administration, this will either default to the Home Branch of the Staffing Service Rep or it will default to <All>. If you are not looking for a specific branch, select <All>.

6. In the Vendor ID field, enter the ID number of the vendor for which you are looking. If you are not sure of the exact number, you can enter part of the number and the system will find any ID number starting with the numbers you enter. For example, "11*" would find 1123, 11875, etc. You can also leave the field blank if you are not looking for a specific ID number.

7. When you are satisfied with all your selections above, click the button.

7. The Vendor Grid displays the results of your search.

^ Top

Cancelling Without Searching

To close the Quick Vendor Look Up window without searching for a Vendor, click the button.

^ Top

Related Topics: