View a Vendor's History

Vendor Overview | Purchasing Overview | Find a Vendor Record

Basic

A vendor history report allows you to view summarized statistical data for the merchandise you have purchased and returned from/to a vendor, as well as displaying a list of vouchers and non-deleted purchase orders made for that vendor. You can expand the documents included in the report to view item detail or QuickZoom to view the document itself.

To view a vendors history report:

1. Highlight or display a vendor record from your vendor list.

2. Display the list in collapsed format: the vendor's history is shown on the bottom of the information panel.

Or

Select Edit and then select the HISTORY tab on the vendor form.

The vendors history report is displayed.

How do I refresh a vendor's history?

With a vendor history report displayed, you can:

- Select the expand icon to view the specific items listed on a document or Expand All above the list to show the items for all documents.

- Change the column order/widths, sort the report by the values in any column, and, when available, use QuickZoom to view the associated documents. Learn more.

- With a document selected, select an option from the I Want To menu:

- Go To Document to view the document. Once you are in the document, you can view, edit, copy, or reverse it, using normal procedures.

- Print History to send the vendor history to your printer (or Print Preview)

Notes:

- If you delete purchase orders once they are filled, the deleted purchase orders are no longer displayed on the vendor history report, and their information is not included in the summarized statistical information. However, the receipt of the merchandise on deleted purchase orders is reflected in the receiving vouchers and receiving information on the report.

- If you have a voucher or purchase order window open when you come to vendor history, you will have to switch back to the open document and cancel or complete it before you can copy from history to another new document of the same type. Only one of any document type can be open at a time.

- It is suggested you not mix items from different vendors on purchase orders and receiving vouchers as this would hamper your ability to get accurate vendor histories.

- Multi-Store Note: Vendor history at remote stores reflects only the documents made at that store. Headquarters will see all transactions at all stores.