94 lines
6.1 KiB
HTML
94 lines
6.1 KiB
HTML
|
|
||
|
|
<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
|
||
|
|
<html>
|
||
|
|
<head>
|
||
|
|
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
|
||
|
|
<meta name="MS-HAID" content="Vendors">
|
||
|
|
<meta name="generator" content="Adobe RoboHelp 2019">
|
||
|
|
<title>View a Vendor's History</title>
|
||
|
|
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
|
||
|
|
<style type="text/css">
|
||
|
|
/* FORCE ALL FONTS TO 12PT */
|
||
|
|
* { font-size: 12pt !important; }
|
||
|
|
body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
|
||
|
|
</style>
|
||
|
|
|
||
|
|
|
||
|
|
|
||
|
|
<style title="hcp" type="text/css">
|
||
|
|
<!--
|
||
|
|
span.hcp1 { color:#c0c0c0; }
|
||
|
|
span.hcp2 { font-weight:bold; }
|
||
|
|
font.hcp3 { font-weight:bold; }
|
||
|
|
-->
|
||
|
|
</style>
|
||
|
|
</head>
|
||
|
|
<body><a name="642b3b9347ca42c9b00b820c00c373fa=1"></a>
|
||
|
|
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
|
||
|
|
|
||
|
|
|
||
|
|
|
||
|
|
<p class="Help-Heading-1" style="background-color: #008000;">View a Vendor's History</p>
|
||
|
|
<p class="Help-Main-Topic-Links"><a href="vendorsoverview.htm">Vendor Overview</a> <span class="hcp1">|</span> <a href="../qbpos_purchasing/purchasingoverview.htm">Purchasing Overview</a> <span class="hcp1">|</span> <a href="../qbpos_basic_procedures/navigation_find/basic_find_vendor.htm">Find a Vendor Record</a></p>
|
||
|
|
<div>
|
||
|
|
<p style="text-align: right; font-family: Arial, sans-serif; color: #800000;"><span>Basic</span> </p>
|
||
|
|
</div>
|
||
|
|
<p class="Help-Text">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.</p>
|
||
|
|
<p class="Help-Info-Line">To view a vendors history report:</p>
|
||
|
|
<ol>
|
||
|
|
<li class="p-Help-Steps">
|
||
|
|
<p class="Help-Steps">Highlight or display a vendor record from your vendor list.</p>
|
||
|
|
</li>
|
||
|
|
<li class="p-Help-Steps">
|
||
|
|
<p class="Help-Steps">Display the list in <a href="../qbpos_basic_procedures/basic_view_list.htm">collapsed</a> format: the vendor's history is shown on the bottom of the information panel.</p>
|
||
|
|
</li>
|
||
|
|
</ol>
|
||
|
|
<p class="Help-Indent">Or</p>
|
||
|
|
<p class="Help-Indent">Select <span class="hcp2">Edit</span> and then select the <font class="hcp3">HISTORY</font> tab on the vendor form.</p>
|
||
|
|
<p class="Help-Indent">The vendors history report is displayed.</p>
|
||
|
|
<p class="Help-Indent"><img src="../image/vendor_history.gif" alt="image\vendor_history.gif" title="image\vendor_history.gif" width="350" height="196" border="0"></p>
|
||
|
|
<p class="Help-Text"><a href="javascript:void(0);" id="a1" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('../qbpos_reports_and_sales_charts/reports_refreshing.htm');return false;">How do I refresh a vendor's history?<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" style="border: none;" width="10" height="12" border="0"></a></p>
|
||
|
|
<p class="Help-Info-Line">With a vendor history report displayed, you can:</p>
|
||
|
|
<ul>
|
||
|
|
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||
|
|
<p class="Help-Bulleted">Select the expand icon <img src="../image/expand_icon.GIF" alt="image\expand_icon.gif" title="image\expand_icon.gif" width="11" height="11" border="0"> to view the specific items listed on a document or <span class="hcp2">Expand All</span> above the list to show the items for all documents.</p>
|
||
|
|
</li>
|
||
|
|
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||
|
|
<p class="Help-Bulleted">Change the column order/widths, sort the report by the values in any column, and, when available, use QuickZoom to view the associated documents. <a href="../qbpos_reports_and_sales_charts/reports_working_with_displayed.htm">Learn more</a>.</p>
|
||
|
|
</li>
|
||
|
|
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||
|
|
<p class="Help-Bulleted">With a document selected, select an option from the I Want To menu:</p>
|
||
|
|
</li>
|
||
|
|
</ul>
|
||
|
|
<ul style="list-style: square;">
|
||
|
|
<li class="p-Help-Nested-List">
|
||
|
|
<p class="Help-Nested-List"><font class="hcp3">Go To Document</font> to view the document. Once you are in the document, you can view, edit, copy, or reverse it, using normal procedures.</p>
|
||
|
|
</li>
|
||
|
|
<li class="p-Help-Nested-List">
|
||
|
|
<p class="Help-Nested-List"><font class="hcp3">Print</font> <span class="hcp2">History</span> to send the vendor history to your printer (or <span class="hcp2">Print Preview</span>)</p>
|
||
|
|
</li>
|
||
|
|
</ul>
|
||
|
|
<p class="Help-Heading-2">Notes:</p>
|
||
|
|
<ul>
|
||
|
|
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||
|
|
<p class="Help-Bulleted">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.</p>
|
||
|
|
</li>
|
||
|
|
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||
|
|
<p class="Help-Bulleted">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.</p>
|
||
|
|
</li>
|
||
|
|
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||
|
|
<p class="Help-Bulleted">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.</p>
|
||
|
|
</li>
|
||
|
|
<li class="p-Help-Bulleted" style="margin-left: -20px;">
|
||
|
|
<p class="Help-Bulleted"><span style="background-color: #ffffff; font-weight: bold;">Multi-Store Note</span>: Vendor history at remote stores reflects only the documents made at that store. Headquarters will see all transactions at all stores.</p>
|
||
|
|
</li>
|
||
|
|
</ul>
|
||
|
|
<script type="text/javascript" language="JavaScript1.2">
|
||
|
|
//<![CDATA[
|
||
|
|
if( typeof( FilePopupInit ) != 'function' ) FilePopupInit = new Function();
|
||
|
|
FilePopupInit('a1');
|
||
|
|
//]]>
|
||
|
|
</script>
|
||
|
|
</body>
|
||
|
|
</html>
|