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Supplier Lookup & Bulk Changes

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Go to Supplier > Lookup & Reconciliation

The lookup screen will show a list of all the suppliers already added.

Hover the mouse over the different menu options. If the cursor changes to a hand (Hand_Cursor), then click to go to the subject.

Security Setup GeneralOpen HelpTabsUnlock MonitorQuick AddCalendarDashboardQuick_Access_Menu

CompanyEmployeeQuoteWorkshopStock InventoryCustomerLedgerInvoiceFileNew SupplierSupplier OptionsSupplier ImportCompleted ReconcilliationsReconcilliation Invoice MethodReconcilliation Status MethodSupplier Age AnalysisSupplier DetailSupplier JournalLookup & ReconciliationSupplier Main Menu

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Hover the mouse over the different fields on the form. If the cursor changes to a hand (Hand_Cursor) , click to get more information.

Bulk Change SelectedBack OrderColoured ColumnsReconcile this supplierHeader RightclickHeaderSelect VisibleCheckboxCheckboxSearch RowEdit FilterGrid ReportSelect VisibleOpen FormPrintClear FilterRefreshSupplier_Lookup

 

Double click on the first column to edit an existing supplier and on the second column to allocate / reconcile the supplier, alternatively you can right-click on the row..

 

Right-click Context Menu

Description

Open the Supplier Form

Edit the supplier information.

Reconcile the Supplier

Depending on the "Recon / Payment Allocation Type" specified in the Supplier Main form, either the Supplier Status Reconciliation or Pay per Invoice Reconciliation form will be displayed.

Help

Open the user manual.

 

 

 

 

 

 

Keywords: Supplier Lookup