Summary

The Vendor Summary Report will display the vendor, vendor name (Last Name field on the Vendor record) and the vendor mailing address. The mailing address of a vendor is entered on the General tab of the Vendor Maintenance window (AP> Maintenance> Vendor> General tab> Mailing Address fields).

The Vendor Summary report will not include the Mailing Address 2 field of the Vendor Maintenance window (AP> Maintenance> Vendor> General tab). If you would like the Mailing Address 2 field to display on a report, print the Vendor Master Report (AP> Reports> Vendor Master) and do not check the Print vendor information or Print detail information toggles on the Vendor Master window. The generated report will be similar to the vendor summary report.

Generate a Vendor Master Report (AP> Reports> Vendor Master) if you would like a report that displays more vendor information.

Step by Step

1     Open the Vendor Summary window (AP> Reports> Vendor Summary).

2     Complete the Print Options section.

• The Vendor Number field is used to include a single vendor on the report. Click the Vendor Number field label to select a vendor from a list.
• The Vendor Type drop-down menu is used to filter the vendors that display on the report by vendor type (temporary or permanent).
  • The vendor type is set up on the Vendor Maintenance window (AP> Maintenance> Vendor> General tab> Type drop-down menu).
• Select how you would like the report in the Sort By drop-down menu.
• Check the Double space toggle if you would like the line items that display on the report to be double-spaced.
• Check the Large font toggle if you would like to increase the font size of the information that displays on the report.

3     Print the report.

• Click the Print icon to process the report immediately or enter a date and time in the field next to the Print icon to schedule the report to generate at a later time. You can view the progress of the report on the Job Viewer window (SS> Utilities> Show Scheduled Jobs).
  • Click the Print icon drop-down menu and select Print Preview to preview the report before printing.
  • Click the Print icon drop-down menu and select Excel to export the report data to an Excel spreadsheet as unformatted data.
  • Click the Print icon drop-down menu and select Excel (Formatted) to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
  • Once the report is generated, you can also display the report using the View Reports window (SS> Utilities> View Report).