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 search button 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.

• Once the required report settings have been specified, click the Print button to print your report.
• Click the options arrow on the right side of the Print button to see other print options.
  • Select Send PDF to Job Viewer to print the report in the default Springbrook format.
  • Select Send Excel to Job Viewer to export the report data to an Excel spreadsheet as unformatted data.
  • Select Send Excel (Formatted) to Job Viewer to export the report data to an Excel spreadsheet that includes much of the Springbrook formatting found on the printed version of the report.
• Click the Schedule icon next to the Print button in order to schedule the report to generate at a later date and time.
  • Scheduled printing has not yet been enabled for reports generated from process batches. This functionality will be released in an upcoming service pack.
• Users can also regenerate a report with the same configuration as a prior report via the report history section. This can help improve efficiency when an identical report is frequently generated.
  • Once a report has been generated, the date and time it was generated will display in the report history accessed via the Expand Arrow button on the right side of the window.
  • Expand the report history and click on a previous report record to automatically populate the report criteria with the criteria specified on the previously generated report. This section will display the last three times the report was generated.