Click to view/hide picture.Home > Inquiry > Vendor Inquiry
The Vendor Inquiry screen allows you to view vendor activity for a date or date-range, for a particular vendor or all vendors. This includes vouchers (invoices and manual checks) and any associated payments or credit memos. For example, you might use the Vendor Inquiry screen to check whether a particular invoice was paid, or to see how much a vendor is owed and which vouchers are outstanding.
Note: Vendor Inquiry indicates that invoices, credit memos, and payments are voided by appending the extension -VOID to the document type. For example, a voided invoice will have a document type of INV-VOID.
Launch Vendor Inquiry by selecting Inquiry > Vendor Inquiry from the menu bar.
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Enter the criteria for the vendor transactions you wish to display; you must specify at least one of the following options:
Entity # Optionally, specify an entity number; if blank, all of the entities that you have access to will be included in the inquiry.
From/To Dates Enter a range of dates between which the vendor transactions must fall. The dates are inclusive. For example, you can specify 11/1/09 to 11/30/09 to see all of the journal entries made on or after November 1st and on or before November 30th.
Vendor Enter the vendor name that you wish to inquire about; if blank, all vendors are included in the inquiry.
Active When checked, inactive vendors will be excluded from the retrieved records and the available vendors from the Vendor drop-down menu. Uncheck to include inactive vendors.
Store Group Filter by the store groupings defined on the Enterprise Definitions screen. If you are not using store groupings, these fields will not appear.
After specifying inquiry criteria, click Get Records and a table of records will display.
Note: You will be able to inquire on any transaction that has not been purged (using the Purge Data utility). Depending on your business needs, you could see transactions going back several years if the data has not been purged.
Get Records Generates the inquiry and displays all retrieved data in the detail area.
Find in Results Lets you search for particular records through a series of filters.
Expand Opens all detail area items to show their sub-parts (like clicking all the + signs) when the grid has been grouped by a column.
Collapse Closes all detail area items to show only summary parts (like clicking all the minus signs) when the grid has been grouped by a column.
Scan Documents Use Scan Document to scan original invoices into Compeat to associate them with an invoice record. To use this feature, select the record in the grid that you wish to associate with a scanned document, and then click Scan Documents.
Once you have data in the detail area, you can easily filter and sort the inquiry screen to find the data you want (see Finding Items).
Double-click on a record to open a detailed report.
