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xTuple ERP Reference Guide |
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xTuple ERP Reference Guide |
The Vendor Workbench groups together in one location a wide range of both current and historical Vendor information. To access the Vendor Workbench, select the "Vendor Workbench" option. The following screen will appear:
When displaying Vendor information, you are presented with the following options:
Enter the Vendor Number of the Vendor whose information you want to view.
Displays Vendor name automatically when Vendor Number is entered.
Select this button to open the CRM Account record associated with the Vendor.
Displays the Vendor Type for the specified Vendor.
Displays the Vendor's default Terms.
Displays the default Ship Via for the Vendor.
Displays the first purchase from the Vendor.
Displays the most recent purchase from the Vendor.
Displays the total cost of Purchase Order items that have been ordered but not yet received.
Displays total purchases from Vendor for previous year.
Displays year-to-date purchases made from Vendor.
Displays open balance with Vendor.
To view Purchase Orders associated with the Vendor, select the "Purchase Orders" tab. The following screen will appear:
When displaying the list of Purchase Orders associated with the Vendor, you are presented with the following options:
Select to display Purchase Orders from all sites.
Select to display Purchase Orders from a specific site
Displays Purchase orders dated on or after date specified. Date type dependent on option selected.
Displays Purchase Orders dated on or before date specified. Date type dependent on option selected.
Specifies Start and End Dates are based on date Purchase Order created.
Specifies Start and End Dates are based on Purchase Order Due Date.
Specifies Start and End Dates are based on date goods are received against Purchase Order.
Select to include closed Purchase Orders in display.
Specify key word or phrase from the Purchase Order description to use as a parameter for display.
To view Receipts and Returns associated with the Vendor, select the "Receipts and Returns" tab. The following screen will appear:
When displaying the list of Receipts and Returns associated with the Vendor, you are presented with the following options:
Select to list Purchase Order Receipts and Returns associated with all Purchasing Agents.
Select to specify only Purchase Order Receipts and Returns generated by a specific Purchasing Agent.
Select to display Purchase Order Receipts and Returns from all sites.
Select to display Purchase Order Receipts and Returns from a specific site
Displays Purchase Order Receipts and Returns created on or after date specified.
displays Purchase Order Receipts and Returns created on or before date specified.
Includes Unvouchered Purchase Order Receipts and Returns in display.
Displays Purchase Cost, Receiving Cost, and Value in Purchase Order Receipts and Returns in results.
To view open Payables associated with the Vendor, select the "Payables" tab. The following screen will appear:
When displaying the list of Payables associated with the Vendor, you are presented with the following options:
Specify date parameters to query open Payables.
Display lists open Payables. If a Document is past due, the line for that Document will display in red type.
The following buttons are unique to this screen:
Highlight an open Payable and then click this button to manually review and select the Item for payment. This option brings you to the individual Select Payment screen, where you will find the full range of payment options.
Highlight an open Payable and then click this button to automatically select the open item for payment. Any available Terms Discount will also be applied automatically.
Highlight an open Payable and then select this button to clear the selected payment. This option effectively reverses the action of the SELECT option.
Select this button to select for payment all open Payables whose Payment Date is due or past due and whose Currency is the same as the Bank Account's Currency.
Select this option to automatically select all open Payables which are eligible for a Terms Discount and whose Currency is the same as the Bank Account's Currency. The Terms Discount will be applied automatically to all selected open items.
Select this button to clear all selected payments due. This option effectively reverses the action of the SELECT ALL DUE option.
To view Credit Memos associated with the Vendor, select the "Credit Memos" tab. The following screen will appear:
When displaying the list of Credit Memos associated with the Vendor, you are presented with the following options:
Displays the list of unapplied Credit Memos associated with the specified Vendor.
The following buttons are unique to this screen:
Highlight an unapplied Credit Memo and then select this button to apply an amount.
To view purchasing history with the Vendor, select the "Payables History" tab. The following screen will appear:
When displaying purchasing history from the Vendor, you are presented with the following options:
Displays Documents created on or after date specified.
Displays Documents created on or before date specified.
Enter specific vendor invoice number to display.
To view Checks associated with the Vendor, select the "Checks" tab. The following screen will appear:
From the right-click menu you can view check details. You can also void posted Checks. When voiding a Check, you will be given the option to specify the void date. Apply-to records will also be reversed on the void date you specify.
When displaying the Check Register for the Vendor, you are presented with the following options:
Select Bank Account whose Checks you want to display.
Enter specific Check Number to include in the display.
Checks created on or after specified date will be included in the display.
Queries checks created on or before specified date will be included in the display.
Select to expand check detail for all items listed. This can be done manually for one check at a time by clicking on the plus (+) symbol. To collapse list select the minus (-) symbol.