Vendor Viewer - Fields

 

Vendor Viewer

Company Code

Enter the company code for the PDF documents to display, or click the Lookup button to list all companies. If you enter a new selection in this field, click Refresh when you are ready to reload the viewer with the selected documents.

This field is available only if this task is accessed from the Paperless Office module.

 

Company Name

This field displays the name of the company selected in the Company Code field, and can only be viewed. This field appears only if this task is accessed from the Paperless Office module.

 

Form Type

Select the form type of the PDF documents to display in the viewer. Only vendor form types set up in Form Maintenance can be selected.

When Check is selected, click Deliver All Unsent to electronically deliver all unsent but updated PDF check documents. Click Deliver Only Unsent Advices to electronically deliver only the unsent PDF electronic payment vendor remittance advices. This button is available only if the Enable ACH Electronic Payments check box is selected in Accounts Payable Options.

 

Check / Order / Return Order Date From

Enter the starting date to use in the range of dates for the PDF documents to display, or click the Calendar button to select a date from the calendar. If you enter a new selection in this field, click Refresh when you are ready to reload the viewer with the selected documents.

 

To

Enter the ending date to use in the range of dates for the PDF documents to display, or click the Calendar button to select a date from the calendar. If you enter a new selection in this field, click Refresh when you are ready to reload the viewer with the selected documents.

 

Side Button Bar

The buttons located to the right of the viewer list allow you to locate, view, e-mail, fax, select, move, and delete PDF documents.

Note Clicking Refresh removes the current search results.

 

Vendor No.

This field displays the vendor number for the PDF document and can only be viewed. This field appears only if this task is accessed from the Paperless Office module.

 

Vendor Name

This field displays the vendor name and can only be viewed. This field appears only if this task is accessed from the Paperless Office module.

 

Check / Order / Return No.

This field displays the number of the check, purchase order or return order and can only be viewed.

 

Order Type

This field displays the type of purchase order and can only be viewed. The following order types can be displayed:

 

Check / Order / Return Date

This field displays the date of the check, purchase order, or return order and can only be viewed.

 

PDF Created

This field displays the system date and time the PDF document was created and can only be viewed.

 

Acctg Date

If Return Order or Check is selected in the Form Type field, this field displays the accounting date the PDF document was created and can only be viewed.

 

Updated

This field displays Y if the return order has been updated to the permanent files or N if the return order has not been updated. This field can only be viewed.

 

PDF Location

This field displays the location of the PDF document and can only be viewed. If the PDF document has been deleted, the location is displayed in red text.

You can move a selected document by clicking the Move button. For more information, see Move PDF Documents.

 

PDF Exists

This field displays Y if the PDF document exists or N if the document has been deleted outside of the viewer task. This field can only be viewed.

 

Sent

This field displays Y if the PDF document has been electronically delivered by e-mail or fax or N if it has not been delivered.

To e-mail or fax all undelivered documents, you can perform a search for all documents that display N in this field. Click the Select All button, and then click the Electronic Delivery button. For more information, see E-mail or Fax All Undelivered PDF Documents.

 

User Logon

This field displays the user logon of the person who created the PDF document and can only be viewed.

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