Use this page to view details on purchase orders and payments. The Vendor Transactions page allows you to search for and list the transactions while working with your vendor records.
Menu Path: Purchasing > Reference Tables > Reference Tables > Vendor List > search for and select a vendor > click Transactions
Viewing a vendor's payment history
-
Select Purchasing > Reference Tables > Reference Tables > Vendor List.
-
In the Search Criteria section, enter criteria identifying the records to list, and then click Find. To run an advanced search, use the Advanced button.
-
Select a vendor, and then click Transactions on the Action Bar to display the Vendor Transactions page.
-
In the page's Selection Criteria section, enter criteria to identify specific transactions, and then click OK to list them.
The List section displays transaction records that match your criteria. The TC (Transaction Code) column identifies the types of transactions: -
|
Code |
Description |
Transaction |
|
17 |
Add Encumbrance |
Purchase Order |
|
18 |
Change Encumbrance |
Change Order |
|
20 |
Manual Check |
Manual or Void Check |
|
21 |
Accounts Payable Check |
Accounts Payable |
-
To view details on a transaction, select the transaction, and then click Details on the Action Bar to display the Transaction Detail page.
-
To view the transaction's Purchase Order Information page, click More Info on the Action Bar. For additional details, refer to Purchase Order Information Page.
-
To view a transaction's Payable Approval Status page, select the transaction, and then click Approval Status on the Action Bar. This item only displays for a transaction that required accounts payable approval (as opposed to purchase order approval).
-
-
Click Back as needed to return to previous pages.