Vendor Finance Overview

 

The user can view key financial metrics for the selected Vendor. This page is visible when the Enable Site Budgets Configuration Variable is set to True. The formatting of the amounts are based on the value of the Currency Culture Configuration variable. Clicking opens the Vendor Costs module. Additional information can be found on the Pending Costs, Invoices, and Payments tabs.

 

 

Selecting a Vendor

To select a Vendor, you can either click the button, which will display the first record in the list or click the button to view the previous vendor in the list or click   then click a vendor. Once a vendor is selected, the Select button, i.e. , will change to that site, i.e. . To view the list of vendors again, click the button again to toggle back.  Information on each vendor is stored on the Vendor page of the Global Institution menu.

 

Click Common Buttons for a description of the buttons found throughout the system and their uses.

 

 

 

 

Field

Description
Vendor  

Vendor Number

This column lists the number assigned to the vendor on the Vendor tab of the Global Institution menu.

Vendor Name

This column lists the name assigned to the vendor.

Country

This column lists the country of the vendor

Status

This column lists whether the vendor is active or inactive , which can also be determined by the folder icon.
Overview  

Project

 This column displays each project that has at least one Vendor Cost.

Items

 This column displays the number of Vendor Cost transactions.

Accrued

 This column displays the sum of the Vendor Costs that have a date equal to or prior to the current date.

Future

 This column displays the sum of Vendor Costs that have a data after the current date.

Total

 This column displays the sum of the Accrued and Future columns.

Pending

 This column displays the sum of Vendor Costs that have not yet been invoiced.

Invoiced

 This column displays the sum of Vendor Costs that have been invoiced.

Paid

 This column displays the sum of Vendor Costs that have been included on a Vendor Payment.

Balance

 This column displays the sum of Vendor Costs that have not been included on a Vendor Payment.