Reviewing and Editing Vendor Records

To edit or review a vendor record

1	From the side menu, select Payables > Review Vendor. The Vendor filter appears.

2	Complete the filter:

Vendor Type or select a vendor code.

Last Name Type all or part of the vendor name.

Address.Zip Type part of the vendor's address or ZIP Code.

Telephone Nos Type the area code to search for all vendors from that area, or type the full number to select a specific vendor.

Tax ID Type all or part of the tax identification number.

Fed Name Type all or part of the name from the Tax Information section of the Vendor screen.

Workers Comp Exp Type a range of expiration dates for worker compensation insurance (the WorkComp field in the Vendor screen).

Tax% >= Type the sales tax rate for the vendor.

Notes Type text from the Notes field on the Vendor screen.

3	Click Submit. The Vendor screen appears, with the record for the first vendor matching your selection criteria in the main part of the screen. The navigation list displays links for all vendors matching the filter criteria.

4	If the record you want to edit does not appear in the main part of the screen, click its link in the navigation list.

5	Edit the record. See “To add a vendor” for detailed information about the fields.

6	Click Save.