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finance:inquiry:vendorinquiry:vendorytdamountsinquiry
Vendor YTD Amounts Inquiry - FIN5100
Finance > Inquiry > Vendor Inquiry > Vendor YTD Amounts Inquiry
This tab displays paid vendor YTD transaction amounts. This is an inquiry page only; therefore, you cannot create any transactions.
Perform a vendor year-to-date amounts inquiry:
❏ Click Retrieve to retrieve a list of all vendors and their check transaction amounts.
To sort the data, select Vendor Name, Vendor Number, or Amount, and click Retrieve again.
❏ Under Vendor Information:
| Field | Description |
|---|---|
| Perform a vendor PO inquiry. |
In the Vendor field, begin typing the vendor name or number. As you type the data, a drop-down list of corresponding data is displayed. Select a vendor.
Click Retrieve. The vendor information is displayed.
Type data in one or more of the search fields. |
❏ Under Check Dates:
| From | Type a from date in the MM-DD-YYYY format to filter the vendor list by check date. |
|---|---|
| To | Type a to date in the MM-DD-YYYY format to filter the vendor list by check date. |
| Greater Than Amount | Type the beginning dollar value to display all values higher than this amount. |
|---|
❏ Under Sort By:
| Vendor Name | Select to sort the data by the vendor name. |
|---|---|
| Vendor Number | Select to sort the data by the vendor number. |
| Amount Select | Select to sort by YTD amounts. |
❏ Click Retrieve to retrieve a list of all check transactions associated with the selected vendor and any specific sort/filter criteria. The Total Expenditure Amt, Total Liq Encum Amt, and Total Number of Vendors fields are displayed at the bottom of the data page.
Other functions and features:
| Clear Dates | Click to clear the check From and To dates from the previous inquiry. |
|---|---|
| Click to display the Vendor YTD Amounts Inquiry report. Review the report. |
finance/inquiry/vendorinquiry/vendorytdamountsinquiry.txt · Last modified: 2024/03/18 20:11 by emoreno