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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.

If the vendor number is not known, click Directory. The Vendors directory is displayed.

Type data in one or more of the search fields.
Click Search. A list of data that matches the search criteria is displayed.
Select a vendor name from the list. Otherwise, click Cancel.

❏ Under Check Dates:

FromType a from date in the MM-DD-YYYY format to filter the vendor list by check date.
ToType a to date in the MM-DD-YYYY format to filter the vendor list by check date.
Greater Than AmountType 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 NumberSelect to sort the data by the vendor number.
Amount SelectSelect 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 DatesClick to clear the check From and To dates from the previous inquiry.
PrintClick 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