Vendor

Enter the vendor code you want to include on this report. Vendors are stored alphabetically by vendor code. For example, typing "BUCJAM/FILMIL" would print a listing beginning with James Buchanan and ending with Millard Fillmore; John Adams, and Gerald Ford would not appear on the list because, alphabetically, they do not fall within the specified range.

If this report starting screen is launched from the Vendor Info Bar, the vendor code currently in context will default here.

Vendor type

Enter the vendor type you want printed on this report. This corresponds to the fourth prompt on the Vendors screen.

Sort by

Select the sort option you want to use for this report.

Vendor status

Enter the vendor status you want to include on this report.

Format

Select the format option you want for this report.

• Name and address: choose this option to print vendor name, type, address, telephone, contact person, and other relevant information.

• Balance and terms: choose this option to print the vendor's MTD and YTD invoice amounts, discounts, and payments.

• Name and address - short format: choose this option to print a vendor name, address, and telephone listing. One line will print per vendor.

• Vendor locations

• Insurance expiration listing: choose this option to print vendor's insurance expiration date information.

  If you select the Insurance expiration listing option, the Additional Report Selections window displays prompting you for further report format options.

Insurance certificate

This field is only enabled if the Insurance expiration listing format of the report is selected. Decide if you want to use the insurance certificate status as a parameter for the listing, and if so, select all vendors, or those with or without an insurance certificate.

Expiration date on or before

This field is only enabled if the Insurance expiration listing format of the report is selected. Click the drop-down arrow to select and expiration date or click the Date Calculator icon if you wish to select a pre-defined date.