The Supplier Summary provides an overview of Detail, Accounting and Transactions of Suppliers.

Discover Supplier Summary

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• Supplier Summary Interface

Get Started

• The Supplier Summary module is a fixed module that needs to be added to the Main Menu or/and to the Tile menu using Setup > Menu Manager.
• Suppliers need to be set-up in Main Menu > Setup > Suppliers before attempting to use the Supplier Summary module.

Supplier Summary Interface

Navigation

Main Menu > Reporting (Customisable Menu Title) > Supplier Summary > View

Once you've opened the Supplier Summary, click View to display the five tabs as shown in the screenshot above.

1. Search (more below)
2. Detail
3. Account
4. Transactions
5. Items

1. Search

The Search tab allows you to find the desired Supplier you wish to view a Supplier Summary of. The other tabs will display records relating to the Supplier selected in the Search tab.

Navigation

Main Menu > Reporting (Customisable Menu Title) > Supplier Summary > View > Search tab

1. By right-clicking on a Supplier provides additional functionality to Open Supplier. This will open the Supplier's Setups in Main Menu > Setup > Suppliers.
2. Menu - The Menu button allows you to Synchronise with open Transaction. This will synchronise the Supplier Summary with an open Transaction. This only works when the Supplier Summary is displayed in the Side Panel.

2. Detail

The Detail tab shows General details, Contact details as well as the Contacts of the selected Supplier.

Navigation

Main Menu > Reporting (Customisable Menu Title) > Supplier Summary > View > Select Supplier > Detail tab

1. General - This provides information about the Supplier's Status, Category, and when and by whom they were created.
2. Contact detail - This shows the Contact details of the Supplier.
3. Contacts - This show a list of all the Contacts stored for this Supplier.

For more about Supplier Setups, click here.

3. Account

The Account tab shows an overview of all Accounting for the selected Supplier.

Navigation

Main Menu > Reporting (Customisable Menu Title) > Supplier Summary > View > Select Supplier > Account tab

1. Accounting Detail - This shows the Account Number, Vendor Number, Currency, and Entities (if any) that are specified for this Supplier.
2. Credit Detail - This shows the Credit Terms, and Credit Limit for this Supplier.
3. Ageing - This shows the Supplier Age Analysis for 90+ Days to Current, as well as Unallocated values.
4. Credit - This shows the Total, Credit Limit, and Available amounts.
5. Activity - This shows the Supplier Activity in a graph for number of Orders and Invoices over the selected period.

4. Transactions

The Transactions tab shows a history of Transactions for the selected Supplier.

Navigation

Main Menu > Reporting (Customisable Menu Title) > Supplier Summary > View > Select Supplier > Transactions tab

1. Period - This allows you to select a date parameter to filter Transactions.
2. Search bar - This allows you to search for specific content.
3. Data Grid - This shows the Supplier's Transactions by Status, Transaction Type, Number, Date, Reference, and Total.

5. Items

The Items tab shows all the Items that are supplied by the selected Supplier.

Navigation

Main Menu > Reporting (Customisable Menu Title) > Supplier Summary > View > Select Supplier > Items tab

1. Items Data Grid - The Items data grid lists all the Items that are supplied by the selected Supplier.
2. By right-clicking on an Item provides additional functionality to Open Item. This will open the Item's Setups in Main Menu > Setup > Items.