Supplier Summary

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

Navigation

In a Transaction data grid, right-click on the Supplier > View Supplier Summary or click Menu > Summaries > Supplier Summary.

1. Search - Suppliers can be located by using a Search string.

2. General - This provides information about the Supplier's Status, Category, and when and by whom they were created.

3. Contact detail - This shows the Contact details of the Supplier.

4. Contacts - This show a list of all the Contacts stored for this Customer.

Account

This tab shows an overview of all Accounting for this Supplier.

1. Accounting Detail - This shows the Account Number, Vendor Number, Currency, and Entities (if any) and that are specified for this Supplier. These are setup here.

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. More here.

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.

Transactions

This shows a history of Transactions for the Supplier.

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.