Performing a Vendor Search - IAConnect - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - external

IAConnect
Platform
OnBase
Product
IAConnect
Release
Foundation 23.1
License

The Vendor Name field in the Indexing control can be populated in multiple ways.

  • Enter the Vendor ID and either enter Tab or click anywhere outside of the field. The vendor information auto-populates.

  • Enter the PO # and PO Release #, and the vendor information auto-populates.

  • Perform a Vendor Name search.

To perform a Vendor Name search in the Indexing control:

  1. Click the binoculars button next to the Vendor Name field.
  2. In the Vendor Search window, enter at least one character of the vendor's name into the Vendor Name field.
  3. Click Search. This initiates a search of the Costpoint Vendor Master data. A list of vendors is displayed, including closed od inactive vendors. The list includes the vendor IDs and the vendor names that match your search criteria.
  4. Click the desired vendor's name in the list. The system gathers data from Costpoint including the Vendor ID, Vendor Name, Payment Terms, Remit To Address, AP Account, Cash Account, a calculated Due Date, a calculated Discount Date, Discount Pct, and all open and active PO Numbers (if they exist for this vendor).
  5. If the vendor does not yet exist in the system, double-click the Route To ad hoc task button to route the invoice to the Vendor Maintenance Queue, where the vendor record can be set up in Costpoint.