Vendor Quick Find

 

You can utilize the Vendor Quick Find to locate a vendor record by name or ID. Simply enter in three or more characters and a list of matching records appears.

 

Figure 40: Vendor setting within the Billing Information tab.

 

Once a selection is made, the application updates the adjacent Vendor setting with your choice.

 

The Vendor Quick Find works in the same way the Quick Find works except instead of searching for Order Number records, it search records established within Microsoft Dynamics GP or within Vendor Setup (depending on your company setup).

 

Enter three or more characters and the application returns matching records based on your entry. The application searches for matches based on the Vendor Name and Vendor ID.

 

The Vendor Quick Find returns up to 50 records within the scrollable selector menu. In addition to the vendor name and ID, the drop-down menu also displays the hold status. If a vendor is on hold, the Status indicates “On Hold.”

 

You can utilize wildcard characters to skip one or more unknown characters. The wildcards available to you include the percentage (%) and the underscore (_) characters. Use the % to skip one or more characters and use the _ to skip a single character. In the example above (Figure 40), “%123” locates any vendor record containing “123” anywhere in the Name or ID field. NOTE: The application automatically places a % wildcard after any entry you make, i.e. skips all unknown characters after what you enter.

 

You can also press the  button to view a list of recently accessed vendors. This list includes up to 50 of your most recently selected records.

 

A separate list of recently accessed vendors is maintained for each module you access. For example, a separate list of vendors accessed through Order Information is different than the one maintained for you within Revenue Entry.

 

In addition to the Vendor Quick Find, you can utilize the Vendor Find for a more advanced order search. View the Vendor Find topic for a list of locations that the Vendor Quick Find is available. Refer to Dynamics GP Status and Hold Information topic for more details on Microsoft Dynamics GP fields and statuses.

 

 

RELATED TOPICS:

Advanced Finds

Customer Quick Find

Find

Quick Find

Vendor Find

Dynamics GP Status and Hold Information