Vendor Manager
The Vendor Manager is a powerful program that is included in several different modules in the StreamV System. The Vendor Manager program is primarily used to create and maintain Vendor and Vendor Contact records. The Vendor Manager also allows you to perform other vendor related tasks. These tasks include:
• Viewing, Modifying and Creating Vendor and Vendor Contact records.
• Creating comments or text notes for Vendors and Vendor Contacts. Some of these comments are used automatically by the system during transaction processing.
• Viewing vendor invoice, payment, and purchasing history and transaction details.
• Accessing the AP Invoice Entry program to enter a new invoice for the vendor.
• Accessing the Vendor Invoice Lookup program to create a manual payment against the open invoices for the vendor.
• Creating and storing email and image documents for vendors and or vendor contacts.
The Vendor records that you create and edit in the Vendor Manager program are referred to as “Master” records. Master records are static data records which are used repeatedly during processing. Examples include customers, vendors and inventory and catalog items. Master records normally contain a large number of fields and many of these fields must be correctly loaded in order for the system to function properly.
To ensure that Vendor records are entered correctly, the Vendor Manager supports the standard “New Data Default” logic, and “Field Level Security” options that are available throughout the Stream V System. The default and security options speed up the entry of new Vendor records and ensure that the records are created only by authorized users in accordance with company guidelines. New Data Default and System Security options are described in detail in the System Reference section of the documentation.
Many of the data fields that are displayed in the Vendor Manager program can be edited from within the program, while others are read-only. Your ability to edit certain fields in the program can also be restricted based on the field level security that has been implemented in your system. Some of the fields in the Vendor Manager program are optional, some are required, and others are table–driven (meaning the field is required and the valid entries are defined by a table associated with the field). The system will not allow you to save a vendor record in the Vendor Manager program unless all required fields have been loaded and all field validation can be completed without error. If you attempt to save a vendor record with missing information, the system will prompt you to load the missing data before allowing you to continue.
The Vendor Manager is a form based program that is divided into various sections or panels. These sections display groups of related fields from the vendor record. Some groups of information such as the vendor type, status, and phone numbers are shown in the top section of the Vendor Manager program. Other information for the vendor can be accessed using the Tab Pages that are displayed in the middle section of the program. The information that is displayed in the Tab Pages is organized into address, purchasing, statistical, and other types of information.
The Vendor Manager program also contains the StreamV Standard Toolbar and several button objects that are displayed in the lower section of the program. The button options allow you to view existing invoice, payment and purchase order history for the selected vendor company or to enter a new invoice for the company. The Standard Toolbar allows you to access system wide StreamV features such as the Cove Field Help System and the standard email and imaging interfaces.
The various sections, Tab Pages, and Buttons displayed in the Vendor Manager program are described below. Please note that you can use the Field Help option that is located on the Standard Tool Bar to display database help information about each of the fields shown in the Vendor Manager program.
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