Atrieve Finance

File Maintenance By Vendor Number

The File Maintenance By Vendor Number module allows you to maintain the cross reference file by working with all the commodity codes associated with a single vendor.

Vendor Number

  • Enter the vendor number you wish to work with.

select the magnifying glass will open a window that allows you to search the vendor master file for any part of the vendor name.

By moving the highlighted bar with the  keys, any commodity can be selected. Once highlighted, the selected record can be changed or deleted. Additionally, records can be added and searched for. All tasks are invoked by pressing the associated key.

Add

Commodity Code

  • Enter the commodity code to be associated with the vendor number selected. Select the magnifying glass can be used to search the commodity code database.

Status Code

Enter the status code of the vendor entered. While any character may be entered, the following have default reason text associated with them.

  • A = Active

  • I = Inactive

  • R = Review

Reason

  • Enter the reason text for the assigned status code. If A, I, or R are selected as the status code, the above defaults will exist. These defaults, however, may be changed.

Comment

  • Enter the comment to associate with the current Vendor/Commodity combination. This comment can be up to 200 characters. The arrow keys can be used to edit this text so that changes can be made easily.

Change

Status Code

Enter the status code of the vendor entered. While any character may be entered, the following have default reason text associated with them.

  • A = Active

  • I = Inactive

  • R = Review

Reason

  • Enter the reason text for the assigned status code. If A, I, or R are selected as the status code, the above defaults will exist. These defaults, however, may be changed as you wish.

Comment

  • Enter the comment to be associated with the current Vendor/Commodity combination. This comment can be up to 200 characters. The arrow keys can be used to edit this text to make changes.

Delete

Delete this entry?

  • If you wish to delete the highlighted record enter Yor N to save it.

Search

Search Commodity Code/Description/Status/Reason/ Comment

Enter the field you wish to search.

  • C to search the Commodity Code

  • D to search the Commodity Description

  • S to search the Status Code

  • R to search the Reason field

  • O to search the Comment field

Search For:

  • Enter the word(s)/number(s) to search the designated field for. If a match is found, only entries satisfying the search will be displayed.

  • To recover all entries, type N and re-enter the vendor number. If no match is found, the screen will remain unchanged.

Replicate

This option allows you to copy or append an existing comment to the current vendor/commodity relationship. To use this option move the highlighted bar to the vendor you wish to copy a comment to and press R.

The following window will appear:

Source Vendor Number

  • Enter the vendor number from which you wish to copy the comment.

  • To exit this window without copying,select cancel without entering a vendor number.

Commodity Code

  • The commodity code to copy the comment from. At this point, you have two options. If you know the commodity code enter it and the comment for the specified relationship will be displayed.

  • If you do not know the commodity code or want to view all the comments associated with the specified vendor, . The system will display all the comments associated with the vendor.

Is this the correct comment?

  • Enter Y if this is the comment you wish to copy.

  • If you specified a commodity code, entering N will abort the copy and return you to the main screen. If you did not specify a commodity code, entering 'N' will continue displaying comments until you either find the one you are looking for or run out of comments to view.

Append/Replace/Exit

  • Enter A to append the source comment to your current comment or R to replace the current comment with the source comment.

  • Entering E will abort the copy and return you to the main screen. If you choose to append two comments together, the characters '][' will be inserted to separate them.

Next

  • This option clears the screen and allows you to enter another commodity code you wish to do maintenance on.

Exit

This option exits you from this screen and returns you to the previous menu.