QUESTION: 

How can you search for Vendor information in the Vendor file? 

 

PROCESS: 

From   Datafiles  > Vendor

 

 

To find an existing Vendor: 

  • Type in the first letter(s) of the vendor’s Name to search the vendor file. 
  • Click on the magnifier icon next to the Name field. 
  • Be sure the checkmark is selected to “Include District-Wide Vendors” in your search
  • Results will display in the grid at the bottom of the screen. 
  • Select/highlight the Vendor in the grid to display the vendor’s current information in the upper portion of the screen. 

To initiate a “wildcard” search to find an existing Vendor: 

  • Use the “ % “ before and after a group of letters in the vendor’s name, for example %john% 
  • Click on the magnifier icon next to the Name field to display the results of all vendors containing the letters “john” anywhere in the vendor name. 

 

 

The Search option is also available for these other Vendor screen fields that have a magnifier icon:  

  • DBA
  • Tax ID
  • SSN
  • CO Vendor # 

 

A regular search or a “wildcard” search can be performed on any of these fields.