Grouping Vendors

You can group funds or vendors. Groups of vendors are displayed on the left side of the screen in the Vendors function. Double-clicking folders displays the vendor records within them.

Vendor groupings allow you to centrally locate a single vendor's vendor codes, e.g., all of Baker and Taylor's vendor codes could be grouped under Baker and Taylor.

Creating a Group

To create a group (a folder within the Hierarchies folder):

1. Choose Vendors from the Function list.
2. Choose the level under Hierarchies at which you want the group to be inserted. You cannot insert a group in a folder that already contains vendors.
3. Choose the Create a New Group button.
4. Enter a name for your group. The name must be unique and cannot be blank. It can have a maximum of 80 characters.

Deleting a Group

Deleting a group removes the folder and its contents. However, the codes that were in the group are still present in the Current Vendors folder and on the system. To delete a group:

1. Choose Vendors from the Function list.
2. Choose the group or groups to delete. You cannot delete the Current Vendors or Hierarchies groups.
3. Choose File | Delete. Sierra prompts you:

Delete the [name] group?

4. Choose Yes to delete the folder and its contents.

Adding Vendors to a Group

Once you have created a group, you can add codes to it:

1. Choose Vendors from the Function list.
2. Choose the group into which you want to put vendor records. You cannot put vendors in a folder that already contains other folders.
3. Choose Put Vendor into Group from the toolbar.
4. In the resulting dialog box, enter the vendor code and choose Search. If you enter an existing code, it displays in the dialog. If you enter a partial code or a code that does not exist, the dialog displays nearby vendor codes.
5. Select vendors in the dialog's browse display. To add multiple vendor codes from the dialog's browse display, hold down the Ctrl key while selecting vendors.
6. Choose OK. As you put vendors into the group, they are dynamically added to the folder. You cannot add vendors to a folder if they already exist in that folder.

Removing Vendors from a Group

You can remove vendors from a hierarchy. Note that this does not delete the vendor record from the system.

1. Choose Vendors from the Function list.
2. Within the hierarchy folders on the left side of the display, choose the vendor code to remove.
3. Choose File | Delete. Sierra prompts you:

Remove [Code] from [GroupName] group?

4. Choose Yes to delete the vendor from the group.

See also:

Vendor Record Display

Creating Vendor Records

Deleting Vendor Records