Viewing Vendor Activity Reports

To view these reports, you must be authorized for function 87 (Vendor Activity Reports). See Permissions Used by Sierra for more information.

The Vendor Activity reports enable you to view a brief display of information for a number of vendors, or detailed information for a single vendor.

To view Vendor Activity reports:

  1. Choose Vendor Info from the reports menu. The system prompts you for login information.
  2. Enter your login name and password.
  3. Choose Submit Query.
  4. Choose a report from the menu:
    Brief Vendor Display
    Displays a page from the vendor list and includes vendor codes and vendor names. Also indicates the page number and total number of pages in the vendor list.
    Brief Vendor Addresses Display
    Displays a page from the vendor list and includes vendor codes, alternate vendor codes, vendor names, and addresses. Also indicates the page number and total number of pages in the vendor list.
    Brief Vendor Statistics Display
    Displays a page from the vendor list and includes order statistics for each vendor. Also indicates the page number and total number of pages in the vendor list.
    Average Vendor Discount
    Displays the average percentage discount between the E PRICE value and the PAID field amount in selected order records.
    Full Vendor Display
    Displays details about the specified vendor, including vendor name, account number, address, and claim cycle. Also indicates the vendor number and the total number of vendors in the list.
    Full Vendor Statistics Display
    Displays order statistics for the specified vendor. Also indicates the vendor number and the total number of vendors in the list.
    Vendor Invoice Information
    Displays invoices for a vendor either by most recent date or in chronological order. You also can search for an invoice by invoice number.

To view the reports listed above, you must enter a vendor code. For information on how to find a vendor code, see Finding a Vendor Code or Creating a Vendor List, below.

Finding a Vendor Code

You can find a vendor by using the Brief Vendor Display or Search for Text options on the reports menu.

To find a vendor code using the Brief Vendor Display:

  1. Choose Brief Vendor Display from the reports menu.

The system displays vendors alphabetically by vendor code. To display the page on which a vendor appears, enter the first letter of the vendor name, or a vendor name that should appear in the list near the one you want.

  1. Choose Display Page for Vendor Code.
  2. You can select a vendor by choosing the hypertext link on the Brief Vendor Display.

To find a vendor code by searching for text:

  1. Choose Search for Text from the reports menu.
  2. Enter all or a portion of the vendor name in the Search for field.

    3. Note that unless you are certain of how the vendor name appears in the list, you should enter only a portion of the name. If the system stores the vendor name differently, it might not return the name with your search results.

  3. The system returns a list of vendor names that include the text you entered. You can select a vendor by choosing the hypertext link on the Vendors with Text display page.

Creating a Vendor List

You also can find a vendor by creating a list.

To create a vendor list:

  1. Choose Create Vendor List from the reports menu.
  2. Select a data element from the first drop-down list:

    Vendor Code
    Alt. Code
    Claim Cycle
    Code 1, 2, or 3
    # of Orders
    # of Claims
    # of Cancels
    # of Orders Received

  3. Select a condition (to apply to your search) from the second drop-down list:

    =  (equal to)
    ~  (not equal to)
    >  (greater than)
    <  (less than)
    G  (greater than or equal to)
    L  (less than or equal to)

  4. In the text box (third field), enter your search criteria.
  5. To further refine your search, choose one of the following and complete the fields as described in the steps above:
    • AND another condition — Returns records that contain all conditions.
    • OR another condition — Returns records that contain any one condition.
    You can define up to seven conditions in one search.
  6. Choose Start to begin the search.

The system displays a List of Vendors Matching Specified Criteria and provides the following information: