This feature, or some fields and options described, might not be available depending on your settings, security rights, or platform package.

Related Topics Link IconR    Related Topics Link IconR

Vendor Center

The Vendor Center stores information on vendors the agency pays on a regular basis (e.g., telephone & utility companies, the owner of the building where your agency leases space, office supply firms).

    ClosedAccessing the Vendor Center

To access the Vendor Center, do one of the following:

To open a center in its own window (new browser session), right-click the center button.

 

    ClosedEntering a New Vendor

Before you can begin vendor-related activities, you must set up the vendor accounts.

  1. Click New Vendor. This takes you to the Vendor setup form.

  2. Enter all pertinent information for the vendor, paying close attention to any required fields.

  3. Once the information is entered, select Save and Close. This takes you back to the Vendor Center where you can continue adding vendors, edit a vendor, or move on to another task.

 

    ClosedSearching for a Vendor

    ClosedBasic Search

    ClosedHow to Control Number of Rows Returned/Maximum Number of Rows

AMS360 returns a maximum of 100 vendors to the Vendor Search results. By default the system displays 20 records per page, however you can change this in Agency Setup or User Options. The Agency Setup options are for the entire agency but you can override this by individual user, in the User Options form.

    ClosedHow to Narrow the Search Results

To narrow the search for a vendor in a long (more than one page) list:

  1. From the Vendor Center, click the Name field and type a few characters of the vendor's name. You can also use the asterisk (*) as a wild card. Enter the initial characters of the vendor name, followed by the (*) and click Search to return a list of all vendors beginning with those alpha characters.

  2. Select to include Firm or Individual vendors to narrow the search to one vendor type.

  3. Select to include only Active or Inactive vendors to narrow the search to one of these vendor types.

  4. Click Search or [Enter].

  • Use Quick Pick to select an item from the Search Results list.

  • A vendor can be set to an inactive status by checking the Inactive box in the Vendor Setup form.

 

    ClosedAdvanced Search Options

Field Name/ Group

What is this?

Match On

Prefix

This is the default. Enter as many characters of the vendor name as you know to narrow the search most effectively.

The Prefix search allows you to use the plus sign (+) as a wild card character to search for proper names.

To narrow the search within common last names, enter a last name, the (+) sign and the first character(s) of the first name.

Keyword

Narrow your search based on specific keyword(s) within the vendor name. The search is an exact word match.

Begin

Use this search option to begin the vendor list with a specific letter of the alphabet.

Color Setup

Click the Foreground link to change the text colors of inactive vendors. Click the Background link to change the shading behind the text of inactive vendors.

Then, select the desired color from the Color Selector, and click Apply.

Save as User Default Options

Use to save the selected view options as your User default when you click Apply.

Apply

Use to display vendors that meet the View Options selection criteria.

Apply Default

Use to display vendors based on the last saved User default view.

 

    ClosedSearch Results

AMS360 returns a maximum of 100 companies in the search results list. By default, the system displays 20 records per page, but this can be changed in Agency Setup > System Configuration Options.

OR the page numbers in the upper right.

 

    ClosedSelecting a Vendor

    ClosedNew Vendors

The first time you access the Vendor Center, the list is empty. Click New Vendor. This takes you to the Vendor form where you can begin adding vendors to the center.

 

    ClosedExisting Vendors

To access information about a specific vendor:

  1. Locate the vendor in the Search Results list.

  2. Click the vendor's name. The vendor information displays.

  3. You can also use Quick Pick to open your selection.

 

    ClosedLocating Vendors in the List

If the vendor you are looking for is not displayed on the first page of the vendor list, you can:

 

What's Next?

Once the vendor is opened in view mode, consult Viewing a Vendor to view records of existing vendor transactions, and to learn about actions available in the Vendor Center.