From this screen, add, change or delete supplier records. Search for supplier records by either the supplier name or the payee name. In the Search box type in a few characters of the supplier or payee name. Press the Enter key to initiate the search.
Searching, Sorting, and Filtering the Supplier List
When searching the master Supplier list you can enter all or part of the Supplier Name, Payee Name, or other information pertaining to a supplier.
Start by entering a search term into the search field. ( Note: The filtering option for Active Only is applied automatically.)
For additional search criteria click the search options button, .
Each column of the suppliers browse screen has a sort and an options button.
Use the arrow, , to adjust the sorting order for a column.
Click the options button, , to further refine sorting and filtering.
Tip: For more details on how to use these features please see the article Tour RFMS Next. |
Options on the Supplier List Screen
Preview
When a single Supplier record is selected you can toggle the preview button, , to view information specific for this supplier. What is shown in the preview side panel is editable through the the options button,
. For more information on how to do this please see the article Tour RFMS Next
Communications Center
When a single Supplier record is selected you can select the Communications Center button to view interoffice email, contacts, remarks, attachments, and notes for this supplier. For more information please see the article The RFMS Next Communications Center.
Toolbar Options
The Toolbar stays at the top of the browse screen. Available Toolbar buttons change depending on your current selection.
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