|
|
|
|
To search for a supplier:
The Supplier Management search screen appears.
Supplier Name. To restrict the search to a particular supplier, enter the full or partial name in the field. For example, ‘sm’ would return suppliers beginning with 'sm', such as Smith Holdings.
Supplier City. The name of the city the supplier is located in, if known and provided by the card issuer.
Supplier Country. The country in which the supplier is located.
Merchant Category. This option restricts the search to transactions from suppliers belonging to a specific merchant category. To define the merchant category, type its full or partial name. For partial names, use the wildcard character %. For example, if you enter %or, the search could potentially find transactions for suppliers belonging to the Florists or Book Stores merchant categories. You can also define a merchant category by entering its official merchant category code. You can search by multiple merchant categories by typing a range (eg. 1000-2000) or a delimited list (eg. 7011^3357^3012).
Merchant Group. This option restricts the search to transactions from suppliers belonging to a specific merchant group.
Vendor Reference. To restrict the search to a particular vendor reference, enter the full or partial vendor reference in the field.
Tax Reference. To restrict the search to a particular tax reference, enter the full or partial tax reference in the field.
Used Between. This option searches by the dates the supplier was used by cardholders within your organization.
Summarize Results By. This option displays the first screen of results (the summary view) by supplier (a single list of all suppliers) or by merchant category group, requiring the user to drill-down into each category to view the associated suppliers.
Group Results By. If you select Supplier for the Summarize Results By option, this option groups those suppliers by merchant category or tax reference.
Supplier status
Preferred Suppliers. This option restricts the search to preferred suppliers, non-preferred suppliers, or all suppliers regardless of their status.
Vendor Reference. This option restricts the search to suppliers with vendor references, suppliers without vendor references, or all suppliers regardless of the presence of a vendor reference.
Tax Reference. This option restricts the search to suppliers with tax references, suppliers without tax references, or all suppliers regardless of the presence of a tax reference.
Suggest Vendor References. This option displays a list of suggested vendor references for active suppliers without vendor references assigned in the system. By displaying all active suppliers that share the same tax reference as those active suppliers without vendor references, you can view a list of possible vendor references and assign one if appropriate. Suggested vendor references can only be viewed if suppliers are grouped by tax reference.
Additional fields
This section allows you to define what fields display in your report. A sort icon 
allows you to control by which field the results are sorted and whether the results are alphabetically ascending or descending. To change the field by which the results are sorted, click to the right of the field. The sort icon will move beside that field. To display the results in alphabetically descending order, click the upward facing arrow. It will change to 
.
Report templates
This section allows you to save defined search parameters as a template for quick and easy future use.