Accounts Payable - Vendor Pick List

Pgm: SDPICK – Vendor Pick List; standard Treeview path: Accounts Payable > Setup > Maintain Vendor Pick List

The Maintain Vendor Pick List screen provides an alternative method to print multiple vendors that do not fall under a specific vendor code range. This screen works the same way as the Job Pick List screen in the JC module. Vendor pick lists are alternatives to the vendor code range parameters used in AP Reports to specify the vendors to consider in reports.

The Pick List Code section is used to create a new vendor pick list for the selected company, and the Fixed Entity List section lists the vendors associated with the selected pick list code.

To create a new list, click the Pick List Code section’s [Insert] button, then using the new row, provide a code and description. If the list being defined is dynamic, meaning that new vendors can be added automatically based on a specified selection criteria, check the ‘Dynamic’ box.

If the list is small and not dynamic, move to the Fixed Entity List section and insert the required vendors manually. Otherwise, use the [Selection Criteria] button to have the system select vendors to add to the fixed entity list based on an entered selection criteria.

[Selection Criteria] – Button

Pgm: SDPICKR – Pick List Selection Criteria; standard Treeview path: Accounts Payable > Setup > Maintain Vendor Pick List – [Selection Criteria] button

This button’s pop-up is used to select vendors to add to the pick list through the use of a selection criteria.

To enter a selection criteria, click the [Insert] button in the second Selection Criteria section. Using the new row, select a vendor record’s field via the Field Code field, select the required relational operator via the Operator Code field, then select a value to compare against via the Value field. Only vendors satisfying this entered criteria will be selected.

NOTE: ‘Vendor Name’ has been added to the list of available fields in the ‘Vendor pick-list’ selection criteria pop-up window launched from the [Selection Criteria] button. This may be helpful if creating a pick-list to group vendors by alphabetical order for reporting/querying purposes (e.g. Vendor Names A-M and Vendor Names N-Z).

To view the results of the specified selection criteria, press the [Show Matching] button, and the vendor records matching the selection criteria will be listed via another pop-up. In the pop-up, click the [Populate By Selection Criteria] button to bring the matched vendor records into the Fixed Entity List section.

To bring the vendor records listed under this pop-up’s Fixed Entity List section into the Fixed Entity List section of the main screen, click [Save] in the pop-up window, then [Exit].