How to Use Vendor Search

The Vendor Search feature is used to search all the vendors input into the K212 Finance Application. If the vendor is not shown in this search, the user can create a new vendor in the Vendor Management screen. To learn more about adding a new vendor, refer to How to Create a New Vendor.

Use the following steps to search for a Vendor:

1. If applicable, enter the Vendor Number or use the wild card search button.

Note: Refer to Wild Card Search Fields for more information on how to use this feature.

2. If applicable, enter the Vendor Name and if needed, use the wild card search button..

3. If applicable, click on the Type Code drop-down menu to select an option.

4. If applicable, enter Address 1.

5. If applicable, enter the Accounting Contact.

6. If applicable, enter Address 2.

7. If applicable, click on the Country drop-down menu to select an option.

8. If applicable, click on the Province/ State drop-down menu to select an option.

9. If applicable, enter the City.

10. If applicable, enter the Postal Code and Ext.

11. If applicable, select any of the following selection boxes: Deactivated, Activated, Quote Only, Pay to Vendor Only and Miscellaneous.

12. Click on the Search button.

13. Select a vendor from the results displayed in the grid, by clicking the corresponding check mark beside the vendor.

14. Click on the Select button.

Note: Click on the Clear All button to remove all input information and reset the fields to their default values, or click on the Cancel button to cancel the vendor search process.

Click on any of the following to return to the previous process being worked:

ACCOUNTS PAYABLE

•How to Create an A/P Cheque

INVOICE

•How to Create an Invoice from a PO

•How to Create an Online Cheque

•How to Create a Standalone Invoice

•How to Delete an Invoice

•How to Modify an Invoice

•How to Print an Invoice

•How to Process Online Cheques

PURCHASING