Vendors and Rates

Vendors & Rates provides view-only access to vendor contact data, associated summary utility billing data, related accounts and contract details.

To access the Vendors & Rates module, click the Vendors & Rates link from the Home view. The Vendors & Rates home page will be displayed.

Click the Vendors and Rates link to open the vendor module. The vendor module provides four tabbed views of vendor data: General, Summary, Accounts, and Contracts.

The General tab displays two view panes. The left-most (navigation) pane provides an alphabetical vendor list. Click the desired vendor from the list, and the right (presentment) pane will display properties for the selected vendor.

Displayed vendor properties include:

• Code--the Code name for the vendor
• Display--the Display name for the vendor
• Addresses--the type of address and the address details for the vendor
  NOTE: Address hyperlinks (when present) will link to a web-based map for the address. Click the compass icon next to the address to view the map in a separate browser tab.
• User-Defined Fields--content for any user-defined fields associated with the vendor
• Info--additional Vendor properties, including email address, business phone number, industry code, DNB number, tax ID number, EDI import ID, payment days.

The General tab also displays links to available Quick Reports. Click the desired report to open a new browser tab displaying the indicated report in PDF format.
NOTE: Report filters for Quick Reports are not configurable from the Vendors & Rates module.

The Summary tab provides view-only access to summary utility billing data for the selected vendor, including a year-to-year cost summary.

The Accounts tab displays the Code, Display, Address, and Account Status (active/inactive) for all accounts associated with the vendor.

Clickable hyperlinks for the displayed account Code provide a link to the associated account and account properties. Click the Code link to switch to the Cost Centers & Accounts view for that account.

Hyperlinks for the displayed account Address (compass icon) will link to a web-based map of the address. Click the compass icon to open a map of the associated address in a new browser tab.

The Contracts tab displays a list with properties for all contracts associated with the vendor.

NOTE: If no contracts are available, the presentment pane will be blank.