Locating Accounts and Accessing Account Properties from the Vendor Contact Manager

With EnergyCAP Enterprise Release 6.1and later, the Vendor Contact Manager incorporates several helpful functions to assist the user in locating accounts associated with the vendor, and viewing and making changes to account properties.

To access the Vendor Contact Manager, click Setup>Contacts. Then click the Vendor tab at the bottom of the display window. The Vendor Contact Manager will be displayed.

Unlike the People and Customers views in EnergyCAP, the Vendor window is divided into two primary panes. The upper pane lists existing vendors in alphanumeric order.

NOTE: The vendor list in the upper pane can be sorted (A-Z, Z-A) by any column simply by clicking the column header.

The bottom pane displays a list of accounts associated with the currently-selected (highlighted) vendor. The following information is provided for each account:

• Account Code
• Account Display Name
• Service Address
• City
• State
• Zip
• Active indicator
• Parent Cost Center
• Cost Center Display Name
• Acount ID (internal EnergyCAP identifier)

Locating a Specific Vendor Account

Since some large organizations have dozens or even hundreds of accounts associated with a single vendor, the bottom pane of the vendor list has been designed to assist the user in quickly locating a specific account in EnergyCAP and maintaining the properties of that account.

To locate a specific vendor account in EnergyCAP:

1. Click the desired Vendor from the vendor list in the upper pane of the Vendor Contact Manager. Accounts associated with the vendor will be displayed in the lower pane.
2. Input an initial search string (alphanumeric series) for either the Account Code, Account Display Name or Service Address into the Search field in the bottom pane. As the string is being entered, a list of matching accounts with records beginning with that string will be dynamically displayed in the bottom pane of the display. The matching entry will be highlighted in color.
   
3. Once the account has been located, additional functionality is also available. To locate the account in the Account Manager Tree View, right-click the account row in the bottom pane of the Vendor Contact Manager. A popup menu will appear.
4. Select Locate Account from the popup menu options. The Account Manager will be displayed, and the specific account will be highlighted in the Account Manager Tree View. Its associated properties will be visible in the right pane of the Account Manager dispay.

Accessing Account Properties from the Vendor Contact Manager

To access and/or edit Account Properties from the Vendor Contact Manager:

1. Open the Vendor Contact Manager (Setup>Contacts>Vendor Tab).
2. Select the vendor associated with the account to be located and/or edited.
3. Locate the associated account from the account list in the bottom pane of the display.
4. Right-click any cell containing data associated with the desired account. A popup menu will open.
5. Click to select Properties from the popup menu. The Properties window for the associated account will open.

NOTE: If the user has Account editing permissions, the Account Properties can be modified and saved per the usual procedure.