You can access different areas of the system directly from the supplier record list with the supplier already populated for you for transactions and enquiries.
The cards that display in the action panel depend on your permission. This article explains both transaction and enquiry cards and how to view these.
A transaction card has a
icon available and an enquiries card has a arrow
icon available.
Create transactions
Click Creditors then click Suppliers.
Note: All suppliers are displayed for you. You can narrow down you search using advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the icon and choose from the available filter list, then click OK.
Select the checkbox in front of the supplier.
Note: The Action Panel automatically opens from the right-hand side of the screen.
As an example, click Add Invoice.
The Purchase Ledger Invoice screen opens with your selected supplier pre-populated in the Supplier field.
Repeat the same steps as above for any of the transaction cards.
View enquiries
Click Creditors then click Suppliers.
Note: All suppliers are displayed for you. You can narrow down you search using advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the icon and choose from the available filter list, then click OK.
Select the checkbox in front of the supplier.
Note: The Action Panel automatically opens from the right-hand side of the screen.
As an example, click Purchase Transaction.
All purchase transactions for your selected supplier are displayed.
Repeat the same steps as above for any of the enquiry cards.