Viewing Vendor Purchase Histories

Use the Vendor Purchase History screen to view a vendor's purchase history. In addition, you can use the Default Branch Options screen to set defaults for the branch or territory.

To view a vendor purchase history:

From the A/P menu, select A/P Inquiry to display the A/P Inquiry screen.
In the Vendor field, type the name of the vendor and press Enter.
Use the Purch Hist hot key to display the Vendor Purchase History screen.

The system displays the Vendor Purchase History screen, with the Vendor Name field populated.

In the Br/Tr/All field, enter the branch or territory that you want to view purchase history for. By default, the system displays the purchase history for all branches.
View the vendor's purchase history in the following fields:

Field	Description
Month / YTD	Purchase or paid dollar amounts for each month of the year, and the total for the year.
Years	The dollars for the designated month (or YTD) of the year identified at the top of the column.
Diff %	The percentage of difference between the two Year fields.

Use any of the following hot keys as needed:

Hot Key	Function
<Change Year>	Displays a previous year (<) or a later year (>).
Paid/Purch	Displays either the paid or purchase amounts.
Options	Displays the Default Branch Options screen, where you can set the default branch or territory for this report.

Press Esc to exit this screen and return to the A/P Inquiry screen.

To set branch or territory defaults:

From the A/P menu, select A/P Inquiry to display the A/P Inquiry screen.
Use the Purch Hist hot key to display the Vendor Purchase History screen.

Use the Options hot key to display the Default Branch Options screen.
In the Default From Current Line field, enter one of the following to determine whether the branch in the Branch/Territory field on the Vendor Purchase History window defaults to the branch in the Branch field for the current line item on the A/P Inquiry window:

Y – Sets the default for the branch on the Vendor Purchase History screen to the current line item selected on the A/P Inquiry screen.
N – Does not set the default for the branch on the Vendor Purchase History screen.

In the Default Branch/Territory field, enter the name of the branch or territory that you want as a default in the Vendor Purchase History screen.

If you set the parameters for this field, the Default From Current Line field defaults to N.

Note: Users are only able to enter branches or territories for which they are authorized.

Press Esc to return to the Vendor Purchase History screen.