Master Records > Vendor Code > Vendor Reports > Vendor Credit Limit and Discount Listing

The Vendor Credit Limit and Discount Listing function allows you to print or preview information about the current vendors' credit and discount arrangements that your vendors grant your company.

This report can be used together with the Aging Report to help you analyze and monitor your credit standing with your vendors.

To generate the Vendor Credit Limit and Discount Listing, follow these steps:

1.Access the Vendor Credit Limit and Discount Listing function from the Vendor group in the Reports main menu.

2.Select the report sorting option by clicking on the List box button next to the Sort By field.

3.In the Layout field, click the List box button to select the report layout you want to use in generating the report.

4.In the Report Configuration area, define the desired report filters. You may mark the Individual checkbox if you want to generate the report for a single record and enter the appropriate value in the adjacent field; otherwise, select in the Filters area the desired criteria in generating the report.

5.Select any of the following options for which you want to include in the report:

•Active and Inactive Vendors

•Active Vendors Only

•Inactive Vendors Only

6.If applicable, mark the checkbox discussed below:

oTemporary Vendors Only

Mark this checkbox if you want the report to only show information for temporary vendors.

7.Click the Preview or Print button to preview or print the report. In the Report Preview page, you may click the Configure tab to return to the Report Configuration page.

The Vendor Credit Limit and Discount Listing function also provides you with flexibility to perform the following:

•Set up user-defined report macro

•Set up user-defined sort option

•Set up user-defined report layout

•Include notes in the printed report

•Export the report to various supported file formats

•Send the report as attachment to an email

•Drill-down on certain fields in the report:

oVendor #

AccountMate displays the Vendor Profile when you click the Vendor # in the report.

Vendor Credit Limit and Discount Listing

Vendor Credit Limit and Discount Listing

See Also