Vendor History File Maintenance

Use this function in Initial Setup to enter vendor history data for prior months or years as desired. In Live Operations this is system-maintained file and cannot be modified.

The Vendor History Screen, shown in Figure 4-7 below, appears when you select Vendor History from the File Maintenance Pulldown Menu. You normally enter this function in Inquire mode but you can change mode by using the mode icons on the toolbar or the mode function keys. Since Change mode places a hold on the selected record, use Change mode only when you intend to change data. If desired, in key entry, you can click on or press the Scan key to review the records currently on file and select one for editing or viewing.

Figure 4-7. Vendor History Screen

This screen contains the following fields that make up the primary key to the Vendor History file:

Vendor (required)

Enter the vendor number which must be on file in the Vendors file. You can click on or press the Scan key to find an appropriate entry. The system displays the vendor name so that you can verify your entry.

<Calendar/Fiscal> Year (required)

Enter the calendar or fiscal year as appropriate. The content and label for this field is based on what method you selected for keeping history (see History by Calender Month? on the Parameters (Posting) Screen).

Press ENTER or click or the Save button to save the information on this screen. If any information has changed, the system may redisplay the screen to show any new or changed system-supplied items or to report any error or warning messages. If so, the current screen has not yet been saved; you must address any concerns and press ENTER or click or the Save button again. To exit without saving, press END or click or the Cancel button.

When you save a record, the system will automatically present the Vendor History Months Overlay, or you can click on the Months button to access it (which first saves the current record if applicable).

The following icons are also available for use on the toolbar (unless disabled in Add mode or until a record has been selected):

List Vendor History: See Vendor History List for further information.

Display Vendor History Audit Info: See Audit Info for further information.

Click the appropriate icon to perform the desired operation (which first saves the current record if applicable), after which you will return to where you are.