Vendor Setup Report
Modified on: Fri, May 5, 2023 at 5:01 PM
Report Title: Vendor Setup Report
Available to: All Users
Pricing Package: Basic
The Vendor Setup Report is an output of all the configuration options associated with the vendors on your account.
This report will allow you to bulk review your vendor setups to ensure accuracy.
|Company||Company level grouping of locations to run the report on. To run the report on all locations, leave this blank.|
|Group||Group of locations to run the report on. To run the report on all locations, leave this blank.|
|Vendor||To view invoices from a particular vendor.|
|Email||Pre-populated with the user's email address. Additional emails can be included by appending other comma-separated emails. The report will always be sent to the user, regardless of whether it is included.|
|PIQ Internal ID||PIQ Internal Vendor ID|
|Location||Name of Locations within the account|
|Location ID||PIQ Internal Location ID|
|Company ID||PIQ Internal Company ID|
|Vendor Name||Vendor Name as it appears in the UI|
|Vendor ID||Vendor ID associated with your accounting software.|
|PIQ Vendor ID||Secondary PIQ Internal Vendor ID|
Vendor Email Address
Your account number with your vendor (if applicable).
|Payment Terms||Net terms from your vendor.|
|Use a Default GL||Yes/No value if a default GL is coded for this vendor.|
|Default GL Account||If the "Use a Default GL" is selected, the GL value that is set displays.|
|Mark as Paid||Yes/No value if all invoices from this vendor should be marked as paid.|
|Bank Account||If Yes is selected for Mark as Paid, the bank account that will be used to generate the offline payment in VendorPay (if applicable).|
|Auto Mark as Exported||Yes/No value if all invoices are to be marked as Exported.|
|Auto Archive||Yes/No value if all invoices are to be marked as Archived.|
|Process Header Information Only||Yes/No value if only header details are to be processed; line items will not be included during processing.|
|Inventory Vendor||Yes/No value if this vendor is used for inventory processing.|
|Export Line Items||Yes/No value if line items should be included when exporting invoices.|
|Date Vendor Set Up||YYYY-MM-DD when the vendor was set up through the vendor setup process.|
*Note: for Yes/No value fields, the blank would equate to No.
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