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This text refers to program version 2024-03-16  

Operations Menu - Contacts - Supplier Status

This page describes the 'Supplier Status' function on the Operations menu in the Contact browse and record windows. If you are using iOS or Android, the 'Supplier Status' function is on the Tools menu (with 'wrench' icon).

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When you are reviewing the Contact record for a Supplier, you can check their current account status using the 'Supplier Status' function. When you select the function, a Supplier Status report will be printed to screen.

If you are using Windows or macOS, you can include several Suppliers in the report. Simply highlight a number of Contacts in the 'Contacts: Browse' window and select 'Supplier Status' from the Operations menu. To highlight a range of Contacts, click the top one in the range and then hold down the Shift key and click the last one.

If you are using iOS or Android, you can only highlight a single Contact at a time, by searching for it, so you can only produce a Supplier Status report for a single Supplier.

On all platforms, you can also open the Contact record for a Supplier in a record window and produce a Supplier Status report by selecting 'Supplier Status' from the Operations menu (Windows/macOS) or Tools menu (iOS/Android).

The function will have no effect if you try to use it with a Contact that is not marked as a Supplier.

In its basic form, this report will first show the Supplier's Name and Address together with your Credit Limit and turnover for the first period in the Reporting Periods setting. This information will be followed by a list of the Supplier's Contact Classifications. The five most recently paid Invoices will then be listed, as will all open (unpaid) Invoices.

You can have additional information can also be shown in the report, such as lists of recent Activities, Goods Receipts and Purchase Orders and monthly purchasing figures for the past year. To have this extra information shown in the report, create a record for yourself in the Info in Supplier Status Report setting in the CRM module. As you can create separate records in this setting for each user, you can control how much of this additional information will be shown to different users. You can effectively give each user a different report definition.

The Supplier Status report has the Standard ERP Drill-down feature. You can open many records such as Activities, Goods Receipts, Purchase Orders and Purchase Invoices from the report by clicking (Windows/macOS) or tapping (iOS/Android) in the appropriate places (i.e. on Activity Dates and on Goods Receipt, Purchase Order and Purchase Invoice Numbers). You can also click or tap on a Person's Signature to open an Activities, Persons report for that Person. Text with the drill-down feature is shown underlined in the report. At the top of the report, there will also be a [New Activity] text link that you can click or tap to create an empty new Activity.

If you are using Windows or macOS, an alternative method that you can use to produce a Supplier Status report is to activate 'Paste Special' from the Supplier Number field in a record such as a Purchase Order or Purchase Invoice, highlight a Supplier in the list and choose 'Supplier Status' from the Operations menu.

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The Contact register in Standard ERP:

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