| Purpose & Benefits |
|---|
| This function lets you generate a report of suppliers via workfiles using Templates for report layouts, which can also be exported to other file formats (CSV, Excel etc). More than 60 columns (fields) of customer/supplier information are available for use in report/export templates. |
The process begins by giving you a comprehensive form with which to filter your suppliers:
Filters allow you to narrow the report parameters (choices) based on your selections.
By default, no filters are applied except for the ‘Active Supplier only’ one. You have many separate filter options:
| Filter | Options | Remarks/Notes |
|---|---|---|
| Supplier Code | All, Range or Single | |
| Supplier Group | All, Range or Single | |
| Start Date | All, Range or Single | |
| Active Supplier | Active, Inactive or both | |
| Customer Status | Customer/Supplier only, Customer and Supplier or both |
Select Report Template to use
Select from the drop down list the template you wish to use. To add or alter a template, see Document Templates in the Central menu.
Click the Process button to produce a report which is displayed for preview.
