Vendor master in Sage 300 ERP contains information about the vendors that supply an enterprise. It includes information on vendors from which a company can procure, or can sell. A vendor master record contains the vendor’s name and address, as well as data such as currency used for ordering from the vendor, Terms of payment, Tax Details, Names of important contact persons (sales staff).Since, to the accounts department, vendors are generally creditors (accounts payable), the vendor master record also contains accounting information, such as the relevant control account (reconciliation account) in the general ledger. Therefore, the vendor master record is maintained by both Accounting and Purchasing.
This blog is to explain ‘Vendor Master Export Utility’ functionality where the user can export and maintain Vendors data and keep track on the multiple Vendors data easily. This can be useful when there can be multiple vendors available for a particular item. Suppose if enterprise wants to purchase some item then by exporting the data of all vendors it can be an easy decision of procurement of the item from multiple vendors by analyzing their data at once.
In this blog, we will see the Vendor Master Export Utility where the user can use this utility to export the detail data of Vendors by using the below Filter criteria.
- From vendor
- To Vendor
The report data will be exported as an MS-Excel exported file based on the user-specified Range of customer Numbers. It can also be exported in different formats such as csv, xml based on the requirement.
Please refer below screenshot of the user interfaces for the “Vendor Master Export Utility”.
Also as per the requirement more filters can be added to the utility such as Vendor Group, Account Set so that it will become more convenient for the users to export vendor data based on particular category. Based on the filters, the report will be generated in Excel format at desired path as selected by the user by browsing at required location.
This report will include below fields and can be modified according to the requirements.
- Vendor Number
- Vendor Name
- Group Code
- Term Code
- Account Set
- Bank Code
- Payment Code
- Address Line
We have elaborated some of the fields exported as below:
- Vendor Number: – this will be the header level Vendor number field from the A/P Vendors screen.
- Vendor Name: – this will be the header level Vendor Name field from the A/P Vendors screen.
- Customer number: – this will be the header level Group Code field from the A/P Vendors screen.
- Currency: – this will be the header level Currency field on processing tab from the A/P Vendors screen.
In this way user can easily fetch the required Vendor master data, that can be useful with various aspects.
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