How do I view transaction details tied to a vendor? (Connect Online)

Vendor Detail page

Looking up a vendor will show transactions that are linked to the vendor so you can view checks paid to the vendor and requisitions, purchase orders, and invoices created for the vendor. You will be able to view the transaction detail, attachments that are tied to the transaction, and any additional comments. The Vendor Detail page will provide the same information that you would normally view using Vendor Inquiry in the Accounts Payable application.

In this Topic

How do I view transaction details tied to a vendor? (Connect Online)
1. Looking up vendor detail
1. Giving users access to the Vendor Detail page

Looking up vendor detail

1. Open My Dashboard.

2. Use the Accounts Payable Lookup widget to select Vendor as the search value and then enter a vendor number.

Search value

3. Click a link to view the transaction detail for checks, requisitions, purchase orders, additional information, and attachments.

Links on Vendor Detail page

Giving users access to the Vendor Detail page

Contact your IT or application administrator to update the user rights with access to the Vendor Detail page. Go to System Management > Security > Setup/Modify User Rights. Use the options on the Connect Online tab to navigate to Accounts Payable. To learn more, see How do I change Connect Online user rights? (System Management)

Setup/Modify User Rights, Connect Online tab

202102, 2020Nov17