VENDORS - Reports

Accessing and generating Vendor reports for Print / Preview / Email

• Access
  • Vendor List
    • select or multi-select the record(s) from the list
    • choose Print Selected or Print All
  • Vendor Details
    • click on  Print

 

• Generating Reports / Forms     

• • from the Spire Reports list,  select the report(s) you wish to run
  • highlight the report to check the description below to see if it's what you expect
  • select the run method:         

• • • Print - send directly to selected printer
      • accept or change the Printer
      • accept or change the Paper Source
      • printer format permitted, select from Duplex options
      • accept or change the number of Copies
      • option to Save Defaults so same print settings will be used next time this report is selected for printing
    • Email (see Vendors - Email)

• • • • **Note – Emails can be re-sent from the Email module or Vendor Communications tab
    • Preview - see report(s) on screen (if multiple reports were selected, each report will populate a separate tab) with additional options:

• • • • use Ctrl+scroll to zoom in or out
      •   Print the report currently in the viewer window
      •   Print All reports across all tabs
      •   Export

                       

• • • • • select from the listed Formats
        • select from the listed Destinations
          • Application will open the program on your computer that is associated with the Format you chose
          • Disk file will prompt you to save the Report in the Format you chose
          • Exchange Folder allows the Report to be accessed through a Microsoft Exchange client such as Microsoft Outlook
        • click OK
    •   Find to search text of the document / report
    •    navigate through pages of the Report alternatively to scrolling down

 

• Security on Reports / Forms can be established at Company Level, User Level, or Server Level:

• • Company Level - Edit > Company Settings > Reports > Security tab
    • Disable Security gives full access to all users for all reports to Preview / Print / Export / Email unless Security is Enabled in User Settings (described below)
    • Enable Security gives ability to select which reports can be accessed for all Users to Preview / Print / Export / Email
  • User Level - Edit > User Settings > Reports
    • Company Default uses settings established in Edit > Company Settings > Reports
    • Disable Security gives access to all reports within the modules this User has access to
    • Enable Security opens up the checkmarks below Preview / Print / Export / Email to remove access
    •   Use Defaults establishes settings same as Company default, with the ability to make changes
  • Server Level - Tools > Server Administration
    •   select a report in the list
    •   delete or disable

                 

• Customizations to Forms - most customizations will need to be done by your Spire Partner, but you can perform the following customizations:

          

     

• • Logo - access in Tools > Server Administration > Companies
    • select the relevant Company
    • click on Settings
    • click on Select Logo then load a maximum 4cm x 4cm image file to print on top left corner of all forms
    • Save

               

• enter Messages to print on a selected form
  
  • access in Edit > Company Settings > Reports > Messages tab
  • select the Report Type
  • type the message in the Header and/or Footer text boxes

• Available Vendor Reports (Add / Remove Reports - see Server Administration Reports)

Report Name	Location
#10 Vendor Envelope	Vendor List / Vendor Details
Accrued Payables Summary	Vendor Details > Purchasing Tab > Orders List
AP Cheque Remittance	Vendor Details > Accounts Payable Tab > Payment Transaction
Cheque - Bottom / Center / Top	Vendor Details > Accounts Payable Tab > Payment Transaction
Communication Notes	Vendor Details > Addresses Tab > Communication tab
Inventory Purchase History	Vendor Details > Purchasing Tab > History Items
Open Purchase Orders	Vendor Details > Purchasing Tab > Orders List
Pending Purchase Order Receipt	Vendor Details > Purchasing Tab > Orders List
Post Inventory Adjustments	Vendor Details > Purchasing Tab > History List
Purchase History	Vendor Details > Purchasing Tab > History List
Purchase Order Details List	Vendor Details > Purchase Orders Tab
Purchase Order Summary List	Vendor Details > Purchase Orders Tab
Purchase Order	Vendor Details > Purchasing Tab > Orders List
Purchase Order Reprint	Vendor Details > Purchasing Tab > History List
Receipts Order Fulfillment	Vendor Details > Purchase Orders Tab > PO Details > Receive
Sample Vendor Address Label	Vendor List / Vendor Details
T5018 List	Vendor Details > T5018 Tab
T4A / Summary	Vendor Details > T4A Tab
Vendor Code Change List	Vendor Code Change