The POS Vendor set up reports allow you to report on vendor set up.
RecTrac Process and Reporting screens offer numerous fields and widgets that allow you to filter the data for which your process or report is being run. RecTrac Widgets provides definitions and examples to show you how these work.
Other buttons on the screen…
Core Criteria
Vendors (PSVendor_VendorIDCode_DataGrid)
Highlight/select the vendors you want to include. By default, the DataGrid displays all vendor codes in your database that you have Permission to see.
OR
Make no selections from the DataGrid and enable the Use Vendor Range option and make selections.
Note: In instances where you have a DataGrid and corresponding Range a selection in one or the other (or both) is required. Selecting nothing from the DataGrid and nothing from the Range yields a blank report or process.
Click here for a full description of RecTrac DataGrids.
DeleteUse Vendor Range (PSVendor_VendorIDCode_UseRange)
This field appears in numerous programs. Its functionality may vary.
Select this option to use limit your selection to a range of vendors.
THEN
Enter the range of vendor codes.
OR
Leave this option deselected to skip the range filter and make selections from the DataGrid.
- If there is a DataGrid for this program - In instances where you have a DataGrid and corresponding range a selection in one or the other (or both) is required. Selecting nothing from the DataGrid and nothing from the range yields a blank report or process.
- If there is NOT a DataGrid for this program - In instances where you do not have a DataGrid a selection here is not required. Leaving this option de-selected skips this filter and results in ALL codes being included.
Record Status (PSVendor_RecordStatus_ComboBox)
Select the Status(es) you wish to include in your output. Multiple selection is allowed.
OR
Leave this field at (0) Selected to skip this filter.
- Any - Not applicable to this report.
- Active - Active vendors.
- Inactive - Inactive vendors.
- Hold - Not applicable to this report.
Begin Vendor (PSVendor_VendorIDCode_Begin)
This field is applicable only if you opt to Use Vendor Range.
Select the vendor code range. Vendor codes within the range entered will be included in the process.
DeleteEnd Vendor (PSVendor_VendorIDCode_End)
This field is applicable only if you opt to Use Vendor Range.
Select the vendor code range. Vendor codes within the range entered will be included in the process.
DeleteVendor ID Code (PSVendor_VendorIDCode_Equals)
Select the vendor code you want to use a base for your wildcard.
THEN
Choose your Wildcard Equals Option, if applicable.
See also: RecTrac Wildcarding.
DeleteWildCard Option (PSVendor_VendorIDCode_Equals_Option)
Select your Wildcard Option for this process:
- Equals - The process will return a list of all records that equal the value entered. This must be an exact match. For Example: If this was a list of Family Members, entering 'Grace Somersby' would find 'Grace Somersby' because it is an exact match, but it would NOT find 'Grace J. Somersby' because it is not an exact match.
Note: When running Reports you can use a comma-delimited list (with no spaces) in the corresponding Wildcard field when your Wildcard Option is Equals. This applies to Reports only. For Example: Entering "48116 5851 88003" in a Zip Code Wildcard field on a Report and using the Equals Option would yield results from those three separate Zip Codes.
- Begins - The process will return a list of all records that begin with the value entered. Wildcarding asterisks/periods are not needed. For Example: If this was a list of Family Members entering 'Gr' would find all members whose name begins with 'Gr' such as Grace Somersby but it would NOT find Ginny Weasley because her name begins with 'Gi.'
- Ends - The process will return a list of all records that end with the value entered. Wildcarding asterisks/periods are not needed. For Example: If this was a list of Family Members entering 'by' would find all members whose name ends with 'by' such as Grace Somersby but it would NOT find Sam McGee because his name ends with 'ee.'
- Matches - The process will return a list of all records where a value match can be found. Wildcarding and asterisks/periods must be used. For Example: If this was a list of Family Members entering '*om*' (asterisks must be included) would find Grace Somersby and Tom Sawyer because "om" appears in both names but it would NOT find Felicity Lemon because "om" does not appear anywhere in her name.
Note: See also: RecTrac Wildcarding.
Use Last Purchase Date Range (PSVendor_LastPurchaseDate_UseRange)
Select this option to filter the report by the last purchase date. This is the last time you purchased from your vendors.
THEN
Select the date range.
OR
Leave this option deselected to skip this filter.
Begin Last Purchase Date (PSVendor_LastPurchaseDate_Begin)
This field is applicable only if you opt to Use Last Purchase Date Range.
Select begin/end date options for this report.
THEN
Take appropriate action in the right-hand column to specify the actual dates you wish to select.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
DeleteEnd Last Purchase Date (PSVendor_LastPurchaseDate_End)
This field is applicable only if you opt to Use Last Purchase Date Range.
Select begin/end date options for this report.
THEN
Take appropriate action in the right-hand column to specify the actual dates you wish to select.
Refer to RecTrac Date/Time Select Fields for a listing of selection definitions and examples.
DeleteFeatures Match Option (PSVendor_Features_ComboBox_MatchOption)
This field is applicable only if you made a selection/selections in the Features field.
Select your Match Option. The Match Option determines how vendors linked to the feature(s) you selected will be printed on your report.
- Match Any - If any feature is a match then the vendor will be included. For example you select "Beef" and "Poultry." Any vendor linked to either "Beef" or "Poultry" (or both) will be included in the report output but a vendor linked to the "Beer and Wine" feature only will not.
- Match 1 - 5 - In order to be included on the report output a vendor must be linked to some (or all) of the vendor features you selected and vendor must meet (or exceed) the threshold value selected in this field. For example you select "Beef Poultry and Beer and Wine." You set the Match Option to "Match 2." In order to be included on the report output a vendor must be linked to at least two (2) of the three (3) features. A vendor with "Poultry" and "Beer and Wine" would be included but a vendor with "Beer and Wine" only (or with "Beer and Wine" and "Dairy") would not. Any vendor that exceeds the threshold number will be included too so a vendor linked to all three (3) features would be included.
- Match Exact - Every feature must be a match in order for a vendor to be included. For example you select "Beer" and "Poultry." In order to appear on the report a vendor would have to be linked to both (and only to both) the Beef and Poultry features.
- Match None - The report will list any vendors linked to vendor features that do NOT match your selection criteria. For example you select "Beef" and "Poultry." Any vendor who is not linked to both Beef and Poultry will be included in the report output. A vendor linked to "Beef" only would be listed too because the linked features do not match Beef and Poultry.
Features (PSVendor_Features_ComboBox)
Select any filters by which you want to filter.
THEN
Select your Match Option.
OR
Leave this field at 0 Selected to skip this filter.