Vendor Search
Description
Vendor Search is a CIS application that allows the user to search for information about Vendors.
Navigation to Vendor Search
- Log in to CIS
- Financial & Business Services pagelet
- TRANSACTION DETAIL SEARCH
- Vendor Search
Definitions
Clicking on links in Vendor Search can take you to other Financial Applications in CIS such as Journal Detail Search, Purchase Order Lookup or Voucher Lookup. Help Information is available for each of these applications:
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FS Training
Other Resources
The Financial & Business Services Index and Glossary has information about Vendor Search.
The following FS web pages and documents help explain various aspects of Vendor Search:
- Web – Vendor Search Criteria – This document has valuable explanations and screenshots to help you understand how to search for Vendors.
- PS – Vendor Search Criteria – This document has valuable explanations and screenshots to help you understand how to search for Vendors using queries in PeopleSoft
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Vendor Search
Vendor Search is an application to search for University vendors.
Perform searches for vendors using the following criteria:
- Vendor Set – Select:
- UNIV
- HOSP
- Vendor ID – The ID assigned to the Vendor.
- Taxpayer ID – When searching based on Taxpayer ID, Zip Code must be entered.
- Vendor Name – Search based on following criteria:
- Begins with
- Contains
- Matches
- Street Address – When searching by Street Address, City and State must also be entered or Zip Code
- Begins with
- Contains
- Matches
- City – When searching by City, Street Address and State must also be entered
- Begins with
- Contains
- Matches
- State – When searching by State, City and Street Address must also be entered
- Zip Code – When searching by Zip Code, Street Address or Taxpayer ID must also be entered
- Country – Country must not be USA or CAN or GBR without Vendor Name or Address and City and State of Address and Zip. A link to Lookup Country Codes follows.
Vendor Details
Details are available about the vendor:
- Vendor SetID – UNIV or HOSP
- Vendor ID – The ID assigned to the Vendor.
- Vendor Name – The name of the vendor is in this column.
- Vendor Name 2 – Other names the vendor is known by.
- Vendor Class –
- Employee
- Outside Party
- Open for Ordering – Yes or No
- Vendor Status
- Approved
- Inactive
- W9 Received – yes or no
- W9 Received Date
- Withholding – yes or noGet POs – selecting this option opens Voucher Summary Information.Get Vouchers – selecting this option opens Purchase Order Selection ListLocation MASTER Select a Location Display All Addresses
- Payment Group
- Payment Hold – yes or no
- Payment Method
- System Check
- Payment Handling Code
- Foreign Mail
- US Mail
- Freight Terms Code
- Origin, Freight Prepay & Add
- Payment Terms
- 2% 10 Net 30 days
- Net 10 days
- Net 15 days
- Net 30 days
- Pay Next Cycle
- Purchasing Card
- N/A
- Vendor Type
- Corporation
- Not Coded AP
- Not Coded PO
- Non-profit
- Small Business
Order Address # 1 – Effect date of the address is in parenthesis. Address and payment alternate name is in this box.
Remit Address # 1 – Effect date of the address is in parenthesis. Address and payment alternate name is in this box.
Vendor Selection
The Vendor Selection table displays as a result of the Vendor Search. It contains the following:
– This icon links to the Voucher Summary for the Vendor on this line.
– This icon links to the Vendor Details for the Vendor on this line.
Short Name – Displays short name of the vendor
Name – The name of the vendor is in this column.
Name #2 – Other names the vendor is known by.
Vendor ID – The ID assigned to the Vendor.
Vendor Address Details
The address(es) for the Vendor and the effective date for each address is displayed in this screen
Country Codes
The three digit country code that can be input into the vendor search page is on this page. It can be linked from the Vendor Search page.
