Log a vendor interaction

Log a vendor interaction

1. Open the Vendor Interactions form 
2. Click the New icon.
3. Click the Topic drop-down arrow.
4. Click the General list item.
5 Verify Active is displayed in the Status field.
6 Verify the [current date] is displayed in the Interaction Date field.
7. Click the calendar icon in the Follow-Up Date field. A calendar displays with the current month 
and year visible.
8. Click the [date two weeks from the current date] option. The Follow-up Date field populates.
9. Click the Conversations menu option.
10. Click the Type drop-down arrow.
11. Click the Phone list item.
12. Type I spoke to John North to request a catalog of their products. in the blank note field.
13. Use the scroll bar In the Contacts grid to locate the Internal check box column.
14. Click to select the Internal check box.
15. Click the Save icon.
16. Click the X on the Vendor Interactions (Linked) form. You are returned to the Vendors form.
17. Close the Vendors form

    • Related Articles

    • Set up a vendor

      Part 1: Create a new vendor 1. Click the Open icon on the toolbar. The Select Form dialog box opens. 2. Type vendors in the Filter field. 3. Click the web.Vendors list item. 4. Click the OK button. The Vendors form opens. 5. Click the New icon. 6. ...

    • vendor document profile

      1. Open the Vendor Document Profile form. 2. Click the New icon. 3. Click the Method drop-down arrow. 4. Click the Email list item. 5. Type sneff@ferretbicycle.com in the Destination field. 6. Click the Task Name drop-down arrow. 7. Click the A/P ...

    • Add a vendor document profile

      1. Open the Vendor Document Profile form opens. 2. Click the Method drop-down arrow. 3. Click the Email list item. 4. Type john.north@mpparts.com in the Destination field. 5. Click the Task Name drop-down arrow. 6. Click the Purchase Order Report ...

    • Generate a return A/P transaction, post and generate Vendor Voucher/ Debit Memo Report

      Part 1: Perform a return transaction 1. Click the Open icon. 2. Type purchase order receiving in the Filter field. 71 Lesson 5: Using Return To Debit 3. Click the Purchase Order Receiving list item. 4. Click the OK button. The Purchase Order ...

    • Verify Vendor Status Information

      1. Click the Open icon on the toolbar. 2. Type qc vendors in the Filter field. 3. Click the QC Vendors list item. 66 Lesson 3: Additional QCS supplier-related forms 4. Click the OK button. The QC Vendors form opens. 5. Verify you are on the record ...