Finding an existing vendor.

[Ron Ricklefs]

We bought a product from a vendor two years ago. By a very circuitous route over a half hour we finally found the month purchased, the date of the order, the check number desscription and the amount of the check.
We find NO way with all this data to determine the vendor/address etc. A visual check of the 360 vendors we have produced no result to our satisfaction. How can we find the vendor to match??

Ron Ricklefs
5289/1620

[tborgal]

If you have the check number you should be able to find the vendor. Go to "Accounts Payable" under the accounting tab. Select "Reports - Account Payable" then "Selected Paid Items". Click the Run button. Tab down to the "Refs/Checks From" field and enter the check number in both fields. Enter a date prior to the date you think the payment was made in the first date field - to be sure you get the data you need. If you are not sure just enter a really early date such as 01/01/1990. Leave the second date field as is then run the report. You should then get a report with the transaction you are looking for and the vendor ID should be in the left column. You can then run a vendor search using the ID to get the vendor information.

[Ron Ricklefs]

Tom:

Thanks for your response. The point we missed was the inclusion of the check number in the Reference. Your answer would have resolved the question had it it not brought up another question.
In this case the billing was paid by credit card, the 'vendor' then showing as the card company rather than the actual supplier. Believe I tried to find a way to resolve this occasional issue (including reimbursments) some years ago with PCP, but to no avail.
So I'm off to the 'warehouse' storage to pull dusty paper records for 2005. I know now how much I appreciate a good relational database with a proper search engine!!!
Thanks again for your support!

Ron

[Zorak]

You can still run the Selected Paid Items report, for a selected date range if you know that, or check number if you know that. There is a search button (binoculars icon) on the report viewer screen.

Even if you only know the year, 2005. Run the Selected Paid Items report for 1/1/2005 to 12/31/2005, then click the Search button and type in what you do know (the amount, the check number, the vendor name, anything) and you will jump forward through the report, like a full text search.