Vendor Follow-Up & Reference Reports Guide

How to use vendor list, purchase commitment, and vendor cheque reports to support supplier communication, open purchasing follow-up, and payable control in QBM.

Purchasing & VendorsReportsEnd-User Guide

Overview

These reports help users review vendor reference data, open purchasing commitments, and cheque-based payment activity. They are useful for purchasing, payable teams, and supplier relationship follow-up.

Related guides: Use this guide together with Vendor Balance & Open Bills Reports, Purchase Quotes & Purchase Orders, and Purchase Analysis Reports.

Reports Covered

ReportUse It For
Vendors ReportReview the vendor list and main reference details.
Vendor Contact ReportReview supplier contact details for communication and follow-up.
Vendor Phone ReportReview vendor phone information quickly.
Open Purchase Quotes ReportReview purchase quotes that are still active or pending decision.
Open Purchase Orders ReportReview purchase orders that remain open.
Open Purchase Orders by Items ReportReview open purchase commitments at item level.
Vendor Checks ReportReview vendor cheque activity.
Vendor Paid Checks ReportReview vendor cheques that have been paid or cleared.
Bill Payment Checks ReportReview cheque-based bill payment activity.
How to use them: Use vendor reference reports for communication, open purchasing reports for commitment follow-up, and cheque reports for payment control.

Best Practice

  • Use vendor reference reports when the team needs supplier contact information quickly.
  • Use open purchase quote and order reports during purchasing meetings and supplier follow-up.
  • Use item-level open purchase order reports when stock planning focuses on specific items.
  • Use cheque reports when supplier payments are controlled through cheque workflows.
Important: Open purchasing reports depend on purchase documents being updated correctly when received, billed, or closed in QBM.