Vendor Transaction Lists Guide

How to use vendor transaction lists in QBM, including purchase invoices, cash purchases, purchase orders, purchase quotes, received items, and vendor statements.

Purchasing & Vendors Purchase Review End-User Guide

Overview

Vendor transaction lists help purchasing and finance users locate purchase documents, review status, answer supplier questions, and support payables follow-up.

Where To Find It

Path: Vendors > Transaction Lists

Access depends on the module, company setup, and security permissions assigned to the user.

How It Works

QBM stores each vendor document type in its own list. Users filter the list, locate the document, and open the transaction for detail, output, or follow-up.

Main Areas

Area What It Means When To Use It
Filters and search Limits the list to the records the user needs to review. Use it before opening records from a busy list.
Result list Shows matching records with key dates, references, names, and amounts. Use it to identify the correct record and compare activity.
Open and follow up Opens the selected record or leads to the next action. Use it when the list result needs more detail or action.

Recommended Workflow

  1. Open the vendor list that matches the document type.
  2. Filter by vendor, date, document number, status, or amount.
  3. Review the list and identify the correct transaction.
  4. Open the document when more detail is needed.
  5. Use the result for payment, receiving, vendor follow-up, or reprint.

Best Practice

  • Use the correct vendor document list before investigating balances.
  • Search by supplier reference where available.
  • Open the source document before adjusting or paying it.