Summary
This article covers the functionalities of the vendor payments manager.
Table of Contents
- Access Vendor Payments Manager
- Available Columns and Filter Types
- Invoice Summary
- Actions
- Choose an Action – Press Go
The Vendor Payments Manager allows for the storage and tracking of all vendor payments and invoices recorded. The Vendor Payments Manager gives a view of all Payment Terms and Invoices recorded against the payment terms.
Access Vendor Payments Manager
From within the CTMS platform, click the expandable menu to the left of the screen, select the red arrow beside Vendors to expand the Vendors sub-menu and select Vendor Payments.
Available Columns and Filter Types
The Vendor Payments Manager is comprised of columns that can be dragged and dropped between the Manager and Filters Menu. The values of the Vendor Column serve as a link to the vendor records they represent. The values in the Type of Contract serve as a link to the vendor contract record they represent. For more information see the article on CTMS Managers.
The following table defines each column, the actions made available through the column value and the filters and sorts available.
| Name | Value | Action | Sortable | Filters |
|---|---|---|---|---|
| Active Vendor Payment | Indicates if the vendor contract payment terms record is Active or Deleted. | (none) | Yes | Choice |
| Vendor | Displays the Name of the Vendor. | Links to the associated Vendor Form. | Yes | Text |
| Type of Contract | Displays the Type of Contract. | Links to the associated Vendor Contract Form. | Yes | Choice |
| Total Contract Value | Displays the Total Contract Value for the Payment Terms for the contract. | (none) | Yes | Currency |
| Contract Value Invoiced to Date | Displays the Contract Value Invoiced to Date for the Payment Terms for the contract. | (none) | No | None |
| Percentage Invoiced | Displays a Percentage Bar of the Contract Value Invoiced of the Total Contract Value. | (none) | No | None |
| Invoice Summary | A link to a table which summarizes the invoices. | Links to the Invoice Summary Dialog. | No | None |
| Payment Currency | Displays the Payment Currency for the Payment Terms for the contract. | (none) | Yes | Choice |
| Payment Frequency | Displays the Payment Frequency for the Payment Terms for the contract. | (none) | Yes | Choice |
| Terms | Displays the Terms for the Payment Terms for the contract. | (none) | Yes | Text |
Invoice Summary
The Invoice Summary dialog displays an invoice table of all Invoices recorded against the Payment Terms.
Actions
The Actions Menu can be expanded by clicking and contains the following options:
Exports
By clicking the options Excel or CSV, the system will provide an export of the information currently displayed in the Manager table in the chosen format. The content of this export will be based on the filters applied to the table at the time of export.
Choose an Action – Press Go
The Choose an Action – Press Go dropdown can be expanded by clicking and contains the following options.
Deletion
Vendor payments can be deleted and restored through the Vendor Payment Manager.
All invoices are deleted when the deletion is done through the Vendor Payment Manager. If multiple invoices are added a notice will appear on the confirmation screen.
To Delete
To delete a vendor payment, the Active Vendor Payment Status must be set to Active Only.
- Select the checkbox by the Vendor Payment record.
- Select Delete Checked in the Choose an Action Press-Go dropdown.
- Select Delete button on the Confirmation Page.
To Restore
To restore a deleted vendor payment, the Active Vendor Payment Status must be set to Deleted Only.
- Select the checkbox by the Vendor Payment record.
- Select Restore Checked in the Choose an Action Press-Go dropdown.
- Select Restore button on the Confirmation Page.
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