Sel Crit Vendor - Expense Detail Report

The Vendor selection criteria can be used to narrow down which vendor organizations will be included in the output (by limiting the results to a sub-set of Vendors having been specified as a Vendor for a particular Legal Entity or All Legal Entities). By default, no filtering by Vendor will occur.

If you do not want to include all Vendors, you can use the Vendor filter option and click on the filter icon (

) to narrow down the list of items in the multi-select box. Once you have narrowed down the list, you can further select and de-select individual items in the multi-select box.

If Financial Documents and Expense options are selected in the Include Transactions For filter, then vendors from the Vendor Invoices, Vendor Payments, Journal Entries, Customer Payments, or Deposits that match the selected Vendors will be included in the report (depending on which Document Types selected on criteria).

If the Expense Report option is selected in the Include Transactions For filter, then vendors from the expense report user's Profile Expense tab that match the selected Vendors will be included in the report.

If the transactions are not related to a Vendor and Vendor is specified in the criteria, then they will not be included in the report.

The Vendor Organizations that may appear in the filtered results include only those organizations that have been designated as a Vendor for all or specific Legal Entity organizations. This relationship is defined on the Organization >> Edit >> Vendor Profile screens (where you edit a particular organization and define the list of organizations for which the current organization is to be considered a Vendor). Both active and inactive Vendors will appear in the filtered results.

The list of Vendor Organizations that may be returned in the filtered results will be limited to those associated with Legal Entities that match the current user's access (see Organization Access restrictions). This restriction does not apply to user's having the Administrator role.

The options available to refine the items included in the multi-select box include:

You can use the Org. Code and/or Org. Name filter options to refine the entries included.

For example, if you only wanted to include Vendor organizations that begin with ABC, you could supply ABC in the Org. Code filter field.

When filtering, only active entries will be returned unless you click on the Include Inactive vendor in filter option.

When entering filter criteria, the result set will include entries that match the first X characters entered in the filter criteria. The following characters can be entered as wild cards in the search selection criteria for certain fields:

% -- (percent sign) this character will match any number of characters --- for example: %net would match "Unanet", "Network", and "Basketball Net". By default, the % sign is appended (but not displayed) to all entered filter criteria. Thus entering "Una" alone or entering "Una%", would match: Unanet, UnaTime, Una$ense and UnaSource.
_ -- (underscore) this character will match any one character -- for example: X_Z would match "XYZ" and "XBZ" -- but not "XABZ"
You can also use a combination of these characters for complex matching --- for example: U_an% would match Unanet

Note that you may also specify more than one filter criteria by entering a comma separated list in the filter text box.

For example, to include all items that begin with a and c, format your filter criteria as:

a,c

Note that after making any changes to the filter criteria, you will need to click on the filter icon (

) or enter to re-populate the multi-select box.