› Validate documents › One-Time Vendor search

One-Time Vendor search

If the vendor fields are empty and the One-Time Vendor search button is enabled, you can search to populate the various vendor fields.

Search to populate the vendor fields by following these steps.

  1. Click One-Time Vendor.

    The Select One-Time Vendor window is displayed.

  2. If an applicable vendor is listed, select that vendor from the list and click OK and skip to step 6.

    The fields from the selected record are populated on the form.

  3. If the applicable vendor is not listed, click Import from ERP to see if there are new records in the ERP system.

    The import can take a couple of minutes, and during this time the button is greyed out. Once the import is complete, the button is enabled again.

  4. Click Reload.

    If there are any new records, they are displayed in the table.

  5. Select the applicable vendor from the list and click OK.

    The fields from the selected record are populated in the form.

  6. Enter any missing vendor data based on what is printed on the document.

    If there is no information available for one or more fields, leave those fields blank.