Check for an Existing Vendor Record

FIMS will not allow you to create duplicate Vendor records (for the same ID code). Before you try to add a new Vendor record, you should make sure that the Profile does not already have a Vendor record attached to it.

Once you determine that the Vendor record does not exist, you should check to see if the Profile record (without a Vendor record) exists. To check this possibility, select Inquiries > Profile Text Search.

If the Profile record does not exist, you will have to create it before you can create the Vendor record. Refer to Profile Entry in the Profile Management module for more information.

1. In the Accounts Payable module, click the Vendor super tab.

   Note: If this is the first time you have used the Vendor super tab in this session, the Vendor Data Grid automatically opens. If it does not, click the Search button on the toolbar (looks like binoculars) to open the grid.

2. In the Search By field, enter the desired search criteria, and then enter the first few characters of the Vendor information in the Find Record field. The data grid will automatically scroll through the list as you enter each character.

3. Scan the lookup list to see if the Vendor has an existing record.

If you cannot find the name, the Vendor does not have a record in the database. Click the New Vendor button on the toolbar to create a new Vendor record.