Recording the Receipt of a Vendor's Application

In this scenario, you will use the Log Application screen to record the receipt of a vendor's application. You can document the date the application was sent to you and the date the application was received. Applications that are returned undeliverable or incomplete can be noted here too.

NOTE: Press the F1 key at any time to access help for the current application screen. Each screen's help topic explains the screen's function and describes its content.

Complete the following steps to perform this scenario:

1. Display the Vendor List screen.

NOTE: This Vendor List screen displays upon the completion of the Login process.

NOTE: The Vendor List data grid displays vendors as determined by the search criteria applied to the list. Click a vendor record in the data grid to select it.

2. Search for a vendor's record. (For more detail, see the Searching for a Vendor scenario.)

3. Select the vendor record in the Vendor List data grid.

4. Click the Open Vendor Folder toolbar button (pictured below). The Vendor Folder screen displays for the selected vendor.

Open Vendor Folder

5. Click the Event Log tab. The Event Log screen displays.

6. Select an event in the Event Log tree list.

7. Click Add Activity. The Follow-up Activities screen displays.

8. Under Follow-up Activities, select Log Application.

9. Enter the Date of Activity.

10. Click OK. The Log Application screen displays.

11. Enter or select the Date Postmarked or Faxed.

12. Enter or select the Date Received.

NOTE: If the application is complete, check the Application Completed check box.

NOTE: If the application was returned undelivered, check the Returned Undelivered check box, and then select the Reason Returned.

13. Click OK. The Event Log tree list is refreshed to display the Log Application follow-up activity.

14. Click Close.

Congratulations! You have successfully recorded the receipt of a vendor's application. You accomplished this by

Displaying the Vendor List screen.
Searching for a Vendor.
Opening the Vendor Folder for the vendor.
Adding a Log Application follow-up activity for the vendor.

Software Version: 2.40.00