Vendor Setup Report (Legacy)

Modified on Tue, Feb 13 at 3:38 PM

Report Title: Vendor Setup Report

The Vendor Setup Report is an output of all the configuration options associated with the vendors on your account.

This report will allow you to bulk review your vendor setups to ensure accuracy.

Filter	Meaning
Company	Company level grouping of locations to run the report on. To run the report on all locations, leave this blank.
Group	Group of locations to run the report on. To run the report on all locations, leave this blank.
Vendor	To view invoices from a particular vendor.
Email	Pre-populated with the user's email address. Additional emails can be included by appending other comma-separated emails. The report will always be sent to the user, regardless of whether it is included.

Column	Meaning
PIQ Internal ID	PIQ Internal Vendor ID
Location	Name of Locations within the account
Location ID	PIQ Internal Location ID
Company ID	PIQ Internal Company ID
Vendor Name	Vendor Name as it appears in the UI
Vendor ID	Vendor ID associated with your accounting software.
PIQ Vendor ID	Secondary PIQ Internal Vendor ID
Address	Vendor Address
Email	Vendor Email Address
Account Number	Your account number with your vendor (if applicable).
Payment Terms	Net terms from your vendor.
Use a Default GL	Yes/No value if a default GL is coded for this vendor.
Default GL Account	If the "Use a Default GL" is selected, the GL value that is set displays.
Mark as Paid	Yes/No value if all invoices from this vendor should be marked as paid.
Bank Account	If Yes is selected for Mark as Paid, the bank account that will be used to generate the offline payment in VendorPay (if applicable).
Auto Mark as Exported	Yes/No value if all invoices are to be marked as Exported.
Auto Archive	Yes/No value if all invoices are to be marked as Archived.
Process Header Information Only	Yes/No value if only header details are to be processed; line items will not be included during processing.
Inventory Vendor	Yes/No value if this vendor is used for inventory processing.
Export Line Items	Yes/No value if line items should be included when exporting invoices.
Date Vendor Set Up	YYYY-MM-DD when the vendor was set up through the vendor setup process.

*Note: for Yes/No value fields, the blank would equate to No.