How to Manage Vendor Information and Analyze Vendor Data in Design Manager
Design Manager offers robust tools for managing and analyzing vendor-related data, including reports that allow you to track invoices, investigate past transactions, and maintain a detailed vendor list. Below is a detailed guide to help you efficiently perform these tasks.
Accessing and Analyzing Vendor Invoices
To find and analyze vendor invoices in the Design Manager web version, there are two main tools you can use:
Using the Freight Analysis Report
The Freight Analysis Report is an effective tool for analyzing vendor invoices by specific component types, such as installation. It provides an estimate vs. actual cost breakdown for project items.
Navigate to the Reports Window in Design Manager.
Locate the Project Management folder.
Select Freight Analysis Report.
This report displays:
Estimated and actual costs.
Prices for installation and other components.
Actual costs where vendor invoices for installation components are listed.
Exploring the Purchases Journal
The Purchases Journal provides a month-by-month summary of all vendor bills categorized by component type. It’s helpful for tracking cumulative charges such as installation fees.
Viewing and Managing Vendor Lists
If you need to view your vendor list or access details on past entries for a specific vendor, follow these steps:
To View the Vendor List
Open the Reports module in Design Manager.
Navigate to the Glossary Listings report folder.
Run the Vendors Report to access a full list of your vendors.
To Review Overdue or Unpaid Bills for a Vendor
Access the A/P (Accounts Payable) Reports Module.
Run the Vendor Accounting Inquiry Report.
Select the specific vendor to view all associated past transactions.
Related Tools and Reports
Some of the most useful reporting and management tools for vendor data include:
Freight Analysis Report: Breaks down costs by component for projects.
Purchases Journal: Tracks vendor bills over time.
Vendor Accounting Inquiry Report: Lists past transactions for specific vendors.
Vendors Report: Generates a comprehensive vendor list.
Summary
By leveraging tools like the Freight Analysis Report, Vendor Accounting Inquiry, and Glossary Listings, Design Manager ensures effective vendor data management. Whether you’re searching for invoices under specific categories or reviewing comprehensive histories, these tools allow streamlined, accurate tracking.