Acumatica Vendor List Instructions

Pulling detailed supplier information and payment reports in Acumatica can be streamlined by utilizing the software's comprehensive reporting and inquiry tools. Below is a general guide on how to achieve this. Note that specific steps might vary slightly depending on the version of Acumatica you are using and any customizations applied to your system.


Pulling a Report of All Suppliers Including Their Details:

Vendor Details Report:

    1. Go to the Finance tab, select Accounts Payable, and look for reports or inquiries related to Vendors.
    2. If there is a pre-built report titled something like "Vendor Details" or "Supplier Information," you can use it. Otherwise, you might need to create a custom report.
    3. To create a custom report, use the Generic Inquiry designer under System Management. You would select the Vendor or Supplier table and specify the fields you need: Vendor Name, Address, Phone Number, Email, Contact Name, Vendor ID, and EIN.

Configuring the Report:

    1. In the Generic Inquiry designer, add the required fields by dragging them into the report layout or specifying them in the inquiry setup.
    2. You can filter the vendors as needed or leave the criteria open to include all suppliers.
    3. Ensure you include all necessary address fields (possibly requiring joins with the address table) and contact information fields.

Exporting or Viewing the Report:

  1. Once your report or inquiry is set up, you can view the results directly in Acumatica or export them to Excel for further analysis or sharing.

Pulling a Report of All Payments to Suppliers in the Last 12 Months:

Payments Report:

  1. Look for a report under Accounts Payable that details payments made to vendors, such as a "Vendor Payments" report.

Custom Report:

  1. If no pre-built report meets your needs, create a custom inquiry or report.
  2. This report should include fields such as Payment Date, Vendor Name, Vendor ID, Payment Amount, and Payment Type.

Setting Date Filters:

  1. In the report or inquiry settings, set a date filter to include only records from the last 12 months. This is typically done in the filter section, where you can specify the payment date to be within the last year.

Viewing and Exporting:

  1. As with the vendor details report, once configured, you can view the payments report in Acumatica or export it for further use.

Additional Tips:

  • Access Rights: Ensure you have the necessary permissions to access financial reports and vendor information.
  • Custom Fields: If you cannot find specific fields like EIN directly, check if they are stored as custom attributes in your system.
  • Support and Resources: Acumatica's support team and online documentation are excellent resources for specific queries and troubleshooting.