Navigating to customer and vendor from a transaction

Introduction

While on a specific transaction, you may want to access the company information related to it. Clicking on the company at the top of a transaction in inquiry mode will bring you to the appropriate customer or vendor module.

Here, we'll show you how to access this function and company information.

Access a transaction

For customer type transactions such as order, invoice, pick, pack, etc. you will be brought to the customer module.

For vendor type transactions such as purchase order or vendor invoice, you will be brought to the vendor module.

In this example we will be using a customer order.

At the top of the screen and to the left of the transaction number, hit the hyperlinked company name.

Access company information

After hitting the transaction's company name, you will be brought to the customer or vendor's module.

For transactions that accept both types of companies (make payment & receive payment) the system's first choice will be to bring you to the appropriate module. For example, in the case of a make payment transaction, the vendor module will appear.

What's next?

Need a refresher on transactions or references? Try these articles:

How do transactions screens work

Setting up reference screens