Vendor Page

Written by Uday Kumar Updated

Overview

When you click a vendor record in the Vendors tab of SmartGL (AP Accruals), the Vendor Details page opens. This view displays detailed vendor information for reference and review, including standard vendor fields, extended fields, related navigation links, and notes.

The Vendor Details page helps users quickly review vendor attributes, navigate to related records, and manage vendor-related notes.

Available Actions

The Vendor Details page includes the following visible actions:

Bills: Click the Bills link to navigate directly to a filtered Bills page showing bills for the current vendor.

Purchase Orders: Click the Purchase Orders link to view purchase orders associated with the selected vendor.

Figure 1. Vendor Details Page with Bills and Purchase Orders Links

Tip: Use these links to move directly from a vendor record to its related bill or purchase order data without returning to the main Vendors list.

Note: The exact results shown in Bills or Purchase Orders depend on the records available for that vendor.

Viewing Vendor Standard and Extended Fields

When viewing a vendor profile in SmartGL AP Accruals, the Vendor Details panel provides a summary of the vendor record for quick access and review.

Key Information Displayed

Standard Fields

The screenshot confirms the following standard fields are displayed in the Vendor Details panel:

  • Vendor Name
  • Entity
    • If the vendor is associated with multiple entities, the primary entity is shown with an additional count such as “+2 more”
  • Contacts
  • ID
  • Email
  • Business Name
  • Category
  • Tax ID
  • Tax ID Type
  • Status
  • Address
  • Tags

Extended Fields

The Extended Fields section displays any additional custom fields configured for your organization.

If no extended fields are available for the vendor, the page displays “No Extended Fields.”

Figure 2. Vendor Details Panel Displaying Standard and Extended Fields

Tip: Review all available fields when validating vendor setup or checking vendor master data.

Note: The fields shown may vary depending on your organization’s configuration and the information available for each vendor.

Notes Section

The Notes section on the Vendor Details page lets you review and manage vendor-related notes. This supports tracking, collaboration, and follow-up activity for the selected vendor.

How to Use Notes

Viewing Notes

Notes are displayed in the Notes section below the Vendor Details panel.

The screenshot shows two note categories:

  • Agent
  • User

Use the checkboxes to control which note types are shown.

If no notes are available for the vendor, the message “No Data To Display” appears.

Searching Notes

Use the search in notes field to enter keywords and locate matching notes.

Search applies to the notes currently visible based on the selected note type filters.

Filtering Notes

Click the Filter icon beside the notes search bar to apply note filters.

Adding Notes

Click the Plus (+) icon beside the notes search and filter controls to add a new note, if permitted.

Figure 3. Notes Section with Note Type Filters, Search, Add, and Filter Options

Tip: Use Agent and User note filters to focus on the type of note most relevant to your review.

Note: If you are unable to add notes, you may not have the required permissions.