Operations AP - Export Vendor Data

1. Navigate to "Accounts Payable" section

   To export vendor data, navigate to the "Accounts Payable" section in the Operations Portal.

   

2. Click on the "Vendors" screen

   Then, click on the "Vendor" screen. In order to access the "Vendors" screen you will need to be set up either as an "administrator" or a "superuser", or have the appropriate roles: "vendorView," and "vendorEdit."

   

3. Click on the "Data" tab

   Click on the "Data" tab.

   

4. Click "Show/Hide Columns" icon

   Click "Show/Hide Columns" icon.

   

5. Select the needed columns

   Choose the columns you would like to include in the export. For this example, we are choosing "Code," "Vendor ID," "Name," "Primary Email," "Accounts Payable Manager," and "Terms Type" columns.

   

6. Search for specific vendor data

   If you do not need all the vendors in the export, you can use the "Search" field to narrow down the list and find the specific vendors you would like to include in your exported file. Simply type in a keyword to search.

   

7. Utilize Column Filters

   You can also use column filters to further refine your vendors list.

   

8. Click the "File" menu

   When you are ready to export, click the "File" menu

   

9. Select the "Export" option

   Select the "Export" option

   

10. Rename the file, if needed

    Rename the file, if needed.

    

11. Click "Save"

    Lastly, click on the "Save” button.