Export vendor transactions

If you use grid setting to customize the way the data is displayed, the data will be exported the way it is displayed.
  1. Open the View Vendor Transactions screen.
  2. In the Starting Date field, enter the starting date for which you want to view vendor transactions or click to select the date from a date picker.
  3. In the Ending Date field, enter the ending date for which you want to view vendor transactions or click to select the date from a date picker.
  4. In the Vendor field, click to select one or more vendors for which you want to view vendor transactions. If no vendors are selected, vendor transactions are shown for all vendors.
  5. In the Distribution Company field, click to select one or more companies for which you want to view vendor transactions. If no companies are selected, vendor transactions are shown for all companies.
  6. In the Profit Center field, click to select one or more profit centers (projects or equipment items) for which you want to view vendor transactions. If no profit centers are selected, vendor transactions are shown for all profit centers.
  7. Click Retrieve.
  8. To specify the file type for the export, do one of the following:
    • To export the list to Excel, click next to the Export button and select Excel.
    • To export the list to a tab-delimited file, click next to the Export button and select Text file (Tab Delimited).
  9. Navigate to the folder where you want to save the file.
  10. In the File Name field, enter a file name for the exported file.
  11. Click Save.
  12. Click OK.