Running the Vendor Contact List report

The Vendor Contact List report displays all your vendor contacts with their basic information, such as company names, contact persons, phone numbers, email addresses, and payment terms. This report helps you quickly reference vendor details and maintain organized supplier records.

Before you start

• You need permission to view reports. If reports are missing from your menu, ask your administrator to enable the reports app for your role.
• Have a list of vendor filters ready if you want to narrow results (such as vendor name, region, or payment terms).

Steps

1. Go to Reports. Open in Usystems

2. Under Purchase & Vendor Reports, choose Vendor Contact List. Click on the report name.

3. (Optional) Add filters to narrow the results:

   • Click Add Filter or the filter icon.
   • Choose a filter type: Vendor Name, Region, Payment Terms, or another available option.
   • Type or select the value. Some filters let you choose multiple items.
   • Click Apply or press Enter.

4. Click Run or Generate to execute the report.

   • The report loads showing a complete list of all vendors (or filtered vendors) with contact information.
   • Columns typically include vendor name, contact person, phone, email, address, and payment terms.

5. (Optional) Review the vendor list:

   • Scan the contact details to verify information is current.
   • Note any vendors with incomplete or outdated contact information.
   • Check payment terms to ensure they match your purchase agreements.

6. (Optional) Drill down or export (see "Exporting and printing the Vendor Contact List report").

Accounting impact

Running the report does not change any vendor records or financial data. The report is a read-only snapshot of your vendor master data as it exists at the moment you run it.

Tips & common mistakes

• Data freshness. Vendor contact information may change over time; regularly review and update contact details in your vendor master file to keep the report accurate.
• Filters are cumulative (AND logic). If you filter by region and payment terms, the report shows only vendors matching both criteria.
• Export for sharing. If you need to share vendor lists with your purchasing team, use the export option to create a spreadsheet.
• Update contacts in the vendor record. This report is read-only; to change vendor details, edit the vendor record directly in Contacts → Vendors.