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The Vendor list displays all vendors that have been added to the RTA software. This list can be viewed as a whole or can be sorted/adjusted for specific views. The ability to sort and customize columns as well as to export the master list are available.

Refer to Master List Functions TOC for instructions.

Refer to Add a Vendor for instructions to add vendors in RTA.

This article will cover the various columns that can appear on the Vendor Master List as well as actions that can be taken while viewing the list.

Table of Contents

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Searching the Vendor Master List

The search bar at the top of the master list will allow the user to search by specific datasets.

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Depending on the number of vendors in RTA, be sure to check the bottom of the list to see how many items are displaying per page and how many pages there are to view.

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Columns appearing on the Vendor Master List

There are a number of columns available for display on the PO Master List. These columns can be sorted and some even be filtered. The description of each is listed below. Users can use the “Column Chooser” option to remove or add columns. Refer to Customizing Master List Columns for instructions on doing so if needed.

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title	Expand to see the list of columns available

Column Title	Column Details	Column Filter Available
Facility	Facility number assigned to the vendor	Yes
Number	File/Primary Number assigned to the Vendor	No
Vendor Abbreviation	Abbreviation for the vendor as stated in the vendor file	No
Name	Vendor’s business name	No
Primary Contact	Name of primary contact for the vendor	No
Phone	Phone number for the vendor	No
Account Number	Customer account number for the vendor	No
Street	Primary street address for the vendor’s location	No
Suite	Suite number as applicable in the vendor address	No
Business Type		No
Certified	Yes if marked as a disadvantaged vendor	No
Certified Date	Date of disadvantaged vendor certification	No
City,State	City and state where vendor is located	No
Disadvantaged Vendor	Yes if marked as a disadvantaged vendor	No
Discount Days	Maximum days to claim/add a discount	No
Discount Percent	Percent of discounts	No
Vendor Email	Email for primary vendor contact or company email for vendor for communication	No
F.O.B. Point	Freight On Board point - when you take ownership/responsibility of the items	No
Fax	Fax number for the vendor	No
Last Purchase Date	Feeds from RTA purchase orders and lists the date of the last receipt from the vendor	No
Legal Status	Vendor’s entity type such as CCorp, SCorp, LLC, NONPR, etc.	No
LTD purchases	Life-to-Date purchase amount	No
Pay Due Days	Number of days after orders of products before the vendor considers the account past due	No
Ship Via	Shipping method used by the vendor	No
Tax ID #	Vendor’s federal tax ID#	No
Tax Rate	Tax rate paid on taxable purchases from the vendor and used to calculate tax on RTA purchase order lines flagged as taxable	No
Total Ship Days	Number of days to receive ordered items from the vendor	No
PO Total	Displays the number of RTA purchase orders created for this vendor	No
Vendor Terms	Repayment terms for the vendor	No
YTD Purchases	Grand dollar total of purchases from the vendor year to date and feeds from RTA purchase order history	No
Zip code	Zip code for location of vendor	No

Actions that can be performed on the Vendor Master List

There are multiple actions that can be taken from the Vendor Master List at the click of a button. Below is a list of actions that can be performed from the list. Detailed instructions for each may be located elsewhere and a link to the appropriate article will be provided.

Customizing columns - Refer to Customizing Master List Columns
Exporting the list - Refer to Exporting a Master List
Adding a Vendor to RTA - Refer to Add a Vendor
Viewing Vendor Details - Clicking a line item will open up the vendor file. Refer to Vendor File TOC

Versions Compared

Old Version 7

New Version 8

Key

Searching the Vendor Master List

Columns appearing on the Vendor Master List

Actions that can be performed on the Vendor Master List