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The Vendor list, which is found by clicking on Parts Management from the menu, 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.

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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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Enter the data to search in the search bar
The list will re-display with all the line items that contain a matching result

Refer to Customizing Lists for instructions on using filters.

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
Facility	Facility number assigned to the vendor
Number	File/Primary Number assigned to the Vendor
Vendor Abbreviation	Abbreviation for the vendor as stated in the vendor file
Name	Vendor’s business name
Primary Contact	Name of primary contact for the vendor
Phone	Phone number for the vendor
Account Number	Customer account number for the vendor
Street	Primary street address for the vendor’s location
Suite	Suite number as applicable in the vendor address
Business Type
Certified	Yes if marked as a disadvantaged vendor
Certified Date	Date of disadvantaged vendor certification
City,State	City and state where vendor is located
Disadvantaged Vendor	Yes if marked as a disadvantaged vendor
Discount Days	Maximum days to claim/add a discount
Discount Percent	Percent of discounts
Vendor Email	Email for primary vendor contact or company email for vendor for communication
F.O.B. Point	Freight On Board point - when you take ownership/responsibility of the items
Fax	Fax number for the vendor
Last Purchase Date	Feeds from RTA purchase orders and lists the date of the last receipt from the vendor
Legal Status	Vendor’s entity type such as CCorp, SCorp, LLC, NONPR, etc.
LTD purchases	Life-to-Date purchase amount
Pay Due Days	Number of days after orders of products before the vendor considers the account past due
Ship Via	Shipping method used by the vendor
Tax ID #	Vendor’s federal tax ID#
Tax Rate	Tax rate paid on taxable purchases from the vendor and used to calculate tax on RTA purchase order lines flagged as taxable
Total Ship Days	Number of days to receive ordered items from the vendor
PO Total	Displays the number of RTA purchase orders created for this vendor
Vendor Terms	Repayment terms for the vendor
YTD Purchases	Grand dollar total of purchases from the vendor year to date and feeds from RTA purchase order history
Zip code	Zip code for location of vendor

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 12

New Version Current

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Searching the Vendor Master List

Columns appearing on the Vendor Master List

Actions that can be performed on the Vendor Master List