Concur Invoice Standard Edition Administration Help

Search for a Vendor

To search for a vendor, use the two filter options in conjunction with one another:

Vendor identifying attribute, such as Vendor Name or Address Code - AND - Operator attribute, such as Contains or Equals

To search for a vendor:

  1. In the Vendor Manager page, navigate to the Search area.

  2. Select the vendor attribute:

    Field

    Description

    Vendor Name (Default)

    All or a part of the vendor's name

    Vendor Code

    All or part of the vendor's code identifier

    Address Code

    All of part of the vendor's address code identifier

    Tax ID

    All or part of the vendor's unique tax identification number

  3. Select the operator attribute:

    Field

    Description

    Begins with (Default)

    Return vendors that begin with vendor query attribute

    Contains

    Return vendors that include all of the search criteria in the order provided

    Ends With

    Return vendors that end with vendor query attribute

    Equals

    Return vendors that match the search criteria exactly

  4. Type the search string query in the box provided in the Search area.

  5. Click Icon(or press Enter).

The system returns those vendors that match the search criteria and displays them in rows under Manage Vendors.