Eview for Tracking and Reporting IBPI Vendor Purchases

These are instructions on how to create an eview to track and report your IBPI Vendor purchases. First you need to make sure you have custom properties enabled in Eautomate:


Go to Tools \ Options \ Misc. Options and check the box to Enable Custom Properties. If your Eautomate user doesn't have sufficient rights to set this option then you may need to ask your IT to enable the option for you. 

Next you need to create the new custom property that will enable you to indicate which vendors are your IBPI vendors:


Go to Tools \ Lists and Codes \ Attributes and click New.


Create the new IBPI attribute. Select Yes/No as the data type. If you do not already have a Vendor Configuration created, you will need to create one.


Go to Tools \ Lists and Codes \ Configurations (custom properties). Select New and create a new configuration called Vendor. Select Vendor Properties from the Group list. If a Vendor configuration already exists then edit the existing one.


In the available attributes drop down list, select the IBPI Vendor custom property and click Quick Add. Then click Ok. Now you need to assign the new custom property to all your IBPI Vendor records.


Go to People \ Vendors and edit each of the vendor records that are IBPI vendors.


On the Custom Properties tab of the vendor records, select the Vendor Configuration from the drop down list under Configurations.


**If you have any trouble saving this set Custom Property to YES (the OK button is grayed out, this sometimes happens because eAuto doesn't recognize the addition of a custom property as a change to the record), then just change something else like adding a space behind the name and then delete it, then the OK button will not be grayed out anymore.**


Set the IBPI Vendor custom property to Yes and click Ok.


Next you need to go to Eviews to create two new eviews. Click the Eviews button in Eautomate.


In Eviews under System \ Accounts Payable, double click on the Vendors eview and click New. This will be the new eview to show a list of all the Vendors with the IBPI custom property set to Yes.


Give the eview a name and click Ok. 


Click Edit on the new eview. Now you need to add the IBPI custom property to the eview so you can filter the eview by the custom property. Click Import New Columns.


Under Source, change it from Linked Views to Custom Properties. Select the IBPI Custom Property from the drop down list and click Ok.


Move the IBPI Vendor from the right side Unselected Columns to the left side Selected Columns.


Click on the Filters tab and click Sync with Columns. Then click Ok.


Now you have an eview you can filter by IBPI Vendor equals Yes to see all your IBPI Vendors. Now you need to create an eview to identify purchases from those IBPI Vendors.


Under System \ Purchase Orders double click the Purchase Orders eview and click New.


Give the eview a name and remove any columns from the left Selected Columns that you don't need, to the right Unselected Columns. 


Go to the functions tab and remove any functions for columns that you just removed. Move the unused functions from the left Selected Functions side to the right Unselected Funtions side and click Ok.


Click Edit on the eview and click Import New Columns.


Under Linked Views, select Vendors (Vendor) from the drop down list. Find the IBPI Vendor column in the list and click Ok.


Move the IBPI Vendor column from the right Unselected Columns to the left Selected Columns.


Click on the Filters tab and click Sync with Columns. Click Ok.


Now you can filter the eview by a specified date range and IBPI Vendor equals Yes to see a total of all purchases from IBPI Vendors during the specified time frame.


You can save this search for future use. Click the down arrow next to Searches and click Save as.


Give the search a name and click Ok. 


It will now show in the list when clicking the down arrow next to Searches.


If you want more detail on any of the Purchase Orders listed in the eview you can right click on it and click Purchase Order Details.


This will show you the individual line items on the Purchase Order selected.


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