Creditor List

Browse and search the creditor master file. Click a row to open the creditor record, add a new creditor from the toolbar, or select rows to email them or add them to a named list.

Search Options

Code or Name	Search across both the Creditor Code and Creditor Name fields simultaneously. This is the default search mode.
Code	Search by Creditor Code only.
Name	Search by Creditor Name only.

Note: Inactive creditors are automatically excluded from search results. To find an inactive creditor, use the Inactive filter (see Filters below).

Default Columns

Creditor Code	The unique identifier for the creditor. Click the row, or use the Open button in the actions column, to open the creditor record.
Creditor Name	The creditor's name.
Buyer Code	The buyer assigned to the creditor.
Address 1, 2, 3	The creditor's main address lines.

Tip: These are the columns shown by default. You can add, remove, and reorder columns using the grid's column controls; additional creditor fields are available to display.

Filters

Creditor	Filter by a range of creditor codes (from/to).
Creditor Group Code	Filter by creditor group.
Buyer Code	Filter by buyer.
Inactive	Filter to show or hide inactive creditors.

Actions

Add Creditor Opens the Creditor Details page in new record mode.
Click Row / Open Opens the creditor record for viewing or editing.
Email Sends the selected creditors to the Creditor Batch Email screen, pre-filling its recipient list. Available only when rows are selected, and shown only if you have the AP batch email permission.
Add to List Adds the selected creditors to an existing named list, or creates a new named list from them. Available only when rows are selected.
Manage Named Lists Opens the named-list manager (from the toolbar Actions menu) to rename or delete saved creditor lists.

Note: Inactive creditors are shown in the grid with a distinct (greyed) row style so they can be told apart from active ones.

Creditor List

Search Options

Default Columns

Filters

Actions

In This Section

See Also