Follow these instructions to make changes to an existing vendor record.
To change a vendor
From the JAMIS Administration home page > Setup tab, under Master Files, click Vendors. Or, from the top of any JAMIS Administration screen, click Master Files > Vendors. The Vendor Master screen appears.
In the Filters section, enter one or more search criteria for the vendor that you want to change. Your filter choices are: vendor number, vendor name, employee ID, vendor type, status.
Hints: You can enter partial information in a filter field, such as 1 to retrieve all vendor numbers that begin with 1, or %1 to retrieve all vendor numbers that contain the number 1. You can leave all filter fields blank to retrieve all vendor records.
Click Retrieve to list vendor records that match the criteria you entered. The results appear in the bottom section of the screen.
If needed, scroll to find the vendor that you want to change. JAMIS displays the records in ascending order by vendor number. You can sort the list differently by clicking the appropriate column heading once or twice.
Click Edit to the left of the vendor that you want to change. JAMIS makes the fields that you can change editable.
Change data for the vendor as needed.
Click Update to commit your changes to the vendor data.
Repeat the appropriate steps as needed to change data for additional vendors.
Note that while editing a vendor, if you haven't clicked Update yet, you can click Cancel to undo any changes that you've made to the record.