Issue/Symptom/Question

How can I track and report on vendor minority code information?

Applies To

• PENTA for Windows
• Vendor Information (Accounts Payable>Vendors>Vendor Information
• Minority Codes (Accounts Payable>Vendors>Minority Codes)
• Vendor List by Vendor Id Report (PENTA Reports by Module>Accounts Payable>Vendors>Vendor List by Vendor Id)
• Vendor Payment Summary Report (PENTA Reports by Module>Accounts Payable>Vendors>Vendor Payment Summary)

Resolution/Fix/Answer

1. Navigate to the Minority Codes window (Accounts Payable>Vendors>Minority Codes)
2. Create the complete list of Minority Codes that you would like to track. This list is customizable.
   
3. Assign the Minority Codes to Vendors. Optionally enter effective/expiration dates, certified date, certifying agency, and certification number
   
4. Reporting Options:
   1. Run the Vendor List By Vendor Id Report to view a list of Vendors by Minority Code (PENTA Reports by Module>Accounts Payable>Vendors>Vendor List by Vendor Id). In the selection criteria section which is located in the bottom half of the Report Initiation window, enter a minority code to limit the report to minority vendors only
      
   2. Run the Vendor Payment Summary Report to view payment summary information by Minority Vendor code (PENTA Reports by Module>Accounts Payable>Vendors>Vendor Payment Summary). Make sure to enter the applicable date range. Click on the ‘Additional Criteria’ button, enter a minority code that you setup in step 3 to limit this report to only vendors that are assigned to this minority code. This report will provide payment summary information for all vendors that match the minority code entered.