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3rd Party Copy Vendor Overview

Julie Glass
Modified on: Fri, 17 Dec, 2021 at 2:21 PM

Here you can view all Addresses with Retrieval Type 3rd Party Copy Center.    

   

TABLE OF CONTENTS

3rd Party Copy Vendor Page Overview

  1. Stat: This stat will display if a Vendor site is flagged as Special Handling
  2. Table: These are Addresses that have Retrieval Type 3rd Party Copy Vendor.     The 3rd Party Copy Vendor Address table contains the following information: Address ID (AID), Group Name, Provider Name, Address 1, Address 2, City, State, Zip Code, Phone Number, Vendor Name, Invoice Type, Project, Group Name, Address Group, Total Chases, Pends, Retrieval Type, Assigned To, Address Contact Status, Vendor Confirmed Date. All fields can be filtered. Information can be exported.
  3. Access an Address: To access an Address, click the AID number located in the first column of the table
  4. Special Handling: Addresses marked as Special Handling
  5. Create New View: Create a custom view of your table. Select which columns you want to show or hide.

 

Assign Address

  1. Locate Address ID (AID) on the table
  2. Click the 3-dot action button to the right of the table
  3. Select Assign Address
  4. Select User
  5. To finalize, click Assign
  6. To cancel, click Cancel


Assign Multiple Addresses

  1. Using the checkbox, select 1 or more Addresses 
  2. Click Assign Addresses
  3. Select User
  4. To finalize, click Assign
  5. To cancel, click Cancel



Change Vendor

  1. Under Address information, locate Change Vendor
  2. You will be prompted to confirm that by changing the vendor that all invoice data entry will be deleted. 
  3. To proceed, click Yes
  4. Select Vendor from list
  5. To finalize, click Assign
  6. To cancel, click Cancel



 

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