How Can I Find the Vendor Code That Is Assigned to Someone?

If you need to locate the vendor code assigned to someone, follow these steps:

Step 1: Log In to Your Client Dashboard

1. Open your Browser and Enter your credentials to log in. To access your account go to:  https://secure.mycoionline.com/

Step 2: Navigate to Reports

1. Once logged in, look at the left-hand side menu.

2. Click on Reports to open the reporting section.

Step 3: Select the "Other" Category

1. Within the Reports section, find and select the Other category.

Step 4: Run the "Vendor with No Assignments" Report to Search Vendors with No Assignments

1. Locate and run the Vendor with No Assignments report from the available options.

Step 4 (Cont.): Run the "Vendor Registration" Report to Search Vendors with  Assignments

Step 5: Search for the Vendor Code

You can search for the vendor code using one of the following methods:

Option 1: Use CTRL + F

1. Once the report is displayed on the screen, press CTRL + F (or Command + F on Mac) to open the search bar in your browser.

2. Enter the vendor’s name or relevant details to find the corresponding vendor code directly within the report.

Option 2: Export to Excel

1. Export the report to an Excel file using the available export option.

2. Open the Excel file and use the Filter function to search for the vendor code.

   • To enable filters in Excel: Highlight the header row, then click Data > Filter from the menu. 

   • Use the dropdown menu in the relevant column to filter and locate the vendor code.

If You Cannot Locate the Vendor Code on the Report

1. Click on any of the column settings button and select "Column Chooser" 

2. Select "Show" on the Vendor Code option. 

3. Then repeat Step 5. 

Additional Tips

• Contact support if you encounter any issues.

By following these steps, you should be able to efficiently find if a vendor code is assigned to someone.