Page Comparison

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4. Click on  to post the vendor to the system, click on Cancel to not post the vendor and return to the Vendor grid.

Search/View Vendors 

Vendor Grid allows the user to search for existing vendors. Click on  to view a particular vendor.   The vendor grid also allows you to sort vendor information by typing specifics within the Column Title blank fields or selecting a Column Title to sort all vendors in ascending/descending order for example.

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1. Search desired vendor to delete
2. Click on  to delete the vendor.
3. Click on "delete" to confirm deletion.

Merge Vendors

This is a Draft form until Vendor Merge is included in an upcoming release.     

When viewing a vendor, you have the option of merging other vendors into another an existing active (Primary) Vendor if there are no outstanding transactions for against the vendorother vendors.  This The merge process can be helpful if you have multiple vendors set up with the same Tax ID Type, ID# and Type 1099.  All associated transaction file records When you select 'Merge Vendors,' only vendors with the same Tax ID Type, ID# and Type 1099 will be shown as available vendors to merge.  Once the merge is complete, all associated transactions from the old vendor(s) will be merged with the Primary Vendor, and the primary vendor for the calendar year only.  Current YTD and FYTD totals of the old vendor(s) will be added together on the Primary vendor's record for the Calendar Year only.  Only vendors with the same Tax ID Type, ID# and Type 1099 will be shown as available vendors to merge when the user clicks on the Merge Vendor button.  The as well.  The old vendor(s) will be flagged as an inactive vendor and a merged vendor.   The Merged Vendor Transactions report will only show the information that has been updated while producing Error messages for any Vendor(s) not updated.  This Merged Vendor Transaction report should be retained for auditing purposes.  Once a Vendor is merged with the Primary Vendor, the old vendor will be flagged as an Inactive Vendor and a Merged Vendor, and a Merged Vendor Transaction report will be generated.  This report will only include information that has been updated while producing error messages for any vendors not updated.  The Merged Vendor Transaction report should be retained for auditing purposes.  If there are no transactions in the current year for the vendor that is merged, the report will not produce results and will state "No data returned for report."    

1. View your Primary Vendor that you want to merge data into.
2. Click on to open the Merged Vendor grid.  Grid will show Vendors already merged. You can checkmark the box next to the previously merged vendor if you want to produce a report showing the Merged Vendor Transactions on the merged vendor.  

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5. Verify the information on the Pop UP screen and confirm the process by selecting Yes/No.

6. The Merged Vendor Transaction report will show the current year transactions that were updated as a result of the successful merge into the primary vendor.  Since vendor merge only updates current year transactions, if there are no transactions in the current year for the vendor that is merged, the report will not produce results and will state "No data returned for report."    

7.  Users Users should review the primary vendor locations to make sure the primary vendor locations are accurate after merge.  If not, manually update the location on the primary vendor.the locations to be used.   

More Information on Vendor

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