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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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When viewing a vendor, you have the option of merging vendors into another Vendor if there are no outstanding transactions for the vendor. This 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 will be merged with the Primary Vendor, and the YTD and FYTD totals of the old vendor 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 an available vendors to merge when the user clicks on the Merge Vendor button. 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.
- View your Primary Vendor that you want to merge data into.
- Click on
to open the Merged Vendor grid. Grid will show Vendors already merged.
3. Click on Merge Vendor to show active Vendors that match the Primary Vendor's Tax Id Type, ID# and Type 1099 and are available to be merged.
4. Checkmark the Vendor(s) you want to merge into the Primary Vendor. Select Merge.
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To help in searching the Vendor number, click the + sign in top right of pop-up box to utilize the scroll bar. |
5. Verify the information on the Pop UP screen and confirm the process by selecting Yes/No.
6. Merged Vendor Transaction report will who results that were successful in merging into the Primary Vendor.
More Information on Vendor
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