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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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- From the Core menu select "Vendor."
- To import a CSV file, click on .
- Click on "Choose File", browse for the file (.CSV) and click "Open" or select the file by double-clicking on the file name.
- Make sure the system has brought in the proper file.
- Click on "Load."
- The selected filename will be visible.
- A message box will appear showing the number of Records Loaded and the Number of Errors.
- An output (CSV) file will be created containing the number of records loaded or records with errors.
- If an error occurs, open the output CSV file, make the necessary corrections, and re-import the corrected output file.
Vendor Import Criteria
Please use the template spreadsheet containing spreadsheet containing the fields in the proper format (listed in the table below). If you are not using the template spreadsheet and are creating a spreadsheet of your own, the field names on the spreadsheet must exactly match the Field names listed below. The field names are case sensitive and must be entered exactly as shown below making sure to include the spaces between words. Please note, the fields specified below as "Required field" are the only fields that must appear in the spreadsheet. All other fields are optional.
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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 should review the primary vendor locations to make sure the primary vendor locations are the locations to be used.
More Information on Vendor
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