Sidebar
finance:utilities:mergevendornumber
This is an old revision of the document!
Merge Vendor Number - FIN8800
Finance > Utilities > Merge Vendor Number
utility is used to move all vendor information from one vendor to another vendor. Use the utility when two different vendor numbers are assigned to the same vendor. Notes: ■ When you select to merge from vendor A to vendor B, the transactions for vendor A are combined with vendor B's transactions, and then vendor A is deleted.
■ If a vendor has been used in a previous file ID, the vendor cannot be merged until that file ID has been deleted.
■ In Finance, the vendor name for paid checks will remain the same (From Vendor) after merging the vendors. The vendor number will change to the To Vendor number.
■ In Finance, the vendor name for unpaid checks will be the To Vendor Remittance Address name. If the remittance address is blank, then the To Vendor name will be used.
■ In Human Resources, liability checks paid and unpaid will assume the To Vendor name, not the Remittance Address Name. In Finance, the processed checks are displayed with the original vendor (From Vendor) name.
■ Upon export, the program will export all file IDs where transactions exist. The program will include file ID C, even if there are no transactions in file ID C for the From Vendor, as long as transactions exist in other file IDs. If no transactions exist for any file ID for the From Vendor, the program will still export or back up file ID C.
■ When importing, users should be in file ID C. File ID C must be imported first.
Merge vendor numbers:
| Field | Description |
|---|---|
| From Vendor Number | Begin typing the vendor name or number. As you type the data, a drop-down list of corresponding data is displayed. Select the desired vendor number or name. Or, click  to select a valid vendor from the list of existing vendors (both active and inactive). The Vendor Information, Order Address, and Remittance Address sections are populated based on the to vendor number selected. This is a required field. |
Click Refresh From Vendor to update the vendor information if the vendor number in the From Vendor Number field is changed.
| To Vendor Number | Begin typing the vendor name or number. As you type the data, a drop-down list of corresponding data is displayed. Select the desired vendor number or name. Or, click to select a valid vendor number from the list of existing vendors (both active and inactive). The Vendor Information, Order Address, and Remittance Address sections are populated based on the to vendor number selected. This is a required field. |
|---|
Click Refresh To Vendor to update the vendor information if the vendor number in the To Vendor Number field is changed.
Click Execute to start the merge process. A message is displayed indicating that you are about to update records permanently and confirming that you want to continue. Click Yes to continue processing the merge function, or click No to cancel the merge. If the user clicks Yes, then a message is displayed asking if you would like to create a system backup. A backup is highly recommended.
Click Yes to export a copy of the affected tables, or click No to not create the backup and continue with the merge. If the user clicks Yes, the export tables dialog box is displayed.
- In the Export Path field, perform one of the following functions:
- Type the drive and folder name of where to export a copy of the tables. The system creates the export files (e.g., db001007_6_03192002_01(s).rsf for payroll).
- Click Browse, then select the folder into which to export a copy of the tables.
- Click OK to select the folder, or click Cancel to close the dialog box without processing.
- Click Execute. A message is displayed asking you to verify the path of the export.
- Click Yes to accept the export path or No to not accept the export path and return to the Merge Vendor Number page.
- Click Cancel to close the dialog box without exporting tables.
- In the archive password dialog box, type a password, and then click OK.
- The tables are exported, and a message is displayed indicating that the export process completed successfully. Click OK.
- A dialog box is displayed indicating that the vendor numbers were merged. Click OK to return to the Merge Vendor Number page.
finance/utilities/mergevendornumber.1502830352.txt.gz · Last modified: 2017/08/15 15:52 (external edit)