Vendor Merge

Vendor Merge

The vendor merge action enables the selection of a vendor that is to be merged into another vendor and then deleted.  To use this function, go to vendor management, and:

1. select Merge And Delete from the action item drop down menu for the vendor you wish to merge and delete (Figure 1)
2. the system will open a window saying “Vendor #20200105 will be merged into the following primary vendor” followed by the prompt for the primary vendor (Figure 2)
3. specify the primary vendor to which all transactions for the merging vendor will be written
4. add a note, click OK and all transactions will be modified to reflect the new (primary) vendor instead of the old (merged) vendor.  PO inquiries, invoice inquiries, etc that used to show as belonging to the merged vendor will now show belonging to the primary vendor.

Please log a ticket with Edsembli FIN if you have any questions, comments or concerns with the above.

Figure 1:

Figure2: