RDA Systems Inc

What This Process Does

• The Merge Vendors process combines an existing vendor with another existing vendor. It accomplishes the following:
  • All invoices and vouchers associated with the CURRENT VENDOR are added to the MERGE VENDOR.
  • CURRENT VENDOR invoices and vouchers are marked for deletion.
  • CURRENT VENDOR is marked for deletion.
  • Calendar and Fiscal year totals are updated to reflect all invoices and vouchers now associated with the MERGE VENDOR.
  • Invoices from the CURRENT VENDOR are given a prefix of MV to insure uniqueness.
  • Before using this process, review invoices for the current vendor ID. If the first 12 characters of the Invoice ID are not unique for the calender year, you should not merge vendors. Instead, inactivate this vendor and use the other vendor.

Best Practices

• Merge Vendors is in a software bundle for the Vendor Payments module (VP08). If you do not have the merge vendors process and would like it, please contact your account manager.

Merge Vendors

1. Procurement → Vendor Payments → Vendor Master → Browse
2. Select the Vendor that will no longer be used (Current Vendor).
3. From the Vendor Master Maintain screen, select Merge Vendors.
4. Current Vendor ID defaults.
5. Select the Merge to Vendor ID.
6. Select the Save button.

• The Current Vendor (now deleted) will show which Vendor it was merged with and the date in the Remarks field.

• NOTE: Addresses associated with the Current Vendor (now deleted) will not be moved. The addresses on the Merge Vendor will remain unchanged.