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Vendor Card Mass Update

  • 1.  Vendor Card Mass Update

    Posted Mar 26, 2020 10:51 AM

    We are currently running GP2018 and are looking for a way to mass update the vendor card for any vendors that have a Payment Priority listed on the Options tab. What is the best way for me to go about doing this? Thanks!

    Amber Schmoll
    Accounting Supervisor
    Milk Source LLC
    Kaukauna WI
    Academy - Online Interactive Learning from Experts

  • 2.  RE: Vendor Card Mass Update

    Posted Mar 26, 2020 03:07 PM
    Hi Amber,
    It depends on what type of information do you want to update on your Vendor Card..  The Vendor card is stored in the PM00200 table in the company DB in GP.
    The Payment Priority field is called PYMNTPRI and is a String type field of 3 chars.
    Based on this you could run your update with something like this :

    UPDATE PM00200
    SET yourfield = 'yourvalue'
    WHERE PYMNTPRI = 'your_criteria' and OTHERFIELD = 'your_criteria'

    Best is to test this out in a TEST company to make sure you get the desired outcome for your update.

    Beat Bucher
    Business Analyst, Dynamics GP SME
    Montreal QC/Canada
    Montreal QC GPUG Chapter Leader
    MBS MVP (2015-2018)
    All-Star 2013

    Academy - Online Interactive Learning from Experts

  • 3.  RE: Vendor Card Mass Update

    Posted Mar 27, 2020 09:03 AM
    @David Musgrave did an excellent article and guide that I have used to do a mass inactivation of vendors.  By going through the steps that David lists, you are inside the application ​​so it will validate all rules before it completes.  I would highly recommend doing this in a test company as the macro will stop if it can't complete because the action was violating a rule (our example of the macro stopping was I was inactivating vendors that didn't have activity but some of those vendors had old credit memos - and you can't inactivate with an open transaction - another good validation to go this route.).
    Here is the link to his article:
    Best of luck,

    Kristy Miller
    BKEP Operating, LLC
    Tulsa OK

    Academy - Online Interactive Learning from Experts

  • 4.  RE: Vendor Card Mass Update

    Posted Mar 27, 2020 09:09 AM
    Hi @Amber Schmoll

    @Beat Bucher is absolutely dead on.  That Payment Priority field only exists for the vendor in the PM00200 table so a script to update the field will be the fastest way.

    There are other ways of mass updating Vendor records in GP and that is by ensuring the vendors are all in correct Vendor Classes.  In that case you can change the vendor class and role down the changes from the class to the vendors (this includes pretty much all of the setups in the Options Tab and Account Numbers).

    In theory I like the class update, BUT!! and this is a big But!  I will not just update what you change, but will alter the vendors to the settings on that class.  All of the settings for that class.




    Academy - Online Interactive Learning from Experts

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