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1.  Integration Mgr instructions

Posted 6 days ago
​Hi there,

I am looking for instructions on how to use integration manager to inactivate vendors and/or update a vendor card.  Thanks in advance.

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Michelle Beall
Payables and Corp Ops Mgr
Nexion Health
Sykesville MD
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2.  RE: Integration Mgr instructions

TOP CONTRIBUTOR
Posted 5 days ago
​The Vendor integration allows you to fill in or overwrite a variety of information on the vendor card.  The easiest thing to do is to create a spreadsheet of the information you want to change and then map that to the available fields in the Vendor Integration.  in some cases (like Status) you will have to do some minor conversions.  Here are the fields available in the Vendor Integration:

BASIC INFO
Vendor ID (req'd)
Name (req'd)
Short Name
Check Name
Hold
Status
Class ID
Primary Address ID
Purchase Address ID
Remit To Address ID
Ship From Address ID
Vendor Account
Comment 1
Comment 2
Note
ACCOUNT INFO
Use Cash Account From
Cash
Accounts Payable
Terms Discounts Available
Terms Discounts Taken
Finance Charges
Purchases
Trade Discount
Miscellaneous
Freight
Tax
Writeoffs
Accrued Purchases
Purchase Price Variance
ADDRESS INFO
Address ID
Contact
Address 1
Address 2
Address 3
City
State
Zip Code
Country Code
Country
Phone 1
Phone 2
Phone 3
Fax
Tax Schedule
Shipping Method
UPS Zone
INTERNET INFO
E-mail
Home Page
FTP Site
Image
Login
Password
User Defined 1
User Defined 2
Additional Information
INTRASTAT INFO
Tax Registration Number
Country Code
Transport Mode
Transaction Nature
Incoterms
Procedure/Regime
Port
Region
Country of Origin
Tax Commodity Code
OPTIONS
Currency ID
Rate Type ID
Payment Terms
Discount Grace Period
Due Date Grade Period
Payment Priority
Minimum Order
Trade Discount
Tax ID
Tax Registration
Checkbook ID
User Defined 1
User Defined 2
1099 Type
FOB
Language
Minimum Payment Type
Minimum Payment Percent
Minimum Payment Dollar
Maximum Invoice Amt Type
Maximum Invoice Amt Dollar
Credit Limit Type
Credit Limit Dollar
Writeoffs Type
Maximum WriteOff Amount
Revalue Vendor
Post Results To
Maintain Calendar History
Maintain Period History
Maintain Trx History
Maintain GL Dist History
WITHHOLDING
Type
Subject to Withholding Deduction
Withholding Tax Rate
Work/Contract/Employment Start Date
Work/Contract/Employment End Date
Entity Type
Individuals Birth Date
Form Type
Tax File Number Mode
Labor Payment Type

Let me know if you'd like more specific help.



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Blair Christensen
Database Administrator
Oppenheimer Companies, Inc.
Boise ID
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3.  RE: Integration Mgr instructions

Posted 5 days ago
Belinda Allen jus posted a blog video about that in an earlier thread

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Habib Salim
HSalim & Co. Inc.
Bronxville NY
https://pivotviews.com
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4.  RE: Integration Mgr instructions

Posted 3 days ago
​Here's a link for @Belinda Allen video ​on how to use Integration Manager in order to update vendor status.
She's always been exceptional when it comes to GP tutorials.


Furthermore, keep in mind that you can use the Macro tool as well in order to do such update as well.


Please never hesitate to share any further inquiries or concerns,

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Mahmood M. AlSaadi - MVP
Principal Dynamics ERP Consultant
SIROCo LLC - (844) 708-0008
McKinney TX
m.saadi@sirocollc.com
http://www.sirocotech.com
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5.  RE: Integration Mgr instructions

GOLD CONTRIBUTOR
Posted 3 days ago
Thanks Mahmood!  Not only for providing the link, but the kind words as well!

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Belinda Allen
Business Intelligence Program Manager
Microsoft MVP - GPUG All-Star
PowerGP Online - Njevity, Inc.
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6.  RE: Integration Mgr instructions

GPUG ALL STAR
Posted 2 days ago
Keep in mind that if a vendor doesn't otherwise qualify to be set as inactive, the Integration Manager (or a macro) will not change its status.

You cannot make a vendor inactive if:
  • It has any outstanding 1099 amounts
  • The vendor has any current or unposted transactions
  • Closed purchase orders have not been removed to history using the Remove Completed Purchase Orders utility
  • The vendor is set up in Project Accounting for expense reimbursement
Kind regards,
Leslie



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Leslie Vail
Accounting Systems Consulting, Inc.
Dallas TX
leslievail@earthlink.net 972-814-8550
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