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Integration Mgr instructions

  • 1.  Integration Mgr instructions

    Posted 01-11-2018 08:16 PM
    ​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.

    ------------------------------
    Michelle Beall
    Payables and Corp Ops Mgr
    Nexion Health
    Sykesville MD
    ------------------------------


  • 2.  RE: Integration Mgr instructions

    TOP CONTRIBUTOR
    Posted 01-12-2018 09:44 AM
    ​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.



    ------------------------------
    Blair Christensen
    Database Administrator
    Oppenheimer Companies, Inc.
    Boise ID
    ------------------------------



  • 3.  RE: Integration Mgr instructions

    SILVER CONTRIBUTOR
    Posted 01-13-2018 02:16 AM
    Belinda Allen jus posted a blog video about that in an earlier thread

    ------------------------------
    Habib Salim
    HSalim & Co. Inc.
    Bronxville NY
    https://pivotviews.com
    ------------------------------



  • 4.  RE: Integration Mgr instructions

    SILVER CONTRIBUTOR
    Posted 01-14-2018 02:44 PM
    ​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,

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



  • 5.  RE: Integration Mgr instructions

    GPUG ALL STAR
    Posted 01-15-2018 07:32 AM
    Thanks Mahmood!  Not only for providing the link, but the kind words as well!

    ------------------------------
    Belinda Allen
    Business Intelligence Program Manager
    Microsoft MVP - GPUG All-Star
    PowerGP Online - Njevity, Inc.
    ------------------------------



  • 6.  RE: Integration Mgr instructions

    GPUG ALL STAR
    Posted 01-15-2018 08:19 PM
    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



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