Vendors - Renumbering |
The Renumbering screen for vendors enables you to change a vendor ID. This includes the preferred vendor for PM work orders specified on the Work Orders - Defaults tab of the Data -> Setup -> Organization Structure -> Locations screen. The vendor ID on work orders is also renumbered. You can also merge information from one vendor ID to another as part of the renumbering process.
When you process an insert on this screen, all occurrences of the old vendor ID in the database are replaced with the value in the New vendor ID field, including the history of entries made under the old vendor ID. This process may take a considerable amount of time, depending on the number of database entries for the old vendor ID. If an error interrupts the process before it completes, the old vendor ID is marked invalid. You must complete the process before you can use the new vendor ID.
Renumbering information
Old vendor ID
Old identifier of the vendor. It must be a valid vendor ID. This field has a list box. The vendor name and address display to the right of the ID. This field is required.
Vendor IDs are defined on the Basic Info tab of the Data -> Setup -> Organization Structure -> Vendors -> Primary Information screen.
New vendor ID
New identifier of the vendor. It must be a vendor ID that has not already been defined. When you process an insert of a new vendor ID, all occurrences of the old vendor ID are changed in the database to the new vendor ID. The vendor name and address display to the right of the ID.
Screens affected by vendor renumbering lists the screens to which vendor renumbering applies.
Confirm merge – renumber to an existing vendor ID
If you are renumbering an existing vendor ID and merging two vendors, you must acknowledge your action by placing a check in this field. If the vendor ID does not already exist, you may leave this field blank.
The renumbering process includes merging information from the old vendor ID into information for the new vendor ID. Information from the old vendor ID is applied only if does not already exist for the new vendor ID. Otherwise, it is deleted. You might use this option, for example, when two locations use two different vendor IDs to refer to the same vendor.
Duplicate contact entries are allowed, because different contacts may have the same name or contact type, among other values. Duplicate locations, store locations, and other group controls are not allowed. During the renumbering and merging process, vendor IDs are updated on vendor contracts and vendor part information (units of measure) is also merged.