Updating vendors enmasse

Use this procedure make mass changes to a group of vendors. The selection criteria includes before and after sections. You can search for vendors that have specified before values and change them to the specified after values.

  1. Sign in as Payables Vendor Specialist and select Vendor Utilities > Mass Vendor Update.
  2. Specify a Vendor Group.
  3. Specify at least one of these fields:
    Vendor Class
    Specify a specific class of vendors to update.
    Vendor Range
    Specify the From Vendor and To Vendor numbers to update vendors a range of vendor numbers.
    All Vendors
    Select Yes to update all vendors.
    Update
    Select Yes to run in update mode or No to run in report mode.
    Update Locations
    Select Yes to update vendor locations.
    Override Priority
    Specify a value to update the payment priority.
  4. In the Invoice section, specify these Before and After fields:
    • Authority code
    • Accrual code
    • Income code
    • Invoice currency
    • Tax code
    • Hold code
  5. In the Payment section, specify these Before and After fields:
    • Payment code
    • Cash code
    • Payment terms
    • Discount code
  6. In the Distribution section, specify the Before and After fields for the Distribution code and Project.
  7. In the Match section, specify the Before and After fields for Match table and Rule group.
  8. In the Vendor Bank section, select the Update Prenotification Status.
  9. In the Diversity Code section, specify the Before and After fields.
  10. In the Report Distribution section, select a distribution list and export type for Mass Vendor Update Report.
  11. Click Submit to process this action now or click Schedule to schedule the process to run later.
    The output is available in My Print Files.