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. Select Payables > Administration and click the Utilities tab.
  2. On the Vendor pane, click Mass Update Vendors.
  3. Specify a Vendor Group.
  4. Specify at least one of these fields:
    Vendor Class
    Specify a specific class of vendors to update.
    From Vendor
    Specify a vendor number as the starting point for the update.
    To Vendor
    Specify a vendor number as the ending point for the update
    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.
  5. In the Invoice section, specify these Before and After fields:
    • Authority code
    • Accrual code
    • Income code
    • Invoice currency
    • Tax code
    • Hold code
  6. In the Payment section, specify these Before and After fields:
    • Payment code
    • Cash code
    • Payment terms
    • Discount code
  7. In the Distribution section, specify the Before and After fields for the Distribution code and Project.
  8. In the Match section, specify the Before and After fields for Match table and Rule group.
  9. In the Vendor Bank section, select the Update Prenotification Status.
  10. In the Diversity Code section, specify the Before and After fields.
  11. In the Report Distribution section, select a distribution list and export type for Mass Vendor Update Report.
  12. Click Submit.
    The output is available in My Print Files.