Viewing and maintaining supplier and vendor compare records

Use this procedure to review the differences between supplier and vendor records. You may also want to clean up discrepancies.

You must create the compare records by completing a set action. See Creating supplier and vendor compare records.

To view supplier and vendor compare records

Access Utilities > Supplier And Vendor Compare Results.

After the set action is run, refresh the Supplier And Vendor Compare form to view the new set of records. All the Suppliers with differences will appear at the top of the list, and the details for each supplier on the bottom. The detail section is sorted by record type.

Optional. To maintain the supplier and vendor compare records

There are a number of ways you can clean up the lists:

Delete the record from the Supplier and Vendor Compare list.

If you do not want to deal with a difference at this time, you can delete a record. If the record is deleted at the supplier (header) level, all detail records will be deleted. Deleting records from compare does not delete the supplier record itself. The next time the set action is run, these records will reappear.
Access Update Supplier Registration - Company Information or Vendor (AP10.1) and update the records at the source.

Also you may access the equivalent forms for Supplier Contact/Vendor Location, Diversity Code, and Certification Code. The next time the Compare Supplier And Vendor set action is run, these detail records will not appear.

Note:
You can access the Supplier records from the Related menu on Supplier And Vendor Compare.
Choose either the Use Supplier Values or Use Vendor Values buttons at either supplier (header) or detail level.

If you select a button at detail level, that particular field or record will be updated. If you select the button at header level, the system will attempt to update all detail records in the appropriate place. It is possible that the system may not be able to update all the detail records. In this case, an error message displays.

All fields that can be updated without error will be updated and deleted from Supplier and Vendor Compare.

Note:
If you select Use Supplier Values, be aware that updates will take place in the Accounts Payable application in Infor Lawson Enterprise Applications.

Some differences cannot be updated automatically from Supplier And Vendor Compare and you will have to update information manually.

For example, if the contact name is different. Contact name cannot be updated from vendor to supplier because the name exists in two fields on the supplier side (first name, last name) and one field on vendor. One field cannot automatically be converted to two fields on the supplier side.

For another example, if the GLN is different, both vendor and supplier have values, and you want to update from supplier to vendor. You would first have to delete the GLN vendor relationship (using IC58).