Merging vendors

You can transfer a vendor's open invoices to another vendor, transfer 1099 historical invoices, or transfer all historical invoices from one vendor to another. This can be a valuable time saver in the event of a corporate merger or reorganization. This procedure describes the process for merging vendors.

To transfer invoices from one vendor to another, both vendors must belong to the same vendor group. The vendor you are transferring invoices to must be an active vendor. After merging, the status of the vendor you transferred the invoices from will change to inactive.

Merge vendors

Run Vendor Merge (AP115).
Specify this information:

Vendor Group

Both vendors must belong to the same vendor group.

From Vendor

The status of the From Vendor will change to inactive after the invoices are transferred.

To Vendor

The To Vendor must be an active vendor.

Update

Select whether to run the program in update or edit-only mode.

Report Option

Select a report option. For transferred invoices you can print summary or detail information.

Unmatched Invoices

You can select whether to transfer purchase order invoices.

Include Archive

Select whether to transfer archived invoices.

Create Comments

Select whether to create vendor comments.

1099 Historical

If you select Yes, 1099 historical invoices will acquire the tax ID of the To Vendor. You should select No if you need to print 1099s for both the old and new vendor.

All Historical

Decide whether to transfer all historical invoices. Three options are available to you. To merge all historical invoices including 1099, set All Historical to Yes and set 1099 Historical to Yes. To merge all historical invoices excluding 1099, set 1099 Historical to No and set All Historical to Yes. Finally, to merge 1099 historical invoices only, set 1099 Historical to Yes and All Historical to No.

Historical Date Range

Specify a beginning and ending date to transfer invoices within this date range.