Creating, Editing, and Deleting a Vendor

You can use a vendor to associate companies with ECM paid-in and paid-out transactions for reporting purposes.

  1. Select the Enterprise, zone, property, or revenue center, click Setup, and then click Vendors.
  2. Insert a record, enter a unique name for the vendor, and then click OK.
  3. (Optional) Select an account from the Account drop-down list to associate with the vendor.

    The vendor always uses the selected account for ECM paid-in and paid-out transactions.

  4. Click the ellipsis point (...) button from the Options column and select the appropriate vendor options:

    • 1 - Deactivate Vendor: Select this option to prevent further selection of the vendor when performing transactions. For example, you can place a credit hold. A newly created vendor is active by default.

    • (Optional) 2 - Invoice Data Required: Select this option to require the workstation operator to enter invoice information (for example, Date, Invoice Number, and Description) when performing a transaction for the vendor that can collect invoice data (for example, paid-out).

    • 3 - Require Reference on Use: Select this option to require the workstation operator to enter a reference when performing a transaction that requires a vendor.

  5. To edit a vendor, highlight the record, change the values, and then click Save.
  6. To delete a vendor, highlight the record, and then click Delete on the toolbar.

    The application only allows you to delete vendors that are not referenced in historical reporting activity.

  7. Click Save.