We have over 4,500 vendors and many are duplicates because of how they were setup initially and by different people. We have made one vendor inactive, but it would be nice to be able to merge vendor accounts so we don't have so many.
Guest
| Company | Koss Construction Company |
| Job Title / Role | Controller |
| I need it... | Yesterday...Come on already |
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Did you mean 2021 R1?
Please to announce an AP Vendor Merge feature is included with 2020 R1 - available now
2021 R1 is being released in waves to Cloud customers - 100+ and growing. Targeting general availability for all within the next couple weeks. And yes, AR Customers are likely next....
That is great news but 2021 R1 is not available at this time.
Thanks
Don
I am hoping for that option in AR.
Thank you,
Michele
AP Vendor Merge is included in 2021 R1 - will help you find and link duplicate vendors to the one you want to use as the actual/true vendor - deactivates the dupes, preserves existing invoice and payment history, easily link and unlink dupes from AP Vendor
Another standard feature in other accounting software programs.
Doing this for customers as well would be great
This is indeed awesome to see that it's in Development!
Hopefully the work done in here (AP Vendor) can also be used later to combine SM Customers & Sites that are duplicated. Apparently it's easy to enter duplicate data when trying to enter data in Vista and chat with the client at the same time.
This is a good thing….hopefully they’ll do it for customer as well.
Thanks,
Jeff Vann
Regional Controller
Nations Roof, LLC
[cid:image006.jpg@01CF84AF.03AE6DE0]
(678) 873-8590
jvann@nationsroof.com
www.NationsRoof.com
www.NationsFM.com
[cid:image002.jpg@01D19BAD.721548A0]
This would be very helpful and keep amounts paid to a vendor more accurate.
We have this same problem. I have used software programs in the past that allow you to merge vendors. This would be most helpful.
[Barnett Southern Corporation small logo]
[hub zone]
Jamie C. Sikes- CFO
Barnett Southern Corporation
P.O. Box 704
106 North Alexander Ave.
Washington, GA 30673
706.678.1507 (O)
706.678.1697 (F)
jamie@barnettsouthern.com
www.barnettsouthern.com
We live by AP Vendor Drilldown and AP Vendor Payment History Drilldown.
This suggestion has overwhelming support and we are working to develop a solution - no target delivery yet, but a top initiative for the Vista team.
I am intrigued by the idea of linking vendors and designating one as the 'parent', valid for invoicing, payments and consolidated reporting, while the linked/related vendors are preserved w/invoice detail for historical reference, but no longer eligible for new invoices.
I welcome your thoughts and comments...
Which reports do you see as critical to implementation?
Similar need but I would approach the solution in different way. How about creating a parent vendor out of the 2 or more vendors? This way, I can generate a consolidated view report but still keep the history separate. We also encounter vendors merging but they keep their original company name. When we send a PO to one vendor, we get an invoice from the parent. We end having to change the PO vendor to match the invoice.
This would be great!!
Would be very helpful. Despite best efforts to control duplicates, errors happen and it would be nice to keep the old payment history in the system
This would be great!
I agree! We also have so many duplicate & inactive vendors and there is no way to get them out.
This would be helpful !