Please provide the option to enter an AP Pay Category Default at the vendor level in the AP Vendor Master. This would override the AP Pay Category in the AP Transaction Batch, and default based off of the Vendor's setup. Currently we have to edit the AP Pay Category in the AP transaction batch after it is created, which leaves more room for posting error. The functionality that we are aiming for should be similar to the AR receivable type defaulting based on the setup in AR Customers.
Gianluca Rovere
| Company | Amico |
| Job Title / Role | Project Coordinator |
| I need it... | 1 month |
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Just exploring the use AP Pay Category and we are definitely needing this at the Vendor level with how we would like to use Pay Category. Initial request was back in 2021 and it's 2024 now. I would think 3 years something could be done to push this enhancement through.
Another great feature that Vista already comes with is ability to use Pay Control codes in AP Vendors. Pay control codes can be set by vendor in Add'l Info tab of AP Vendors form in Vista. Those codes have NO GL implications, yet allow additional grouping of AP invoices. This grouping can be used to filter invoices in AP Payment Workfile form when invoices are selected for payment and can easily be used to pull all employee reimbursements into a payment batch as suggested in the example Brittany made.
Pay categories allow you to define multiple combinations of pay types to represent different regions or divisions within a company.
Vista allows to specify a default pay category by user. If a user in VA User Profile has a pay category override, this default pay category for this user will default when entering transactions in AP Transaction Entry, AP Recurring Invoices, AP Unapproved Invoices and PO Purchase Order Entry, as well as when updating subcontracts to AP (in SL Update to AP). So, the idea here is that you have one AP Vendor to accumulate all the spending by vendor, and Vista allows the ability to default a pay category in user profile so different AP users can use the same vendors, yet direct those costs into different groups to be able to allocate vendor spending by division/ region. This is the reason the default is set at the user level rather then a vendor level.
Would be useful as well so all invoices for a vendor post to the specified pay type and can be pulled into a AP Payment Workfile restricted by pay type. Ex: all employees can have an expense reimbursement pay type and all employee vendors could be pulled into a AP workfile simply by restricting by pay type.
This would be a great feature.
Great suggestion!
Yes we definitely should have the option of the AP Pay Category being driven by the Vendor setup.