Using Accounts Payable

Setting Up Your Vendors Prior to Going LiveSetting Up Your Vendors Prior to GoingLiveTo set up your vendor records correctly before going live on the Purchasingand Accounts Payable modules, you should try to ensure the best functioningof this aspect of your processing. This section discusses the followingreminders and notes regarding handling of your vendor records:• Alternative methods of setting up your vendors• After converting your vendors• About miscellaneous vendors• Entering employees who receive benefit distributions as vendorsTwo Methods of Setting Up Your VendorsThe two methods of setting up your vendor records are1. Adding demographics records as a separate procedure from adding vendorinformation2. Adding demographics records as a part of the vendor definition procedureThe two methods are described below, with notes to remember andsuggestions.Adding Demographics Information Prior to AddingVendor InformationIf you are converting vendors, you may need to do some verification of theconverted vendor records and possibly fix or update them. Among theseverifications are• Making sure multiple addresses (if a vendor has them) have the rightaddress type codes on them• Ensuring the formatted names and separate PO and check addresses, ifused, are right• Removing duplicate vendor records and consolidating the information intoa single demographics record for each vendorUsing Accounts Payable, June 19, 2009 69© 2009 Datatel, Inc.