Using Accounts Payable

Vendors: Adding a VendorThis type of verification and updating of converted vendor records is donemost quickly and efficiently by directly accessing the Organization Profiles(ORGP) form (for corporations) or the Person Addresses (ADR) form (forpersons). This helps to focus on clearing up all vendor demographicsinformation before working with specific vendor-purchasing information onthe Vendor Maintenance (VEND) form. Your procedure would be to use theORGP (or ADR) form to verify, update, and correct all the corporate vendorinformation first, and then access each vendor on the VEND form for addingpurchasing and business information.Adding Demographics Information at the SameTime as Vendor InformationIf you already have clean vendor records and do not need to updateinformation — or if you are adding a single vendor after setup (during normalwork procedures), you can access both the ORGP form and the NAE form,and all the other related demographics forms, from the Vendor Maintenance(VEND) form.You can enter the VEND form and detail from the Demographics field. If youare adding a vendor, Colleague goes directly to the appropriate demographicsform so that you can add new demographic information for the vendor. If thevendor already exists, and you need to add or change their demographicinformation, the appropriate forms for either a person or a corporation appearon a minimenu when you detail from the Demographics field.After Converting Your VendorsAfter conversion, you should check the contents of the CORP.FOUNDS fileto ensure that all the corporate vendors you converted have a record in the file.If you find that some corporation records are not in the file, use theOrganization Profiles (ORGP) form to add them.Also, after you have converted your vendor records, you can go into yourdemographics information for vendors with more than one address andreassign any address types that did not convert properly.70 Using Accounts Payable, June 19, 2009© 2009 Datatel, Inc.