CMS Fund Accounting - Combining Duplicate Vendors

The Combine Vendor function combines vendors and all of their transactions and history onto one single vendor. This can be used, for example, if the vendor was entered twice in the system.

From the Entry menu, choose Vendor Entry. The Vendor dialog will display.

Click the Combine Vendor button on the side-bar. The Combine Vendors dialog will display.

 



Select vendors on the list of all vendors on the left by scrolling down or typing letters for the vendor’s name. Highlight the duplicate vendor and click the Copy From button to select that duplicate vendor.

Select vendors on the list of all vendors on the left by scrolling down or typing letters for the vendor’s name. Highlight the vendor record that should be retained and click the Copy To button to select that correct vendor record.

Click the Combine button.

Click Yes at the Combine Vendor Confirmation dialog to combine the vendors. Click No to cancel the Combine Vendor process.

 



A Delete Vendor dialog will display. If you would like to delete the duplicate vendor after the copy process has completed, click Yes. If you would like to retain the duplicate vendor’s record, click No.

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