M9-AP-1085 Multi-Company Vendor Synchronization
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Contents |
Synopsis
This Extended Solution to the Accounts Payable module synchronizes Vendor Maintenance information across multiple companies.
Installation
Before installing any Extended Solution, please verify that the version level referenced on your installation file is the same version level as your MAS 90 MAS 200 installation. (For more information please call (800) 425-9843). It is recommended to have a complete and tested backup prior to installing any application on your Sage MAS 90 MAS 200 platform.
Extended Solutions Control Center
Installing any Extended Solution will add an Extended Solutions Control Center to the MAS 90 MAS 200 Library Master Utilities menu. When you open the Control Center, the following options will be available:
-
- Merge Installation Files
- Extended Solutions Setup options
Custom Office
If you customize your MAS 90 MAS 200, then you must run the Update Utility every time you install this Extended Solution.
Setup
Upon completion of software installation, you will need to access Extended Solutions Setup from the Accounts Payable Setup menu. Select this part number, and the Setup screen for this Extended Solution will appear (Figure 1). Check the ‘Enable Extended Solution’ box to activate this Extended Solution.
Answer the following prompt:
- A/P Vendor UDF for ‘Private’: Enter a check box type Custom Office A/P Vendor UDF. Vendors that are marked private will be excluded from the synchronization process.
Role Maintenance
The following Task has been added to Accounts Payable, Reports Menu:
-
- Vendor Name Report
You should visit this Setup screen after each upgrade or reinstallation of this Extended Solution.
Operation
As a new vendor is created in Vendor Maintenance and Vendor Maintenance on-the-fly, or when there is a change on the Main tab or Additional tab (see field listing below) of Vendor Maintenance, a company listing window will pop up when you click the ‘Accept’ button (Figure 2). All Company Codes with the Accounts Payable module activated will be listed. If the Vendor Number does not yet exist in a Company Code, then the Selected flag will be unchecked. If it does exist, it will it be checked. Double-click the Company Code to change the Selected flag.
If the vendor being added/changed is marked 'private' in the current company code, the company listing window will not appear. If the vendor being added/changed is not marked 'private' in the current company code but is marked 'private' in another company code, that company code will not appear in the company listing.
Once you click ‘Accept,’ the same Vendor (if new) will be created in all the selected company codes. If the Vendor already exists, then Vendor information will be updated.
New Contact Code records and Terms code records will be created as well if they do not exist in the destination company code.
If the G/L Account does not exist in the destination company code, you will receive a warning message and the G/L Account Number field will be set to blank in that company code (Figure 3).
If the Vendor Division does not exist in the destination company, that company code will not display in the Company List and the vendor will not be created in that company.
Changes to fields that trigger the synchronization process are:
- Vendor Name
- Address Line 1, 2, 3
- City
- State
- Zip
- Country
- Primary Contact
- Vendor Reference
- Terms Code
- GL Account
- URL
- Phone Number
- Extension
- Fax Number
- Batch Fax
- Sort Field
- Temporary Vendor
- Hold Payment
- Separate Check
- Comment
- Retention Rate
- Tax Schedule
- Exemption Number On File
- Tax Class
- 1099 Vendor Type
- 1099 Default Form
- Taxpayer ID Number
- Default Box No.
- Misc Box 9
- AP-1063 Direct Deposit Account Info
* Note regarding standard MAS90 processing: If you change a vendor data field before going into another dialog, your change may be automatically saved and cannot be cancelled.
Vendor Name Report
Available from the A/P reports menu, you will be prompted for a range of Vendor Numbers (Figure 4).
The Vendor Name Report prints vendor numbers, vendor names, and all the company codes in which a vendor number exists. If a vendor number has different names in different company codes, a warning message will print (Figure 5).
What’s New
With the 04-30-07 release:
-
- Converted to Business Framework
Upgrades and Compatibility
The installation CD is labeled with the version of the MAS 90 MAS 200 module for which this Extended Solution was prepared. This Extended Solution will check its compatibility with the appropriate MAS 90 MAS 200 modules and will be disabled if an incompatibility is found. If you upgrade your MAS 90 MAS 200 modules, this Extended Solution must be upgraded as well. Your MAS 90 MAS 200 dealer can supply this upgrade.
Documentation
Only changes made by Blytheco, LLC to the standard operation of Sage Software, Inc. MAS 90 MAS 200 have been documented in this manual. Operations not documented in this manual are standard procedures of MAS 90 MAS 200 processing. Standard MAS 90 MAS 200 processes, data entry screens, inquiry screens, reports, updates, etc., have not been changed unless addressed in this document.
Parts of this document may refer to the Specific Purpose Rule. When referenced, the described feature was developed for a specific client to its specifications and may not conform to generally accepted MAS 90 MAS 200 standards and procedures. These features may or may not benefit you in your application of MAS 90 MAS 200.
Acknowledgments
Copyright © 2010 Blytheco, LLC. MAS 90 and MAS 200 are registered trademarks of Sage Software, Inc.
Revision Note: 4.4
