[Anthony Guanci]

Hi,

I am working on cleaning up our vendor master file.  We have about 6,700 active vendors, and within that, we have quite a number of duplicate vendors.  Some of the duplicate vendors each have a lot of activity in them.

I wanted to use a PSTL tool to bring the history of these duplicate vendors into one vendor ID.  However, I am afraid that I will lose address information.  (The reason some of these duplicates were set up was because they had a different address than the original vendor; we plan on using the Address ID field to more effect in the future).

Also, using the PSTL tool, do you know if any open balance POs would also be moved into the new vendor ID?

Do you have any suggestions as to how I might manage this issue?  Any help would be appreciated.

Thank you.

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Anthony Guanci
Sr. Manager, Accounting
MorphoTrust USA
Billerica MA
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[Mike Redman]

Hi Anthony,

I definitely believe the vendor combiner tool is what you are looking for. It should do everything you want.

Do these vendors have duplicate Address ID’s? This would cause you to lose one of the addresses because one would overwrite the other. You could circumvent this by finding any common ID’s and creating duplicates (that are not common) and then doing the combine.

Open balance PO’s would move to the new vendor ID you designate it to move to when the combiner is finished.

The PSTL tools have quite a bit of documentation out there, depending on what version you are running you might look at some of that. As always, make sure you take a backup and test this in a test environment first if you can. 

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Mike Redman
UnderCover, Inc.
Rogersville MO
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[Anthony Guanci]

Hi Mike,

Thank you for the tip.  I will look into seeing what I can do to manage the different Address IDs on these before using the combiner tool.

I appreciate the thoughts…thank you.

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Anthony Guanci
Sr. Manager, Accounting
MorphoTrust USA
Billerica MA
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[Patty Domenico]

If you use Integration Manager, you might also like to confirm that your Objects will accept the new Vendor ID.  We use IM every month with our purchasing card program, and after combining some duplicate vendors into one, we realized we also had to go through ALL the Vendor IDs we had used over the years to combine the duplicate Vendor IDs into one new Vendor ID.  Otherwise, the integration would fail.  I am not familiar with the PSTL tool so maybe this is taken into consideration.   

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Patty Domenico
Accounting Specialist
Eagle River Water & Sanitation District
Vail CO
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