Dynamics F/SCM Customer Experience (CRM) Dynamics GP Dynamics Business Central (NAV) Dynamics SL Power Platform Fabric Copilot

[Michelle Beall]

?Hi there,

I am looking for instructions on how to use integration manager to inactivate vendors and/or update a vendor card.  Thanks in advance.

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Michelle Beall
Payables and Corp Ops Mgr
Nexion Health
Sykesville MD
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[Blair Christensen]

?The Vendor integration allows you to fill in or overwrite a variety of information on the vendor card.  The easiest thing to do is to create a spreadsheet of the information you want to change and then map that to the available fields in the Vendor Integration.  in some cases (like Status) you will have to do some minor conversions.  Here are the fields available in the Vendor Integration:

BASIC INFO Vendor ID (req’d)

Name (req’d)

Short Name

Check Name

Hold

Status

Class ID

Primary Address ID

Purchase Address ID

Remit To Address ID

Ship From Address ID

Vendor Account

Comment 1

Comment 2

Note

ACCOUNT INFO Use Cash Account From

Cash

Accounts Payable

Terms Discounts Available

Terms Discounts Taken

Finance Charges

Purchases

Trade Discount

Miscellaneous

Freight

Tax

Writeoffs

Accrued Purchases

Purchase Price Variance

ADDRESS INFO Address ID

Contact

Address 1

Address 2

Address 3

City

State

Zip Code

Country Code

Country

Phone 1

Phone 2

Phone 3

Fax

Tax Schedule

Shipping Method

UPS Zone

INTERNET INFO E-mail

Home Page

FTP Site

Image

Login

Password

User Defined 1

User Defined 2

Additional Information

INTRASTAT INFO Tax Registration Number

Country Code

Transport Mode

Transaction Nature

Incoterms

Procedure/Regime

Port

Region

Country of Origin

Tax Commodity Code

OPTIONS Currency ID

Rate Type ID

Payment Terms

Discount Grace Period

Due Date Grade Period

Payment Priority

Minimum Order

Trade Discount

Tax ID

Tax Registration

Checkbook ID

User Defined 1

User Defined 2

1099 Type

FOB

Language

Minimum Payment Type

Minimum Payment Percent

Minimum Payment Dollar

Maximum Invoice Amt Type

Maximum Invoice Amt Dollar

Credit Limit Type

Credit Limit Dollar

Writeoffs Type

Maximum WriteOff Amount

Revalue Vendor

Post Results To

Maintain Calendar History

Maintain Period History

Maintain Trx History

Maintain GL Dist History

WITHHOLDING Type

Subject to Withholding Deduction

Withholding Tax Rate

Work/Contract/Employment Start Date

Work/Contract/Employment End Date

Entity Type

Individuals Birth Date

Form Type

Tax File Number Mode

Labor Payment Type

Let me know if you’d like more specific help.

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Blair Christensen
Database Administrator
Oppenheimer Companies, Inc.
Boise ID
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[Habib Salim]

Belinda Allen jus posted a blog video about that in an earlier thread

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Habib Salim
HSalim & Co. Inc.
Bronxville NY
https://pivotviews.com
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[Mahmood M. AlSaadi]

?Here’s a link for video ?on how to use Integration Manager in order to update vendor status.
She’s always been exceptional when it comes to GP tutorials.

Furthermore, keep in mind that you can use the Macro tool as well in order to do such update as well.

Please never hesitate to share any further inquiries or concerns,

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Mahmood M. AlSaadi – MVP
Principal Dynamics ERP Consultant
SIROCo LLC – (844) 708-0008
McKinney TX
m.saadi@sirocollc.com
http://www.sirocotech.com
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[Belinda Allen]

Thanks Mahmood!  Not only for providing the link, but the kind words as well!

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Belinda Allen
Business Intelligence Program Manager
Microsoft MVP – GPUG All-Star
PowerGP Online – Njevity, Inc.
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[Leslie Vail]

Keep in mind that if a vendor doesn’t otherwise qualify to be set as inactive, the Integration Manager (or a macro) will not change its status.

You cannot make a vendor inactive if:

• It has any outstanding 1099 amounts
• The vendor has any current or unposted transactions
• Closed purchase orders have not been removed to history using the Remove Completed Purchase Orders utility
• The vendor is set up in Project Accounting for expense reimbursement

Kind regards,
Leslie

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Leslie Vail
Accounting Systems Consulting, Inc.
Dallas TX
leslievail@earthlink.net 972-814-8550
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