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[Michelle Beall]

?Hi there,

I am new to the integration world and I am hoping someone can help.  I am trying to set up a default gl account for each of our vendors and there are quite a few.  I was not sure if there was a method to do this through integration manager.  I did try to do an integration at the vendor class level but to be honest, I was winging it.  Any help would be awesome.

Michelle

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Michelle Beall
Director of Accounts Payable and Process Improvement
Nexion Health
Sykesville, MD
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[Lisa Simpson]

Absolutely, there is a subsection of the Integration Manager Vendor integration that allows you to assign accounts.

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Lisa Simpson
Emergence Corporation
Hamilton
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[Jo deRuiter]

?Hi

As has said, there is definitely a way to do this in integration manager. 

I did notice that you mentioned Vendor Classes.  One of the great uses of vendor class is that they will roll down mass changes to all vendors in those classes.  Which means that if you change the accounts on the vendor class inside of GP and hit save it will ask if you want to roll that change down to the vendor level – you have to be careful with this because it will overwrite what’s already on the vendor card.

I always recommend a great class setup of vendors, customer, items, etc for this very reason.

With that said, to use Integration Manager to accomplish adding the accounts to the vendor card for default, run a smartlist of your vendor list to Excel, add the distribution account(s) ??- A separate column for each type of account such as Purchases (this is your expense account), Accounts Payable, Discounts, etc.  Here is a list of the available account types.  Again, make your column headers these exact words and map them this way.

You’ll have to change the Rule to Use Source File and the click on source and select the column with that vendors account for that account type.

If you don’t want to map all of them, just leave the rule at Use Default.

Of course you’ll need to fill out the first section on the Vendor so that the Integration groups these correctly.

*If your vendors are not already assigned to Classes you can take this opportunity to add a column for class and map that in the integration to assign all of your vendors to a correct class*

Let us know if you have any further questions.

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Kindest Regards,

Jo deRuiter
“That GP Red Head”
Advanced Credentialed Professional-Dynamics GP
Member, GPUG GP Credentialing Exam Committee
Chairman, GPUG Partner Advisory Board
“……what isn’t she up to?”
Heartland Business Systems, LLC
Senior Financial Systems Consultant
Milwaukee, WI
770-906-4504 (Cell)
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