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[Amber Schmoll]

Hello,
How do you handle one time vendor checks that need to be issued? Currently we are setting up a new vendor every time a check needs to be issued. I was wondering if there is a better way in GP to handle this. Thanks!

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Amber Schmoll
Accounting Supervisor
Milk Source LLC
Kaukauna WI
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[Kelly Marinoff]

Hi , here is a link to a discussion post covering this question:

https://www.gpug.com/communities/community-home/digestviewer/viewthread?GroupId=247&MID=25491&tab=digestviewer&CommunityKey=4754a624-39c5-4458-8105-02b65a7e929e

Let us know if you have questions. Thanks!?

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Kelly Marinoff
Keel & Company, LLC
Virginia Beach VA
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[Amber Schmoll]

Hi ,

If you mark a vendor Temporary what does the system do with it at the end of the year? We have our employees marked Temporary currently but we don’t want them to be deleted from GP at the end of the year.? Thanks!

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Amber Schmoll
Accounting Supervisor
Milk Source LLC
Kaukauna WI
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[Kelly Marinoff]

, not to worry 🙂 GP won’t automatically delete the vendors at year-end. The difference with temporary vendors, compared to normal/”active” vendors, is that you can delete a temporary vendor even if there is history associated with it. As long as they do not have a current balance, 1099 balance, and no open PO’s, they can be deleted.

Again the system won’t automatically do this for you so you would still have to take the action to delete the vendor.

Hope that helps!

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Kelly Marinoff
Keel & Company, LLC
Virginia Beach VA
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[Kevin Coté, CPSM]

Hello Amber,

 

If you repeatedly have one time vendor purchases, I would encourage you to work with Purchasing to set up a P-Card policy.  This utilizes a credit card (Purchasing Credit Card) and establishes a dollar limit, process/procedure, and audit trail.

 

Quick online / Google search will provide corporate level examples outlining multiple programs that will work with several ERP systems.  End users place requisitions and Purchasing utilizes the P-Card for the transaction, providing a less cumbersome process.  We call this streamlining P to P (Procure to Pay), eliminating several steps outlined in the link previously provided.

 

Let me know if you would like any additional information.

 

Kevin

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Kevin Coté, CPSM
Buyer
Tidewater Barge Lines
Vancouver WA
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