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[Fernando Lopez]

Does anyone know how to do a massive upload on the vendor master to have all vendor payment terms change from “Due on Receipt to Net 30”?

All of our vendor’s payment terms are”Due Upon Receipt”.  What I want to know if is possible to do change the payment terms all at once or do I need to do one at a time?

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Fernando Lopez
Accounts Payable Manager
Pennymac Mortgage
Moorpark CA
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[Adam Martin]

Hi Fernando,

There are a few options for updating the Vendor cards Payment Terms. One way – if you use Vendor Class – would be to update the Vendor Class Setup (Purchasing > Setup > Vendor Class) and entering the new Payment Terms for the class. When asked to roll down changes, choose Yes. However, be careful that other changes you make will be rolled down.

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Adam Martin
Support Manager, Consultant
Software Solutions Group, Inc.
Amherst NY
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[Shari Bruno]

Hi Fernando,

Definitely be careful when rolling vendor class changes down to all vendors. If you have items stored on the vendor card, like expense GL codes, that are not part of the Class ID, it will overwrite it. 

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Shari Bruno
Accounts Payable Specialist
Bible League International
Crete, IL
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