Using Transfer Vendor

1. When you first enter into this option, the following message appears on the screen:

"This is a utility program that allows you to transfer VENDOR information from one vendor ID to another vendor ID. Both vendor IDs must exist in the system prior to using this utility. You may enter vendor transfers at any point during the day. Enter all transfers in the order in which you want them to occur. The actual updating of all files will occur after all other end of day processing has been completed. After transferring all information to the new vendor ID, the utility will delete the old vendor ID. Vendor information will not be transferred if and unposted records are found for this vendor"

2. Simultaneously, a Select An Option window appears and displays the following choices: EXIT, ADD, and PRINT LIST. A listing of transfers entered earlier in the day will also appear.

• If you select EXIT, the system will leave this option.
• If you select ADD, the system will allow you to enter an vendor to transfer. Use the fields below to specify the transfer:
  • Old Vendor ID – Enter the vendor ID number you want to transfer.
  • New Vendor ID – Enter the vendor ID number you want to transfer the old record to.

If you are uncertain of the vendor ID code, see Navigating Net Yield - Selecting a Vendor ID code.

• The name of both vendors will display and command options will appear:

  • Select Add to save the transfer of vendor information.
  • Select Exit to exit without saving the transfer.
• If you select PRINT LIST, the system will print a list of all vendor transfers waiting to be processed.
• If you select one of the listed vendor transfers, command options will appear: Delete and Exit.
  • If you select Delete, the system will delete the specified transfer from the system.
  • If you select Exit, the system will return to the Old Vendor field.

Use the Available Actions link below for more information.

Security Required : System - System Maintenance