How_do_I_make_this_vendor_available_in_Materials_Management_

How do I make this vendor available in Materials Management?

There are two locations for storing vendors in Connect. The primary location is here, in Accounts Payable. The other location is in Materials Management. You can copy vendor records from Accounts Payable to use in Materials Management; however, vendor records that are created in Materials Management cannot be copied to the vendor table in Accounts Payable.

Making this vendor available in Materials Management

1. Open Connect Accounts Payable > Vendors > Modify Existing Vendors.

2. Use the Vendor box to enter a value. Press Enter.

You can enter the vendor name, vendor number, or a vendor's secondary name.

3. Click to select the Vendor tab.

4. Click to select the checkbox titled Use This Vendor in Materials Management.

Use This Vendor In Materials Management checkbox

5. Click Save (CTRL+S).

Connect shares vendor information for this vendor with Materials Management.  

 

 

Copyright © 2025 Caselle, Incorporated. All rights reserved.

    • Related Articles

    • How do I add a new vendor?

      A vendor is an individual, entity, or organization that will fill the purchase order. You can use Setup New Vendor or Modify Existing Vendors to set up a new vendor record, make changes to an existing vendor record, or delete a vendor record. You ...
    • How do I cancel an order in the Materials Management application?

      If you're using the Materials Management interface with the Accounts Payable application to manage purchase orders, you can use the Cancel Order In Materials Management checkbox on the Close Open Purchase Orders view to choose how the transaction to ...
    • How do I make Activity Reporting available in Cash Receipting?

      Make the tools for tracking Activity Reporting available in Cash Receipting. Activity Reporting allows you to track transactions that are linked to a GL account in the General Ledger. Before you get started Set up Activity Reporting in the Caselle ...
    • How do I turn on the Materials Management interface?

      Before Accounts Payable can post transactions to Caselle Materials Management, you will need to turn on the Materials Management Interface. Before you get started Purchase and install Caselle Materials Management in the same directory as the Accounts ...
    • Can I update inventory immediately to Materials Management?

      When you set up this option, Connect will update the quantity received from the Receive Inventory routine to the inventory item in Materials Management as soon as the transaction is saved. When this option is not selected, Connect will not update the ...