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How do I change a vendor?

You might make changes to a vendor record to correct outdated or inaccurate information, such as the vendor’s name, address, contact details, or account information. Keeping vendor records current helps ensure accurate purchasing records, reporting, warranty tracking, and communication with the correct supplier or service provider.


Before you get started

  • If you're moving to a new vendor and you use Accounts Payable to track vendors, you'll want to add the vendor to the Vendor table in the Accounts Payable application. See the help topic titled How do I add a new vendor? You may need to re-launch Connect to refresh the vendor list in Asset Management.


Updating vendor information

1. Open Connect Asset Management > Assets > Modify Existing Assets.

2. Use the field titled Asset to enter an asset number. Press Enter.

3. Click to select the Vendors tab.

Which vendor was used to purchase the asset?

  • This is an existing vendor that I have used before. Select the vendor's name from the Vendor drop-down list. If the Accounts Payable interface is turned on, you can also search the vendor list in Accounts Payable.

  • This is a new vendor. Type the vendor's name in the Vendor field. 

 

 

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