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How do I synchronize Caselle AP vendors?

Use Synchronize Caselle AP Vendors to adjust the vendor list in Materials Management with the vendor list in the Connect Accounts Payable application.

Running this routine will perform these tasks:

  • Update the vendor information in Materials Management to match the corresponding vendor's information in Accounts Payable.

  • Create new vendor records in Materials Management when the vendor list in Accounts Payable has vendors that are missing from the Materials Management vendor list.

  • Remove the link from the vendor's record in Materials Management when the corresponding record in Accounts Payable no longer exists.

 

Step 1: Back up the Materials Management database

Before proceeding, back up the current files. Always make a back up of the database BEFORE running routines that modify or delete transactions. See the help topic titled How do I back up a database?

 

Step 2: Synchronize Caselle AP Vendors

Adjust the vendor list in Materials Management with the vendor list in the Connect Accounts Payable application.


Do this...

1. Open Connect Materials Management > Vendors > Synchronize Caselle AP Vendors.

2. Click GO (CTRL+G).

The vendors have been synchronized.

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