Department Responsibility/Role File Name Revision Document Generation Date Date Modified Last Changed by Status
318909729 02/07/2008 4/21/2009 11:49:00 AM
Merging Suppliers Trigger: Concept The Supplier Merge Program is a utility you can use to maintain your supplier records. You can use it to merge duplicate suppliers into a single, consolidated supplier. You can use it to merge transactions within the same supplier from one supplier site to a different supplier site. You can choose to merge all transactions for a supplier into a new supplier, or you can just choose to merge unpaid invoices. In this topic, you will merge suppliers.
Required Field(s)
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Output - Result(s)
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Additional Information
Last changed on: 4/21/2009 11:49:00 AM
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System Process Document
TopicName<Inserts topic name> Procedure
Step 1
Action Begin by navigating to the Supplier Merge page. Click the vertical scrollbar.
Click the Payables, Vision Operations (USA) link.
Click the vertical scrollbar.
Click the Supplier Merge link.
The Supplier Merge page updates all information related to the transaction you choose to merge. You have to select the invoices to transfer to the new supplier and site: All, Unpaid, or None.
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Last changed on: 4/21/2009 11:49:00 AM
System Process Document
TopicName<Inserts topic name>
Step
Action
Click in the From Supplier Name field.
Enter the supplier Name and Site from which you want to merge information. If the supplier you want to transfer from has multiple sites that you want to merge, you must enter a row for each supplier and site combination. Enter the desired information into the From Supplier Name field. Enter "GE Capital".
Click in the From Supplier Site field.
Enter the desired information into the From Supplier Site field. Enter "BOSTON".
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Select Copy Site option if you want the merge to automatically create an existing site belonging to the old supplier for the new supplier, along with merging information in that site. Click the Copy Site option.
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Click in the To Supplier Name field.
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Enter the desired information into the To Supplier Name field. Enter "GE GLOBAL".
Last changed on: 4/21/2009 11:49:00 AM
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System Process Document
TopicName<Inserts topic name> Step 13
Action Click the File menu.
or Press [Alt+F]. 14
Click the New menu.
or Press [N].
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Click in the From Supplier Name field.
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Enter the desired information into the From Supplier Name field. Enter "GE INFOTECH".
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Click in the From Supplier Site field.
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Enter the desired information into the From Supplier Site field. Enter "INFOTECH1 ADD".
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Click the Copy Site option.
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Click in the To Supplier Name field.
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Enter the desired information into the To Supplier Name field. Enter "GE GLOBAL".
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By selecting the Merge button, Payables submits a concurrent request to run
the Supplier Merge Program. Click the Merge button.
or Press [Alt+M]. 23
Click the OK button.
or Press [Alt+O]. 24
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You have completed the Merging Suppliers procedure.
