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Renumbering Utility for Vendors

Allows users to change a vendor's number.  If the new vendor already exists, it will merge the old vendor into the existing vendor.

Problem... With multiple entries in the system for the same vendor, purchasing and accounts payable staff is easily confused. If purchasing uses multiple vendor masters for buying from the same vendor, history of purchasing is diluted. Thus their ability to negotiate pricing based on volume is impaired. SyteLine provides no facility for merging 2 vendors. Instead you must choose a vendor to delete, and in doing so first delete ALL transactions that refer to that vendor - such as Purchase orders and payments. Then when the vendor is deleted all history related to that vendor is lost. In most ERP implementations after the accounting system has been in place for some time it is common for clerical staffs to have added the same vendor more than once, not realizing that the vendor was already in the system perhaps under a different name. Obviously, this creates confusion when orders are placed and inflates the vendor list unnecessarily. At times an accounting department may wish to change the numbering scheme for their vendors, perhaps to sort them by region. While vendors in SyteLine can be deleted, it is a tedious process requiring that every transaction associated with that vendor, every order, invoice and payment be deleted first. SyteLine provides no facility for renumbering a vendor.

Solution... The Renumbering Utility for Vendors allows the user to take a specific vendor and either change that vendor to a new vendor, or merge that vendor into an existing vendor. All related data is moved and merged as well. This utility can also simplify the deletion of old Vendors. By first merging the associated transactions into a "delete" Vendor, then deleting the transactions for that single Vendor. Deleting the records associated with just one Vendor becomes much simpler. For the first time, Vendor records can be cleaned up and simplified.

Price: $1,500 / Annual Maintenance: $300

Available for SyteLine Versions 4, 5, 6, 7 & 8

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