From the Accounts Payable screen, select the Maintenance menu and then Vendors.
Note: If a checks batch has been created and not yet updated, a message will appear stating a check cycle is in progress and the changes may not take effect unless the batch is deleted and started over; click OK.
At the Vendors screen, enter the ID of the vendor to change in the Vendor ID field. If the ID is not known, click the down-arrow button or the Find button to select the correct one.
Note: If the specified vendor is included in a checks batch that has not been updated, a warning will appear in the status bar stating a check cycle is in progress for the vendor. If the ID entered in the field is for an entity not currently flagged with the entity role of Vendor, a prompt will appear asking if the Vendor role should be added; click Yes to make the entity a vendor.
Make the desired changes to the vendor.
To change the country for where the vendor is located in the Country field, do one of the following: 1) click the down-arrow button for the State/Province field (or press the Ctrl+F keys to access the search feature), change the filters for the Country Code, and then select the appropriate state or province within the desired country; or 2) delete the information in the State/Province field, change the Country field as needed, and then complete the State/Province field again.
If applicable, to change the type of 1099 form for which to generate for the vendor at the end of the calendar year in the Federal Form Type field, do one of the following: 1) click the down-arrow button for the Federal Form Box ID field (or press the Ctrl+F keys to access the search feature), change the filters for the Federal Form Type, and then select the appropriate box number and federal form type for where to post the year-end totals for the vendor; or 2) delete the information in the Federal Form Box ID field, change the Federal Form Type field as needed, and then complete the Federal Form Box ID field again.
For the account number(s) in the Expense Accounts List, complete the blank line (indicated with an asterisk) at the bottom of the list to add a new account number, or click the Delete button located to the left of the desired account number to delete one (when prompted to delete it, click Yes).
After all the changes have been made, click the Save button.
If the ID for the vendor was changed, a prompt will appear verifying whether or not to change the ID or add a new one. To change the ID for the vendor, click the Change button. To not change the ID and revert to use the original ID, click the Revert to Original button. To add a new vendor with the specified ID that is a duplicate of the current vendor, click the Create New button.
Note: If the ID was changed (by clicking the Change button) and the vendor is also defined with the entity role of Employee, the system will check to see if the particular employee is tied to a user in the User Security option in which the User ID matches the Employee ID, and if so, a prompt will appear stating the vendor is also an employee and there is a User ID tied to the employee; if you are a supervisor, click Yes to also change the User ID to match the updated Employee ID (or click No to leave the User ID as is), or if you are not a supervisor, click OK and then notify a supervisor to update the User ID within the User Security option.
If the Accumulate 1099 Amount field was selected (or unselected) and the vendor has accumulations (or 1099 accumulations), a prompt will appear asking to open the Adjust 1099 Amounts option in order to make the necessary adjustments; click Yes to open the option to make adjustments, or click No to not open the option.