Merge Vendors and Bidders
Authorized users can select the duplicate (source) vendor or bidder in Vendor or Bidder Maintenance, then merge it into the correct (target) vendor. All related history then falls under the newly merged vendor, and an audit report is automatically generated and attached to the Vendor Merge History section in Vendor or Bidder Service.
System Administrators: Users of this feature must be given permission to the Vendor Merge security component for Non-Company Applications.
To merge vendor records, follow the steps below:
- Go to Maintenance > new world ERP Suite > Procurement > Vendor Service.
- Locate and display the vendor record that you would like to change. This is the "source" vendor.
- On the General header bar, click the
Merge icon. The Merge Vendors pop-up displays.
- Type or select the Vendor into which the current vendor should be merged.
- Select the Merge Contacts check box if you also want to merge the vendor contacts.
- Click Next to go to the second step. The system validates the merge based on the following constraints which mandate that either the vendors or transactions that the vendors are tied to are unique within the table. More
If an Error is Returned
If the vendor merge violates the constraint, you see an error message. If there are errors, they must be corrected before the merge can occur. Click Print Error Report to generate a report of the constraint(s) that were violated. The output is sent to myReports.
- To run an audit report before completing the merge, click Print Audit Report. Otherwise click Merge to merge the vendors.
- Click Close to complete the process and return to Vendor Service.
Note: If you receive an error, contact Tyler Technologies for assistance in merging the vendors.
The Vendor Service page for the target vendor now includes a Vendor Merge History section. It displays a summary of the merge and allows you to access the audit report.
See Also