Local vendor but paying a corporate?

Janet Tucker
Janet Tucker
Fifth Anniversary Kudos 1 Name Dropper Facilitator 1
in Blackbaud Financial Edge NXT® General Discussions
Has anyone come up with a good solution to being able to find a local vendor one that has been used for years and then they want their remittance to go to some lockbox out of state. The local name then changes and you can't ever remember what the new name is? Would be nice to be able to search for an alias or something.

Comments

  • Stacy Evans
    Stacy Evans
    Sixth Anniversary Kudos 2 Name Dropper Participant
    There is an alias field in Raiser's Edge. Also, what you can do is put it in the notes section of the original name. That way when you open the record it's right there, you won't have to look for it.
  • Janet Tucker
    Janet Tucker
    Fifth Anniversary Kudos 1 Name Dropper Facilitator 1
    I want to search for it by the alias but you are on the right track Stacy. I went to database to create the custom field but it didn't work for me yet.

  • Tina Pappas
    Tina Pappas
    Eighth Anniversary Kudos 3 Name Dropper Participant
    Under the local vendor record you can create an new address for the remittance address and enter the new payee name there while retaining the name of the local vendor as the record name. Under the new address you can also select if you want that address to be used as the default for invoices, POs and 1099s.
  • Janet Tucker
    Janet Tucker
    Fifth Anniversary Kudos 1 Name Dropper Facilitator 1
    Tina, Once I changed the vendor name to the local name it doesn't seem to recognize the Corporate name. Example: someone is keying in the invoice and pulls up Tate Boys. Another person receives the Statement showing GB Corp. a search doesn't find GB Corp.
  • Tina Pappas
    Tina Pappas
    Eighth Anniversary Kudos 3 Name Dropper Participant
    You're right, the remit to column doesn't seem to be searchable. Would an alert on the vendor profile indicating that Tate Boys and GB Corp are the same be any help?
  • Janet Tucker
    Janet Tucker
    Fifth Anniversary Kudos 1 Name Dropper Facilitator 1
    That's a good idea Tina. (I also put a Neon post it note on the paper file itself. Tate Boys - SEE GB

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