Vendor Set-up Duplicate Warning

Shana Meadows
Shana Meadows
Kudos 1 Name Dropper First Anniversary Facilitator 1
in Blackbaud Financial Edge NXT® General Discussions

Is anyone having issues with vendor set-up. Our vendor set-up autogenerates ID's and prevents duplicates. We are having issues entering any new vendors.

Comments

  • Mary Aquino
    Mary Aquino Blackbaud Employee
    Tenth Anniversary Kudos 5 Name Dropper Participant

    Hi @Shana Meadows -

    The settings for auto-generating Vendor ID and for Duplicate Checking are found in Payables > Settings. Not everyone has access to that area, but under Payables > Settings, in the Business rules section that is named Vendors, you can shut of the “auto-generate” for Vendor IDs and also set the Duplicate vendor checking criteria.

    I hope this helps!

  • Shana Meadows
    Shana Meadows
    Kudos 1 Name Dropper First Anniversary Facilitator 1

    @Mary Aquino i would not want to shut these features off. Shouldn't they work?

  • Mary Aquino
    Mary Aquino Blackbaud Employee
    Tenth Anniversary Kudos 5 Name Dropper Participant

    @Shana Meadows
    They should absolutely. And you're right - you don't just want to willy-nilly shut them off, only if you no longer want to auto-generate the IDs.

    As far as duplicate checking is concerned, I'd say you can adjust those to make them work better for your organization. The way I'd do it is to record how they're set now, and then determine what data constitutes a duplicate vendor. Adjust based on that.

    If any of these settings are not working properly, I'd contact support.

  • Shana Meadows
    Shana Meadows
    Kudos 1 Name Dropper First Anniversary Facilitator 1

    @Mary Aquino You can also change the field it is filtering the duplicates on.

Categories