Distinguish employee as vendor

Mehran Heshami
Mehran Heshami
Kudos 1 Name Dropper Facilitator 1
in Blackbaud Financial Edge NXT® General Discussions

Hello,

We're trying to add a “vendor type” or find a way to distinguish an employee as a vendor, but we had no luck finding a way to do so.

If anyone has a way of doing so, please let me know.

Thank you.

Comments

  • Kevin Brazell
    Kevin Brazell Blackbaud Employee
    Tenth Anniversary Kudos 5 First Reply Name Dropper

    @Mehran Heshami
    do you mean a vendor record and add the employee as a vendor record with a type that shows they are an employee?

  • Mehran Heshami
    Mehran Heshami
    Kudos 1 Name Dropper Facilitator 1

    @Kevin Brazell


    Yes, exactly.

    There is already a choice between individual and organization, but we would like to add a third option for employee.

  • Beckie Osterman
    Beckie Osterman
    Sixth Anniversary Kudos 2 Name Dropper Facilitator 1

    @Mehran Heshami Hi Mehran,

    We have implemented custom fields for employees. Each individual is entered with a custom field designated as "Yes" for employee status and another marked "No" for 1099 contractors. This configuration provides a quick and reliable way to double-check if an employee transitions to a 1099 contractor status upon leaving.

  • Kevin Brazell
    Kevin Brazell Blackbaud Employee
    Tenth Anniversary Kudos 5 First Reply Name Dropper

    @Mehran Heshami ah ok. That field you can't change. You'd have to setup a custom field for vendors, then I'd recommend setting it up as a table, and assign the values you want to the table. Then edit the vendors to add the field and the value.

  • Michelle Nielsen
    Michelle Nielsen
    Eighth Anniversary Kudos 2 Name Dropper Participant

    @Beckie Osterman we use the custom field also, and put the employee number in the customer number field also.

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