Mass Vendor card field change

[JAFO22000]

2 questions....for the price of one!!!

Does anyone know if there is a way to make a change to a certain group of vendor cards?? Basically, I need to take all of my active vendors and change their tax type from "Not a 1099 Vendor" to "Miscellaneous". Is there a way to do this without having to go into each one individually and change it? With software I've used in the past, we were at least able to export our master file to excel, make the change there and re-import it. Is this at all possible??

Also, the people who worked here before me did NOT register any 1099 information. For example, for one of our vendors we've spent approx. $800,000.00 YTD, however since the tax type was set to "Not a 1099 Vendor", when I went to print out a test 1099 report for this vendor, it did not print out anything, meaning that everything that was entered BEFORE the tax type was changed to "Miscellaneous", (which it is now) will not reflect on the 1099. I've also noticed that changing the tax type opens up the "1099 amount" field in the transaction entry screen, so everything going forward will be included on the 1099. My problem now is going back and entering the 1099 amounts for the previous months. I've found the screen (Cards-Purchasing-Summary)where I can enter all of this information manually by period, I was just wondering if there is any other way because:

550 active vendors x entries for 11 months = TONS of work!!!

Thanks in advance, hope to hear some suggestions!

Jeff

 

[jazgeek]

is that part of a vendor class setup? Can it be rolled down through that?



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and they wonder why they call it Great Pains!

jaz

 

[JAFO22000]

Thanks jazgeek...

I actually thought about doing it that way, but ran into one small problem: The people before me did not classify any vendor cards, thus the class is all blank for them. Can't make changes to a blank class!! (...or CAN you?!?!?!)

 

[JAFO22000]

OK, so I had a little extra time on my hands today so I took care of problem #1 the long way....

If anyone can help me with my second query, it'd be appreciated!

Thanks,

Jeff

 

[jazgeek]

not being american I can't answer the tax implications, but... I would suggest cleaning everythign up now. Having your accounting department print out ytd purchases from all 1099 vendors and submit the forms manually. Going forward after year end you can then start collecting good data.

I suppose you could go into the tables and manipulate data but I have no idea what that would do and if you'd be messing up anything.



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and they wonder why they call it Great Pains!

jaz

 

[winthropdc]

Why don't use a SQL update statement to poulate the Vendor Class and then you could roll down the class, assuming that the values you want changed are part of the class.

If you can define a where clause that will select on the vendors you want to change and use that to update the class, you should be able to make this work.

David Musgrave [MSFT]
Senior Development Consultant
Escalation Engineer
MBS Support - Asia Pacific

Microsoft Business Solutions

http://www.microsoft.com/BusinessSolutions

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