You can use a vendor to associate companies with ECM paid-in and paid-out transactions for reporting purposes.
Select the Enterprise, zone, property, or revenue center, click Setup, and then click Vendors.
Insert a record, enter a unique name for the vendor, and then click OK.
(Optional) Select an account from the Account drop-down list to associate with the vendor.
The vendor always uses the selected account for ECM paid-in and paid-out transactions.
Click the ellipsis point (...) button from the Options column and select the appropriate vendor options.
Table 47-5 Vendor Options
Option
Description
1 - Deactivate Vendor
Select this option to prevent further selection of the vendor when performing transactions. For example, you can use this option to place a credit hold. A newly created vendor is active by default.
(Optional) 2 - Invoice Data Required
Select this option to require the workstation operator to enter invoice information (for example, Date, Invoice Number, and Description) when performing a transaction for the vendor that can collect invoice data (for example, paid-out).
3 - Require Reference on Use
Select this option to require the workstation operator to enter a reference when performing a transaction that requires a vendor.
To edit a vendor, highlight the record, change the values, and then click Save.
To delete a vendor, highlight the record, and then click Delete on the toolbar.
The application only allows you to delete vendors that are not referenced in historical reporting activity.