Prerequisites

Before you import supplier data using the VNDR_IMPORT process, prepare the PeopleSoft system by performing these tasks:

1. Set up core control tables.

   The PeopleSoft system provides a number of control tables that affect supplier processing. You should set up these core tables before converting suppliers. When you convert data, the values that you use for fields should match the values in these tables. These tables include the Currency Codes table, the Currency Rate Types table, the Sales/Use Tax Codes table, and, if you use value-added tax (VAT), the VAT control tables.

2. Establish supplier set controls.

   Supplier set controls establish rules that apply to every supplier in a SetID. You can modify these rules on the Supplier Set Controls page.

3. (Optional) Set up Dun & Bradstreet numbers.

   If you plan to import Dun & Bradstreet numbers into the VENDOR_ID_NBRS or VNDR_LOC_ID_NBR tables, you must set up the Dun & Bradstreet numbers beforehand.

4. (Optional) Define VAT information.

   If you import VAT registration data into the VNDR_VAT_RGSTRN table, you must also set up the supplier VAT countries beforehand.

5. Review supplier source information.

   Before converting the supplier information:

   1. Clean up supplier data.

      Some of the data that you attempt to convert may not be clean. This can happen because of code changes in the legacy system or bugs that enable bad data to enter the system. If you convert this data without first cleaning it up, you can introduce bad data into PeopleSoft applications.

   2. Remove duplicate suppliers.

      Sometimes suppliers are entered into a system more than once. Search for duplicates and remove them.

   3. Do not convert suppliers that are no longer active.

      In many purchasing and payables systems, you accumulate information for suppliers that are no longer active. Conversion to a new system enables you to clean up supplier information and include only active suppliers.