Merging Vendors
Merging Vendors
Merging vendors is a corrective action to combine duplicate vendor records. CINC recommends that the addition of vendors to the system be limited to a small set of users within the vendor in order to ensure that thorough and complete information for each vendor is added to the system.
You must first verify that a vendor does not exist before adding a new vendor. It is possible that the same vendor is added more than once as the system does not prevent the addition of duplicate vendor names.
A merge function is available and can be used if duplicate vendors are identified. This function allows two vendors to be merged into one vendor record. During the merge process, you will be prompted to choose the vendor record that will survive the merge.
NOTE: All insurance and contact information will be deleted for the vendor that is discarded during the merge. The discarded vendor’s name will not be changed on previously paid Invoices, and totals will be combined for 1099 vendors.
To merge a vendor:
Select Vendors > Vendors. If you are using universal navigation, click Payables > Vendors > Vendor List.
Select the checkbox next to each vendor to merge, then click Merge.
On the Merge Vendors screen, select the vendor to keep and click Save. The discarded vendor will no longer appear on the Vendors screen.
