Update Vendor
Use this service to update an existing Vendor's information for the defined fields only.
WSDL: UpdateVendor.jws
Method: UpdateVendor
Underlying File Maintenance
Prior to importing Vendor information, the following file maintenance areas must be completed:Assumptions and Dependencies.
In the table below, cells with ** are meant to refer you to this section.
- The Vendor code must exist in the defined Company code.
- The Vendor-Update Web Service updates an existing Vendor's information for the defined fields only.
- Any field that is left blank will not be updated in Spectrum. The service does not delete values that exist in Spectrum; it only changes data defined in the layout.
- The Payroll reporting field controls the fields displayed on the Year End Reporting Page for the Vendor Master.
- The Web Service contains fields for both the US 1099 and the Canadian T5018.
- If data is defined in a field that is not supported based on the Payroll reporting option, then it will be ignored.
- United States 1099 fields
- The Fed_1099_Indicator will defaults to 7 if the field is blank and the Send_1099_Flag is set to Y.
- If the Send_1099_Flag is blank or N and the Fed_1099_Indicator, Social_Sec_Number and/or the Fed_Id_Number are defined they will be added to the Vendor.
- The Social_Sec_Number and Fed_Id_Number cannot be populated at the same time. Each Vendor can only contain one of those two fields.
- If the Send_1099_Flag is set to Y, it is highly recommended that you include either the social security number or the Federal Tax ID number, along with the 1099 indicator (7 is non-employee compensation).
- Canadian T5018 fields
- The Social_Insurance_Number and Recipient_Account_Number cannot be populated at the same time. Each Vendor can only contain one of those two fields and are available to each Recipient Type defined.
- The Recipient_Type_Code defined controls specific fields that are available and may be required.
- Type = 1 (Individual)
- Individual_First_Name and Individual_Last_Name are required.
- Partnership_Filer_ID_Number and Alternate_T5018_Name are not available.
- Type = 3 (Corporation)
- Partnership_Filer_ID_Number , Individual_First_Name, Individual_Middle_initial and Individual_Last_Name are not available.
- Type = 4 (Partnership)
- Partnership_Filer_ID_Number is required.
- Individual_First_Name, Individual_Middle_initial, and Individual_Last_Name are not available.
- Type = 1 (Individual)
- Define the Payment Method (Vendor_Status) on the Payment Setup page of the Vendor Master.
- If the payment option is any of (P)rint Check, (S)end electronic pre-note, or (E)lectronic payment options, the Payment Setup page also requires entries in these fields:
- Checking Account Code
- Account Type
- ABA Number
- If the payment option is (V)ePayments, the Vendor Main Properties page requires entries in these fields:
- Address 1
- City
- State/Province
- Postal Code
- Account reference
- If the payment option is any of (P)rint Check, (S)end electronic pre-note, or (E)lectronic payment options, the Payment Setup page also requires entries in these fields:
- The combined value of the Distribution % fields must equal 100%. For each G/L Account defined, a corresponding Distribution % must exist.
- This Web Service will ignore the defined Workflow process in Spectrum.
- The Authorized ID must have the user-defined fields defined, or mapped for this Web Service.
Field Descriptions
Use the table below for reference when using this service.Note: The Authorization_ID and GUID elements are not shown on the Spectrum Excel Office Add-in templates for data entry points.
| Excel | Element Name | Description | Req | Type | Max | Format | Validation |
|---|---|---|---|---|---|---|---|
| Authorization_ID | Authorization ID to access the server | YES | Text | 20 | Data Exchange Installation Screen | ||
| GUID | Unique reference number created by programming | Text | 36 | See GUID definition | |||
| B | Company_Code | Company Code | Text | 3 | Valid Company in Spectrum. Defaults from the Authorization ID if not populated. | ||
| C | Vendor_Code | Vendor Code | YES | Text | 10 | Vendor | |
| D | Vendor_Name | Vendor Name | Text | 30 | No commas | ||
| E | Alpha_Sort | Vendor Alpha Ref | Text | 6 | No commas | ||
| F | Type | Vendor Type | Text | 6 | |||
| G | Our_Account_Number | Account reference | Text | 25 | |||
| H | Address_1 | Address 1 | Text | 30 | |||
| I | Address_2 | Address 2 | Text | 30 | |||
| J | City | City | Text | 25 | |||
| K | State | State/province | Text | 2 | 2 character postal abbreviation | ||
| L | Zip_Code | Postal code | Text | 10 | |||
| M | Addr_Country | Country | Alpha | 25 | |||
| N | Phone | Phone Number | Text | 14 | Formatted for example, (206) 555-1212 or 123-123-1224 or 123-1233 or 1231231225. | Remove the dashes from format when sending to Spectrum. | |
| O | Fax_Phone | Fax # | Text | 14 | Formatted for example, (206) 555-1212 or 123-123-1224 or 123-1233 or 1231231225. | Remove the dashes from format when sending to Spectrum. | |
| P | Vendor_Email | Vendor Email | Text | 80 | Example: Jon@xxx.com | Must be the basic layout for an email address. | |
| Q | Web_Site | Website | Alpha | 80 | Example: xxx.com | ||
| R | Disadv_Business_Flag | DBE | Text | 1 | (Y)es or(N)o only | ||
| S | Disadv_Business_Type | DBE Type | Text | 10 | |||
| T | Small_Business | Small business enterprise (SBE)? | Text | 1 | (Y)es or(N)o only | ||
| U | Minority_Business | Minority-owned business enterprise (MBE)? | Text | 1 | (Y)es or(N)o only | ||
| V | Woman_Business | Woman-owned business enterprise (WBE)? | Text | 1 | (Y)es or(N)o only | ||
| W | Veteran_Business | Veteran-owned business enterprise (VBE)? | Text | 1 | (Y)es or(N)o only | ||
| X | Status | Status | Alpha | 1 | (A)ctive, (I)nactive or (N)ot used | ||
| Y | Routing_Code1 | Routing Code for Invoice Approval | Text | 10 | Routing Code Maintenance | ||
| Z | Routing_Limit | Routing Limit Invoice Approval | Numeric | 13 | Positive numbers only. | ||
| AA | Routing_Code2 | Routing Code for Over Limit Invoice Approval | Text | 10 | Routing Code Maintenance | ||
| AB | Use_Tax_Code | Sales/Use Tax Code | Text | 15 | Use Tax Code Maintenance | ||
| AC | Default_GL_Account | Default G/L Code | Numeric | 12 | Code must have an Active status. | G/L Master File Maintenance | |
| AD | Hold_Flag | On Hold? | Text | 1 | (Y)es or(N)o only | ||
| AE | GL_Distribution_Acct_List1 | Multiple G/L Code (1) | Numeric | 12 | Must be a Non-Direct G/L code with an Active status. | G/L Master File Maintenance | |
| AF | GL_Distribution_Acct_List2 | Multiple G/L Code (2) | Numeric | 12 | Must be a Non-Direct G/L code with an Active status. | G/L Master File Maintenance | |
| AG | GL_Distribution_Acct_List3 | Multiple G/L Code (3) | Numeric | 12 | Must be a Non-Direct G/L code with an Active status. | G/L Master File Maintenance | |
| AH | GL_Distribution_Acct_List4 | Multiple G/L Code (4) | Numeric | 12 | Must be a Non-Direct G/L code with an Active status. | G/L Master File Maintenance | |
| AI | GL_Distribution_Acct_List5 | Multiple G/L Code (5) | Numeric | 12 | Must be a Non-Direct G/L code with an Active status. | G/L Master File Maintenance | |
| AJ | GL_Distribution_Acct_List6 | Multiple G/L Code (6) | Numeric | 12 | Must be a Non-Direct G/L code with an Active status. | G/L Master File Maintenance | |
| AK | GL_Distribution_Acct_List7 | Multiple G/L Code (7) | Numeric | 12 | Must be a Non-Direct G/L code with an Active status. | G/L Master File Maintenance | |
| AL | GL_Distribution_Acct_List8 | Multiple G/L Code (8) | Numeric | 12 | Must be a Non-Direct G/L code with an Active status. | G/L Master File Maintenance | |
| AM | GL_Distribution_Acct_List9 | Multiple G/L Code (9) | Numeric | 12 | Must be a Non-Direct G/L code with an Active status. | G/L Master File Maintenance | |
| AN | GL_Distribution_Acct_List10 | Multiple G/L Codes (10) | Numeric | 12 | Must be a Non-Direct G/L code with an Active status. | G/L Master File Maintenance | |
| AO | GL_Distrib_Percent_List1 | Distribution % (1) | Numeric | 5 | Enter 10.5% as 10.5. Positive number only. | The combined value of the 'Distribution %' fields must = 100%. For each GL Account defined a corresponding Distribution % must exist. | |
| AP | GL_Distrib_Percent_List2 | Distribution % (2) | Numeric | 5 | Enter 10.5% as 10.5. Positive number only. | The combined value of the 'Distribution %' fields must = 100%. For each GL Account defined a corresponding Distribution % must exist. | |
| AQ | GL_Distrib_Percent_List3 | Distribution % (3) | Numeric | 5 | Enter 10.5% as 10.5. Positive number only. | The combined value of the 'Distribution %' fields must = 100%. For each GL Account defined a corresponding Distribution % must exist. | |
| AR | GL_Distrib_Percent_List4 | Distribution % (4) | Numeric | 5 | Enter 10.5% as 10.5. Positive number only. | The combined value of the 'Distribution %' fields must = 100%. For each GL Account defined a corresponding Distribution % must exist. | |
| AS | GL_Distrib_Percent_List5 | Distribution % (5) | Numeric | 5 | Enter 10.5% as 10.5. Positive number only. | The combined value of the 'Distribution %' fields must = 100%. For each GL Account defined a corresponding Distribution % must exist. | |
| AT | GL_Distrib_Percent_List6 | Distribution % (6) | Numeric | 5 | Enter 10.5% as 10.5. Positive number only. | The combined value of the 'Distribution %' fields must = 100%. For each GL Account defined a corresponding Distribution % must exist. | |
| AU | GL_Distrib_Percent_List7 | Distribution % (7) | Numeric | 5 | Enter 10.5% as 10.5. Positive number only. | The combined value of the 'Distribution %' fields must = 100%. For each GL Account defined a corresponding Distribution % must exist. | |
| AV | GL_Distrib_Percent_List8 | Distribution % (8) | Numeric | 5 | Enter 10.5% as 10.5. Positive number only. | The combined value of the 'Distribution %' fields must = 100%. For each GL Account defined a corresponding Distribution % must exist. | |
| AW | GL_Distrib_Percent_List9 | Distribution % (9) | Numeric | 5 | Enter 10.5% as 10.5. Positive number only. | The combined value of the 'Distribution %' fields must = 100%. For each GL Account defined a corresponding Distribution % must exist. | |
| AX | GL_Distrib_Percent_List10 | Distribution % (10) | Numeric | 5 | Enter 10.5% as 10.5. Positive number only. | The combined value of the 'Distribution %' fields must = 100%. For each GL Account defined a corresponding Distribution % must exist. | |
| AY | Terms_Code | Payment due terms (A or B only) | Text | 1 | Enter 'A' if based on invoice date. Enter 'B' if based on 1st of next month. | ||
| AZ | Terms_Days | Days Payment Due | Numeric | 3 | Positive numbers only. | ||
| BA | Terms_Disc_Code | Discount Due (A or B only) | Text | 1 | Enter 'A' if based on invoice date. Enter 'B' if based on 1st of next month. | ||
| BB | Terms_Disc_Days | Days Discount Due | Numeric | 3 | Positive numbers only. | ||
| BC | Terms_Disc_Percent | Discount % | Numeric | 6 | Enter 10.25% as 10.25. Positive numbers only. | ||
| BD | Insurance_Cert_Flag | Ins Cert | Text | 1 | (Y)es or(N)o only | ||
| BE | Insurance_Exp_Date | Ins Expiration Date | Date | 10 | Enter as: MM/DD/CCYY (for example, 01/05/2010) | ||
| BF | PO_Method | Purchase Order Default? | Text | 1 | 1 = One Step Receiving, 2 = Two Step Receiving | ||
| BG | Vendor_Status | Payment method | Text | 1 | (P)rint Check, (S)end electronic pre-note, (E)lectronic payment, (C )omdata, or (V) ePayments** | ||
| BH | Checking_Account_Code | Electronic payment account code | Text | 17 | ** | ||
| BI | Account_Type | Electronic payment account type | Text | 1 | (C )hecking or (S)aving** | ||
| BJ | ABA_Number | Electronic payment ABA routing # | Numeric | 9 | ** | ||
| BK | Bank_Account_Code | Credit Card account code | Text | 15 | Cash Management Credit Card account code | ||
| BL | Send_1099_Flag | 1099-Misc applicable? | Text | 1 | (Y)es or(N)o only | Used for United States 1099.** | |
| BM | Alt_1099_Name | Alternate Name | Text | 30 | No commas. | Used for United States 1099.** | |
| BN | Fed_1099_Indicator | 1099 Pmt Indicator | Text | 1 | 1; 2; 3; 4; 5; 6; 7; 8; 9 or A only (7 for non-employee compensation box) | Used for United States 1099. Defaults to 7 if blank and the Send_1099_Flag = Y | |
| BO | Social_Sec_Number | Social Security # | Text | 9 | Format = 123-45-6789 or 123456789. If defined then Fed_Id_Number must be blank. | Used for United States 1099.** | |
| BP | Fed_Id_Number | Federal ID # | Text | 12 | If defined then Social_Soc_Number must be blank. | Used for United States 1099.** | |
| BQ | Recipient_Type_Code | Recipient type | Text | 1 | (1) - Individual, (3) - Corporation or (4) - Partnership only | Used for Canadian T5018.** | |
| BR | Social_Insurance_Number | Social insurance # | Numeric | 9 | If defined then Recipient_Account_Number must be blank. No dashes. Must be 9 characters. | Used for Canadian T5018.** | |
| BS | Recipient_Account_Number | Recipient account # | Text | 15 | If defined then Social_Insurance_Number must be blank. No dashes. Must be 15 characters. | Used for Canadian T5018.** | |
| BT | Partnership_Filer_ID_Number | Partnership filer # | Text | 9 | Required when Recipient type = 4 | Used for Canadian T5018.** | |
| BU | Alternate_T5018_Name | Alternate Name | Text | 30 | Not available when Recipient type = 1 | Used for Canadian T5018.** | |
| BV | Individual_First_Name | First name | Text | 12 | Required when Recipient type = 1 | Used for Canadian T5018.** | |
| BW | Individual_Middle_Initial | Middle initial | Text | 1 | Available when Recipient type = 1 | Used for Canadian T5018.** | |
| BX | Individual_Last_Name | Last name | Text | 20 | Required when Recipient type = 1 | Used for Canadian T5018.** | |
| BY | Override_Currency_Code | Override Currency Code | Text | 3 | Multi-Currency module must be active | Currency Code |
