Set up Master/Sub Vendor Level Validation

If you are using the master vendor/sub vendor feature, you can set up validation for AP reference numbers to ensure accurate control over which vendors are included.

There are two ways to set up validation for AP reference numbers when using the Master/Sub Vendor feature: by company and by vendor.

The following describes both options

  1. To set up master/sub vendor level validation by company (only use if ALL vendors are set up as master vendors or sub vendors):
    1. In the AP Company Parameters form, set the Check for unique APRef drop-down to 3-By Master Vendor & Co or 4-By Master Vendor, X-Co.
    2. In the AP Vendors form, Info tab, enter the master vendor for each sub vendor in the Master Vendor field.
    3. In the AP Vendors form, Add'l Info tab, set the Override Unique APRef Level drop-down to 0– No Override.
  2. To set up master/sub vendor level validation by vendor:
    1. In the AP Company Parameters form, set the Check for unique APRef drop-down to 1-By Vendor & Co or 2-By Vendor, X-Co.
    2. In the AP Vendors form, Info tab, use the Master Vendor field to enter the master vendor for each sub vendor in the master/sub vendor group.
    3. In the AP Vendors form, Add'l Info tab, set the Override Unique APRef Level drop-down for each master vendor and sub vendor to 3-By Master Vendor & Co or 4-By Master Vendor, X-Co (depending on the company level). Make sure that each vendor in the master/sub vendor group is assigned the same option.
    4. For all other vendors not set up as a master or sub vendor, set the Override Unique APRef Level drop-down (in AP Vendors) to 0- No Override.