The Vendor Change screen allows you to change data values for a set of selected vendors. You can change the values for one or more selected vendors or apply changes to a selected vendor group.
To apply your field selections or entries during the batch update, the
field's check box must be selected prior to saving your changes.
The following information provides details on the Vendor Batch Change tool's fields:
Apply Changes to
Use these options to select the vendors to include in the batch change. To select individuals from the list on the Filter tab, press Ctrl+click for each item. To select a range of vendors, press Shift+click for the first and last items.
Vendors:
Click on the drop-down list to select vendors to include in the batch change.
Groups:
Click on the drop-down list to view a list of vendor groups.
Main Details
Use these settings to change the main details of the selected vendors. Select a check box to change a specific field, and select the value to be entered from the drop-down list. The chosen value replaces the previously entered values.
Security:
Security setting for the vendors.
Manager:
Designated manager or a supervisor for the selected vendors.
Role:
The vendor role assigned to the selected vendors.
Title:
The title of the selected vendors.
Submit To:
The person to whom the time and expense entries for the selected vendors shall be submitted. The selected value becomes the default value for the submit/approve screen.
Status:
Select the vendor status from drop-down list.
Address Details
Use these settings to change the address details for the selected vendors. Select the check box to change a specific field, and select the value to be entered from the drop-down list. The chosen value replaces the previously entered values.
City:
The vendor's city.
Country:
The vendor's country or region.
State:
State or province of the selected vendors.
Zip:
The zip or postal code.
Contact Details
Contact
The contact details for all the selected vendors can be changed here. Select the check box and choose the details to replace the existing information.
Name:
Name of the contact person.
Relation:
The relationship of the contact person with the vendor.
Change Other Settings
You can change other settings for the selected vendors here.
Standard Hours
Daily: The standard hours the vendors are expected to work per day.
Weekly: The standard hours the vendors are expected to work per week.
Automatic Overtime: If a user makes a standard hour time entry and then makes another time entry, the latter entry is flagged as overtime (OT) if Automatic Overtime option is checked
Auto Approve Time: The time entries will be automatically approved for the vendor.
Auto Approve Expense: Expense entries logged by the vendors will be automatically approved.
Change Rates
Cost Rate:
The new cost rate for the selected vendors.
Bill Rate:
The new assigned bill rate for the selected vendors.
Overhead Factor:
The overheard factor value to be used for the vendors.
Memo
Memo:
Enter a memo to be used for all the vendors. You can choose to append the memo to the existing memo or overwrite it.
Append Top:
Append the memo to the top of existing memo.
Append Bottom:
Append the memo at the end of the existing memo.
Overwrite:
Replace the existing memo with this memo.
Vendor Change Button Panel
Help:
Opens the Web Suite Help in the Vendor Change section.
Save:
Applies the changes made on the Vendor Change screen.
Return:
Closes the Vendor Change screen.