Assigning Multiple Accounts to Vendor Group IDs

Use the Multiple Accts Maintenance screens in EDI Trading Partner Profile Maintenance to assign multiple vendor accounts to the same trading partner group profile.

For example, a large corporation may have multiple vendor accounts, which all use the same trading partner profile.

Set up a trading partner group profile for one vendor account. Then use the following procedure to specify the additional vendor accounts that use this profile.

To assign multiple vendor accounts to vendor group IDs:

Display a trading partner profile on the EDI Trading Partner Profile Maintenance screen.

Note: If prompted, log on to the character-based system.

To change the column heading in the group information section to Vendor Name, use the View hot key.
Position the cursor on the vendor account name and use the Multiple Ship-From Accts hot key to display the Multiple Ship-From Accts Maintenance screen.

The screen displays the following information:

Field	Description
Vendor Name	Name of vendor account.
BT	Not used for vendors.
ST	Not used for vendors.
PT	Displays an asterisk (*) if vendor is a pay-to account.
SF	Displays an asterisk (*) if vendor is a ship-from account.
PT Acct#	Internal account number for a pay-to vendor or the pay-to vendor associated with the ship-from account. Note: To define EDI as the default print status for outgoing P/Os, see Entering Miscellaneous Vendor Information.
SF Acct#	Internal account number for a ship-from vendor.

In the Vendor Name column, position the cursor on a blank line and enter the name of a vendor that uses the same trading partner group profile.

The system populates the remaining fields for that vendor.

Use the following hot keys, as needed:

Hot Key

Description

Export

Downloads the screen information and the Receive/Send codes in a .csv spreadsheet format to open in a spreadsheet program, such as Excel.

Press Alt+X and browse your desktop to enter the file path and file name to save the file for later management.

Import

Import additional vendors and their current Receive/Send codes.

Press Alt+I to browse your desktop and select the file to import into the system. The import does not overwrite existing data. If any import errors occur, such as duplicate entries, the system sends a user message and a report to Your Hold File for review.

File requirements:

The file must be a comma-separated file (.csv format).
Column headers expected by the import utility: Entity Name, BT/PT, ST/SF, Receive Code, and Send Code.
The ST/SF column cannot be blank.

To add additional vendors, repeat step 4.
Press Esc to save the data and exit the screen.