AP Copy Vendors window

AccountsPayableCS > Accounts Payable > Accounts Payable Vendor Accounts menu > AP Copy Vendors window

Use this window to copy some or all of your vendors from this company to another company. You might find it convenient to copy vendors when you set up a new company so you don’t have to enter the vendor information again.

When you copy vendors, only the vendor’s names and other basic information are copied; no transaction or historical information is copied. If an AP Code is copied that does not exist in the destination company, you need to change the Code to one that already exists or define the new Code. If you want to change the AP Code that is attached to the vendor, open the AP Vendors window and enter the AP Code that you wish to use.

Destination Company

Select the company to which you want to copy vendors. The destination company must have Accounts Payable installed.

If you want to copy to a new company, you must first create the new company in the CMS Set Up/Select Organization window before you copy any information into that company.

Starting Vendor / Ending Vendor

These boxes allow you to define the range of vendors to copy. You can type or use the Lookup to enter the vendors.

You can include a single vendor by entering the same vendor in both boxes. The defaults for the Starting Vendor and Ending Vendor boxes are Start and End. These settings include all vendors that meet the remaining criteria in the window.

If you need to copy multiple ranges of vendors, repeat the process for each range that you want to select.

Copy Attached Files

Select this check box to also copy files attached to the vendor record(s).