In Adagio Payables, I exported our vendors and changed the terms codes and imported them in again to clean up our database. They were previously coded with Terms 1, 2, 3, etc and now with Net21, Net30 etc. Meaningful codes are much more useful for us.

Now I am attempting to accomplish the same thing with the Vendor Numbers. We are set up currently with Vendor 1001, 1002, etc. We want to change to AB4523, CA1254 etc. based on the Vendor's name at the last 4 digits of their phone number. This is how we have it set up in Receivables and it works very well. When I tried to import the new Vendor Numbers however I ran into some trouble. I selected only 2 fields, Vendor Number and Vendor Name. I also selected overwrite records. The window that pops up after the import is 0 records overwritten. 2 records ignored. 0 records had corrupt data. (Only 2 records were used in the import file as a test before attempting the complete import).

Can someone tell me if changing the Vendor numbers can be done in this way? If not is there some other way?

Thanks,

Hi Susan

Changing vendor codes, customer codes, GL accounts/departments, and item numbers is not possible out of the box with Adagio.

There are two third-party programs available to give you that functionality, one by AimInsight - http://www.aimadagio.com/index.php?option=com_content&task=view&id=12&Itemid=26 - and one by Dakota Software - http://www.dakotasoftware.com/toolkit.html . I have used both, and at the risk of offending someone, I strongly prefer the one by Dakota Software. You can buy it through your Adagio reseller (but you might have to tell him/her about it first - it just came out).

Steve

Oh I see. Why is it that Vendor Name is available in the column editor grids (i.e. Invoice Batch)? If we could see the name of the vendor in the grid it would be a big help.

I meant to say - "Not available"

Hello Susan,

I assume you mean "not available" in the column editor grids in the invoice batch entry.

The column editor normally only shows fields that are contained in the file you are working with. Only the vendor number is stored in the invoice batch.

I understand why you'd like to have the name available. It's a good suggestion.

Is there any way that I can install Adagio in a Windows domain, allow the users to access Adagio from any workstation in that domain without having to install the software for that user on every workstation from which he/she is likely to access Adagio?

Hello CPS,

This should be a new topic. Please start a separate thread.