Vendor Merge Wizard

The Vendor Merge Wizard allows you to merge one or more vendors, their documents, model numbers, and other details into another vendor. TMS records that had references to the merged vendors are updated to show the vendor into which the old vendors were merged.

To run the Vendor Merge Wizard, follow these steps:

1. From the Tools menu, select Data Maintenance > Vendors > Vendor Merge.

   The Vendor Merge Wizard window opens.

2. Click Next.

   The Vendor Query page opens.

3. Enter search criteria to locate vendors you want to merge into another vendor.

   These vendors will be deleted when the merge operation is completed. This process cannot be reversed once complete.

4. Click Execute.

   The Query Results display.

5. Select the check box preceding the vendors you want to merge and delete.

6. Click the Save Items toolbar button.

   

   The Select To Vendor window opens.

7. If you want to move the "To" vendor after the merge, select a segment in the Target Segment drop-down menu.

8. In the To Vendor Number field, enter the vendor into which you want to merge the selected vendors.

   You can click the Lookup button to locate a vendor.

9. Click Next.

   TMS validates the merge you want to make and displays the validation results. You can click Back if you need to make changes

10. Click Next to start the merge.

    Once the merge is completed, the results are displayed.

11. Click Finish.

All documents and sub vendors that were part of the original vendor/vendors are now part of the "To" vendor.

Vendor Merge Business Rules

The “To” vendor must be in the same segment as the “From” vendor, or a segment level above it in the segment tree.

The user must have access to all the segments involved in the merge operation.