Vendor Account # / PO Template for non EDI vendor

We are struggling with the IDM PO Template to capture the correct vendor account # based upon Ship To Location. On the Vendor setup, the Name:VendorAccount is only 30 characters and not enough space for the Vendor Account #'s data. If you are using the IDM PO template, where are you storing account #'s for non EDI vendors?

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unknown

Bob,

In the November 2021 CU the functionality to use Vendor Account numbers for Ship to locations was added to the system. It utilizes the PurchasingVendorAccount business class. Hopefully this will help.

Best Regards,

George

steven_bell

George

Does this account number field take the place of the entry in the Data Sub Table? If not then what is this account number field do?

rkhickam

Steven - within CSF, from our experience, if the PO Issue Method = EDI, the account # is captured from the <>_OUTBOUND_SHIPTO EDI substitution table record for that Vendor / Ship to Location. If the PO Issue Method is anything other than EDI the IDM template grabs the Account # from the PurchasingVendorAccount business class

steven_bell

Thats interesting. ! Thank you Bob

Brent Honadel

Yes. Vendor Ship To Account Numbers can be setup on the Purchasing Vendor. There is a Vendor Accounts tab. This brings the EDI tpid_O_SHIPTO record funtionality to all formats.

If a Purchasing Vendor Account is setup, that account number is also written to the PurchaseOrderEDIOutput busclasss.

Functionality added in 2022.02 release to enable use the Purchasing Vendor Shipto Account add a new EDI Data Substitution record JT-1673121

You may continue to use the _O_SHIPTO records.

Define the Vendor Ship To Location Account on a Purchasing Vendor.
Enable the use of the Vendor Ship To Location Account through this EDI Data Substitution record:
List Name: MAP_SHIPTO_ACCOUNT
Your Value: <trading partner id> or * for all partners.
Partner Value: O or B
-O: Use the PurchaseOrderEDIOutput VendorShipto Location Account field value.
-B: Use the PurchaseOrderEDIOutput VendorShipto Location Account field if it is populated. If not, use the "<tpid>_O_SHIPTO" lookup.
If a "MAP_SHIPTO_ACCOUNT" does not exist or the Partner Value is not O or B, the <tpid>_O_SHIPTO lookup is used.

Note: This does not work for inbound transactions (855,856,810). At this time, the _I_COMPANY and _I_VENDOR records are still required for inbound transactions.

steven_bell

I was able to test it on an emailed order to myself....but did not know about the DST adds that are needed... Not sure I like this since it moves the responsibility from the EDI person (owns the DST) to the Customer Service person (Vendor Account setup). This could open the door to alot of failed 850's if implemented. I will stick with the EDI DST setup for now... Thanks

Steve

part of the emailed PO

Terms Discount Days Discount Rate Net Account Number
Comment Title Comment Text
STANDARD 2 DAY DELIVERY
0.00000%
August 29, 2022
USD
VMC PURCHASING COMPANY
0
999999888888555552222222 <---- account number from Vendor PF setup.

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