Editing Vendor Groups
If you plan to edit vendor group statistics, you must first select the Allow Edit Of Statistics option in the Options form.
Restrictions on changing records
You can change most of the information in a vendor group record at any time, with the exception of the vendor group code. If you need to change a code:
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Add a vendor group with the code you want to use.
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Transfer all vendor records to the new group.
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Transfer all group statistics to the new group (by editing the statistics in the new group).
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Delete the group that has the code you no longer want.
You cannot change the account set for a group to a set which uses a different currency (in a multicurrency ledger).
Use macros
If you need to make the same change to a number of vendor groups, use Sage 300 ERP's macro facility, as described in the System Manager Help.
Optional fields
If you use Sage 300 ERP Transaction Analysis and Optional Field Creator (available separately), you can use the Optional Fields setup form to define vendor optional fields, marking for automatic insertion the ones you want to use as defaults when you add new vendor group records.
You can edit or delete the automatically inserted optional fields, and you can add different vendor optional fields for specific vendor groups. If an optional field uses validation, however, you can select only entries that are defined for the optional field in Common Services.
To edit a vendor group record
- Type the code for the vendor group you want to edit, or select it from the Finder.
- Make the changes you need in the record.
- When finished, choose Save to record your changes.
Effects of changes
Most changes you make to a vendor group affect only the vendor records you add to the group after making the changes.
The only change you can make to a vendor group that will affect existing vendor records is assigning Inactive status to the group.
If you assign Inactive status to the group, you cannot:
- Add new vendors to the group.
- Change any of the vendor records assigned to the group (except to change their vendor group).