Adding, Modifying, or Deleting a Vendor Group

Sage 300 ERP

Home > Setting Up and Maintaining Vendor Records > Vendor Groups > Adding, Modifying, or Deleting a Vendor Group

Adding, Modifying, or Deleting a Vendor Group

You use the A/P Vendor Groups screen to add records for vendor groups to Accounts Payable. You must add at least one vendor group record before you can add vendor records.

You can change the information in a vendor group record at any time, with some restrictions. More...

When changing existing vendor group records, the following restrictions apply:

You cannot change the vendor group code.
To assign a different code to a vendor group, you must:
1. Add a vendor group with the code you want to use.
2. Transfer all vendors in the group to the new group.
3. Enter the group statistics in the record for the new group.
4. Delete the group with the code you no longer want.
If vendors are assigned to the vendor group, you can change only the Inactive status.
If a vendor group is Inactive, you cannot:
- Add new vendors to the group.
- Add invoices or other transactions for vendors in the group.
You can edit vendor group statistics only if the Allow Edit Of (vendor) Statistics option is selected on the A/P Options screen.
You cannot delete a vendor group that includes vendors. Before deleting a vendor group, you must first reassign the vendor records in the group to other groups, or delete them.

Note: Most of the changes you make to a vendor group record have an effect only on new vendor records you create and add to the group, later.

To add a vendor group record:

Open Accounts Payable > A/P Vendors > Vendor Groups.
In the Group Code field, do one of the following:
- To create a completely new vendor group record, click the New button.
- To create a vendor group record based on an existing vendor group record, enter the code for an existing vendor group, and then press Tab.
In the Group Code field, enter a code for the new vendor group.
Complete the fields on the vendor group record.
Click Add.

To edit or view an existing vendor group record:

Open Accounts Payable > A/P Vendors > Vendor Groups.
In the Group Code field, specify the vendor group record you want to edit.
Make the changes you need in the record.
Click Save.

To delete a vendor group record:

Open Accounts Payable > A/P Vendors > Vendor Groups.
In the Group Code field, specify the vendor group record you want to delete.
Click Delete.
If a message appears asking you to confirm that you want to delete the record, click Yes.

After modifying a vendor group record

Print the Vendor Groups report that contains the type of information you changed for the group, to check the new record information. Save the report for your files.
Enter the changes, as needed, in the vendor records assigned to the group. For example, if you specified a new terms code for the vendor group and you want to use the terms with all vendors in the group, you must edit each existing vendor record to enter the change (or use macros to update them all).