Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / Dynamics GP - Vendor m...
Microsoft Dynamics GP (Archived)

Dynamics GP - Vendor maintenance - distinguishing between company and individual vendors

(1) ShareShare
ReportReport
Posted on by Community Member Microsoft Employee

Hi,

As I've researched several Payables ERP systems, while researching Dynamics GP, I saw that for vendor maintenance, there's no real way (at least as far as I saw it) to distinguish between a vendor which is a company to a vendor which is an individual.

Unless I missed that, how can I make that distinction between the 2 types of vendors?

Also, saw that the vendor has only a "Name" field and not a "First Name", "Last Name" or "Company Name" field.

Is that something configurable or does GP only has a "Name" field for a vendor?

*This post is locked for comments

  • Suggested answer
    Beat Bucher GP Geek GPUG All Star Profile Picture
    Beat Bucher GP Gee... 28,021 Super User 2024 Season 1 on at
    RE: Dynamics GP - Vendor maintenance - distinguishing between company and individual vendors

    Fully agree with Harry's suggestion.. The Vendor Class-ID would be the way to go in this case... Vendor Classes can be used for several purposes, and as it implies also defining Tax Schedules, Currencies, Checkbooks, Shipping methods, etc..

  • Suggested answer
    Redbeard Profile Picture
    Redbeard 12,931 on at
    RE: Dynamics GP - Vendor maintenance - distinguishing between company and individual vendors

    My suggestion was vague and for that I apologize. It is common to use Vendor Classes to make this kind of distinction. Vendor Classes can be set any way you desire. I would recommend creating a class for Companies and another for Individuals, and then having the use setting up the vendors to select the appropriate class. 

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Dynamics GP - Vendor maintenance - distinguishing between company and individual vendors

    Hi Harry,

    This still doesn't answer my question.

    My company wants to integrate with Dynamics GP and needs to receive the vendor's details, but we need to know in advance whether the vendor is an individual or company.

    We can't know for sure if a client will use the Name field for an individual name or company name and how they will use the name fields.

    So my question was how I can distinguish 100% whether the vendor is a company or individual.

  • Redbeard Profile Picture
    Redbeard 12,931 on at
    RE: Dynamics GP - Vendor maintenance - distinguishing between company and individual vendors

    Vendor Records have several Name fields: Name, Short Name and Check Name. Additionally, the Class feature in GP allows for the "flexible" classification of vendor types, and has the advantage of allowing the assignment of various settings, like default posting accounts, terms, shipping methods, credit limits, etc. Class ID is a sort and filter option on many of the reports in Dynamics GP as well.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,269 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,198 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans