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

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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?

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Beat Bucher GP Gee... 28,058 Moderator on at

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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..

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Redbeard 12,931 on at

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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.

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Community Member on at

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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.

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Redbeard 12,931 on at

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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.

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