Acquisitions > Add Vendor Cycle Wizard

Add Vendor Cycle Wizard

The Add Vendor Cycle wizard guides you through the process of adding budget cycle information to an existing master vendor.

To add a vendor cycle

In the Vendor Search identify the vendor to which the cycle is to be added. Since this vendor search does not use implied truncation, searching by Vendor ID or Customer ID may be easier than searching by Vendor Name. The vendor search will be limited to only those vendors that do not already have the fiscal cycle specified in wizard properties.

You may also clear the search fields or search ALL to display all vendors that do not have the specified fiscal cycle.

A table of vendors matching your search criteria appears. Your selected search options appear just above this table along with the number of vendor records found.

Select a vendor, and click Add Vendor Cycle.

The following tabs appear. Verify the information on these tabs, and type new values as required. For more information, see the tab topics.

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Vendor Information Tab

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Vendor Cycle Information Tab

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Deposit Account Tab

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Discount Table Tab

Click Add Vendor Cycle.

Information on the Vendor Information tab cannot be modified using this wizard.

This wizard can be used to “rollover” one vendor to a new fiscal cycle. For information about rolling over multiple vendors at one time, see “How do I rollover vendors?” in FAQs: Rolling Over to a New Fiscal Cycle.

After adding a vendor cycle, you can click one of the following options.

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Modify Vendor Cycle after you make changes to the new vendor cycle

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Return to Vendor List to add a fiscal cycle to another vendor

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Close to exit the Add Vendor Cycle wizard