The CM Account field in the AP Vendors form.
Entry not required.
Enter a CM account only if you want the system to use this account by default when you create invoices for this vendor. You may opt to do this if you pay certain groups or types of vendors from only certain CM Accounts.
If you enter a CM account that is not on file with any AP Company that shares the assigned vendor group, the system prevents entry.
Considerations if your vendor master is shared across multiple companies
If you are sharing the vendor master across multiple companies (using a shared vendor group), make sure that the CM account that you specify exists in all companies, or the system may display errors and prevent saving when you process transactions using any of the these forms: AP Transaction Entry, AP Unapproved Invoice Entry, AP Recurring Invoices, MS Material Payment Worksheet, and MS Haul Payment Worksheet.
- APCo #1 uses CMCo #1 and is associated with Vendor Group #24
- APCo #24 uses CMCo #24 and is associated with Vendor Group #24
Now, let's say that for Vendor #1000, a user enters 250 in the CM Account field while in APCo #24. The problem in this case is that CM account number 250 does not exist for APCo #1.
The problem becomes apparent when another user creates a transaction in the AP Transaction Entry form in APCo #1, and specifies Vendor #1000: a warning displays and the system prevents the user from saving the record. The remedy is to either create CM account 250 in APCo #1 or use a CM Account that exists in both companies.