AP Vendor Merge Form
Use this form to identify vendors with the same or similar information so that you can determine if they are duplicates and then merge them if applicable.
In addition to confidence level, you can specify what information you want the system to use in identifying potential duplicates. For example, you can search by vendor name, purchasing address, payment address, or phone/email, or you can use a combination of these options for a more thorough search.
If you have some idea of who your duplicate vendors might be, you can limit the search to a single vendor using the Limit To Vendor field. This method compares all vendors to the specified vendor to determine potential duplicates, which is less time-consuming than the "all vendors to all vendors" method.
You can then review the list to determine the actual, duplicate, and unique vendors (those that are not duplicates of any other vendor). You can only designate one vendor in a session as an actual vendor, so if you have multiple groups of duplicate vendors, you will need to run the process multiple times.
When marking duplicate vendors, only mark those that are duplicates of the actual vendor. Leave all other vendors blank so they can be included in future sessions. If a vendor is not a duplicate of any other vendor, mark it as unique. This prevents the vendor from showing up in future sessions.
You can clear the grid of search results using the Clear Grid button. This allows you to start over with a fresh search. This is especially useful if you are using the Limit by Vendor option and want to do multiple single vendor searches. When you click Clear Grid, a message displays asking if you are sure you would like to clear all vendors from the grid and start again. Click Yes to clear the grid, No to leave the existing results intact.
For more information about linking duplicate vendors, see Identify and Link Duplicate AP Vendors - Video.