What are the new Organization and Individual options on a vendor record?

With the update of Patch 9 for The Financial Edge 7.87, a change has occurred on the Vendor Record. The option to choose if a vendor is an organization or individual on the vendor record has been added.

Article Number: 97289

Products:

Accounts_Payable

This option is to ensure the proper formatting is passed along to Aatrix when processing 1099s.

The options will create the following formatting inside of Aatrix:
Org: XX-XXXXXXX
Individual: XXX-XX-XXXX

This option can be updated manually by choosing the Org. or Individual radio button on the Vendor record.

This can also be updated through a very simple import. We have provided a sample import file attached to this Knowledgebase article for your convenience. The sample import file also includes easy to follow instructions.

Note: For the import, you must use either 1 or 2 for the vendor type. 1 means Org. and 2 means Individual.

Note: This field is not available in Query but is available in a Vendor Export through the Export section.

Attachment: Vendor Type Import.xlsx

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