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Mass update of Vendor payment type

  • February 27, 2025
  • 3 replies
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D
Freshman I

How can a mass update of Vendor payment type be done, if at all?  Import Scenario? Generic Inquiry?

Several vendors were set up with this informaion missing and instead of opening and updating one by one hoping a mass update can be done.  

I am new to working with mass updates in Acumatica so any and all help/instructions is greatly appreciated.

Best answer by Prasadug

​@ddupuy,

  • You need to identify the vendors who do not have a default payment method defined in the Vendor Master.
  • Then you need to create a Data Provider 
  • Now create Import Scenario
  • Execute the Import by Scenario (I have updated following 2 customers)

Now check the Vendor master or you may create a GI as well.

Thanks

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3 replies

Manikanta Dhulipudi
Captain II
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​@ddupuy Using import scenario it would be useful and quick one to update the vendor type.

Acumatica Functional Consultant & Customer Experience Supervisor
Chris Hackett
1 person likes this
  • Chris Hackett
    Chris Hackett
C
Freshman I

An import scenario with this mapping would update the vendor payments. 
 

 

Chris Hackett
Prasadug
2 people like this
  • Chris Hackett
    Chris Hackett
  • Prasadug
    Prasadug
Prasadug
Jr Varsity II
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  • Prasadug
  • Jr Varsity II
  • 15 replies
  • Answer
  • March 27, 2025

​@ddupuy,

  • You need to identify the vendors who do not have a default payment method defined in the Vendor Master.
  • Then you need to create a Data Provider 
  • Now create Import Scenario
  • Execute the Import by Scenario (I have updated following 2 customers)

Now check the Vendor master or you may create a GI as well.

Thanks

K
Chris Hackett
M
3 people like this
  • K
    kmuczynski54
  • Chris Hackett
    Chris Hackett
  • M
    mamtak26

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