We recently discovered that terminated employees with their status set to Inactive (we do that for never started hires or employee’s that have been gone several years), still appear in A/P Bill Entry because apparently their “vendor status” is still active. But I can’t find anything under the employee setup to change that. Any suggestions?
Employee setup:
Vendor list:
Best answer by rlugar
Kay, one other possibility. In the employee master file, select “Notes” in the upper right hand corner, then click “Add a pop-Up Note” and add text in the Pop-Up Note field. Save the employee master file. If this employee is selected for an ap bill- the system will cause a Pop-Up, with your note, which would then have to be “okayed” to get past.
You can achieve this by creating a GI to identify all inactive employees who still have an active vendor record:
There is a separate Employee Vendor form that is automatically created. Search for the form using the screen ID EP2030PL which should take you to the list of records.
Thanks Pat for identifying the separate Vendor form that is created. I would also like to attach the link to the leading practice for terminated employees from the JAMIS FAQ’s for reinforcement. Kat’s use of the Inactive setting fits their business case, but it is important for users to undertand that this field is not identifying the employee as Active rather identifying the record itself as Active. Inactivating the employee record can cause problems with processing and reporting if those records are included in allocations, billing, or reporting.
The Termination check box combined with the steps in the FAQ’s is the leading practice for terminating EE’s.
https://faqhelp.jamisprime.com/Help?ScreenId=ShowWiki&pageid=98e4317e-feea-42ed-96db-c12721457d80
We followed the JAMIS FAQ steps but the employee still pulls as a vendor. Normally it’s not a big deal but we have two former employees that are now independent consultants and it’s very easy to accidently enter the bill to the wrong account.
Hi
Kay, one other possibility. In the employee master file, select “Notes” in the upper right hand corner, then click “Add a pop-Up Note” and add text in the Pop-Up Note field. Save the employee master file. If this employee is selected for an ap bill- the system will cause a Pop-Up, with your note, which would then have to be “okayed” to get past.
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
