Description of Issue

Upgraded but all the vendors came with 1099 box code 1 which in the new system does not exist making Vendor Mass Update not usable.

Context

Cause

Box code 1 did not exist in 1099 codes in the new system which does not allow you to search for vendors based on the box code.

Resolution

Add Box code to the system

Go to Financials > Accounts Payable > Set up > Accounts Payable Miscellaneous Codes
Select 1099 Box Codes
Click Add
1. Codes can be a single numeric or alpha character

Then Mass update the vendor to the correct box code using the 1099 vendor and old box code as a search

In Munis versions 2018.3 and above, the Vendors program has a Mass Update feature:

Navigate to Munis > Financials > Accounts Payable > Vendor Processing > Vendors
Click Search, and create a find set of the Vendors you want to change
On the top ribbon, select the More option and then select Mass Update
On the Mass Update screen, click Update and choose which fields you wish to update on the group of vendors

Once the Update is complete the created box code can then be deleted in the Accounts Payable Miscellaneous Codes

Additional Information

How to Mass Update a group of Vendors

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