<< Click to Display Table of Contents >> Navigation:  CLASS TWO: Property Setup, GL, AP, AR and Coupon Setup > How to use VMSImport: Vendors

In this exercise, you will use the utility to import vendor information into the Vendor Master List

 

A spreadsheet is provided with the VMSImport utility and has several worksheet to assist a user to enter the information necessary to be imported.

 

How to use VMS Import to import the Master Vendor list:

 

1.Open the spreadsheet and use the tab labeled Vendor. Fill out the Excel spreadsheet provided with VMS Import.

a.Do not use any commas or double quotes in the spreadsheet. Make sure they are all deleted before importing the information.

b.The Type column is to identify the vendor's type, which must be entered as a Code through SETUP | Configuration Group | Program Defaults | Codes

2.Delete all blank/unused columns in the spreadsheet.

3.Write down all column headers in the order they appear on the spreadsheet.

4.Delete all the column headers.

5.Select Save As, rename the file, and change the file type to CSV Comma Delimited. Close the spreadsheet after saving. Close VMS.

6.Open the VMS Import utility.

7.Select Vendor  from the Type field. Search for and select your CSV file in the Import File field. Select Comma in the Delimiter field.

8.In the blank Import Fields area below these selections, right-click and select Add Field. A box will pop up with a list of items to choose from.

9.Using the list of column headers you wrote down, click and drag the corresponding item from the pop-up box into the Import Fields area.

10.Click on the Import tab. This tab allows you to review your data. It is highly suggested to scroll down the list and make sure your data is correct.

11.After reviewing your data, click the Import button in the toolbar. You will be asked if you are sure you want to import. Click Yes and the data will be imported into the Vendor Master List.

12.Log into VMS and go into SETUP | Configuration Group | Program Defaults | Vendor and review your imported data.

13.Vendor Insurance / W2 information can be managed for the vendor.

14.Once the vendor data has been reviewed, you can link any vendor to the Master Template, which will be copied to an new property using the template.