Usage Scenarios

The Block Vendor functionality is used when a new vendor or vendor bank account is created, or, specified fields on existing vendors or vendor bank accounts are modified. How the Blocked field on the Vendor is set depends on your setup of the Approval tab on the Purchase & Payables setup.

Create Vendor or Vendor Bank Account

When a new Vendor or Vendor bank account is created, you can have the Blocked field on the Vendor set based on the Create Vendor Blocked or Create Vendor Bank Blocked field on the Purchase & Payable Setup. The setting can be:

• Blank - no approval required
• Payment - require a user with the Unblock Vendor role to change the Blocked field to blank before a payment can be made to the vendor. Purchase documents can still be posted
• All - require a user with the Unblock Vendor role to change the Blocked field to blank before a payment can be made to the vendor. Purchase documents can not be posted either

If you have set Check User ID to On then the UserID of the person changing the Blocked field to Blank must not be the same as the UserID of the person who caused this to be set.

Modify Vendor or Vendor Bank Account

If you want to set the Vendor to Blocked when certain fields on the Vendor or Vendor bank account are modified then you need to create a Configuration Template for the table - 23 for the Vendor Table, or, 288 for the Vendor Bank account table. These Templates then need to be setup on the Purchases & Payables Setup Approvals tab against the Modify Vendor Fields and Modify Vendor Bank Fields.

Please see the Setup section for further details.

When the fields specified in the Configuration Templates you created are modified the Blocked field on the Vendor will be set based on the Modify Vendor Blocked or Modify Vendor Bank Blocked field on the Purchase & Payables Setup. The setting can be:

• Blank - no approval required
• Payment - require a user with the Unblock Vendor role to change the Blocked field to blank before a payment can be made to the vendor. Purchase documents can still be posted
• All - require a user with the Unblock Vendor role to change the Blocked field to blank before a payment can be made to the vendor. Purchase documents can not be posted either

If you have set Check User ID to On then the UserID of the person changing the Blocked field to Blank must not be the same as the UserID of the person who caused this to be set.