Historical Vendor Information
The Historical Vendor Information (HVI) page is used to establish and maintain a history of vendor customer code and vendor name information due to vendor mergers, acquisitions and other re-organizations. This page can be accessed from Global Search or by clicking the Historical Vendor Information link on the Vendor/Customer table. When this page is accessed from Vendor/Customer, the records are pre-filtered based on matching the selected vendor record on the Vendor/Customer page to either the Current or Related Vendor Code on the Historical Vendor Information table to display historical vendor information.
Records are not automatically added to this page. You must add a new record on this page and then select a valid code from the Current Vendor Customer pick list.
If only the Legal Name and/or Alias/DBA Name have changed, then you can select the same code in the Related Vendor Customer field. Now you can provide the new names in the Related Legal Name and/or Related Alias/DBA Name fields, enter a date that the change becomes effective in the Effective Date field, and select Save.
If a new Vendor record has been created, then select the new code in the Related Vendor Customer field, enter a date that the change becomes effective in the Effective Date field, and select Save. A warning is issued if the code entered in the Related Vendor Customer field is not valid on the Vendor/Customer table. If you are referencing a vendor from an external system, then ignore this warning; otherwise, please select a valid code from the pick list. After selecting Save, the values from the Legal Name and Alias/DBA Name fields on Vendor/Customer are inferred to the HVI page if the fields on HVI are blank.
Note: Changes made on this page are not applied to any other location in Advantage.
The Current Vendor Information link transitions you to the Vendor/Customer table and is filtered based on the value selected in the Current Vendor Customer field. The Related Vendor Information link transitions you to the Vendor/Customer table and is filtered based on the value selected in the Related Vendor Customer field. If not match is found after selecting one of the links, then the Vendor/Customer page is displayed with no records returned. Select Close to return to the Historical Vendor Information page.
