Vendor/Customer Creation (VCC) Transaction

The Vendor/Customer Creation (VCC) transaction allows you to add new records to the Vendor/Customer table, 1099 Reporting Information table, and the Customer Account Options table. This transaction can be sent through workflow and approvals. Only one Vendor/Customer record can be entered on this transaction. (A single record may be both a Vendor and a Customer.)

The Vendor/Customer Creation (VCC) transaction cannot be modified or cancelled once it has been submitted to Final. A Vendor/Customer Modification (VCM) transaction must be created to reverse the effects of the original transaction. The VCC transaction cannot reference any other transaction in Advantage and it cannot be referenced by any other transaction in Advantage.

Depending on your site’s security setup, records can be added to the Vendor/Customer table manually or through the Vendor Customer Creation (VCC) transaction by clicking the Create New Record button. The VCC transaction can also be created from the Transaction Catalog.

When the TIN Enforcement flag is selected on the Vendor Customer Configuration (VCNFG) page, the Taxpayer ID and TIN Type fields are required on this page for all active vendors except the miscellaneous and internal vendors, if the 1099 Classification, 1042-S Ch. 3 Recipient Code, and 1042-S Ch. 4 Status Code fields are left blank. If a vendor has a temporary TIN, the TIN record should be added to 1099I first, then a VCC can be used to create the VCUST record and link the vendor to the 1099I record. A temporary TIN is issued when the vendor has not provided a valid TIN. By selecting the Temporary TIN indicator on 1099I, an alphanumeric TIN can be assigned. Refer to the Tax Reporting User Guide for more information on the use of the temporary TIN.

When the Default Verify My Location By (DFLT_VERIFY_MY_LOC_BY) parameter is set to True and a user tries to create a VCC transaction with an empty Verify My Location By field, upon validation, the field automatically infers with the Create My Own for this Location after selecting Save (table) or Validate (transaction).

When the DFLT_VERIFY_MY_LOC_BY parameter is set to False, the Verify My Location By field will default to Use my TIN Number for this Location after selecting Save (table) or Validate (transaction) when a TIN Number has been provided. If no TIN Number has been provided, it will default to No Password Required.

Additionally, on the Vendor Customer Creation (VCC) transaction, the Commodity Code pick field that contains the Commodity Code information also includes the Extended Description field on the grid section, which displays a maximum of the first 255 characters of the Extended Description for the Commodity.

A VCC transaction can also be created by selecting the Add New Customer Account action on Customer Account Options (CACT). Refer to the "Customer Account Options" topic in the CGI Advantage Accounts Receivable User Guide for information about Customer Account Options.

When the Customer Self Service (CSS) related fields are updated and the CSS Status is Requested, on submitting the VCC transaction, the system automatically generates a Customer User Maintenance (CDOC) transaction. Refer to the “Customer Self Service” topic in the CGI Advantage Accounts Receivable User Guide for information about CSS.  

Additionally, the Prenote/EFT – Address tab can be enabled using the DESIGNER page. By default, this tab is not displayed. When this tab is enabled, the Prenote/EFT section information on the Vendor/Customer tab and Address tab will be protected and will only display the active EFT record. The EFT Status equaling “Eligible for EFT” defines the active EFT record.  Please note, that only one record can be Eligible for EFT at a time. Prenote/EFT Address table allows for more than one EFT record to be displayed. This table shows the Active EFT record, the Prenote Record, and/or any historical EFT records. This table is used to maintain all EFT records. If a user or process modifies the current active EFT record, the system updates the protected fields accordingly.   

When the application parameter, Allow Multiple Prenote\EFT (PNOTE_MULTI_EFT) is set to True, the CVL values, Not Eligible for EFT–Dir Dps and Not Eligible for EFT–Vend Rqst are displayed on the EFT status field of the Vendor Customer (VCUST) table, Vendor Customer Creation (VCC) and Vendor Customer Modification (VCM) transactions. The Prenote/EFT section information on the Vendor/Customer tab and Address tab is protected and only displays the active EFT record.