Concur Invoice Vendor Manager Maintenance

[Lberry]

Hi Admins,

If you have a separate accounting system for your Accounts Payable processing that has a Supplier/Vendor Master, how do you ensure that your vendors in Concur Invoice remain synchronized with your Accounting Supplier Master? We have vendor integration between the 2 apps and send a 'is active' flag of 'N' when we want to inactivate vendors. 

However,  when we run a vendor report out of Intelligence to review active and inactive vendors, there is not a field that exist that is a vendor status.  There is only a field called, 'Is deleted flag'.   As the Supplier/Vendors masters are highly scrutinized by our auditors, we need to ensure these 2 apps are in sync. 

Any best practices you can share would be appreciated.  Thank you kindly!

[KevinD]

@Lberry yes, there isn't any data item in Cognos to show Inactive Vendors. The only way to see your list of Inactive Vendors within SAP Concur is to go to the Vendor Manager page and change the default query to Inactive Vendors. See screenshot. Then if you want, you can export this list to Excel. The Export to Excel option is near the lower right corner. 

[PoojaKumatkar]

Hi @Lberry ,

Yes, I agree with you and KevinD that there is no field called "active/inactive" in intelligence and the only way to check this is on Vendor Manager page.

However, you may consider below workaround to avoid this issue. We have done this for one of our Invoice client.

Solution:

1. Consider one custom field with boolean (Y/N) data type in vendor form.

2. Field name "Vendor Blocked (Y/N)"

3. Integration logic - Consider this field in integration logic and map same active/Inactive field from ERP system to this custom field. So basically you need to map/pass same value which you are currently passing in 'is active' field in vendor import template.

Default value will be 'Y'.

While inactivating pass 'N'

Note while updating field in vendor import template make sure you are passing same value in 'is active' and custom vendor blocked (Y/N) field.

Once this is done, while building custom report in Cognos Intelligence, you can consider custom vendor blocked (Y/N) to filter out active/inactive vendor.

So with this you don't have to worry about standard field, using custom field you can still achieve this. But yes, if this is really important for you then you need to do this small change at integration level which i have suggested above.

If this answers your query, then please mark solution as accepted.