You can use this task to synchronize vendors between Property Manager and Bostonpost Financials, or between Property Manager and MRI. If the database is set up to synchronize vendors on the Business Constants table in System Administration > Maintain Lookup Tables, then you can use this task to synchronize vendors from your external AP system to Property Manager, or from Property Manager to the external AP system.
To synchronize vendors, follow these steps:
1. Go to Accounts Payable Detail > General.
2. Go to Tasks > Synchronize Vendors.
3. Set the effective date after which you want to retrieve all of the vendors that were modified.
4. To view all of the vendors that will be updated, click Retrieve.
Note
When you are exporting vendors from Property Manager to Bostonpost Financials, if a vendor in Property Manager does not have a vendor ID, the system creates a vendor ID during this task. The system-generated vendor ID is based on its internal ID and has a prefix of PM.
5. To update the vendors, click Finished.
Note
You must log off from Property Manager and then log back on to view the new vendors that have been added during this process in Vendor Detail.