Modifying a Vendor - Correct History - PS Financials

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Business Process: Modifying a Vendor – Correct History

After a vendor is created it may be necessary to make changes that would affect all history of the vendor.  This can be done using ‘Correct History’ mode.

Add/Update Vendor:

Vendors>Vendor Information>Add/Update>Vendor

 Find an Existing Value

SetID: Regular vendor NAU00 (Payroll Vendor APY01, Student SFY01)

Vendor ID: Enter the vendor ID, if known

Persistence: Use to filter the search results

Short Vendor Name: Use to filter the search results

Our Customer Number: Use to filter the search results

Name 1: Use to filter the search results

Correct History: Check to update the vendor in ‘Correct History’ mode

Search

Select the vendor to update

Summary Tab

The summary tab will be displayed first.  Notice the ‘Last Modified By’ and ‘Last modified date’.  This will update after saving any changes.

 Identifying Information

In ‘Correct History’ mode and field that is open can be changed.  Any changes made will affect the history of this vendor and related transactions.

Save – Notice the ‘Summary’ tab information has changed.

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PeopleSoft (also known as "LOUIE") is NAU's student and employee information management system. ITS provides technical support for the PeopleSoft system.  

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