Our mortgage was transferred to a new foundation and I am wondering if I should create a new vendor or reassign a vendor ID/merge within the Accounts Payable module. What is the best practice as I am sure it has happened to others? Thank you in advance!!
Christy
Reassign/merge vendors or create new vendor - Mortgage transferred
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Re: Reassign/merge vendors or create new vendor - Mortgage transferred
It all depends on if you want to maintain the existing payment history to the old mortgage holder. I would, so I'd create a new vendor, and mark the old one as inactive.christybeth wrote: ↑Mon May 02, 2022 6:50 pmOur mortgage was transferred to a new foundation and I am wondering if I should create a new vendor or reassign a vendor ID/merge within the Accounts Payable module. What is the best practice as I am sure it has happened to others? Thank you in advance!!
Christy
Neil Zampella
Using PC+ since 1999.
Using PC+ since 1999.