Associate Suppliers to Account Group

This activity helps you to associate a supplier with an existing supplier account group.

Select “Associate Suppliers to Account Group” link under the “Account Group” business component or select the “Associate Suppliers to Account Groups” link in the “Maintain Supplier Account Group”.

The “Associate Suppliers” page appears.

Enter the following in the “Search Criteria” group box:

Supplier #	A unique number identifying the supplier (Alphanumeric, 16). You can enter this code in full or specify it partially using the “*” character. The system retrieves all the suppliers whose codes are similar to the value entered here. Leave this field blank to search for all suppliers irrespective of their supplier numbers.
Supplier Name	The name of the supplier (Alphanumeric, 60). You can enter the name in full or specify it partially using the “*” character. The system retrieves all the suppliers whose names are similar to the value entered here. Leave this field blank to search for all suppliers irrespective of the supplier name.
Supplier Account Group	A unique code identifying the supplier account group. (Alphanumeric, 20). You can enter this code in full or specify it partially using the “*” character. The system retrieves all the supplier account groups whose codes are similar to the value entered here. Leave this field blank to search for all groups irrespective of their group names.
Supplier Type	Use the drop-down list box to select the supplier type. The system lists all the supplier types found in the interacting “Supplier” component. The system leaves this field blank, by default.
Account Group Description	The textual description of the supplier account group (Alphanumeric, 60).
Associated?	Use the drop-down list box to specify the association of the supplier account group with the supplier. The system displays the options “Yes” and “No”, or leaves the field blank. The system leaves this field blank, by default. Leave this field blank to search for suppliers irrespective of their association with a supplier account group.

Click the “Search” pushbutton to display the search results.
Modify the details in the “Search Results” multiline, if necessary.

The system displays the following in the “Search Results” multiline:

Supplier #	A unique number identifying the supplier.
Supplier Name	The name of the supplier.
Supplier Type	The type of the supplier.

Enter the following:

Supplier Account Group

Use the drop-down list box to select the supplier account group with which you want to associate the supplier. The system lists all the supplier account groups that are in the “Active” status. It also lists the account groups that are associated with a supplier, even if the status is not “Active”.

The system displays the following:

Account Group Description

The textual description of the supplier account group.

Note: If the supplier is already associated with an account group, the values of the supplier account group and the account group description will be displayed. In such a case, you can modify the previous association.

Enter the details in the “Associate Selected Suppliers To Account Group” group box for bulk association.

Select All

Check this box to select all the suppliers listed in the multiline for association with the supplier group.

Supplier Account Group

Use the drop-down list box to select the supplier account group with which the suppliers listed in the multiline should be associated. The system displays all the supplier account groups created in the login OU.

The system leaves this field blank, by default.

Check the box in the “Select” column of the multiline to select the supplier account group.
Click the “Associate Suppliers” to associate the supplier with the account groups.

Note: Ensure that the setting “Account Group of In-Use Supplier” in the “Set Options” activity is set as “Allowed” to associate an active supplier with a supplier account group.