Merged Vendor Report

Modified on Wed, Sep 17 at 12:24 PM

Overview

The Merged Vendor Report provides a comprehensive summary of all merged vendors within your organization. This report details the user who performed each merge, the timeframe of each merge, all relevant vendor IDs consolidated under a single record, and the most recent payment date for the primary (merged) vendor. The report offers improved transparency and auditability over historical and current vendor management actions.

Best Practice: Use this report regularly to monitor and audit merged vendor activity. This can help prevent duplicate payments, maintain clean master data, and enhance vendor relationship management.

Filters

You can customize your report using the following filters:

Filter	Description
Merge Date	Filter by a specific date, date range, or common date presets
Vendor ID	Search for a particular vendor using their ID

Field Descriptions

Field	Description
Merged By	The user who initiated and performed the vendor merge
Vendor ID	The identifier for the surviving (primary) vendor record
Merge Date	The date on which the merge was carried out
Merged Vendors	The complete list of vendors/records merged into the primary vendor
Most Recent Payment Date	The latest payment transaction applied to the primary vendor post-merge

How to Use

Vendor Consolidation Audit: Review all historical vendor merge actions to ensure data integrity and trace back changes to a specific user and date.
Primary Vendor Snapshot: Quickly identify the most up-to-date payment information for any merged vendor.
Advanced Search: Find specific merges using the Vendor ID filter or examine changes within a targeted date window.

Access Model

Category: Vendors/Payments

Availability: This dashboard is available to all users with vendor management or administrative permissions as a standard report.

Additional Information

For further assistance, contact Ottimate Support by emailing Support@ottimate.com or clicking here.