Manage Vendor Status

If you are an Enhanced ePayments customer, the status of your vendors’ enrollment can be viewed in the Vendor Enrollment Inquiry window:

*To open the Vendor Enrollment Inquiry window, navigate to the Mekorma Area Page > Inquiry > Payables > Enhanced ePayment Enrollment Status

Enrollment Status

There are three possible Enrollment Status for your GP vendors:

• Excluded: This vendor’s information is not sent to the outsource provider, and payments to this vendor are processed locally.

• Enrolled: Payments to this vendor are sent to the outsource service for processing, unless the Check Printing Option has been set to Locally in the Enhanced ePayment Configuration window.

• Local Processing: Payments to this vendor are processed locally in Dynamics GP as if the ePayment Connector is not installed.

Processing Type

There are two possible processing types for your GP vendors:

• Check: Currently all vendors will be listed in GP with a Processing Type of Check, even if the outsource provider will be paying them by other means (virtual credit card, ACH, or wire transfer). For now, you will need to log into your outsource provider’s payment portal to view the actual payment type the vendor accepts. In future builds, this information will display within GP.

• Local: Payments to this vendor are processed locally.

How to Change Vendor Status

A vendor’s status can also be viewed and even changed within the Vendor Maintenance window. Depending on the current status, you can apply one of the following changes to the vendor status:

• From Enrolled Check to Excluded or Local Processing.
• From Excluded to Enrolled or Local Processing.
• From Local Payment Processing to Enrolled or Excluded.
  

In Mekorma Build x82, choosing the Excluded or Local Processing status has the same effect: payments will be printed locally rather than sent to the outsource provider for processing. You may choose either of these options if you’d like to temporarily or permanently pay a vendor locally. Note: Both options exist to support a legacy version of the ePayment Connector

*To open the Vendor Maintenance window, navigate to the Mekorma Area Page > Cards > Payables > Vendor

1. Select a Vendor ID using the look-up.

2. Click on Additional > Enhanced ePayment Status to open the Enhanced ePayment Status window. In this example, Allenson is currently enrolled as a vendor who receives payment from the outsource provider.

3. Use the drop-down menu in the Enhanced ePayment Status window to change to the desired status. In this case, the vendor can be switched to Excluded or Local Processing.