With Remote Payment Services, your vendors get to choose their payment type of check, virtual credit card or ACH.

When first implementing the system, the vendors are enrolled by communicating the vendor information to the outsourced provider as follows:

  1. Follow the procedures in Add Checkbooks for Payment Outsourcing
  2. Reopen the Remote Payment Services Configuration window (Mekorma Area Page > Setup > Purchasing > Remote Payment Services Configuration) and click the Enroll Vendors button.

You will click Enroll Vendors at initial implementation. Running Enroll Vendors changes any vendors with no record showing that they are Enrolled or Excluded to set them as Enrolled. There is no harm in clicking this button at any time because it will not change anyone who already has a status set.

All active vendors are enrolled when you click Enroll Vendors in this window. See below for information about Ongoing Enrollment.


Ongoing Enrollment

Once Mekorma Remote Payment Services is installed, and when you add a new vendor to the system, it will automatically enroll the vendor into outsourced processing. If you do not enter an address for the vendor, the enrollment status remains as ‘Pending’ enrollment but not actually enrolled until it has an address because otherwise the outsource provider won’t know where to send the check.

Communication with Outsource Provider

This information is communicated between Dynamics GP and the Outsource Provider so that they can pay on your behalf:

Vendor Records Address Records
Vendor ID Vendor ID
Vendor Name (Check Name) Address ID
GP Status Address Lines 1 to 3
Is 1099 State/Province
Payment Terms ID Postal Code
Main Address ID Country
Remit-to Address ID Contact Name
Class ID Phone Number
Tax ID Number Email-to Address
Email-cc Address
Payment Method (0:Check, 1:EFT)
Check Name
Bank Account Name
Bank Account Number
Bank Routing Number
Bank Account Type (CHECKING or SAVINGS)
Last modified: August 23, 2022

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