Please allow for a account create date to be entered. This would allow us to see how long we been doing business with specific vendors.
by: Beth O. | over a year ago | 1 - Financial Management
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Vendor setup - add longivity
by: Beth O. | over a year ago | 1 - Financial Management
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Major entities and others do have a CreateDate field indicating when the record was created using the database server's date. You may be able to use this as a "close enough" field if you can assume the data entry for a new vendor closely matches doing actual business with the vendor. The database field would be tapVendor.CreateDate.
Note that with a similar entity, customers, there is are separate CreateDate and DateEstablished fields. In that entity, the CreateDate is the server's date when the record was created, while the DateEstablished field is likely the business date that the record was created and is editable. The two may or may not be the same depending upon how one sets up the system. The database fields for customers would be tarCustomer.CreateDate and tarCustomer.DateEstab.
Knowing this, one could use Customizer to add the field to the Maintain Vendor form and could modify reports to include the field. In general, it is not recommended to allow any process to change a CreateDate field, but reading it is just fine. If you needed something more like the Customers DateEstab field, this could also be done in Customizer.
If in doubt how to make these types of changes, contact your partner and they should be able to help you out.
A Date Established field is being considered for version 2023. It implemented, it would likely:
1) be titled "Date Established"
2) appear on Maintain Vendors "Main" tab in the "Vendor" frame
3) default to the current business date for new vendor records
4) be editable
5) appear on the Vendor List reports
6) be supported by Data Integrator/Data Migrator/Data Porter
7) not be carried forward by vendor copy
8) not include a security event for modification
A date established field has been added for the next release of Sage 500 ERP, tentatively labeled 2023.