Suppliers to Accounts

If the Suppliers to Accounts flow is enabled, Order and Inventory Management – FinancialForce Connector automatically creates and updates vendor accounts when you create or update a supplier site. This ensures that your vendor accounts are up to date with your suppliers and can be used in Accounting.

For more information about objects, see:

Accounts Payable and Accounts Receivable GLAs

The Accounts Payable Control field is required for payments to be processed for a vendor account. Similarly, the Accounts Receivable Control field is required to process payments made by the account, if the vendor is also a customer. The connector adds two fields to the Supplier Site object:

  • Accounts Payable Control GLA
  • Accounts Receivable Control GLA

These fields are automatically populated with the default values when you create a supplier site. The default GLAs are defined by your administrator. For more information, see OIM – FinancialForce Administration Fields and contact your administrator.

Syncing Suppliers to Accounts

If the Suppliers to Accounts flow is enabled, accounts are automatically created when you create a supplier site. The flow runs in real time.

If you change the value of any of the mapped fields for a supplier, the related account is automatically updated. For a list of mapped fields, see Mappings.

Linking Existing Records

If you manually created a matching account for a supplier, you can manually correlate the records. You can do this by populating the Account lookup on the supplier site. You can only do this if the supplier site isn't already linked to an account.

Mappings

The following table lists how fields on the Supplier Site object map to the relevant fields on the Account object. In some cases, the connector provides static values.

Note:

Your administrator might have changed the default mappings or added custom mappings.

Default Mappings between Supplier Site Fields and Account Fields
Supplier Site Fields Static Value Account Fields
Accounts Payable Control GLA   Accounts Payable Control
Accounts Receivable Control GLA   Accounts Receivable Control
Active   Active?
Currency > Currency Name   Account Trading Currency
Mailing City   Corporate City
Mailing Country   Corporate Country
Mailing State / Province   Corporate State/Province
Mailing Street   Corporate Address Line 1
Mailing Street Additional Information   Corporate Address Line 2
Mailing Zip / Postal Code   Corporate Zip / Postal Code
Payment Terms Name   Description 1
PO Payment Terms > Basis for Due   Base Date 1
PO Payment Terms > Discount Percentage   Discount 1
PO Payment Terms > Number of Days   Days Offset 1
Supplier Site Name   Account Name
  "Vendor" Account Type
  Deselected (false) Customer?