How do I link an Employee record to a Vendor record in Financials / Accounts Payable?

To link Employee and Vendor records, you need to have access to the Employee Maintenance (KE0001) screen as well as to the employee record itself. Linking these records ensures that the data is always in synch between these records and can only be changed in Employee Maintenance.

Employee Management System - Employee Maintenance (KE0001)

Enter the employee number or use the Lookup (F8). Select, Employee Status (KE0011):

If the vendor record has not yet been created on Vendor Maintenance (PO1202), select the "Vendor (New)" box and click OK. The screen closes. Reselect, Employee Status:

The new, system-generated vendor number should now be now visible in the white box below "Vendor (New)". Be sure to OK all the way out of the employee record to save your changes.

If the employee has already been set up in Vendor Maintenance (PO1202), take note of the vendor number. Instead of clicking the "Vendor (New)" box, simply enter the vendor number in the white box below "Vendor (New)" and select, OK. Again, be sure to OK all the way out of the employee record to save your changes.

 To view the accounts payable Vendor record, Financial Information Systems – Purchasing – Vendor Maintenance and Reports – Vendor Maintenance (PO1202). Enter the Vendor number:

The vendor record is linked to the Employee number which is located in the Employee # field.

Once the records are linked, the address, email and direct deposit fields are maintained on the Employee Maintenance (KE0001) and cannot be changed on the Vendor record.