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Set up vendor accrual groups

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Set up the vendor accrual groups used with purchase accrual plans as codes with group members comprising vendor records. You can then assign a group to an accrual plan, and suggested accruals for the plan are based on purchase transactions for the corresponding group members.

Steps

  1. In the search box, enter Vendor Groups, and then choose the related link.

  2. On the Home tab, in the New group, choose New. The Vendor Accrual Group Card page appears.

  3. On the General FastTab, enter a code and a descriptive name in the fields.

  4. On the Lines FastTab, assign the group members.