This setting allows the user to remove vendors from the WMS database that do not match the vendor types that are currently selected to synchronize with Sage Timberline Accounts Payable (AP). If an AP vendor should not synchronize and therefore not import into WMS, the Vendor Type setting in Sage Timberline AP should correspond with the unselected vendors in the WMS Delete Unchecked Types setting below before performing a Synchronization.
In this example, the Overhead vendors in AP will be deleted from WMS:
In Sage Timberline AP, select Setup > Vendors.
Access the General tab > Vendor Type dialog box.
Change the Vendor Type to the type that should not import into WMS. (In this example, the Sage Timberline Vendor Type setting is Overhead, which is the type chosen not to import into WMS.)
Click Save when finished.
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Note |
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To ensure the AP Vendor Type matches the type in WMS, perform a synchronization with AP using the Receive Suppliers from Timberline function from the WMS Integration menu. After a successful synchronization, verify the AP Vendor Type matches the WMS type found by accessing Setup > Suppliers > Timberline Accounting tab. |
Access the Integration menu > Accounting > Accounting Integration Settings.
Or, select the Accounting Integration Settings 
icon from the toolbar.
Verify the accounting company currently selected in the Accounting Companies grid is the correct accounting company for which this setting will be defined. If necessary, click on a different accounting company.
Click the Synchronization tab.
Remove the checkmark for the vendor type to remove. This type will no longer be imported as long as the checkbox is left blank.
Select the Delete Unchecked Vendor Types and Vendors in WMS but not in AP checkbox.
If Delete Unchecked Vendor Types is checked, suppliers designated as that type left blank are deleted from WMS during the Receive Suppliers from Accounts Payable process.
If Delete Unchecked Vendor Types is left blank, any previously imported suppliers designated as a type that is left blank are not deleted from WMS.
During a synchronization, the following warning appears if the Delete Unchecked Vendor Types option is enabled and any suppliers exist in WMS that are not in AP:
Selecting Yes will remove the entire list of non-AP suppliers and their costs from WMS (range-selection is not available).
Selecting No will abort the deletion process.
Click the Save 
button at the top of the screen to save any changes. Verify that the unchecked vendor types have been deleted from the Supplier list in WMS.
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If the vendor is in use (a purchase order is issued for that vendor, a scheduling activity is assigned to that vendor, or a purchasing activity is assigned to that vendor) the vendor will not be removed. |
Master Job & Supplier Synchronization Settings
Scheduling Date Synchronization Settings