Issue/Symptom/Question

Is there a way I can mass upload user defined field values for Vendors or any other master file that contains user defined fields?

Applies To

• Penta for Windows
• Vendor Information - User Defined Fields (Accounts Payable>Vendors>Vendor Information)
• Penta Reference Manual (Interfaces>Interface Guide>Pipe Delimited>Vendor Interface>Vendor UDF Detail Record)

Resolution/Fix/Answer

• The Vendor interface has a Vendor UDF Detail Record which can be used to upload the data from a pipe delimited interface file. Please refer to the PENTA Reference Manual for more information on this process. 
• If you do not have working knowledge of the PENTA Interface process and would like to request training, please log a Service Desk Ticket and reference this article.
• Otherwise, for a fee, Penta can assist by loading this data from a spreadsheet. If you are interested in this service, please submit a Service Desk Ticket and reference this article.  Please provide the following information in your Service Desk Ticket:
  • Master File Values to be updated(Vendor Id, Customer Id, Job Id, etc.)
  • User Defined Field Name on the Master File Record
  • Spreadsheet containing the values above and the value to upload