Unimarket has the ability for customers to select from a list of remit addresses during Invoice processing. The set up includes ensuring that Banner and Unimarket are configured properly to select the correct address type and sequence combination for the vendor.
A couple key items to keep in mind as you test:
- The Multiple Remit to address process is not part of the initial supplier set up in Unimarket - it is a secondary set up required for an existing supplier.
- Customers can maintain the supplier remittance addresses in the UI for the Supplier Admin screens or in an upload template for bulk uploads in the UI or via sFTP.
- The PO will always have the FTMVEND default remit to address and the Invoice will have the remit to addresses selected during the invoice/AP process if the customer is set up to allow Remittance Address Selection in the Invoice screen. These will not match if an address other than the default address is chosen during the invoice/AP process in Unimarket.
- If the AP address is invalid in Banner, the Invoice is created as Incomplete in Banner. AP should be checking for Incomplete documents (FGRIDOC) prior to the check run.
Set Up:
1. Turn on the ability to choose Multiple Remit to Addresses in Unimarket (one time setup).
Administration > Invoices > Under the UI Heading:
2. Determine which vendors you will use to test multiple remit (MR) addresses.
- You will need an address type and sequence number for each remit to address (i.e. AP1, etc.) from Banner. If you need queries from Banner, please ask the Unimarket Team for some that can help get you started.
- Select one of the addresses to be the Default address for Unimarket.
- You can add these to your test plan for tracking.
3. In Unimarket, from the Administration Module, access Administration > Suppliers. Find the supplier you want to set up with multiple remit to an select the Addresses tab.
4. Choose the ADD ADDRESS button and the address pop-up window will appear.
5. For each vendor address add the required information:
- The Name field is what will display in the drop-down list during the Invoicing process so make it clear and unique for the AP Team.
- Our suggestion is to append the "Code", address type and seqn at the end of the Remittance Address Name - for example "Accounts Receivable (AP01)" or "105 Main St (AP02)".
- The Code field is required if you are integrating with Banner. Enter the Address Type and Sequence combination from Banner in a four digit format - for example AP01, AP02, PO04, PO11, etc.
- Select the proper default. It will be the first option in the drop-down list during the Invoicing Process. You can change the default address on the vendor on the Supplier Address tab by selecting Actions > Set As Default.
6. Check your setup in Unimarket by submitting an Invoice. The Remit To option will have a drop down arrow listing all the options you added.
Bulk Upload of Supplier Remittance Addresses
Unimarket provides the ability to upload multiple suppliers’ remittance addresses in a CSV upload file. This can be done through the user interface (UI) or via an sFTP file processing. You will want to engage your IT team to build a report for the supplier remittance addresses out of Banner.
You can upload remittance addresses in Unimarket by going to Admin > Manage Suppliers > Uploads tab.
The upload template and specs can be found and downloaded from this upload screen.