Multiple Remit To Set Up (Banner Customers)

  • Updated

To implement or test Multiple Remittance Addresses in Unimarket (specifically for environments integrated with systems like Banner), follow this configuration and testing guide.

 

Core Concepts

  • Secondary Setup: This is not part of the initial supplier creation; it must be configured for existing suppliers.

  • PO vs. Invoice Address: The Purchase Order will always use the default address (e.g., FTMVEND in Banner). The Invoice will only use a different address if the user manually selects one during the AP process.

  • Banner Integration: If an invalid address is sent to Banner, the invoice will be marked as Incomplete (viewable in FGRIDOC).

 

Step 1: Enable the Feature (One-Time Action)

Administrators must first allow the selection of remittance addresses globally:

  1. Go to the Administration module > Modules > Invoices.

  2. Under the General header, check the box Allow users to select a Remittance Address.

 

Step 2: Individual Supplier Configuration

  1. Go to Administration > Suppliers and locate the desired supplier.

  2. Select the Addresses tab. If the "Add Address" icon is greyed out, toggle Reset defaults.

  3. Click the Add Address icon and fill in the following:

    • Name: This is what the AP team sees in the dropdown. Recommendation: Include the Address Type and Sequence (e.g., "Main St (AP02)").

    • Code: If integrating with Banner, enter the Address Type and Sequence in a four-digit format (e.g., AP01, PO11).

    • Default: Select one to be the primary option. You can change this later via More Actions > Set As Default.

 

Step 3: Bulk Management

For managing addresses across many suppliers, use the upload feature:

  1. Navigate: Administration > Suppliers > Uploads tab.

  2. Template: Click Download Template for the CSV structure and Download Specification for field requirements.

 

  1. Upload: Save your data as a CSV and click Browse to upload the file.

 

  1. sFTP: This process can also be automated through your IT team via sFTP file processing.

 

Testing Checklist

  • [ ] Verify the supplier has multiple addresses in the Addresses tab.

  • [ ] Create a test invoice for the supplier.

  • [ ] Ensure the Remit To field now shows a dropdown list of all configured addresses.

  • [ ] Confirm the chosen address code (e.g., AP01) correctly populates in the integrated finance system.