Key Convert Vendor Format Form

Use the Key Convert Vendor Format form to change the format of vendor numbers.

Display the Key Convert Vendors Format Form

You display the form in Utilities.

To display the form:

From the Ajera CRM Navigation menu, click Utilities > Key Formats > Vendors.

Contents of the Key Convert Vendors Format Form

Specify whether or not to use leading zeros, set the vendor number length, and specify the delimiter symbol and position.

Field	Description
Display Leading Zeros	Select this option if you want Ajera CRM to add leading zeros to the number when you enter an incomplete vendor number in any Vendor field in the database. For example, if you enter 1.00 and your vendor number length is seven characters (includes the delimiter), Ajera CRM adds leading zeros to the vendor number (for example, 00001.00). This option controls the display of the vendor numbers on forms and reports, as well as whether or not the vendor number must be a fixed length. Do not select this option if you want Ajera CRM to leave the vendor number as entered. In this case, you can enter up to 12 alphanumeric characters for the vendor number when entering new vendor numbers in Vendor Info Center. If you do not show leading zeros after you have already established a vendor number length with delimiters in specific position(s), the length and delimiter format will be removed. For example, the vendor number 0001.00 would become 1.00. Delimiters are stored directly in the tables in the databases ( with the value). When leading zeros are no longer used, the vendor number length is no longer a fixed value and the delimiter position is no longer valid.
Vendor Length	Enter the desired vendor number length, between 1 and 20 numbers. The current length of the vendor number appears for reference. If you decide to decrease the length of the number, first ensure that duplicate vendor numbers will not be created during the conversion (conversion will test for this).
Add/Remove from Left/Right	If you want to add or remove characters from a vendor number, you can use this feature to determine whether the characters are added to or removed from the left or right side of the number. For example, if you increase the vendor number length from 5 to 7, you can then use this feature to add those two numbers to the left of the number: 12345 becomes 0012345. Conversely, if you decrease the vendor number length from 7 to 5, you can then use this feature to remove those two numbers to the right of the number: 1234567 becomes 12345. Remember that the delimiter is counted as part of the vendor number length.
Vendor Delimiter	Enter the desired delimiter for your vendor numbers. The current delimiter for your vendor number appears for reference. A delimiter must be a special character, such as a period (.) or a comma (,); not 0 to 9, A to Z, or |. Delimiters are counted as part of the vendor number length. For example, if the vendor length is 6, the vendor delimiter is a period (.), and the vendor delimiter position is 4, the vendor number appears as 456.78.
Vendor Delimiter Position	This value is required if you entered a delimiter in the Vendor Delimiter field. Enter the desired delimiter position for your vendor numbers. The position must be one less than the length of the field. The current delimiter position for your vendor number appears for reference.
Sample Value	This field displays the resulting format of the vendor number.