Set up a default vendor template for mySparkrock vendor creation
To have Sparkrock Impact apply a vendor template automatically when a vendor is created from a company contact in mySparkrock, set up a default vendor template on the Purchases & Payables Setup page.
To set up a default vendor template for mySparkrock vendor creation
Select Search (Alt+Q)
, enter purchases & payables setup, and then select the related link.The Purchases & Payables Setup page opens.
On the Finance Requests FastTab, in the Purchase and Payment Requests section, in Default Vendor Template, specify the vendor template that you want Sparkrock Impact to apply when a vendor is created from a company contact in mySparkrock.
The lookup on this field offers only vendor templates whose Contact Type is Company.
Leave this field blank to have Sparkrock Impact apply a vendor template only when a company holds exactly one matching template.
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