Process
All changes in the area of category links must be processed. If adjustments have been made here, you must confirm this by clicking the 'PROCESS' button. VendorLink will then implement all changes the following night.
Connect commodities/cost types
Depending on which link is set up in Admin > Spend settings > Spend settings, you link categories to vendors or cost types.
- On the left, you see a list of available categories; on the right, a list of suppliers or cost types that have not yet been linked. In the year selection at the suppliers, you determine from which year you see the suppliers.
- Select one category and one or more suppliers/cost types and click 'Add' to create the links.
- The links created will then be visible in the 'Linked vendors' or 'Linked cost types' table.
Connected vendors/cost types
Based on your categorisation method, you will see an overview of all links made in this area here. An existing link can be deleted by selecting the link(s) and then clicking 'Delete' at the top of the table.