Procure to Pay - Vendor Master File Review

Automates the review of key and relevant information for your vendor master file. Checking information like inactive vendors, valid TIN, and low spend.

Input Requirements

• A current year vendor master file sourced from your ERP system (SAP, Oracle, Microsoft Dynamics, etc.)

• A current year vendor master file sourced from your ERP system (SAP, Oracle, Microsoft Dynamics, etc.)

• Parameters

  1. Vendor Spend Threshold: Amount in which the vendor spend does not exceed you might consider the vendor inactive

  2. Current Period End: End date of the period you are currently testing for

  3. Activity Threshold: Days since last activity to consider a vendor possibly inactive

  4. Spend Variance Threshold: Period over period change of spend you consider to be significant

  5. File Input Parameters

Output Expectations

• An Identification of vendors with low spend or debit balances.

• An Identification of vendors with missing or null values in any of the fields.

• An Identification of invalid vendor TINs by length or character expression

• An Identification of duplicate vendors by name or ID

• An Identification of possibly inactive vendors via contract date and days since last activity.

• An Analysis on vendor spend period over period.