How to manually create a default vendor in Acumatica for Ramp cash purchases

Overview

You may experience issues with automatically creating a default Ramp vendor for Cash Purchases in Acumatica. This is typically due to non-standard required fields on vendors in your Acumatica instance. This article details the solution to this problem.

Step-by-Step Instructions

Follow these steps to manually create a default vendor in Acumatica:

1. Open Acumatica: Log into your Acumatica account to begin the process.

2. Navigate to Vendor Creation: Search for the Vendors page and create a new record.

3. Enter Vendor Information:

   • Account Name: Enter "Ramp Card".
   • Vendor Name: Enter "Ramp Card".
   • Vendor ID: Choose a Vendor ID that fits your existing numbering conventions.

4. Set Payment Terms:

   • Navigate to the financial tab.
   • Ensure that payment terms are set for this vendor.

5. Save the Vendor:

   • Once all the necessary fields are filled, save the new vendor.

6. Retry Sync:

   • After saving the vendor, retry syncing with Ramp to ensure the changes take effect.

By following these steps, you can manually create a default vendor to resolve issues with Ramp Cash Purchases in Acumatica. If you encounter any further issues, please reach out for additional support.