Acumatica integration: Create a default vendor for 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: Sign in to 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.