Create a contact from a payment request

If required, you can create a contact on a payment request, so that it can be selected as a vendor.

Note:
The vendor can only be created from a contact.

To create a contact from a payment request

Select Finance and Purchasing > Payment Requests.

The Payment Requests page opens.
Depending on whether you are creating a payment request or updating a payment request, perform one of the following procedures:
- New payment request:
  1. Select New.
  2. On the Details tab, in the Vendor section, select Add Vendor.
- Existing payment request:
  1. Select the payment request for which you want to create a contact.
    
    The Payment Request page opens.
  2. Select Edit.
    
    In the Vendor section, the Change Vendor button appears.
  3. Select Change Vendor.
    
    The Change Vendor dialog box opens and displays the following text:
    
    If you change the vendor number, the existing lines will be deleted, and lines will be created that are based on the information in the General section. Do you want to continue?
  4. To proceed, select Yes.
The Vendor List dialog box opens.
Select New.

The Create New Contact dialog box opens.
Specify values for the required fields, and then select OK.

mySparkrock creates the contact and returns you to the Vendor List dialog box.
In Search, enter the name of the contact that you created, and then select the search icon.
On the row of the new vendor, select Select.

mySparkrock updates the vendor on the payment request.

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