Isn’t there the strong possibility that two companies with similar names exist? Like American Manufacturing Specialists
and American Manufacturing Advisors
Not this way… You’ll have tod o the same thing (but at the customization level)
IN customization -> Tools -> Wizard -> Extended Properties you can set ti there
Also and for what it’s worth the right approach here is to just take the first 17 characters when processing the record. And leaving the record as is.
Whatever program you are using to export the records should be where the change is made IMO.
Maybe there’s an issue with having duplicate names (the truncated first 17 chars) for different vendors in the upload.
If so, he can use a scheme I saw somewhere else, where you just use the first 15 chars, and add a ~n with n incrementing on each new “similar” vendor name. Like:
“AMERICAN MANUFA~1” for American Manufacturing Inc, and
“AMERICAN MANUFA~2” for American Manufacturing Specialties
the good news is this wasn’t as bad…it was the “pay to name” in the vendor setup/bank/detail tab that needed to be restricted to 17 characters…so the actual vendor name remains intact.