After we set up a new vendor, we end up losing track of who internally should be tracking against those invoices (since the vendor is now sending them directly to Accounting, or might have an old contact name of an ex-employee). I wanted to add an internal name under the Relationships section of the Vendor profile. However, my instance is saying that the names added here will become potentially default addressees in the "To:" section of any invoices or PO's that we are internally generating (e.g., for approval routing). I could probably suppress this, or could probably enter the internal person's name in the comments, but is there a more eloquent way to link to the name of an employee (who is already in my system) that is managing the vendor?

Why not have accounting person 1 handle all vendors A-L and person 2 handle M-Z.

Thanks Brenda for the idea; the AP/accounting is not really my issue; what I want is a place to track the internal name from operations / the business that actually validates that they are working with the vendor, knows what the work is about, etc. This might be the Cost Center owner (they are approving the bill so this works), but not always. It especially is an issue with a new invoice from a new vendor - would be great to track that information in the vendor profile for this reason.

What about putting the persons name in user notes and creating a report using that field?

@Brenda that is a good idea, although execution might be a little inconsistent. Perhaps we should customize a field so that it is more repeatable...sounds like it is not an out of box functionality that we are missing. Thank you!

Why not just add a custom field record/list type = employee, and define specific employee in that field. Once this segmentation data is there you can use custom saved search to build user specific dashboard or even use workflow to route tasks. Options are limitless once you have defined the employee responsible for the vendor. Note you may use specific roles instead of employee.

You can also add a custom field to the vendor. Make it a list/record field with the list as Employee

That exactly what I said said in detail

Oh haha yes you did sorry that was stuck in my drafts and just sent. Didn’t see your response Definately do what Sam said. Lol

Thank you, thank you Sam-I-Am!