Description: The NorthScope Vendor Class master file allows the user to add and edit vendor classes. The master file list view displays all Vendor Classes configured in the system and classes can be edited on the record view. These records serve as a default for all future created vendors assigned to the corresponding vendor class.
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| Delete | For NorthScope companies that do not integrate to a Host Database, or where the Vendor Class integration is set to None, clicking delete will remove the Vendor Class record provided the class is not assigned to any vendors (a message will be displayed notifying users when a vendor is assigned to a class). | ||||||||
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| Field Names | Description |
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| Class | This drop-down menu displays all existing vendor classes and allows users to navigate between different records. |
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| Property Name | Description |
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| Group: ID and Descriptions | |
| Class ID | This field displays the ID of the vendor class. This value is required, must be unique, and for NorthScope companies that do not integrate to a Host Database, or where the Vendor Class integration is set to None, the Class ID field can be edited, otherwise it is disabled. This defaults to blank for new records and is required. If not assigned, the message "Class ID is required." will be displayed on Save. This value must be unique. If not, the message "Duplicate Class ID's are not allowed." will be displayed on Save. This field is always editable from the record view and must be <= 25 characters. |
| Description | This field displays the description of the vendor class. This field is required. The 'Description' property on the Class record. This defaults to blank for new records and is required but duplicate values are allowed. If not assigned, the message "Description is required." will be displayed on Save. This field is always editable from the record view and must be <= 50 characters. The Description is used as a long description/name of the Class. Database Field: ERPx_ERPx_APVendorClass.ClassDescription |
| Group: Configuration | |
| Checkbook | This field displays a lookup of active checkbooks to identify the checkbook used to pay the vendor class. This field is not required. |
| Currency | This field displays a lookup of currencies for the user to identify the home currency of the vendor class.This field is not required. |
| Discount Grace Period | This field displays the discount grace period defined for the vendor class. This field is not required. |
| Due Date Grace Period | This field displays the due date grace period defined for the vendor class. This field is not required. |
| Payment Priority | This field allows users to identify the priority the vendor class has for payments. This field is not required. |
| Payment Terms | This field displays the payment terms defined of the vendor class. This field is a drop-down menu, which allows users to select the payment terms from the defined payment terms list. This field is not required. |
| Tax Class | This field displays the tax class of the vendor class. This field is a drop-down menu, which includes all active tax classes from the Tax Class Master List (setup in Company > Tax Class). This field is not required. |
| Tax Type | This field displays the tax type of the vendor class. This field is a drop-down menu, which allows to select between the following:
If the vendors under the vendor class required a 1099 statement, select 'Misc'., 'Dividend' or 'Interest'. When one of these tax types has been selected, users can specify a 1099 amount when entering transactions and 1099 statements can be printed for the vendors at the end of the year. Select 'No 1099' if the vendors under the vendor class don't require 1099 or withholding information. This field defaults to 'No 1099'. |
| Group: Other | |
| Inactive | This field displays if the vendor class is inactive (Yes) or active (No). |
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| Account | This field displays a drop-down menu of all active GL accounts for the user to select the default account for the corresponding account type. The account is always editable. |
| Account Type | This field displays the name of the account type for which the account can be assigned. This field is never editable by the user. The account types include the following:
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