Every Vendor can have multiple Address ID's (but a minimum of one) associated to them. The Addresses ID stores data pertaining to the physical location, phone, email, and payment information. This list view shows all the Address ID's for all the accounts with an Account Type of AP Vendor. The purpose of this page is to add, edit, remove, and activate/inactive these records.
...
| Toolbar Icons | Description | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Delete |
When attempting to delete a Vendor address configured for ACH, the message "[Vendor Name]: Address [Address ID] cannot be deleted because it is configured for ACH" will be displayed on Delete. | ||||||||
| Excel |
| ||||||||
| Favorites |
| ||||||||
| Grid Layout |
| ||||||||
| Help |
| ||||||||
| Fields | Description | ||||||||
| 1099 Default |
The lookup contains the current assigned value and a list of all the 'Active' Vendor Address IDs for the current Vendor. Database Field: ERPx_APVendorAddress.Is1099Default | ||||||||
| Checkbox | Used to select one or more records for delete or mass update. | ||||||||
| Address ID | Identifies the Address ID assigned to the Vendor account. Address ID's must be unique by Vendor but can be repeated across other Vendor Accounts. For example, every Vendor can have an Address ID of REMIT but that ID can only be used once for each Vendor account. This defaults to PRIMARY for new Vendor accounts but can be overwritten. Each Vendor is required to have one, and only one, address ID identified as the Payment Default. Linked Database Field: ERPx_APVendorAddress.AddressID | ||||||||
| Address Line 1 | The 'Address Line 1' property of the Address ID that is assigned as the 'Payment Default'. This field is not required and is always editable from the Record View. Linked Database Field: ERPx_APVendorAddress.AddressLine1 | ||||||||
| Address Line 2 | The 'Address Line 2' property of the Address ID that is assigned as the 'Payment Default'. This field is not required and is always editable from the Record View. Linked Database Field: ERPx_APVendorAddress.AddressLine2 | ||||||||
| Attribute Class | The 'Attribute Class' property on the the Vendor record. This defaults from the Account Class for new records, but can be overwritten. This is not required but without it, attribute values cannot be assigned or edited for this account. This field is always editable from the record view. Attribute Classes control which Attributes are visible, and/or required, to the master file. Linked Database Field: ERPx_APVendor.AttributeClassSK This lookup contains a blank value, the current assigned value, and a list of all the 'Attribute Classes' with an 'Attribute Type' of "Vendor Attribute Class" | ||||||||
| Check Name | The 'Check Name' property on the the Vendor record. This defaults from the 'Account Name' for new records but is not required. This field is always editable from the record view. The Check Name is used as the Payee Name on check payments. If the 'Check Name' is missing, the 'Account Name' is used. Linked Database Field: ERPx_APVendor.CheckName | ||||||||
| City | The 'City' property of the Address ID that is assigned as the 'Payment Default'. This field is not required and is always editable from the Record View. Linked Database Field: ERPx_APVendorAddress.City | ||||||||
The 'Email' property of the Address ID that is assigned as the 'Payment Default'. This field is not required and is always editable from the Record View. Linked Database Field: ERPx_APVendorAddress.Email | |||||||||
| Inactive | The value from the 'Inactive' property. If set to 'Yes' then the record is "Inactive" and will not be included in look-ups for transactions or other master files. If set to 'No' then the record is "Active" and can be freely used. 'No' values display as blank in the grid. This value is only editable for records that do not have an open balance. Linked Database Field: ERPx_APVendor.IsInactive | ||||||||
| On Hold | The value from the 'Hold' property. If set to 'Yes' then new transactions can be entered for the Fisherman or Tender but payments cannot be issued to them. If set to 'No' then the record is not on hold and can be freely used. 'No' values display as blank in the grid .This value is always editable. Linked Database Field: ERPx_APVendor.IsOnHold | ||||||||
| Payment Default |
The lookup contains the current assigned value and a list of all the 'Active' Vendor Address IDs for the current Vendor. Database Field: ERPx_APVendorAddress.IsPaymentDefault | ||||||||
| Phone | The 'Phone' property of the Address ID that is assigned as the 'Payment Default'. This field is not required and is always editable from the Record View. Linked Database Field: ERPx_APVendorAddress.Phone1 | ||||||||
| Physical Default |
The lookup contains the current assigned value and a list of all the 'Active' Vendor Address IDs for the current Vendor. Database Field: ERPx_APVendorAddress.IsPhysicalDefault | ||||||||
| State | The 'State' property of the Address ID that is assigned as the 'Payment Default'. This field is not required and is always editable from the Record View. Linked Database Field: ERPx_APVendorAddress.State | ||||||||
| Statement Default |
The lookup contains the current assigned value and a list of all the 'Active' Vendor Address IDs for the current Vendor. Database Field: ERPx_APVendorAddress.IsStatementDefault | ||||||||
| Vendor Class | The 'Vendor Class' property on the Vendor record. This defaults to blank for new records and is required. If not assigned, the message "Vendor Processing Failed: ([VendorID]): Vendor Class is required." will be displayed on Save. This field is always editable from the record view. The Vendor Class is used to classify and set default Properties and Accounts (GL Accounts). These defaults can be overwritten for individual Vendors. Linked Database Field: ERPx_APVendor.VendorClassSK The lookup contains a blank value, the current assigned value, and a list of all the 'Active' Vendor Classes. | ||||||||
| Vendor ID | A hyperlink that shows the value of the 'Vendor ID' property on the Vendor record. Clicking on the link opens the record view for the selected Vendor. This defaults to blank for new records and is required. If not assigned, the message "Vendor Processing Failed: ([VendorID]): Vendor ID is required." will be displayed on Save. This value must be unique across all AP Vendor, Fishermen, Tender, and Loan accounts. If not unique, the message "Vendor Processing Failed: ([VendorID]): Duplicate Vendor IDs are not allowed." will be displayed on Save. This field is always editable from the record view. The Account ID is used as a short description and unique identifier of the Vendor account. Linked Database Field: ERPx_APVendor.VendorID | ||||||||
| Vendor Name | The 'Vendor Name' property on the Vendor record. This defaults to blank for new records and is required. If not assigned, the message "Vendor Processing Failed: ([VendorID]): Vendor Name is required." will be displayed on Save. This field is always editable from the record view. The Account Name is used as a long description/name of the Vendor account. Linked Database Field: ERPx_APVendor.VendorName | ||||||||
| Zip | The 'Zip' property of the Address ID that is assigned as the 'Payment Default'. This field is not required and is always editable from the Record View. Linked Database Field: ERPx_APVendorAddress.Zip |
...