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Insert excerptDef - FishermanDef - Fishermannopaneltrue Insert excerptDef - TenderDef - Tendernopaneltrue

The Fisherman & Tenders Record View shows all the details for a single Fishermen or Tender Accounts. From here, users can add, edit, remove, and activate/inactive these records.

Software Version: 2023.06.30 and newer

Table of Contents
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Def - Loan
Def - Loan
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The Loan Record View shows all the details for a single Fishermen or Tender Loan Account. From here, users can add, edit, remove, and activate/inactive these records.

Software Version: 2023.06.30 and newer

Table of Contents
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Toolbar IconsDescription
Delete
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Delete - RV Header 3.0
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Help
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Grid Layout
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New
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Notes
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Save
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FieldsDescription
Vendor Class

A textbox to identify the Fisherman Class assigned to the record. This defaults from the Fisherman Class assigned to the Loan account, is required and non-editable from here.

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Def - Fisherman Class
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Database Field: ERPx_APVendorClass.ClassID, ERPx_APVendor.VendorClassSK 

Vendor Name

A textbox to identify the name assigned to the record. This defaults from the Vendor Name assigned to the Loan account, is required and non-editable from here.

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Database Field: ERPx_APVendor.VendorName

Vendor Type

A textbox to identify the Vendor Type assigned to the record. This defaults from the Fisherman Class Vendor Type assigned to the Fisherman/Tender theLoan account, is required and non-editable from here.

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Def - Fisherman ClassVendor Type
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Database Field: ERPx_APVendorClass.ClassID, ERPx_APVendor.VendorClassSK 

Vendor Name

A textbox to identify the name assigned to the record. This defaults from the Vendor Name assigned to the Fisherman/Tender account, is required and non-editable from here. ERPx_APVendor.VendorTypeEN

Properties Tab

 

Database Field: ERPx_APVendor.VendorName

A textbox to identify the Vendor Type assigned to the record. This defaults from the Vendor Type assigned to the Fisherman/Tender account, is required and non-editable from here.

Database Field: ERPx_APVendor.VendorTypeEN

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Excel
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Excel
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Def - Vendor NameDef - Vendor Name
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Vendor Type
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Def - Vendor TypeDef - Vendor Type
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Properties Tab

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When attempting to delete a Fisherman/Tender address configured for ACH, the message "[Vendor Name]: has an address, [Address ID], that has been used for ACH. Please navigate to the Fisherman ACH configuration page (Fisherman Accounting > Configuration > Fisherman ACH) to remove the record prior to deleting the address record." will be displayed when Remove Items is clicked.

When attempting to delete a Fisherman/Tender Address that is set as a default address, the message "[Vendor Name] [Vendor ID]: Address [AddressID] is the [Default address type] address and cannot be deleted." will be displayed when Remove Items is clicked.

Additionally, when attempting to delete a Fisherman/Tender Address that has been used on a check, the message "[Vendor Name] [Vendor ID]: Address [AddressID] has been used on Checks and cannot be deleted." 

Excel Insert excerptExcel - RV Header 3.0Excel - RV Header 3.0nopaneltrueNew Insert excerptNew - Blank Row - RV Grid 3.0New - Blank Row - RV Grid 3.0nopaneltrueFieldsDescriptionCheckbox Insert excerptCheckbox (Tag)- RVCheckbox (Tag)- RVnopaneltrue1099 Default Insert excerptDef - 1099 TypeDef - 1099 Typenopaneltrue This is Tender: 

Database Field: Database Fields: ERPx_APVendorClass.ClassDescription, ERPx_APVendor.VendorClassEN VendorClassSK

Database Field: ERPx_APVendor.AttributeClassSK

A single select lookup to assign the Tax Class to the Fisherman/Tender account. This defaults to blank for new records, is not required and is always editable.

Tax Classes are used to calculate sales tax on Fisherman Sale & Tender Resale transactions.

This lookup contains a blank value, the current assigned value, and a list of all the 'Active' Tax Class records.

Database Fields: ERPx_MFTaxClass.TaxClassSK, ERPx_APVendor.TaxClassSK 

 This is text box to assign the account number associated with the Fisherman/Tender account. This defaults to blank and is not required, but if entered, it must be <=25 characters. This is always editable. This is not visible until after the record is initially saved. 

Database Field: ERPx_APVendor.VendorAccount

A single select lookup to identify the box used for the 1099. This is not editable if the 'Tax Type' = "No 1099". 

Database Field: ERPx_APVendor.1099TypeEN

 This is text box to assign the Tax ID associated with the Fisherman/Tender account. This defaults to blank and is not required but if a value is entered it must be <=15 characters. This is always editable.

Database Field: ERPx_APVendor.TaxID

 This is text box to assign the tax registration number associated with the Fisherman/Tender account. This defaults to blank and is not required but if a value is entered it must be <=25 characters. This is always editable.

Database Field: ERPx_APVendor.TaxRegistration

 This is a single-select lookup to identify if the Fisherman/Tender account is on hold or not.

The lookup contains the values 'Yes' or 'No' and defaults to 'No'.  If set to 'Yes' then new transactions can be entered for the account but payments cannot be issued to them. If set to 'No' then the record is not on hold and can be freely used. This field is always editable.

Database Field: ERPx_APVendor.IsOnHold 

 A single-select standard lookup to select if the Vendor's account is active or not. 

The lookup contains the values 'Yes' or 'No' and defaults to 'No'. 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. This field is always editable. 

Only Vendors with no open transactions/ balances can be set to Inactive, otherwise the message "Vendor Name([VendorID]) has a balance or is on an open transaction and cannot be saved as Inactive" will be displayed. This is not visible until after the record is initially saved. 

Database Field: ERPx_APVendor.IsInactive

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FieldsDescription
Properties 
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Value
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Group: ID and Descriptions
Vendor ID

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Def - Vendor ID
Def - Vendor ID
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 This is a text box that defaults to blank for new records, is required and must be <= 50 characters. 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 is always editable, but only in systems that are not integrating Vendors with a third party system. To be editable, the "Vendor" 'Transaction Type on both the 'Inbound to NorthScope' and 'Outbound from NorthScope' Integration Modes  must be set to "None" on the Integration Configuration page.

Database Field: ERPx_APVendor.VendorID

Vendor Name

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 This is a text box that defaults to blank, is required and must be <=100 characters. If not assigned, the message "Vendor Processing Failed: ([VendorName]): Vendor Name is required." will be displayed on Save. This is always editable.

Database Field: ERPx_APVendor.VendorName

Check Name

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Def - Payment Name
Def - Payment Name
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 This is a text box that defaults to the Vendor Name but is not required. If entered, it must be <=150 characters. This is always editable.

Database Field: ERPx_APVendor.CheckName

Group: Configuration
Vendor TypeClass
Fisherman: 

A single A single-select lookup to identify the 'Vendor Type' assigned to the 'Vendor Class' for the Fisherman/Tender Account. This is not editable as it comes from the value assigned to the Fisherman Class.

This will wither be:

Fisherman Class assigned to the Loan Account. This defaults to blank but is required. If missing, the message "Vendor Processing Failed: ([VendorID]): Vendor Class is required." will be displayed on Save. This field is always editable but changing it will not update any of the default Properties or Accounts that are assigned on the new Vendor Class. 

The lookup contains a blank value, the current assigned value, and a list of all the 'Active' records in the Fisherman Class master file.

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Fisherman

Vendor Class ID
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Fisherman

Vendor Class ID
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Fisherman & Tender: 
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Vendor Attribute Class ID

A single-select lookup to identify the Fisherman Attribute Class assigned to the Fisherman/Tender the Loan Account. This defaults to blank but is required. If missing, the message "Vendor Processing Failed: ([VendorID]): Vendor Class is required." will be displayed on Save. This field is always editable but changing it will not update any of the default Properties or Accounts that are assigned on the new Vendor Class. from the Vendor Class and is not required. However, without it, attribute values cannot be assigned or edited for this account. This is always editable.

.The lookup contains a blank value, the current assigned value, and a list of all the 'Active' records in the Fisherman Class master fileAttribute Classes' with an 'Attribute Type' of "Vendors". 

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Vendor
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Database FieldsField: ERPx_APVendorClass.ClassDescription, ERPx_APVendor.VendorClassSKAttributeClassSK

Attribute Class
A single-Checkbook

A single select lookup to identify the

Attribute Class assigned to the Fisherman/Tender

default checkbook used for the Loan Account. This defaults from the Vendor Class

and

, is not required

. However, without it, attribute values cannot be assigned or edited for this account. This is always editable.

The lookup contains a blank value, the current assigned value, and a list of all the 'Attribute Classes' with an 'Attribute Type' of "Vendors". 

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Checkbook

A single select lookup to identify the default checkbook used for the Fisherman/Tender Account. This defaults from the Vendor Class, is not required, and is always editable. This is , and is always editable. This is informational only.

Database Field: ERPx_MFCheckbook.CheckbookID, ERPx_APVendor.CheckbookSK

This lookup contains a blank value, the current assigned value, and a list of all the 'Active' Checkbooks

Currency

A single select lookup to identify the home currency of the company. This defaults from the Currency assigned to the 'Vendor Class'. This is required and non-editable. 

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Database Fields: ERPx_MFCurrency.CurrencyID, ERPx_MFDataEntityCompanyCurrency.CurrencySK, ERPx_APVendor.CurrencySK

Payment Terms

A single select lookup to identify the Payment Terms assigned to the Fisherman/Tender the Loan Account. This  This defaults from the Vendor Class, is required, and is always editable. If  If missing, the message "Vendor Processing Failed: ([VendorID]): Payment Terms is required." will be displayed on Save.

The lookup contains a blank value, the current assigned value, and a list of all the 'Active' Payment Terms.

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Def - Payment Terms
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Database Fields: ERPx_MFPaymentTerms.PaymentTermName, ERPx_APVendor.PaymentTermSK

Group: Default Address
1099

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Def - Default Address 1099
Def - Default Address 1099
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 This is a single-select lookup to assign the Address ID that contains the address used for 1099s. 

This is not editable on new records until they are initially saved. Then, this defaults to 'PRIMARY' but is always editable.

The lookup contains the current assigned value and a list of all the 'Active' vendor Address IDs for the current Fisherman/Tender Loan account.

Database Field: ERPx_APVendorAddress.Is1099Default

Statement

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Def - Default Address Statement
Def - Default Address Statement
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 This is a single-select lookup to assign the Address ID that contains the address used for Statements.

This is not editable on new records until they are initially saved. Then, this defaults to 'PRIMARY' but is always editable.

The lookup contains the current assigned value and a list of all the 'Active' vendor Address IDs for the current Fisherman/Tender current Loan account.

Database Field: ERPx_APVendorAddress.IsStatementDefault

Payment

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Def - Default Address Payment
Def - Default Address Payment
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 This is a single-select lookup to assign the Address ID that contains the address used for Payments.

This is not editable on new records until they are initially saved. Then, this defaults to 'PRIMARY' but is always editable.

The lookup contains the current assigned value and a list of all the 'Active' vendor Address IDs for the current Fisherman/Tender Loanr account.

Database Field: ERPx_APVendorAddress.IsPaymentDefault

Physical

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Def - Default Address Physical
Def - Default Address Physical
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 This is a single-select lookup to assign the Address ID that contains the address used for the physical location.

This is not editable on new records until they are initially saved. Then, this defaults to 'PRIMARY' but is always editable.

The lookup contains the current assigned value and a list of all the 'Active' vendor Address IDs for the current Fisherman/Tender current Loan account.

Database Field: ERPx_APVendorAddress.IsPhysicalDefault

Group: FishingOther
CFECIDTax Class

A

textbox

single select lookup to

identify the 'CFECID' property for the Fisherman/Tender account.

assign the Tax Class to the Loan account. This defaults to blank for new records

and is required. If not assigned

,

the message "Vendor Processing Failed: ([VendorID]): CFECID is required for fisherman." will be displayed on Save. This value is typically unique except in situations where a fishing account needs their business separated (e.g. all Salmon transactions need to be on a separate account from everything else). If a duplicate CFECID is entered, the message "The CFECID was saved, but is assigned to other Fishermen: CFECID: [CFECID] is already assigned to [VendorName] ([VendorID])" will be displayed on save, alerting the user to the fact there is more than one fishing account using the same CFECID. This field is always editable from the record view.The CFECID represents the unique identifier of the legal entity. This is assigned by the State of Alaska

is not required and is always editable.

Tax Classes are used to calculate sales tax on Fisherman Sale & Tender Resale transactions.

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Def - Tax Class
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This lookup contains a blank value, the current assigned value, and a list of all the 'Active' Tax Class records.

Database Fields: ERPx_MFTaxClass.TaxClassSK, ERPx_APVendor.TaxClassSK 

Master Account

A single select lookup to identify the 'Master Account' assigned to the Loan account. This defaults to blank, is not required, and is always editable. The lookup contains a blank value, the current assigned value, and a list of all the 'Active' Loan accounts with a Vendor Type of Loan. Loan accounts cannot be master accounts for fishermen or Tenders.

The Master Account is a way to associate more than one account together. It is most often used to associate a Loan to a Fisherman Account or to link accounts that share the same CFECID.

Database Field: ERPx_APVendor.CFECID

Primary VesselA single select lookup to identify the 'Primary Vessel' for the Fisherman/Tender account. 

MasterVendorSK

Vendor Account

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 This is text box to assign the account number associated with the Loan account. This defaults to blank and is required for all accounts with an Account Type of either Tender or Fisherman & Tender (it is not required for Fishermen). If not assigned to a Tender or Fisherman & Tender account, the message "Vendor Processing Failed: [Vendor Name] ([VendorID]): Primary Vessel is required for Tenders." will be displayed on Save. This value must also be unique across all accounts with an Account Type of either 'Tender' or 'Fisherman &Tender'. If the same vessel is assigned to more than one of these accountsis not required, but if entered, it must be <=25 characters. This is always editable. This is not visible until after the record is initially saved. 

Database Field: ERPx_APVendor.VendorAccount

Tax Type

The '1099 Type' for the Loan account. This defaults to "No 1099", is required, and is always editable. If missing, the message "Vendor Processing Failed:

[Vendor Name] ([VendorID]): Primary Vessels can only be assigned to one Tender as a time. Vessel [Vessel Name] is currently assigned to Tender with ID [Vendor IDs]" will be displayed on Save. This field is always editable from the record view.

The Primary Vessel is used to associate the Tender Account Name to the "Tender Vessel" on a fish ticket imported from eLandings and to help associate fishing vessel names with their owners.

This lookup contains a blank value, the current assigned value, and a list of all the 'Active' Vessels in the Vessel Master File.

Tax Type is required" will be displayed on Save. This is not visible until after the record is initially saved. The lookup contains the following options:

  • Dividend
  • Interest
  • Misc
  • NEC
  • No 1099

Database Field: ERPx_APVendor.

TenderVesselSKAlternate Paid Account

TaxTypeEN 

1099 Type

A single select lookup to identify an 'Alternate Paid Account' the box used for the Fisherman/Tender record1099. This is only applicable and can only be assigned to records with an 'Account Type' of "Fisherman" or "Fisherman & Tender", (it is not visible for Tender accounts). This defaults to blank for new records, is not required, and is always editable.

The Alternate Paid Account is a feature that allows you to receive fish from one fishing account but pay another. When assigned, the alternative fishing account will be set as the 'Paid Fisherman' on all fish tickets for the current Account ID (the 'Permit Holder'). The 'Paid Fisherman' can always be overwritten before the Ticket is posted.

The lookup contains a blank value, the current assigned value, and a list of all the 'Active' Vendor Accounts with an Account Type of Fisherman, Tender, Fisherman & Tender, or Loan

Database Field: ERPx_APVendor.PaidFishermanVendorSK

Group: Other
Tax Class
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Master Account

A single select lookup to identify the 'Master Account' assigned to the Fisherman/Tender account. This defaults to blank, is not required, and is always editable. The lookup contains a blank value, the current assigned value, and a list of all the 'Active' Fisherman/Tender accounts with a Vendor Type of either Fisherman, Tender, or Fisherman & Tender. Loan accounts cannot be master accounts for fishermen or Tenders.

(lightbulb) A Fisherman or Tender can be the 'Master Account' on more than one other fishing related accounts. However, if a Fisherman or Tender is assigned as the 'Master Account' for another fishing related account, they cannot have a 'Master Account' assigned to them. When this occurs, the message "Vendor Processing Failed: ([VendorID]): [Vendor Name] cannot have a Master Account assigned because it is currently a Master Account for [Assigned to Vendor Name] ([Assigned to Vendor ID])." will be displayed on Save. This field is always editable from the record view.

The Master Account is a way to associate more than one account together. It is most often used to associate a Loan to a Fisherman Account or to link accounts that share the same CFECID.

Database Field: ERPx_APVendor.MasterVendorSK

Vendor Account
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Tax Type

The '1099 Type' for the Fisherman/Tender account. This defaults to "No 1099", is required, and is always editable. If missing, the message "Vendor Processing Failed: Tax Type is required" will be displayed on Save. This is not visible until after the record is initially saved. The lookup contains the following options:

  • Dividend
  • Interest
  • Misc
  • NEC
  • No 1099

Database Field: ERPx_APVendor.TaxTypeEN 

1099 Type
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Tax ID
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Tax Registration
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Hold
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Inactive
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Addresses Tab

not editable if the 'Tax Type' = "No 1099". 

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Def - 1099 Type
Def - 1099 Type
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Database Field: ERPx_APVendor.1099TypeEN

Tax ID

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Def - Tax ID
Def - Tax ID
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 This is text box to assign the Tax ID associated with the Loan account. This defaults to blank and is not required but if a value is entered it must be <=15 characters. This is always editable.

Database Field: ERPx_APVendor.TaxID

Tax Registration

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Def - Tax Registration
Def - Tax Registration
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 This is text box to assign the tax registration number associated with the Loan account. This defaults to blank and is not required but if a value is entered it must be <=25 characters. This is always editable.

Database Field: ERPx_APVendor.TaxRegistration

Hold

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Def - On Hold - Vendor
Def - On Hold - Vendor
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 This is a single-select lookup to identify if the Loan account is on hold or not.

The lookup contains the values 'Yes' or 'No' and defaults to 'No'.  If set to 'Yes' then new transactions can be entered for the account but payments cannot be issued to them. If set to 'No' then the record is not on hold and can be freely used. This field is always editable.

Database Field: ERPx_APVendor.IsOnHold 

Inactive

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Def - Inactive
Def - Inactive
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 A single-select standard lookup to select if the Vendor's account is active or not. 

The lookup contains the values 'Yes' or 'No' and defaults to 'No'. 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. This field is always editable. 

Only Vendors with no open transactions/ balances can be set to Inactive, otherwise the message "Vendor Name([VendorID]) has a balance or is on an open transaction and cannot be saved as Inactive" will be displayed. This is not visible until after the record is initially saved. 

Database Field: ERPx_APVendor.IsInactive

Addresses Tab

...

Database Field: ERPx_APVendorContact.Fax

...

Database Field: ERPx_APVendorContact.Name

...

Database Field: ERPx_APVendorContact.Note

...

Database Field: ERPx_APVendorContact.Phone

Attributes Tab

...

Accounts (GL Accounts) Tab

...

This field contains the following account types: 

...

Cash: Not used

...

A single-select load on demand lookup to assign the GL Account. This defaults from the value assigned on the Vendor Class and is not required to save the master file record but may be required to post a transaction. This is always editable.

The lookup contains a blank value, the current assigned value, and all the 'Active' GL Accounts.

Permits Tab

The permits tab contains the list of all Permits owned by the Fisherman/Tender account. Permits are unique by combination of: Fishery, Permit, Year Sequence, Gear, and Ticket Class.

Toolbar IconsDescriptionDelete Insert excerptDelete - RV Grid - No StatusDelete - RV Grid - No Statusnopaneltrue

When attempting to delete a Fisherman/Tender address configured for ACH, the message "[Vendor Name]: has an address, [Address ID], that has been used for ACH. Please navigate to the Fisherman ACH configuration page (Fisherman Accounting > Configuration > Fisherman ACH) to remove the record prior to deleting the address record." will be displayed when Remove Items is clicked.

When attempting to delete a Fisherman/Tender Address that is set as a default address, the message "[Vendor Name] [Vendor ID]: Address [AddressID] is the [Default address type] address and cannot be deleted." will be displayed when Remove Items is clicked.

Additionally, when attempting to delete a Fisherman/Tender Address that has been used on a check, the message "[Vendor Name] [Vendor ID]: Address [AddressID] has been used on Checks and cannot be deleted." 

Excel Insert excerptExcel - RV Header 3.0Excel - RV Header 3.0nopaneltrueNew Insert excerptNew - Blank Row - RV Grid 3.0New - Blank Row - RV Grid 3.0nopaneltrueFieldsDescriptionFishery

A textbox to enter the name of the Fishery the Permit is issued for. This defaults to blank, is required, and is always editable to any value <= 20 characters.  

Database Field: ERPx_APVendorPermit.Fishery, ERPx_APVendor.VendorSK 

Gear

A single select lookup to identify the type of fishing gear the Permit is issued for. This defaults to blank, is required, and is always editable.  

The lookup contains a blank value, the current assigned value and the list of all 'Active' Gear Types.

Insert excerptGearGearnopaneltrue

Database Field: ERPx_APGear.GearID + ERPx_APGear.GearDescription, ERPx_APVendorPermit.GearSK, ERPx_APVendor.VendorSK 

Inactive Insert excerptDef - InactiveDef - Inactivenopaneltrue

Database Field: ERPx_APVendorPermit.IsInactive, ERPx_APVendor.VendorSK 

Permit

A textbox to enter the ID of the Fishing Permit. This defaults to blank, is required, and is always editable to any value <= 20 characters.  

Database Field: ERPx_APVendorPermit.Permit, ERPx_APVendor.VendorSK 

Year Seq.

A textbox to enter the Year Sequence assigned to the Fishing Permit. For Permits that are renewed annually, this will be the only value that changes. This defaults to blank, is required, and is always editable to any value <= 20 characters.  

Database Field: ERPx_APVendorPermit.YearSequence, ERPx_APVendor.VendorSK 

Ticket Class

A single select lookup to identify the Ticket Class the Fishing Permit pertains to. This defaults to blank, is required, and is always editable. 

The lookup  This is a text box to assign/edit the 'Address 1' value for the Address ID. This defaults to blank and is not required. If entered, it must be <=75 characters. This is always Payment Description This is a text box to assign/edit the 'email' value for the Address ID. This defaults to blank and is not required. If entered, it must be <=1,000 characters. This is always editable.

Database Field: ERPx_APVendorAddress.Email

 This is a non-editable text box that displays as "Yes" for the Address ID assigned as the default 'Payment' Address ID on the Properties tab of the Fisherman/Tender Record View, all other Address IDs within a Fisherman/Tender will have a blank value. This field is never editable from here but is set from the Payment default address field on the Properties tab of the Fisherman/Tender Record View. 

Database Field: ERPx_APVendorAddress.IsPaymentDefault

 This is a text box to assign/edit the value for the Payment Name that will be displayed on payments made to the Fisherman/Tender. This defaults from the Vendor Name entered on the Properties tab but can be overwritten and must be <=150 characters. This is not required but without it the Payment Name field on the Properties tab will be used as the Payee on a printed check or ACH payment, but if both this field and the Payment Name on the Properties tab is blank then the Vendor Name will be used. This is always editable.

Database Field: ERPx_APVendorAddress.CheckName

 This is a text box to assign/edit the 'Phone' value for the Address ID. This defaults to blank and is not required. If entered, it must be <=25 characters. This is always editable.

Database Field: ERPx_APVendorAddress.Phone1

 This is a non-editable text box that displays as "Yes" for the Address ID assigned as the default 'Physical' Address ID on the Properties tab of the Fisherman/Tender Record View, all other Address IDs within a Fisherman/Tender will have a blank value. This field is never editable from here but is set from the Physical default address field on the Properties tab of the Fisherman/Tender Record View.

ERPx_APVendorAddress.IsPhysicalDefault

 This is a text box to assign/edit the 'State' value for the Address ID. This defaults to blank and is not required. If entered, it must be <=30 characters. This is always editable.

Database Field: ERPx_APVendorAddress.State

 This is a text box to assign/edit the 'Zip' value for the Address ID. This defaults to blank and is not required. If entered, it must be <=15 characters. This is always editable.

Database Field: ERPx_APVendorAddress.Zip

Toolbar IconsDescription
Delete

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Delete - RV Grid - No Status
Delete - RV Grid - No Status
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When attempting to delete a Loan address configured for ACH, the message "[Vendor Name]: has an address, [Address ID], that has been used for ACH. Please navigate to the Fisherman ACH configuration page (Fisherman Accounting > Configuration > Fisherman ACH) to remove the record prior to deleting the address record." will be displayed when Remove Items is clicked.

When attempting to delete a Loan Address that is set as a default address, the message "[Vendor Name] [Vendor ID]: Address [AddressID] is the [Default address type] address and cannot be deleted." will be displayed when Remove Items is clicked.

Additionally, when attempting to delete a Loan Address that has been used on a check, the message "[Vendor Name] [Vendor ID]: Address [AddressID] has been used on Checks and cannot be deleted." 

Excel
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Excel - RV Header 3.0
Excel - RV Header 3.0
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New
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New - Blank Row - RV Grid 3.0
New - Blank Row - RV Grid 3.0
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FieldsDescription
Checkbox
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Checkbox (Tag)- RV
Checkbox (Tag)- RV
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1099 Default

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Def - 1099 Type
Def - 1099 Type
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 This is a non-editable text box that displays as "Yes" for the Address ID assigned as the default '1099' Address ID on the Properties tab of the Record View, all other Address IDs for a Loan account will have a blank value. This field is never editable from here but is set from the 1099 default address field on the Properties tab of the Loan Record View.

Database Field: ERPx_APVendorAddress.Is1099Default

Address 1

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Def - Address - Address Line 1
Def - Address - Address Line 1
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 This is a text box to assign/edit the 'Address 1' value for the Address ID. This defaults to blank and is not required. If entered, it must be <=75 characters. This is always editable.

Database Field: ERPx_APVendorAddress.AddressLine1

Address 2

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Def - Address - Address Line 2
Def - Address - Address Line 2
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 This is a text box to assign/edit the 'Address 2' value for the Address ID. This defaults to blank and is not required. If entered, it must be <=75 characters. This is always editable.

Database Field: ERPx_APVendorAddress.AddressLine2

Address 3

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Def - Address - Address Line 3
Def - Address - Address Line 3
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 This is a text box to assign/edit the 'Address 3' value for the Address ID. This defaults to blank and is not required. If entered, it must be <=75 characters. This is always editable.

Database Field: ERPx_APVendorAddress.AddressLine3

Address ID

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Def - Vendor Address ID
Def - Vendor Address ID
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 This is a text box to assign/edit the value of the Address ID. This defaults to "Primary" and is required to be unique by account (For example, every Loan can have an Address ID of PRIMARY but that ID can only be used once for each Loan account) and must be <=25 characters. This is always editable.

Database Field: ERPx_APVendorAddress.AddressID

City

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Def - Address - City
Def - Address - City
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 This is a text box to assign/edit the 'City' value for the Address ID. This defaults to blank and is not required. If entered, it must be <=25 characters. This is always editable.

Database Field: ERPx_APVendorAddress.City

Country

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Def - Address - Country
Def - Address - Country
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 This is a text box to assign/edit the 'Country' value for the Address ID. This defaults to blank and is not required. If entered, it must be <=50 characters. This is always editable.

Database Field: ERPx_APVendorAddress.Country

Default Payment Type

A single-select standard lookup to assign the default payment type for the corresponding address. The lookup contains the values "ACH" or "Check" and defaults to "Check". If set to Check, a physical check will be printed when payments are processed for this Vendor, using this address. If set to ACH, an ACH record will be created as part of an ACH batch when payments are processed for this Vendor, using this address. 

To change from Check to ACH, the Address ID must be configured for ACH in the Vendor ACH list view, otherwise the message "Vendor Name (VendorID): Address ID [AddressID]: The Default Payment Type cannot be changed to ACH because the address has not been configured for ACH. Go to Purchasing > Configuration > Vendor ACH to configure this Address." will be displayed. 

This field is required. 

Database Field: ERPx_APVendorAddress.DefaultPaymentTypeSK

Email

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Def - Address - Email
Def - Address - Email
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 This is a text box to assign/edit the 'email' value for the Address ID. This defaults to blank and is not required. If entered, it must be <=1,000 characters. This is always editable.

Database Field: ERPx_APVendorAddress.Email

Payment Default

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Def - 1099 Type
Def - 1099 Type
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 This is a non-editable text box that displays as "Yes" for the Address ID assigned as the default '1099Payment' Address ID on the Properties tab of the the Loan Record View, all other Address IDs for a Fisherman/Tender account within a Loan will have a blank value. This field is never editable from here but is set from the 1099 Payment default address field on the Properties tab of the Fisherman/Tender the Loan Record View. 

Database Field: ERPx ERPx_APVendorAddress.Is1099DefaultIsPaymentDefault

Address 1
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Def - Address - Address Line 1Def - Address - Address Line 1
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An editable text box to enter the value that will display on the memo line of manual payments for the corresponding Address ID.  This field is not required but if a value is entered it must be <=250 characters. This is always editable.

Database Field: ERPx_APVendorAddress.

AddressLine1

CheckDescription

Address 2
Payment Name

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Def -

Address - Address Line 2

Payment Name
Def -

Address - Address Line 2

Payment Name
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 This is a text box to assign/edit the

'Address 2'

value for the

Address ID

Payment Name that will be displayed on payments made to the Loan. This defaults

to blank and is not required. If entered, it

from the Vendor Name entered on the Properties tab but can be overwritten and must be <=

75 characters. This is always

150 characters. This is not required but without it the Payment Name field on the Properties tab will be used as the Payee on a printed check or ACH payment, but if both this field and the Payment Name on the Properties tab is blank then the Vendor Name will be used. This is always editable.

Database Field:

ERPx

 ERPx_APVendorAddress.

AddressLine2

CheckName

Address 3Phone

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Def - Address -

Address Line 3

Phone 1
Def - Address -

Address Line 3

Phone 1
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 This is a text box to assign/edit the '

Address 3

Phone' value for the Address ID. This defaults to blank and is not required. If entered, it must be <=

75

25 characters. This is always editable.

Database Field: ERPx_APVendorAddress.

AddressLine3

Phone1

Address ID
Physical Default

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Def -

Vendor Address ID

1099 Type
Def -

Vendor Address ID

1099 Type
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 This

 This is a non-editable text box

to assign/edit the value of the Address ID. This defaults to "Primary" and is required to be unique by account (For example, every Fisherman can have an Address ID of PRIMARY but that ID can only be used once for each Fisherman account) and must be <=25 characters. This is always editable.

Database Field: ERPx_APVendorAddress.AddressID

City

that displays as "Yes" for the Address ID assigned as the default 'Physical' Address ID on the Properties tab of the Loan Record View, all other Address IDs within a Loan will have a blank value. This field is never editable from here but is set from the Physical default address field on the Properties tab of the Loan Record View.

ERPx_APVendorAddress.IsPhysicalDefault

State

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Def - Address -
City
State
Def - Address -
City
State
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 This  This is a text box to assign/edit the 'CityState' value for the Address ID. This defaults to blank and is not required. If entered, it must be <=25 30 characters. This is always editable.

Database Field: ERPx_APVendorAddress.CityState

CountryZip

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Def - Address -
Country
Zip
Def - Address -
Country
Zip
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 This is a text box to assign/edit the 'CountryZip' value for the Address ID. This defaults to blank and is not required. If entered, it must be <=50 15 characters. This is always editable.

Database Field: ERPx_APVendorAddress.Country

Default Payment Type

A single-select standard lookup to assign the default payment type for the corresponding address. The lookup contains the values "ACH" or "Check" and defaults to "Check". If set to Check, a physical check will be printed when payments are processed for this Vendor, using this address. If set to ACH, an ACH record will be created as part of an ACH batch when payments are processed for this Vendor, using this address. 

To change from Check to ACH, the Address ID must be configured for ACH in the Vendor ACH list view, otherwise the message "Vendor Name (VendorID): Address ID [AddressID]: The Default Payment Type cannot be changed to ACH because the address has not been configured for ACH. Go to Purchasing > Configuration > Vendor ACH to configure this Address." will be displayed. 

This field is required. 

Database Field: ERPx_APVendorAddress.DefaultPaymentTypeSK

Email
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Def - Address - EmailDef - Address - Email
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Payment Default
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Def - 1099 TypeDef - 1099 Type
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Payment Description

An editable text box to enter the value that will display on the memo line of manual payments for the corresponding Address ID.  This field is not required but if a value is entered it must be <=250 characters. This is always editable.

Database Field: ERPx_APVendorAddress.CheckDescription

Payment Name
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Def - Payment NameDef - Payment Name
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Phone
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Def - Address - Phone 1Def - Address - Phone 1
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Physical Default
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Def - 1099 TypeDef - 1099 Type
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State
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Def - Address - StateDef - Address - State
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Zip
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Def - Address - ZipDef - Address - Zip
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Contacts Tab

...

Database Field: ERPx_APVendorContact.ContactTypeSK

...

Database Field: ERPx_APVendorContact.Email

...

Zip

Contacts Tab

Toolbar IconsDescription
Excel
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Excel - RV Header 3.0
Excel - RV Header 3.0
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FieldsDescription
Contact Type

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Def - Contact - Type
Def - Contact - Type
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 This is a non-editable text box to display which department or classification the contact belongs to. Additional Contact Types can only be added by NorthScope support. 

Database Field: ERPx_APVendorContact.ContactTypeSK

Email

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Def - Contact - Email
Def - Contact - Email
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 This is a text box to assign/edit the value for the Contact. This defaults to blank and is not required. If entered, it must be <=1,000 characters. This is always editable.

Database Field: ERPx_APVendorContact.Email

Fax

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Def - Contact - Fax
Def - Contact - Fax
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 This is a text box to assign/edit the value for the Contact. This defaults to blank and is not required. If entered, it must be <=25 characters. This is always editable.

Database Field: ERPx_APVendorContact.Fax

Name

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Def - Contact - Name
Def - Contact - Name
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 This is a text box to assign/edit the value for the Contact. This defaults to blank and is not required. If entered, it must be <=100 characters. This is always editable.

Database Field: ERPx_APVendorContact.Name

Note

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Def - Contact - Note
Def - Contact - Note
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 This is a text box to assign/edit the value for the Contact. This defaults to blank and is not required. If entered, it must be <=500 characters. This is always editable.

Database Field: ERPx_APVendorContact.Note

Phone

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Def - Contact - Phone 1
Def - Contact - Phone 1
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 This is a text box to assign/edit the value for the Contact. This defaults to blank and is not required. If entered, it must be <=25 characters. This is always editable.

Database Field: ERPx_APVendorContact.Phone

Attributes Tab

Toolbar IconsDescription
Excel
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Excel - RV Header 3.0
Excel - RV Header 3.0
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FieldsDescription
Attribute

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Attribute - Attribute
Attribute - Attribute
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 The Attributes displayed here are setup and assigned in the Attributes section of the Company module (Company → Setup → Attributes → Vendors). 

Available
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Attribute - Available
Attribute - Available
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Value

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Attribute - Value
Attribute - Value
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Accounts (GL Accounts) Tab

Toolbar IconsDescription
Excel
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Excel - RV Header 3.0
Excel - RV Header 3.0
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FieldsDescription
Account Type

This field contains the following account types: 

Settlement Accrual: 

Insert excerpt
Def - GL Account - Settlement Accural
Def - GL Account - Settlement Accural
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Cash: Not used

Terms Discount Taken: 

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Def - GL Account - Terms Discount Taken
Def - GL Account - Terms Discount Taken
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 The 'Account' lookup for this 'Account Type' is a single-select load on demand lookup that contains a blank value, the current assigned value, and

the list of

all the 'Active'

Ticket Classes.

GL Accounts. This Account is not editable on transactions.

Write Off: 

Insert excerpt
Def

- Ticket Class (FA)

- GL Account - Write Off
Def -

Ticket Class (FA)

GL Account - Write Off
nopaneltrue

Database Field: ERPx_APTransactionClass.TransactionClassID, ERPx_APVendorPermit.TransactionClassSK, ERPx_APVendor.VendorSK 

VesselA single select lookup to identify the fishing vessel the Fishing Permit pertains to. This defaults to blank, is not required, and is always editable. 

 The 'Account' lookup for this 'Account Type' is a single-select load on demand lookup that contains a blank value, the current assigned value, and all the 'Active' GL Accounts. This Account is editable when applying payments.

Account 

A single-select load on demand lookup to assign the GL Account. This defaults from the value assigned on the Vendor Class and is not required to save the master file record but may be required to post a transaction. This is always editable.

The lookup contains a blank value, the current assigned value, and all the

list of all

'Active'

Vessels.

Database Field: ERPx_APVessels.VesselName + ERPx_APVessels.VesselNumber, ERPx_APVendorPermit.VesselSK, ERPx_APVendor.VendorSK 

GL Accounts.

Excluded Transactions Tab

The excluded transactions tab allows users to specify transactions that a Fisherman/Tender Loan account should be excluded from. If the value is set to "No" then the Fisherman/Tender Loan account will be visible in the transaction lookups (provided they are 'Active'). If they are set to "Yes" then the Fisherman/Tender the Loan account will be excluded from the transaction lookups. 

TransactionDescription
AdjustmentAll 'Adjustment' Classes are eligible for including/excluding.
Balance Transfer (From)Do you want to exclude the account from being assigned to the "From" side of a Balance Transfer?
Balance Transfer (To)Do you want to exclude the account from being assigned to the "To" side of a Balance Transfer?
Cash ReceiptDo you want to exclude the account from making payments on their account?
AP Invoice/Credit Memo/Purchase OrderDo you want to exclude the account from being assigned as the 'Distribute To' on an AP transaction?Fisherman SaleDo you want to exclude the account from a Fisherman Sale transaction?
PaymentDo you want to exclude the account from receiving a payment/settlement? Tender ResaleDo you want to exclude the account from a Tender resale transaction?

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