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.
Software Version: 2022.11.28 and newer
| Table of Contents | ||
|---|---|---|
|
Page Header
...
| Toolbar Icons | Description | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 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). | ||||||||
| New |
| ||||||||
| Save |
| ||||||||
| Save & Close |
|
...
| Fields |
...
| Description | |
| Class | This drop-down menu displays all existing vendor classes and allows users to navigate between different records. |
...
Properties Tab
| Toolbar Icons | Description | ||||||||
| Excel |
| ||||||||
| Quick Column Filter |
|
Grid Properties
| Property Name | Description | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Group: ID and Descriptions | |||||||||
| Class ID | Class IDs are the unique identifier for|||||||||
| Fields | Description | ||||||||
| Properties |
| ||||||||
| Roll Down |
| ||||||||
| Value |
| ||||||||
| Group: ID and Descriptions | |||||||||
| Class ID | Class IDs are the unique identifier for vendor classes. This is a text box that defaults as blank, is required, must be unique, and must be <= 25 characters. If missing, the message "Class ID is required." will be displayed on Save. If not unique the message "Duplicate Class ID's are not allowed." will be displayed on Save. This is always enabled and editable. Database Field: ERPx_APVendorClass.ClassID | ||||||||
| Description | Identifies the Description associated with the Vendor Class ID. This is a text box that defaults as blank, is required, must be unique, and must be <= 50 characters. If missing, the message "Class Description is required." will be displayed on Save. If not unique the message "Duplicate Class Descriptions are not allowed." will be displayed on Save. This is always editable. The Description is used as a long description/name of the Class. Database Field: ERPx_APVendorClass.ClassDescription | ||||||||
| Group: Configuration | |||||||||
| Vendor Type | Identifies the type of vendor that the Vendor Class is being configured for. This is a single-select lookup that is required. It defaults as blank but is required before the initial save. It is not editable the after initial Save. This lookup contains the value: Vendor. Database Field: ERPx_APVendorClass.VendorTypeEN | ||||||||
| Attribute Class | Identifies the Attribute Class configured for the Vendor. This is a single-select lookup that defaults as blank, is not required, and is always editable. If the Rolldown is used, this value will be updated for all Vendors in the associated Vendor Class. Attribute Classes are assigned to master files to control which Attributes are visible, and/or required, to records within the master file. The 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". Database Fields: ERPx_MFAttributeClass.ClassDescription, ERPx_APVendorClass.AttributeClassSK | ||||||||
| Currency | This field displays a lookup of currencies for the user to identify the currency of the vendor class. This field is required, if missing the message "Currency is required." will be displayed on Save. The lookup contains a blank value, the current assigned value, and a list of all the 'Active' Company Currencies. Database Fields: ERPx_MFCurrency.CurrencyID, ERPx_APVendorClass.CurrencySK | ||||||||
| Payment Terms |
The lookup contains a blank value, the current assigned value, and a list of all the 'Active' Payment Terms. Database Fields: ERPx_MFPaymentTerms.PaymentTermName, ERPx_APVendorClass.PaymentTermSK | ||||||||
| 1099 Type |
This lookup contains all the values in the ERPx_APTenNinetyNineType table. Database Fields: ERPx_APTenNinetyNineType.TenNinetyNineTypeDescription, ERPx_APVendorClass.TenNinetyNineTypeSK | ||||||||
| Group: Other | |||||||||
| Inactive |
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. Database Field: ERPx_APVendorClass.IsInactive | ||||||||
GL Accounts Tab
| Column Headers | DescriptionToolbar Icons | Description | |||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Excel |
| ||||||||||||||||||||||||||||||||
| Quick Column Filter |
| ||||||||||||||||||||||||||||||||
| Fields | Description | ||||||||||||||||||||||||||||||||
| Properties |
| ||||||||||||||||||||||||||||||||
| Roll Down |
| ||||||||||||||||||||||||||||||||
| Value |
| ||||||||||||||||||||||||||||||||
| Group: Account Type | |||||||||||||||||||||||||||||||||
| 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:
| ||||||||||||||||||||||||||||||||
| Account | This field displays a single select lookup of all active GL accounts for the user to select the default account for the corresponding account type. The account is always editable. Database Fields: ERPx_GLAccount.AccountNumber, ERPx_GLAccount.Description, ERPx_APVendorClass.APGLAcctRef, ERPx_APVendorClass.PurchGLAcctRef, ERPx_APVendorClass.DistTakenGLAcctRef, WriteOffGLAcctRef | ||||||||||||||||||||||||||||||||
| Roll Down | |||||||||||||||||||||||||||||||||
...