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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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Page Header

...

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

...

Database Field: ERPx_APVendorClass.ClassID, ERPx_APVendor.VendorClassSK 

...

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.

...

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

Properties Tab

...

Database Field: ERPx_APVendor.VendorID

...

Database Field: ERPx_APVendor.VendorName

...

Database Field: ERPx_APVendor.CheckName

...

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:

...

Database Field: ERPx_APVendor.VendorClassEN 

...

A single-select lookup to identify the Fisherman Class assigned to the Fisherman/Tender 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.

...

Database Fields: ERPx_APVendorClass.ClassDescription, ERPx_APVendor.VendorClassSK

...

A single-select lookup to identify the Attribute Class assigned to the Fisherman/Tender 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". 

...

Database Field: ERPx_APVendor.AttributeClassSK

...

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 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

...

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. 

...

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

...

A single select lookup to identify the Payment Terms assigned to the Fisherman/Tender Account. This defaults from the Vendor Class, is required, and is always editable. 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.

...

Database Fields: ERPx_MFPaymentTerms.PaymentTermName, ERPx_APVendor.PaymentTermSK

...

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 account.

Database Field: ERPx_APVendorAddress.Is1099Default

...

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 account.

Database Field: ERPx_APVendorAddress.IsStatementDefault

...

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 account.

Database Field: ERPx_APVendorAddress.IsPaymentDefault

...

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 account.

Database Field: ERPx_APVendorAddress.IsPhysicalDefault

...

A textbox to identify the 'CFECID' property for the Fisherman/Tender 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.

Database Field: ERPx_APVendor.CFECID

...

A single select lookup to identify the 'Primary Vessel' for the Fisherman/Tender 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 accounts, 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.

Database Field: ERPx_APVendor.TenderVesselSK

...

A single select lookup to identify an 'Alternate Paid Account' for the Fisherman/Tender record. 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.

...

Insert excerpt
Def - Loan
Def - Loan
nopaneltrue

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: 2024.09.27 and newer

Table of Contents
typeflat

Page Header

Toolbar IconsDescription
Delete
Insert excerpt
Delete - RV Header 3.0
Delete - RV Header 3.0
nopaneltrue
Help
Insert excerpt
Help - Global 3.0
Help - Global 3.0
nopaneltrue
Grid Layout
Insert excerpt
Grid Layout - Global
Grid Layout - Global
nopaneltrue
New
Insert excerpt
New - Global
New - Global
nopaneltrue
Notes
Insert excerpt
Notes - Global
Notes - Global
nopaneltrue
Save
Insert excerpt
Save - Global
Save - Global
nopaneltrue
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.

Insert excerpt
Def - Fisherman Class
Def - Fisherman Class
nopaneltrue
 

Database Fields: 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.

Insert excerpt
Def - Vendor Name
Def - Vendor Name
nopaneltrue
 

Database Field: ERPx_APVendor.VendorName

Vendor Type

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

Insert excerpt
Def - Vendor Type
Def - Vendor Type
nopaneltrue

Database Field: ERPx_APVendor.VendorTypeEN

Properties Tab

Toolbar IconsDescriptionDelete

. 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

' Tax Class records.

' Checkbooks

Database Field: ERPx_APVendor.1099TypeEN

Tax ID

Toolbar IconsDescription
Excel
Insert excerpt
Excel - RV Header 3.0
Excel - RV Header 3.0
nopaneltrue
FieldsDescription
Properties 
Insert excerpt
Properties - RV
Properties - RV
nopaneltrue
Value
Insert excerpt
Value - RV
Value - RV
nopaneltrue
Group: ID and Descriptions
Vendor ID

Insert excerpt
Def - Vendor ID
Def - Vendor ID
nopaneltrue
 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

Insert excerpt
Def - Vendor Name
Def - Vendor Name
nopaneltrue
 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

Insert excerpt
Def - Payment Name
Def - Payment Name
nopaneltrue
 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 Class

A single-select lookup to identify the 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.

Insert excerpt
Def - Vendor Class ID
Def - Vendor Class ID
nopaneltrue

Database Fields: ERPx_APVendorClass.ClassDescription, ERPx_APVendor.VendorClassSK

Attribute ClassTax Class

A single-select lookup to identify the Attribute Class assigned to 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 'Active' Vendor Accounts with an Account Type of Fisherman, Tender, Fisherman & Tender, or LoanAttribute Classes' with an 'Attribute Type' of "Vendors". 

Insert excerpt
Def - Attribute Class
Def - Attribute Class
nopaneltrue

Database Field: ERPx_APVendor.PaidFishermanVendorSK

Group: Other

AttributeClassSK

Checkbook

A single select lookup to

assign the Tax Class to the Fisherman/Tender account

identify the default checkbook used for the Loan Account. This defaults

to blank for new records

from the Vendor Class, is not required, and is always editable

.

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

Insert excerpt
Def - Tax ClassDef - Tax Class
nopaneltrue
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. 

Insert excerpt
Def - Currency
Def - Currency
nopaneltrue

Database Fields: ERPx_MFTaxClass.TaxClassSKMFCurrency.CurrencyID, ERPx_MFDataEntityCompanyCurrency.CurrencySK, ERPx_APVendor.TaxClassSK CurrencySK

Master AccountPayment Terms

A

single select

single select lookup to identify the

'Master Account'

Payment Terms assigned to

the Fisherman/Tender account. This defaults to blank

the Loan Account. This defaults from the Vendor Class, 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

editable. 

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

Insert excerpt
Def - Payment Terms
Def - Payment Terms
nopaneltrue

Database Fields: ERPx_MFPaymentTerms.PaymentTermName, ERPx_APVendor.PaymentTermSK

Group: Default Address
1099

Insert excerpt
Def - Default Address 1099
Def - Default Address 1099
nopaneltrue
 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 Loan account.

Database Field: ERPx_APVendorAddress.Is1099Default

Statement1099 Type

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

Insert excerpt
Def - 1099 TypeDef - 1099 Type
nopaneltrue
Insert excerpt
Def -

Vendor Account

Default Address Statement
Def -

Vendor Account

Default Address Statement
nopaneltrue
 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

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 

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 Loan account.

Database Field: ERPx_APVendorAddress.IsStatementDefault

Payment

Insert excerpt
Def - Default Address Payment
Def - Default Address Payment
nopaneltrue
 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 Loanr account.

Database Field: ERPx_APVendorAddress.IsPaymentDefault

Physical

Insert excerpt
Def -

Tax ID

Default Address Physical
Def -

Tax ID

Default Address Physical
nopaneltrue

 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

 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 Loan account.

Database Field:

ERPx

 ERPx_

APVendor

APVendorAddress.

TaxIDTax Registration Insert excerptDef - Tax RegistrationDef - Tax Registrationnopaneltrue 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

Hold

IsPhysicalDefault

Group: OtherTax Class

A single select lookup to assign the Tax Class to the Loan 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.

Insert excerpt
Def -
On Hold - Vendor
Tax Class
Def -
On Hold - Vendor
Tax Class
nopaneltrue
 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 editableThis 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.

IsOnHold 

MasterVendorSK

InactiveVendor Account

Insert excerpt
Def -

Inactive

Vendor Account
Def -

Inactive

Vendor Account
nopaneltrue

 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

 This is text box to assign the account number associated with the Loan 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

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: 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.

IsInactive

TaxTypeEN 

Addresses Tab

Delete - RV Grid - No Status
1099 Type

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

Insert excerpt

Delete - RV Grid - No Status

Def - 1099 Type
Def - 1099 Type
nopaneltrue

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

Database Field: ERPx_APVendor.1099TypeEN

Tax ID

Insert excerpt
Def - Tax ID
Def - Tax ID
nopaneltrue
 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. If the 'Mask Tax ID Numbers' preference is set to 'Yes', only the last 4 characters of the value will display with the preceding characters denoted with an '*'. The whole value may be overwritten, but no partial values will be updated.  If the preference is set to 'No', partial or whole values can be overwritten. This is always editable.

Database Field: ERPx_APVendor.TaxID

Tax Registration

Insert excerpt
Def -

1099 Type

Tax Registration
Def -

1099 Type

Tax Registration
nopaneltrue

 This

 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 Fisherman/Tender 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 Fisherman/Tender Record View

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_

APVendorAddress

APVendor.

Is1099Default

TaxRegistration

Address 1
Hold

Insert excerpt
Def -

Address - Address Line 1

On Hold - Vendor
Def -

Address - Address Line 1

On Hold - Vendor
nopaneltrue
 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

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_

APVendorAddress

APVendor.

AddressLine1

IsOnHold 

Address 2
Inactive

Insert excerpt
Def -

Address - Address Line 2

Inactive
Def -

Address - Address Line 2

Inactive
nopaneltrue

 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 Insert excerptDef - Address - Address Line 3Def - Address - Address Line 3nopaneltrue 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 Insert excerptDef - Vendor Address IDDef - Vendor Address IDnopaneltrue 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 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 Insert excerptDef - Address - CityDef - Address - Citynopaneltrue 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 Insert excerptDef - Address - CountryDef - Address - Countrynopaneltrue 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. 

 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

Def - 1099 Default Payment Type 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.

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. 

Additionally, once configured for ACH, the SEC Code on the Fisherman ACH List View must not be set to a Prenote type (either Checking - Prenote, or Savings - Prenote), else the message "[VendorName] (VendorID): Default Payment Type cannot be set to ACH when the SEC Code on the Fisherman ACH List View is a Prenote type." will be displayed on Save.

This field is required. 

Database Field: ERPx_APVendorAddress.

State

DefaultPaymentTypeSK

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

Insert excerpt
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.

DefaultPaymentTypeSK

AddressLine1

EmailAddress 2

Insert excerpt
Def - Address -

Email

Address Line 2
Def - Address -

Email

Address Line 2
nopaneltrue

 This

 This is a text box to assign/edit the '

email

Address 2' value for the Address ID. This defaults to blank and is not required. If entered, it must be <=

1,000

75 characters. This is always editable.

Database Field: ERPx_APVendorAddress.

Email

AddressLine2

Payment DefaultAddress 3An 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

Insert excerpt
Def -

1099 Type

Address - Address Line 3
Def -

1099 Type

Address - Address Line 3
nopaneltrue
 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

Payment Description

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

Insert excerpt
Def - Vendor Address ID
Def - Vendor Address ID
nopaneltrue
 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.

CheckDescription

AddressID

Payment NameCity

Insert excerpt
Def -

Payment Name

Address - City
Def - Address -

Payment Name

City
nopaneltrue

 This

 This is a text box to assign/edit the 'City' value for the

Payment Name that will be displayed on payments made to the Fisherman/Tender

Address ID. 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

to blank and is not required. If entered, it must be <=25 characters. This is always editable.

Database Field:

 ERPx

ERPx_APVendorAddress.

CheckName

City

PhoneCountry

Insert excerpt
Def - Address -

Phone 1

Country
Def - Address -

Phone 1

Country
nopaneltrue
 This is a text box to assign/edit the '

Phone

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

25

50 characters. This is always editable.

Database Field: ERPx_APVendorAddress.

Phone1

Country

Physical Default
Insert excerpt
Def - 1099 Type
nopaneltrue
State
Insert excerpt
Def - Address - StateDef - Address - State
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ZipEmail

Insert excerpt
Def - Address -

Zip

Email
Def - Address -

Zip

Email
nopaneltrue

 This

 This is a text box to assign/edit the '

Zip

email' 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

Contacts Tab

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

1,000 characters. This is always editable.

Database Field: ERPx_APVendorAddress.Email

Payment Default

Insert excerpt
Def -

Contact -

1099 Type
Def -

Contact -

1099 Type
nopaneltrue
 This is

a non

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

box that displays as "Yes" for the Address ID assigned as the default 'Payment' 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 Payment default address field on the Properties tab of the Loan Record View. 

Database Field: ERPx_

APVendorContact

APVendorAddress.

ContactTypeSK

IsPaymentDefault

Email
Insert excerpt
Def - Contact - EmailDef - Contact - Email
nopaneltrue

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

ERPx_

APVendorContact

APVendorAddress.

Email

CheckDescription

FaxPayment Name

Insert excerpt
Def -

Contact - Fax

Payment Name
Def

- Contact

-

Fax

Payment Name
nopaneltrue
 This is a text box

to 

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 

edit the value for the Payment Name that will be displayed on payments made to the Loan. 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_

APVendorContact

APVendorAddress.

Fax

CheckName

Name
Phone

Insert excerpt
Def -

Contact

Address -

Name

Phone 1
Def -

Contact

Address -

Name

Phone 1
nopaneltrue
 This is a text box

to 

to assign/

edit the value for the Contact. 

edit the 'Phone' value for the Address ID. This defaults to blank and is not required. If entered,

 it

 it must

be <

be <=

100

25 characters. This

is always

is always editable.

Database Field:

 ERPx

ERPx_

APVendorContact

APVendorAddress.

Name

Phone1

NotePhysical Default

Insert excerpt
Def -

Contact - Note

1099 Type
Def -

Contact - Note

1099 Type
nopaneltrue

 This

 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

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 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.

Database Field:

 ERPx

ERPx_

APVendorContact

APVendorAddress.

Note

IsPhysicalDefault

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

Insert excerpt
Def -

Contact

Address -

Phone 1

State
Def -

Contact

Address -

Phone 1

State
nopaneltrue

 This

 This is a text box

to assign/edit the

to assign/edit the 'State' value for the

Contact

Address ID.

 This

This defaults to blank and is not required. If entered, it must be <=

25

30 characters. This is always

editable.

Database Field: ERPx_APVendorContact.Phone

Attributes Tab

editable.

Database Field: ERPx_APVendorAddress.State

Zip

Insert excerpt

Attribute

Def - Address -

Attribute

Zip

Attribute

Def - Address -

Attribute

Zip
nopaneltrue
 

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 - AvailableAttribute - Available
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Value
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Attribute - ValueAttribute - Value
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...

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

Contacts Tab

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." 

This field contains the following account types: 

Settlement Accrual: 
Toolbar IconsDescription
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Excel - RV Header 3.0
Excel - RV Header 3.0
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FieldsDescriptionAccount Type
Contact Type

Insert excerpt
Def - Contact - Type
Def - Contact - Type
nopaneltrue
 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

Insert excerpt
Def -
GL Account
Contact -
Settlement Accural
Email
Def -
GL Account
Contact -
Settlement Accural
Email
nopaneltrue

Cash: Not used

Terms Discount Taken: 

 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

Insert excerpt
Def -
GL Account - Terms Discount Taken
Contact - Fax
Def -
GL Account - Terms Discount Taken
Contact - Fax
nopaneltrue
 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 not editable on transactions.Write Off:  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

Insert excerpt
Def -
GL Account
Contact -
Write Off
Name
Def -
GL Account
Contact -
Write Off
Name
nopaneltrue
 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 '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.

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

Insert excerpt
Def - Contact - Note
Def - Contact - Note
nopaneltrue
 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

Insert excerpt
Def - Contact - Phone 1
Def - Contact - Phone 1
nopaneltrue
 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

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

Available
Insert excerpt
Attribute - Available
Attribute - Available
nopaneltrue
Value

Insert excerpt
Attribute - Value
Attribute - Value
nopaneltrue

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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trueNew
true
FieldsDescription
Account Type

This field contains the following account types: 

Settlement Accrual: 

Insert excerpt

New

Def -

Blank Row - RV Grid 3.0New - Blank Row - RV Grid 3.0The lookup

GL Account - Settlement Accural
Def - GL Account - Settlement Accural
nopaneltrue

FieldsDescriptionFishery

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.  

Cash: Not used

Terms Discount Taken: 

Insert excerpt
Def - GL Account - Terms Discount Taken
Def - GL Account - Terms Discount Taken
nopaneltrue
 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

list of all

'Active'

Gear Types. Insert excerptGearGearnopaneltrue

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

Inactive

GL Accounts. This Account is not editable on transactions.

Finance Charges: 

Insert excerpt
Def -

Inactive

GL Account - Finance Charges
Def - GL Account -

Inactive

Finance Charges
nopaneltrue

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

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. 

Write Off: 

Insert excerpt
Def - GL Account - Write Off
Def - GL Account - Write Off
nopaneltrue
 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

list of all

'Active'

Ticket Classes. Insert excerptDef - Ticket Class (FA)Def - Ticket Class (FA)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. 

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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