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.
Header Toolbar
| 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). |
| Grid Layout | Opens the Saved Grid Layout menu that allows the user to select another saved layout, create a new layout, save changes to a layout, or assign a saved layout as the default for the page. Once changes are made to a grid, such as columns are added or removed, the user can click the Saved Grid Layout icon and save the changes to the grid layout and name the new layout. The new layout can also be set as the default, instead of the System View. This is useful for creating specific views to separate master files or transaction types (i.e. Invoice specific vs. Credit Memo specific).
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| New | Allows the user to create a new master file record or transaction by opening a blank record view page. This icon is always enabled. |
| Save | Saves the changes made to the record.
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The bolded view is the default view, which will determine the view will automatically display in when opened. Header Fields
| Field Names | Description |
|---|---|
| Class | This drop-down menu displays all existing vendor classes and allows users to navigate between different records. |
Grid Toolbar
| Toolbar Icons | Description |
|---|---|
| Excel |  Clicking the Excel toolbar icon exports the current contents of the grid to an Excel file that is automatically downloaded. The contents that export are only those currently visible. If the grid is filtered, only the filtered contents will be exported. |
Grid Properties
| Property Name | Description |
|---|---|
| Group: ID and Descriptions | |
| Class ID | This field displays the ID of the vendor class. This value is required, must be unique, and for NorthScope companies that do not integrate to a Host Database, or where the Vendor Class integration is set to None, the Class ID field can be edited, otherwise it is disabled. This defaults to blank for new records and is required. If not assigned, the message "Class ID is required." will be displayed on Save. This value must be unique. If not, the message "Duplicate Class ID's are not allowed." will be displayed on Save. This field is always editable from the record view and must be <= 25 characters. |
| Description | This field displays the description of the vendor class. This field is required. The 'Description' property on the Class record. This defaults to blank for new records and is required but duplicate values are allowed. If not assigned, the message "Description is required." will be displayed on Save. This field is always editable from the record view and must be <= 50 characters. The Description is used as a long description/name of the Class. Database Field: ERPx_ERPx_APVendorClass.ClassDescription |
| Group: Configuration | |
| Checkbook | This field displays a lookup of active checkbooks to identify the checkbook used to pay the vendor class. This field is not required. |
| Currency | This field displays a lookup of currencies for the user to identify the home currency of the vendor class.This field is not required. |
| Discount Grace Period | This field displays the discount grace period defined for the vendor class. This field is not required. |
| Due Date Grace Period | This field displays the due date grace period defined for the vendor class. This field is not required. |
| Payment Priority | This field allows users to identify the priority the vendor class has for payments. This field is not required. |
| Payment Terms | This field displays the payment terms defined of the vendor class. This field is a drop-down menu, which allows users to select the payment terms from the defined payment terms list. This field is not required. |
| Tax Class | This field displays the tax class of the vendor class. This field is a drop-down menu, which includes all active tax classes from the Tax Class Master List (setup in Company > Tax Class). This field is not required. |
| Tax Type | This field displays the tax type of the vendor class. This field is a drop-down menu, which allows to select between the following:
If the vendors under the vendor class required a 1099 statement, select 'Misc'., 'Dividend' or 'Interest'. When one of these tax types has been selected, users can specify a 1099 amount when entering transactions and 1099 statements can be printed for the vendors at the end of the year. Select 'No 1099' if the vendors under the vendor class don't require 1099 or withholding information. This field defaults to 'No 1099'. |
| Group: Other | |
| Inactive | This field displays if the vendor class is inactive (Yes) or active (No). |
Accounts Tab
| Column Headers | Description |
|---|---|
| Account | This field displays a drop-down menu of all active GL accounts for the user to select the default account for the corresponding account type. The account is always editable. |
| Account Type | This field displays the name of the account type for which the account can be assigned. This field is never editable by the user. The account types include the following:
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| Roll Down |