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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 IconsDescription
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
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New
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Save
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Header Fields

Field NamesDescription
ClassThis drop-down menu displays all existing vendor classes and allows users to navigate between different records.

Grid Toolbar

Toolbar IconsDescription
Excel
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Grid Properties

Property NameDescription
Group: ID and Descriptions
Class IDThis 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. 
DescriptionThis field displays the description of the vendor class. This field is required.
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.
CurrencyThis 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 PeriodThis field displays the discount grace period defined for the vendor class. This field is not required.
Due Date Grace PeriodThis field displays the due date grace period defined for the vendor class. This field is not required.
Payment PriorityThis field allows users to identify the priority the vendor class has for payments. This field is not required.
Payment TermsThis 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 ClassThis 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:

  • No 1099
  • Dividend
  • Interest
  • Misc.

 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 HeadersDescription
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: 

  • Accounts Payable: The Account menu displays all active accounts allowing users to select the account for the corresponding account type. This field is not required.  
  • Accrued Purchases: The Account menu displays all active accounts allowing users to select the account for the corresponding account type. This field is not required.  
  • Cash: The Account menu displays all active accounts allowing users to select the account for the corresponding account type. This field is not required.  
  • Finance Charges: The Account menu displays all active accounts allowing users to select the account for the corresponding account type. This field is not required.  
  • Freight: The Account menu displays all active accounts allowing users to select the account for the corresponding account type. This field is not required.  
  • Miscellaneous: The Account menu displays all active accounts allowing users to select the account for the corresponding account type. This field is not required. 
  • Purchase Price Variance: The Account menu displays all active accounts allowing users to select the account for the corresponding account type. This field is not required.  
  • Purchases: The Account menu displays all active accounts allowing users to select the account for the corresponding account type. This field is not required.
  • Settlement Accrual: The Account menu displays all active accounts allowing users to select the account for the corresponding account type. This field is not required.
  • Tax: The Account menu displays all active accounts allowing users to select the account for the corresponding account type. This field is not required.
  • Terms Discount Available: The Account menu displays all active accounts allowing users to select the account for the corresponding account type. This field is not required.  
  • Terms Discount Taken: The Account menu displays all active accounts allowing users to select the account for the corresponding account type. This field is not required.  
  • Trade Discount: The Account menu displays all active accounts allowing users to select the account for the corresponding account type. This field is not required. 
  • Write Off: The Account menu displays all active accounts allowing users to select the account for the corresponding account type. This field is not required. 
Roll Down

This field displays a check box for the user to select whether or not the corresponding account selection will roll down to all vendors assigned to the vendor class. Selecting this checkbox and saving will roll down the account selection to all vendors currently assigned to the corresponding vendor class. 

Related Topics

Vendor Class List View

Vendor Class User Guide


 Page Definitions

Page Definitions


 Technical Details

Technical Details


Table Names:
dbo.ERPx_APVendorClass
Stored Procedures:
SPx_MFSEL_ClassHeader
SPx_MFUpdate_Class
SPx_MFSEL_ClassProperties
SPx_MFSEL_ClassAccount
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