Vendor Class Record View

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

Page Header

Toolbar IconsDescription
Delete

 Deletes the transaction, batch, or master file record. When clicked, users will be prompted with: "Are you sure you want to delete this record?". Click "OK" to confirm, or "Cancel" to return without deleting. 

WARNING: Records cannot be recovered once they are deleted!

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 Opens a new blank record for data entry.
Save Saves the changes made to the record. 
Save & Close Saves your changes and closes the page.
FieldsDescription
ClassThis drop-down menu displays all existing vendor classes and allows users to navigate between different records.

Properties Tab

Toolbar IconsDescription
Excel Exports the contents of the grid to an Excel file that will automatically download. The contents that export are those that are visible to the user. Therefore, if the user has filtered the view, or excluded columns, only the contents in the grid will be exported. 
Quick Column Filter Used to filter across all columns in the grid. When the user types text into the Quick Column Filter text box, the grid's Filter Row will be automatically hidden. The text in the Quick Column Filter text box automatically replaces any existing Filter Row filters. The results of the data immediately refresh as you enter text.
FieldsDescription
Properties Identifies the Property that is being set up.
Roll DownA check box to identify whether or not the corresponding value should be pushed to all records (customers, fishermen, items, vendors) assigned to the Class. On 'Save', the values for all the selected fields will be rolled down the records assigned to the Class.
ValueA text box or lookup to set the value of the property. Property values are always editable and can be changed at any time, unless otherwise specified. 
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

Payment Terms identify the terms your company extends to your Customers and that your Vendors extend to you. Payment Terms are used to calculate aging and payment discounts.  This is a single-select lookup that 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' Payment Terms.

Database Fields: ERPx_MFPaymentTerms.PaymentTermName, ERPx_APVendorClass.PaymentTermSK

1099 Type

If you plan on sending the Vendor a 1099 statement at the end of the year, this is used to specify the 1099 statement box number where you are most likely to report amounts. This is informational only and does not drive functionality. This is a single-select lookup to assign the '1099 Type & Box' property for the Vendor. This defaults to blank is not required and is always editable.

This lookup contains all the values in the ERPx_APTenNinetyNineType table.

Database Fields: ERPx_APTenNinetyNineType.TenNinetyNineTypeDescription, ERPx_APVendorClass.TenNinetyNineTypeSK

Group: Other
Inactive

Identifies if the record is "Inactive". If inactive (set to "Yes"), it will not be included in look-ups for transactions or other master files. If set to "No" or blank, the record is active and can be freely used. This is a single-select standard lookup to select if the Vendor Class record 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. 

Database Field: ERPx_APVendorClass.IsInactive

GL Accounts Tab

Toolbar IconsDescription
Excel Exports the contents of the grid to an Excel file that will automatically download. The contents that export are those that are visible to the user. Therefore, if the user has filtered the view, or excluded columns, only the contents in the grid will be exported. 
Quick Column Filter Used to filter across all columns in the grid. When the user types text into the Quick Column Filter text box, the grid's Filter Row will be automatically hidden. The text in the Quick Column Filter text box automatically replaces any existing Filter Row filters. The results of the data immediately refresh as you enter text.
FieldsDescription
Properties Identifies the Property that is being set up.
Roll DownA check box to identify whether or not the corresponding value should be pushed to all records (customers, fishermen, items, vendors) assigned to the Class. On 'Save', the values for all the selected fields will be rolled down the records assigned to the Class.
ValueA text box or lookup to set the value of the property. Property values are always editable and can be changed at any time, unless otherwise specified. 
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: 

  • Accounts PayableThe GL Account that is assigned for the "Accounts Payable" Account Type, on the Accounts tab of the Vendor Record View and Vendor Class Record View. This is the account where accounts payable amounts are posted for the selected Vendor.  The 'Account' lookup for this 'Account Type' is a single-select lookup that contains a blank value, the current assigned value, and all the 'Active' GL Accounts. This Account is not editable on transactions.
  • PurchasesThe GL Account that is assigned for the "Purchases" Account Type, on the Accounts tab of the Vendor Record View and Vendor Class Record View. The Purchase Account identifies the Expense Account that payable transactions post to. If assigned to a Vendor, this will default as the Purchase GL Account for new line items on AP Invoices, AP Credit Memos, and Purchase Orders. 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 on transactions. 
  • Terms Discount TakenThe GL Account that is assigned for the "Terms Discount Taken" Account Type, on the Accounts tab of the Customer, Vendor, Fisherman, and Loan Record Views and the Customer Class, Vendor Class, and Fisherman Class Record Views. This is the account where payment discounts, entered during Payment Receipt applications and when building AP check batches, are posted to.   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 OffThe GL Account that is assigned for the "Write Off" Account Type, on the Accounts tab of the Customer, Vendor, Fisherman, and Loan Record Views and the Customer Class, Vendor Class, and Fisherman Class Record Views. This is the account where write off amounts entered during Payment Receipt applications are posted to.   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 

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

A check box to identify 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 User Guide


 Page Definitions

Page Definitions

 Technical Details

Technical Details