A Vendor is a company or person that sells goods or services to your company. They are used in Purchasing and on Brokerage Sales Programs.The purpose of this page is to add, edit, remove, and activate/inactive these records.

This list view also contains columns for each Attribute that is set up for the 'Vendors' attribute type. Because these are user defined, they are not included in the default view but can be added a saved layout. Vendor attributes are not included in the help documentation.

Software Version: 2025.04.21 and newer

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Toolbar Icons	Description
Column Filter Show/Hide	Toggles between displaying and hiding a filter row in the grid under the column headers. The filter row will be displayed by default if the Quick Column Filter is also implemented in the page. When enabled, this will allow users to type in text to filter by a specific column.
Delete	Deletes the selected record(s). When clicked, users will be prompted with: "Are you sure you want to delete the selected records?". Click "OK" to confirm, or "Cancel" to return without deleting. Note: If a record is not selected prior to clicking the button, the message “Please select a row to delete.” will be displayed. _{WARNING: Records cannot be recovered once they are deleted!}
Edit	Opens the selected record for editing. If a record is not selected, the message "Please select a row to edit." will be displayed.
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.
Favorites	Clicking on the star icon when it is an outline, adds the page to the 'My Shortcuts' tab and fills in the star. Clicking on the star icon when it is filled in (solid color), removes the page from the 'My Shortcuts' tab and returns the icon to an outline. Users must log out and back in before the pages will be visible in the 'My Shortcuts' tab.
Group By Show/Hide	Toggles between displaying and hiding a row in the grid above the column headers to enable grouping by one or more column(s). Once displayed, users may drag and drop column headers to group by a specific column. Once the grid is grouped by a column(s), a subtotal footer row will display in the grouping for columns that have a page footer total.
Help	Opens the online WIKI help page for the current page.
New	Opens a new blank record for data entry.
Notes	Opens the Notes dialog, filtered for the appropriate Note Type(s). From here, users can add, review, or edit Notes associated with the record. This icon is always enabled.
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.
Refresh	Re-queries the contents of the grid/page based on the Search Options or the default values for grids that do not support Search Options. This ONLY re-queries the contents of columns that are currently visible, if you add a new column the contents will be empty until you click 'Refresh' again.
Saved Column Layout	Displays the column layout lookup and related icons. This tool allows users to select a previously saved layout, create a new layout, save changes to a layout, forget/delete a layout and/or assign a saved layout as the default for the page. Once changes are made to the layout, such as columns are added or removed, the user can click the Save Layout icon and save the changes to the column layout. The visibility of the Filter Row is also saved with a saved layout. The new layout can also be set as the default. This is useful for creating specific views to separate master files or transaction types (i.e. Invoice specific vs. Credit Memo specific). Default layouts can be removed by clicking the 'Set as Default' button again when the current default layout is selected. Please note that existing saved grid layouts will display the Filter Row as hidden by default.
Fields	Description
Checkbox	Used to select one or more records to perform an action, such as Mass Update, More Actions, or Delete.
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 not required and is always editable from the Vendor Record View. Database Field: ERPx_APVendor.TenNinetyNineTypeSK
Address Line 1	Address Line 1 typically contains the primary address information such as the street address. This represents the 'Address 1' property from the Address ID that is assigned as the 'Payment Default'. This is not required and is always editable from the 'Addresses' tab of the Vendor Record View. Database Field: ERPx_APVendorAddress.AddressLine1
Address Line 2	Address Line 2 typically contains secondary address information (e.g. floor, suite or mail stop number) related to Address Line 1. This represents the 'Address 2' property from the Address ID that is assigned as the 'Payment Default'. This is not required and is always editable from the 'Addresses' tab of the Vendor Record View. Database Field: ERPx_APVendorAddress.AddressLine2
Address Line 3	Address Line 3 is used for additional address information that could not be contained in Address Line 1 or 2. This represents the 'Address 3' property from the Address ID that is assigned as the 'Payment Default'. This is not required and is always editable from the 'Addresses' tab of the Vendor Record View. Database Field: ERPx_APVendorAddress.AddressLine3
City	The City identifies the value of 'City' in an address record. This represents the 'City' property from the Address ID that is assigned as the 'Payment Default'. This is not required and is always editable from the 'Addresses' tab of the Vendor Record View. Database Field: ERPx_APVendorAddress.City
Currency	The Currency identifies the kind of money used for transactions. For example, if a Customer or Vendor is setup with a Currency of "USD" then all transactions for them are stated in terms of US Dollars and all payments received or made must be in US Dollars. This is required, but is only for information and does not drive any functionality. This is always editable from the Vendor Record View. Database Field: ERPx_APVendor.CurrencySK
Default Payment Address ID	Identifies the Address ID on the Vendor account where the 'Payment' Default Address is set to "Yes". Each Vendor is required to have one, and only one, address ID identified as the Payment Default. The Address Identified as the default is the one that payments are automatically associated with. Database Field: ERPx_APVendorAddress.IsRemitTo = 1
Email	Email is used to record the email address(es) associated with an address. This represents the 'Email' property from the Address ID that is assigned as the 'Payment Default'. This is not required and is always editable from the 'Addresses' tab of the Vendor Record View. Database Field: ERPx_APVendorAddress.Email
GL-Accounts Payable	The 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. This is not required but if blank, transactions for this Vendor will not be able to be posted. This is always editable from the Vendor Record View. Database Field: ERPx_APVendor.APGLAcctRef
GL-Purchases	The 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. This is not required and is always editable from the Vendor Record View. Database Field: ERPx_APVendor.APGLAcctRef
GL-Terms Discount Taken	The 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. This is not required and is always editable from the Vendor Record View. Database Field: ERPx_APVendor.DiscTakenGLAcctRef
GL-Write Off	The 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. This is not required and is always editable from the Vendor Record View. Database Field: ERPx_APVendor.WriteOffGLAcctRef
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 always editable from the Vendor Record View but only Vendors with no open transactions can be set to Inactive. Database Field: ERPx_APVendor.IsInactive
On Hold	Identifies if the Vendor is "on Hold". If a Vendor is on hold (set to "Yes") then new transactions can be entered for them but payments cannot be issued to them. If set to "No" or blank, the Vendor is not on hold and all transactions can be processed. This is always editable from the Vendor Record View. Database Field: ERPx_APVendor.IsOnHold
Payment Name	The Payment Name is used to identify the name that will be printed as the payee on Check Payments and/or an ACH Remittance. This is not required and is always editable from the Vendor Record View. Database Field: ERPx_APVendor.CheckName
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 required and is always editable from the Vendor Record View. Database Field: ERPx_APVendor.PaymentTermSK
Phone	Used to record the primary phone number associated with an address. This is informational only. This represents the 'Phone' property from the Address ID that is assigned as the 'Payment Default'. This is not required and is always editable from the 'Addresses' tab of the Vendor Record View. Database Field: ERPx_APVendorAddress.Phone1
State	The State identifies the value of 'State' in an address record. This represents the 'State' property from the Address ID that is assigned as the 'Payment Default'. This is not required and is always editable from the 'Addresses' tab of the Vendor Record View. Database Field: ERPx_APVendorAddress.State
Tax ID	This is the Tax ID of the Vendor that is used on the 1099 statement. This is informational only and does not drive functionality. This is not required and is always editable from the Vendor Record View. Database Field: ERPx_APVendor.TaxID
Tax Registration	Used to record the company's tax registration number, most commonly used for companies tracking Goods and Services Taxes (GST) or Value-Added Taxes (VAT). This is informational only and does not drive functionality. This is not required and is always editable from the Vendor Record View. Database Field: ERPx_APVendor.TaxRegistration
Vendor Account	Vendor Accounts represent the account number the vendor has assigned to you. This is informational only and does not drive functionality. This is not required and is always editable from the Vendor Record View. Database Field: ERPx_APVendor.VendorAccount
Vendor Attribute Class	Attribute Classes are assigned to master files to control which Attributes are visible, and/or required, to records within the master file. This is not required, but without it, attribute values cannot be assigned or edited for this account. This is always editable from the Vendor Record View. Database Field: ERPx_APVendor.AttributeClassSK
Vendor Class ID	Vendor Class Descriptions are used to name/describe Vendor Class records. This is not required and is always editable from the Vendor Record View but changing it will not update any of the default vendor properties or accounts that are assigned on the new Class. Vendor Classes are managed in the Vendor Class master file. Database Fields: ERPx_APVendorClass.Description, ERPx_APVendor.VendorClassSK
Vendor ID	Vendor IDs are used as a short description and unique identifier for Vendor records. They can be changed at any time to any alphanumeric value. If you do not have an existing strategy for Vendor IDs the 3-3-2 method would be recommended. Clicking on the hyperlink opens the record view for the selected Customer. This is required and is always editable from the Vendor Record View 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	Vendor Names are used as a long description for Vendors. This is required and is always editable from the Vendor Record View. Database Field: ERPx_APVendor.VendorName
Zip	The Zip identifies the value of 'Zip' (Zip Code) in an address record. This represents the 'State' property from the Address ID that is assigned as the 'Payment Default'. This is not required and is always editable from the 'Addresses' tab of the Vendor Record View. Database Field: ERPx_APVendorAddress.Zip

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