Vendor Addresses List View

Every Vendor can have multiple Address ID's (but a minimum of one) associated to them. The Addresses ID stores data pertaining to the physical location, phone, email, and payment information. This list view shows all the Address ID's for all the accounts with an Account Type of AP Vendor. The purpose of this page is to add, edit, remove, and activate/inactive these records.

Software Version: 2021.11.24 and newer

Page Header

Toolbar IconsDescription
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. 

WARNING: Records cannot be recovered once they are deleted! 

When attempting to delete a Vendor address configured for ACH, the message "[Vendor Name]: Address [Address ID] cannot be deleted because it is configured for ACH" will be displayed on Delete.

EditOpens the selected record for editing. If a record is not selected, the page will either not open or will open the first record (depending on how the page was coded). 
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. 
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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. 
Mass Update

Opens the mass update dialog, which allows to mass update the following properties: 

  • Default 1099 ID: A single-select lookup that defaults to "(No Change)", but also contains an option for "Yes". If "Yes" is selected, the included Address ID's will be updated as the Default 1099 Address for the Vendor. Only one Address ID per Vendor Account can be updated this way else the message: "[VendorID]: Unable to update Default Addresses. Only one Vendor/Fisherman Address may be the 1099 Default." will be displayed when the Mass Update dialog is closed.
  • Default Payment ID: A single-select lookup that defaults to "(No Change)", but also contains an option for "Yes". If "Yes" is selected, the included Address ID's will be updated as the Default Payment Address for the Vendor. Only one Address ID per Vendor Account can be updated this way else the message: "[VendorID]: Unable to update Default Addresses. Only one Vendor/Fisherman Address may be the Payment Default." will be displayed when the Mass Update dialog is closed.
  • Default Physical ID: A single-select lookup that defaults to "(No Change)", but also contains an option for "Yes". If "Yes" is selected, the included Address ID's will be updated as the Default Physical Address for the Vendor. Only one Address ID per Vendor Account can be updated this way else the message: "[VendorID]: Unable to update Default Addresses. Only one Vendor/Fisherman Address may be the Physical Default." will be displayed when the Mass Update dialog is closed.
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.
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(lightbulb) 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.

FieldsDescription
CheckboxUsed to select one or more records for delete or mass update.
Address ID

Identifies the Address ID assigned to the Vendor account. Address ID's must be unique by Vendor but can be repeated across other Vendor Accounts. For example, every Vendor can have an Address ID of REMIT but that ID can only be used once for each Vendor account. 

Database Field: ERPx_APVendorAddress.AddressID

Address Line 1

The 'Address Line 1' property of the Address ID that is assigned as the 'Payment Default'. This field is not required and is always editable from the Record View.

Database Field: ERPx_APVendorAddress.AddressLine1

Address Line 2

The 'Address Line 2' property of the Address ID that is assigned as the 'Payment Default'. This field is not required and is always editable from the 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' property of the Address ID that is assigned as the 'Payment Default'. This field is not required and is always editable from the Record View.

Database Field: ERPx_APVendorAddress.City

Country

The Country identifies the 'Country' of an address record. This field is not required and is always editable from the Record View.

Database Field: ERPx_APVendorAddress.Country

Default 1099 ID

Identifies the address used when mailing out 1099s. This displays 'Yes' or blank for the corresponding Address ID to indicate which Address ID is the default for 1099's. This is always editable from the Properties tab of the record view. 

The lookup contains the current assigned value and a list of all the 'Active' Vendor Address IDs for the current Vendor.

Database Field: ERPx_APVendorAddress.Is1099Default

Default Payment IDIdentifies the address used on check payments. This displays 'Yes' or blank for the corresponding Address ID to indicate which Address ID is the default for Payments.  This defaults to the 'Primary' Address ID on new records but is always editable from the Properties tab of the record view. This is not visible until after the record is initially saved.

The lookup contains the current assigned value and a list of all the 'Active' Vendor Address IDs for the current Vendor.

Database Field: ERPx_APVendorAddress.IsPaymentDefault

Default Physical ID

Identifies the physical address of the account. This displays 'Yes' or blank for the corresponding Address ID to indicate which Address is the default for Physical locations.  This defaults to the 'Primary' Address ID on new records but is always editable from the Properties tab of the record view. This is not visible until after the record is initially saved.

The lookup contains the current assigned value and a list of all the 'Active' Vendor Address IDs for the current Vendor.

Database Field: ERPx_APVendorAddress.IsPhysicalDefault

Email

The 'Email' property of the Address ID that is assigned as the 'Payment Default'. This field is not required and is always editable from the Record View.

Linked Database Field: ERPx_APVendorAddress.Email

Inactive

The value from the 'Inactive' property. 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. 'No' values display as blank in the grid. This value is only editable for records that do not have an open balance.

Linked Database Field: ERPx_APVendor.IsInactive 

On Hold

The value from the 'Hold' property. If set to 'Yes' then new transactions can be entered for the Fisherman or Tender but payments cannot be issued to them. If set to 'No' then the record is not on hold and can be freely used. 'No' values display as blank in the grid .This value is always editable.

Linked 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.

Linked Database Field: ERPx_APVendorAddress.CheckName

Phone

The 'Phone' property of the Address ID that is assigned as the 'Payment Default'. This field is not required and is always editable from the Record View.

Linked Database Field: ERPx_APVendorAddress.Phone1

State

The 'State' property of the Address ID that is assigned as the 'Payment Default'. This field is not required and is always editable from the Record View.

Linked Database Field: ERPx_APVendorAddress.State 

Vendor Attribute Class

The 'Attribute Class' property on the the Vendor record. This is not required but without it, attribute values cannot be assigned or edited for this account. This field is always editable from the record view.

Attribute Classes control which Attributes are visible, and/or required, to the master file. 

Linked Database Field: ERPx_APVendor.AttributeClassSK

This 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"

Vendor Class ID

The 'Vendor Class' property on the Vendor record. This defaults to blank for new records and is required. If not assigned, the message "Vendor Processing Failed: ([VendorID]): Vendor Class is required." will be displayed on Save. This field is always editable from the record view.

The Vendor Class is used to classify and set default Properties and Accounts (GL Accounts). These defaults can be overwritten for individual Vendors.

Linked Database Field: ERPx_APVendor.VendorClassSK

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

Vendor ID

A hyperlink that shows the value of the 'Vendor ID' property on the Vendor record. Clicking on the link opens the record view for the selected Vendor. 

This defaults to blank for new records and is required. 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 field is always editable from the record view.

The Account ID is used as a short description and unique identifier of the Vendor account.

Linked Database Field: ERPx_APVendor.VendorID

Vendor Name

The 'Vendor Name' property on the Vendor recordThis defaults to blank for new records and is required. If not assigned, the message "Vendor Processing Failed: ([VendorID]): Vendor Name is required." will be displayed on Save. This field is always editable from the record view.

The Account Name is used as a long description/name of the Vendor account.

Linked Database Field: ERPx_APVendor.VendorName

Zip

The 'Zip' property of the Address ID that is assigned as the 'Payment Default'. This field is not required and is always editable from the Record View.

Linked Database Field: ERPx_APVendorAddress.Zip

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