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. This is a text box that defaults to blank for new records, is required and must be <= 50 characters. 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 is always editable, 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 Names are used as a long description for Vendors. This is a text box that defaults to blank, is required and must be <=100 characters. If not assigned, the message "Vendor Processing Failed: ([VendorName]): Vendor Name is required." will be displayed on Save. This is always editable.

Database Field: ERPx_APVendor.VendorName

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 a text box that defaults to the Vendor Name but is not required. If entered, it must be <=150 characters. This is always editable.

Database Field: ERPx_APVendor.CheckName

Vendor Class IDs are used as a short description and unique identifier for Vendor Class records.  This is a single-select lookup that defaults to blank but is required. If missing, the message "Vendor Processing Failed: ([VendorID]): Vendor Class is required." will be displayed on Save. This field is always editable but changing it will not update any of the default vendor properties or accounts that are assigned on the new Vendor Class. 

The lookup contains a blank value, the current assigned value, and a list of all the 'Active' records in the Vendor Class master file.

Database Fields: ERPx_APVendorClass.ClassDescription, ERPx_APVendor.VendorClassSK

Attribute Classes are assigned to master files to control which Attributes are visible, and/or required, to records within the master file. This is a single-select lookup that defaults from the Attribute Class assigned to the 'Vendor Class' but is not required, but without it, attribute values cannot be assigned or edited for this account. This is always editable.

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 Field: ERPx_APVendor.AttributeClassSK

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 from the Payment Terms assigned to the 'Vendor Class'. This is required and is always editable. If missing, the message "Vendor Processing Failed: ([VendorID]): Payment Terms is required." will be displayed on Save.  When a new Vendor record is created, if there is no Payment Terms value set on the Vendor Class and a Payment Terms value is not manually selected, the message "There is no Payment Terms set on the Vendor Class for this Vendor and Payment Terms is required. Please select a value from the Payment Terms property for the Vendor.” will be displayed on Save.

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_APVendor.PaymentTermSK

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 a single-select lookup that defaults from the Currency assigned to the 'Vendor Class'. This is required and editable until the Vendor is assigned to a transaction. If missing, the message "Vendor Processing Failed: ([VendorID]): 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_MFDataEntityCompanyCurrency.CurrencySK, ERPx_APVendor.CurrencySK

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 is required, is always editable, and defaults to "No 1099". 

This lookup contains all the values in the ERPx_APTenNinetyNineType table.

Database Field: ERPx_APVendor.TenNinetyNineTypeSK

Vendor Accounts represent the account number the vendor has assigned to you. This is informational only and does not drive functionality. This is text box to assign the account number associated with the Vendor. This defaults to blank and is not required, but if entered, it must be <=25 characters. This is always editable. This is not visible until after the record is initially saved. 

Database Field: ERPx_APVendor.VendorAccount

Identifies the address used when mailing out 1099s. This is a single-select lookup to assign the Address ID that contains the address used for 1099s. 

This is not editable on new records until they are initially saved. Then, this defaults to 'PRIMARY' but is always editable.

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

Identifies the address used on check payments. This is a single-select lookup to assign the Address ID that contains the address used for Payments.

This is not editable on new records until they are initially saved. Then, this defaults to 'PRIMARY' but is always editable.

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

Identifies the physical address of the account. This is a single-select lookup to assign the Address ID that contains the address used for the physical location.

This is not editable on new records until they are initially saved. Then, this defaults to 'PRIMARY' but is always editable.

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

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 text box to assign the Tax ID associated with the Vendor. This defaults to blank and is not required but if a value is entered it must be <=15 characters. This is always editable.

Database Field: ERPx_APVendor.TaxID

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 text box to assign the tax registration number associated with the Vendor. This defaults to blank and is not required but if a value is entered it must be <=25 characters. This is always editable.

Database Field: ERPx_APVendor.TaxRegistration

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 a single-select standard lookup to select if the Vendor's account should be placed on hold or not.

The lookup contains the values 'Yes' or 'No' and defaults to 'No'.  If set to 'Yes' then new transactions can be entered for the Vendor but payments cannot be issued to them. If set to 'No' then the record is not on hold and can be freely used. This field is always editable.

Database Field: ERPx_APVendor.IsOnHold 

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's account 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. 

Only Vendors with no open transactions/ balances can be set to Inactive, otherwise the message "Vendor Name([VendorID]) has a balance or is on an open transaction and cannot be saved as Inactive" will be displayed. This is not visible until after the record is initially saved. 

Database Field: ERPx_APVendor.IsInactive

 Removes the selected line(s). When clicked, you are prompted with the message "Are you sure you want to delete n item(s)? Okay or Cancel". This cannot be done on transactions with a Status of 'Approved', Ready to Post', 'Posted', 'Closed', 'Void', or 'Replaced'.

When attempting to delete a Vendor  Fisherman, Fisherman & Tender, and Tender address or Loan address configured for ACH, the message "[Vendor Name]: has an address, [Address ID], that has been used for ACH. Please navigate to the Fisherman ACH configuration page (Fisherman Accounting > Configuration > Fisherman ACH) to remove the record prior to deleting the address record." will be displayed when Remove Items is clicked.

Address Line 1 typically contains the primary address information such as the street address. This is a text box to assign/edit the 'Address 1' value for the Address ID. This defaults to blank and is not required. If entered, it must be <=75 characters. This is always editable.

Database Field: ERPx_APVendorAddress.AddressLine1

Address Line 2 typically contains secondary address information (e.g. floor, suite or mail stop number) related to Address Line 1. This is a text box to assign/edit the 'Address 2' value for the Address ID. This defaults to blank and is not required. If entered, it must be <=75 characters. This is always editable.

Database Field: ERPx_APVendorAddress.AddressLine2

Address Line 3 is used for additional address information that could not be contained in Address Line 1 or 2. This is a text box to assign/edit the 'Address 3' value for the Address ID. This defaults to blank and is not required. If entered, it must be <=75 characters. This is always editable.

Database Field: ERPx_APVendorAddress.AddressLine3

Vendor Address IDs are used as a short description and unique identifier for Vendor Address records. These can be changed at any time to any alphanumeric value. For Vendors with only one Address, the default value of PRIMARY can be used. Address IDs Like BILLING and PHYSICAL are often used for Vendors with separate addresses. This is a text box to assign/edit the value of the Address ID. This defaults to "Primary" and is required to be unique by Vendor (For example, every Vendor can have an Address ID of REMIT but that ID can only be used once for each Vendor account) and must be <=25 characters. This is always editable.

Database Field: ERPx_APVendorAddress.AddressID

The City identifies the value of 'City' in an address record. This is a text box to assign/edit the 'City' value for the Address ID. This defaults to blank and is not required. If entered, it must be <=25 characters. This is always editable.

Database Field: ERPx_APVendorAddress.City

The Country identifies the 'Country' of an address record. This is a text box to assign/edit the 'Country' value for the Address ID. This defaults to blank and is not required. If entered, it must be <=50 characters. This is always editable.

Database Field: ERPx_APVendorAddress.Country

Email is used to record the email address(es) associated with an address. This is a text box to assign/edit the 'email' value for the Address ID. This defaults to blank and is not required. If entered, it must be <=1,000 characters. This is always editable.

Database Field: ERPx_APVendorAddress.Email

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 a text box to assign/edit the value for the Payment Name that will be displayed on payments made to the vendor. This defaults from the Vendor Name entered on the Properties tab, but can be overwritten and must be <=150 characters. This is not required but without it the Payment Name field on the Properties tab will be used as the Payee on a printed check or ACH payment, but if both this field and the Payment Name on the Properties tab is blank then the Vendor Name will be used. This is always editable.

Database Field: ERPx_APVendorAddress.CheckName

Used to record the primary phone number associated with an address. This is informational only. This is a text box to assign/edit the 'Phone' value for the Address ID. This defaults to blank and is not required. If entered, it must be <=25 characters. This is always editable.

Database Field: ERPx_APVendorAddress.Phone1

The State identifies the value of 'State' in an address record. This is a text box to assign/edit the 'State' value for the Address ID. This defaults to blank and is not required. If entered, it must be <=30 characters. This is always editable.

Database Field: ERPx_APVendorAddress.State

The Zip identifies the value of 'Zip' (Zip Code) in an address record. This is a text box to assign/edit the 'Zip' value for the Address ID. This defaults to blank and is not required. If entered, it must be <=15 characters. This is always editable.

Database Field: ERPx_APVendorAddress.Zip

Used to record the email address(es) associated with a Contact. This is informational only. This is a text box to assign/edit the value for the Contact. This defaults to blank and is not required. If entered, it must be <=1,000 characters. This is always editable.

Database Field: ERPx_APVendorContact.Email

Used to record the fax number associated with a Contact. This is informational only.  This is a text box to assign/edit the value for the Contact. This defaults to blank and is not required. If entered, it must be <=25 characters. This is always editable.

Database Field: ERPx_APVendorContact.Fax

Used to record the name associated with a Contact. This is informational only. This is a text box to assign/edit the value for the Contact. This defaults to blank and is not required. If entered, it must be <=100 characters. This is always editable.

Database Field: ERPx_APVendorContact.Name

Used to record the primary phone number associated with a Contact. This is informational only. This is a text box to assign/edit the value for the Contact. This defaults to blank and is not required. If entered, it must be <=25 characters. This is always editable.

Database Field: ERPx_APVendorContact.Phone

A non editable text box that shows the name of the Attribute. Attributes are user-definable fields that are used on master files and transactions and are editable from the Attributes List View. The Attribute will only be displayed if the Applies property on the Assign Attribute Rules by page is set to either "Yes - Required" or "Yes - Not Required". Attributes set to "No" will not be displayed. The Attributes displayed here are setup and assigned in the Attributes section of the Company module (Company → Setup → Attributes → Vendors). 

A non editable text box that shows whether the Attribute Value is required or not. If the Attribute Value is required, it will display "Yes". If it is optional, it will display as blank. This value is only editable from the 'Assign Attribute Rules' page (Company → Setup → Attributes → Vendors → Vendor Attribute Class hyperlink). 

Identifies the value assigned to the corresponding attribute.

Because Attributes are configurable as either Text, List, Date, or Date/Time the data entry is either a text box, lookup, or date picker. The value defaults to blank and is only required if the Attribute's 'Applies' property is set to "Yes - Required" in the Assign Attribute Rules page. Attribute Values for Master Flies are always editable. Attribute Values for transactions are always editable for unposted transactions.

Identifies the Item, displayed as Item ID: Item Description.  This is a text box that is required. It defaults as blank and is not editable once the line item has been saved to the transaction.

When the 'Add Item' icon is clicked, users may enter all or part of an Item ID or Description and hit the Enter key on the keyboard. If a complete Item ID was entered, the line item will be saved, if not, the Item Lookup dialog box will open with a list of items containing the data entered. From the Item Lookup dialog box, users may check the checkbox next to one or multiple item(s) to add to the transaction using the Save & Close button.

From the Item Lookup page, if a user selects an Item(s) that has not got a Default Purchasing UOM setup on the Item master file record, the message "Item ID: Item Description: Cannot be added as a Vendor Item because it does not have a Default Purchasing UOM." will be displayed on Save.   Users can deselect this item to continue adding items via the lookup. 

Items must be unique by Item, UOM and Vendor, so the same item can be added with a different UOM if needed.  If a user tries to add an item that already exists with the same UOM, the message "The Same Item and UOM already exists." will be displayed on Save. 

Items represent objects that you sell, produce, and/or purchase that are tracked within the system. They are used on Sales, Inventory, Fisherman Accounting and Purchasing transactions.

Database Fields: ERPx_IMItem.ItemID:ItemDescription, ERPx_APVendorItem.ItemSK

Identifies the Last Updated Date & Time of the Transaction, formatted from the users 'Date Format' preference. This is a system assigned value and is never editable by a user.

Database Field: ERPx_APVendorItem.LastUpdated

Identifies the name of the user that last updated the Transaction. It is formatted to be the "logged-in" users [User First Name] + [User Last Name]. This is a system assigned value and is never editable by a user.

Database Field: ERPx_APVendorItem.LastUser

Identifies an alternate comment/description for a line item. This is most commonly used to either identify the Vendor's Item ID or to add more clarity to a generic/bulk Item ID.  This is an editable text box that is not required.  If a value is entered it must be <= 200 characters and will default on the Find Vendor Items page which is used to add the Vendor Items to a Purchase Order or Invoice record. This is always editable. 

Database Field: ERPx_APVendorItem.LineComment

Identifies the price of the line item. This is a numeric text box that is not required.  It defaults to zero and will display the number of decimals setup on the corresponding Item's Price Decimals. If a value is entered it will default on the Find Vendor Items page which is used to add the Vendor Items to a Purchase Order or Invoice record. This is always editable. 

Database Field: ERPx_APVendorItem.Price

Displays the numerical sequence the line item appears in the Item's grid on the transaction or master file.
 This is an editable text box that defaults to the next available base-10 number. It is required, and is always editable. To re-sequence the line items, edit one or more lines with a new positive number that would put the line item where you want it sorted, and click the Save button. On save, the line items will be resorted, and the Ln. values will be re-set to base-10 values.

For example, if you had line items 10, 20, and 30 and you wanted the last one (Ln. 30) to be second, you could edit the value to any number between 10 and 20 (i.e. 15) and on save the lines would be sorted in the new sequence (10, 15, and 30) and then all Ln.'s would be re-set to base 10 numbers (10, 20, 30).

Database Field: ERPx_APVendorItem.LineItemSort

Displays the unit of measure upon which the line item price is based. This is a single select lookup that defaults from the 'Purchases' Default UOM on the Item master file record if one is entered, else it is blank to select a value.  If a value is not selected the message "[Vendor Name] (Vendor ID): " Item ID: Item Description: A UOM is required to add a Vendor Item." will be displayed on Save.  The lookup contains a list of all the active UOM's setup on the Item's UOM schedule. 

Database Fields: ERPx_IMUOM.UOMID, ERPx_APVendorItem.PriceUOMSK

This field contains the following account types: 

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.  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.

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. 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 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.   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 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.   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.