A Fisherman is an Account Type used to identify someone that catches fish and sells them to a processing facility.

A Tender is a vessel that is attendant to other vessels and is used to transport or ferry unprocessed fish or shellfish received from another vessel to a shoreside processor or mothership. Tender vessels operate, in most circumstances, as an agent for a specific processor and take deliveries from harvesting vessels.

The Fisherman & Tenders Record View shows all the details for a single Fishermen or Tender Accounts. From here, users can add, edit, remove, and activate/inactive these records.

Software Version: 2024.09.27 and newer

Page Header

Toolbar Icons	Description
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!}
Help	Opens the online WIKI help page for the current page.
Grid Layout	Opens the Saved Grid Layout menu that allows the user to select another saved layout, create a new layout, save changes to a layout, or assign a saved layout as the default for the page. Once changes are made to a grid, such as columns are added or removed, the user can click the Saved Grid Layout icon and save the changes to the grid layout and name the new layout. The new layout can also be set as the default, instead of the System View. This is useful for creating specific views to separate master files or transaction types (i.e. Invoice specific vs. Credit Memo specific). The bolded view is the default view, which will determine the view will automatically display in when opened.
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.
Save	Error rendering macro 'excerpt-include' : No link could be created for 'Save - Global '.
Fields	Description
Vendor Class	A textbox to identify the Fisherman Class assigned to the record. This defaults from the Fisherman Class assigned to the Fisherman/Tender account, is required and non-editable from here. Fisherman Classes are used to identify default values that are applied to new Fishermen, Tender, Fishermen & Tender, and Loan accounts and to group accounts and transactions together for reporting and data selection purposes. Database Fields: ERPx_APVendorClass.ClassID, ERPx_APVendor.VendorClassSK
Vendor Name	A textbox to identify the name assigned to the record. This defaults from the Vendor Name assigned to the Fisherman/Tender account, is required and non-editable from here. Vendor Names are used as a long description for Vendors. Database Field: ERPx_APVendor.VendorName
Vendor Type	A textbox to identify the Vendor Type assigned to the record. This defaults from the Vendor Type assigned to the Fisherman/Tender account, is required and non-editable from here. Vendor Types are used to classify Vendor Classes by functionality. In Accounts Payable, all Vendors are auto-assigned a Vendor Type of "Vendor". In Fisherman Accounting, accounts can be assigned a Vendor Type of either Fisherman, Tender, Fisherman & Tender, or Loan. Database Field: ERPx_APVendor.VendorTypeEN

Properties Tab

Toolbar Icons	Description
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.
Fields	Description
Properties	Identifies the Property that is being set up.
Value	A 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
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. 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 Name	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
Check 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 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
Group: Configuration
Vendor Type	A single select lookup to identify the 'Vendor Type' assigned to the 'Vendor Class' for the Fisherman/Tender Account. This is not editable as it comes from the value assigned to the Fisherman Class. This will either be: Fisherman: A Fisherman is an Account Type used to identify someone that catches fish and sells them to a processing facility. Fisherman & Tender: A Fisherman & Tender is an Account Type used to identify someone that catches fish during one season and provides Tendering services during another. Tender: A Tender is a vessel that is attendant to other vessels and is used to transport or ferry unprocessed fish or shellfish received from another vessel to a shoreside processor or mothership. Tender vessels operate, in most circumstances, as an agent for a specific processor and take deliveries from harvesting vessels. Vendor Types are used to classify Vendor Classes by functionality. In Accounts Payable, all Vendors are auto-assigned a Vendor Type of "Vendor". In Fisherman Accounting, accounts can be assigned a Vendor Type of either Fisherman, Tender, Fisherman & Tender, or Loan. Database Field: ERPx_APVendor.VendorClassEN
Vendor Class ID	A single-select lookup to identify the Fisherman Class assigned to the Fisherman/Tender Account. This 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 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 Fisherman Class master file. Vendor Class IDs are used as a short description and unique identifier for Vendor Class records. Database Fields: ERPx_APVendorClass.ClassDescription, ERPx_APVendor.VendorClassSK
Attribute Class	A single-select lookup to identify the Attribute Class assigned to the Fisherman/Tender Account. This defaults from the Vendor Class and is not required. However, 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 "Vendors". Attribute Classes are assigned to master files to control which Attributes are visible, and/or required, to records within the master file. Database Field: ERPx_APVendor.AttributeClassSK
Checkbook	A single select lookup to identify the default checkbook used for the Fisherman/Tender Account. This defaults from the Vendor Class, is not required, and is always editable. This is informational only. Database Fields: ERPx_MFCheckbook.CheckbookID, ERPx_APVendor.CheckbookSK This lookup contains a blank value, the current assigned value, and a list of all the 'Active' Checkbooks
Currency	A single select lookup to identify the home currency of the company. This defaults from the Currency assigned to the 'Vendor Class'. This is required and non-editable. 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. Database Fields: ERPx_MFCurrency.CurrencyID, ERPx_MFDataEntityCompanyCurrency.CurrencySK, ERPx_APVendor.CurrencySK
Payment Terms	A single select lookup to identify the Payment Terms assigned to the Fisherman/Tender Account. This defaults from the Vendor Class, 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. 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. Database Fields: ERPx_MFPaymentTerms.PaymentTermName, ERPx_APVendor.PaymentTermSK
Group: Default Address
1099	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 Fisherman/Tender account. Database Field: ERPx_APVendorAddress.Is1099Default
Statement	Identifies the address used when mailing out Statements. This is a single-select lookup to assign the Address ID that contains the address used for Statements. 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 Fisherman/Tender account. Database Field: ERPx_APVendorAddress.IsStatementDefault
Payment	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 Fisherman/Tender account. Database Field: ERPx_APVendorAddress.IsPaymentDefault
Physical	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 Fisherman/Tender account. Database Field: ERPx_APVendorAddress.IsPhysicalDefault
Group: Fishing
CFECID	A textbox to identify the 'CFECID' property for the Fisherman/Tender account. This defaults to blank for new records and is required. If not assigned, the message "Vendor Processing Failed: ([VendorID]): CFECID is required for fisherman." will be displayed on Save. This value is typically unique except in situations where a fishing account needs their business separated (e.g. all Salmon transactions need to be on a separate account from everything else). If a duplicate CFECID is entered, the message "The CFECID was saved, but is assigned to other Fishermen: CFECID: [CFECID] is already assigned to [VendorName] ([VendorID])" will be displayed on save, alerting the user to the fact there is more than one fishing account using the same CFECID. This field is always editable from the record view. The CFECID represents the unique identifier of the legal entity. This is assigned by the State of Alaska. Database Field: ERPx_APVendor.CFECID
Primary Vessel	A single select lookup to identify the 'Primary Vessel' for the Fisherman/Tender account. This defaults to blank and is required for all accounts with an Account Type of either Tender or Fisherman & Tender (it is not required for Fishermen). If not assigned to a Tender or Fisherman & Tender account, the message "Vendor Processing Failed: [Vendor Name] ([VendorID]): Primary Vessel is required for Tenders." will be displayed on Save. This value must also be unique across all accounts with an Account Type of either 'Tender' or 'Fisherman &Tender'. If the same vessel is assigned to more than one of these accounts, the message "Vendor Processing Failed: [Vendor Name] ([VendorID]): Primary Vessels can only be assigned to one Tender as a time. Vessel [Vessel Name] is currently assigned to Tender with ID [Vendor IDs]" will be displayed on Save. This field is always editable from the record view. The Primary Vessel is used to associate the Tender Account Name to the "Tender Vessel" on a fish ticket imported from eLandings and to help associate fishing vessel names with their owners. This lookup contains a blank value, the current assigned value, and a list of all the 'Active' Vessels in the Vessel Master File. Database Field: ERPx_APVendor.TenderVesselSK
Alternate Paid Account	A single select lookup to identify an 'Alternate Paid Account' for the Fisherman/Tender record. This is only applicable and can only be assigned to records with an 'Account Type' of "Fisherman" or "Fisherman & Tender", (it is not visible for Tender accounts). This defaults to blank for new records, is not required, and is always editable. The Alternate Paid Account is a feature that allows you to receive fish from one fishing account but pay another. When assigned, the alternative fishing account will be set as the 'Paid Fisherman' on all fish tickets for the current Account ID (the 'Permit Holder'). The 'Paid Fisherman' can always be overwritten before the Ticket is posted. The lookup contains a blank value, the current assigned value, and a list of all the 'Active' Vendor Accounts with an Account Type of Fisherman, Tender, Fisherman & Tender, or Loan Database Field: ERPx_APVendor.PaidFishermanVendorSK
Group: Other
Tax Class	A single select lookup to assign the Tax Class to the Fisherman/Tender account. This defaults to blank for new records, is not required and is always editable. Tax Classes are used to calculate sales tax on Fisherman Sale & Tender Resale transactions. Tax Classes store all the Tax Details (individual taxes) used to calculate sales tax on Quick Sales, Fisherman Sales, and Tender Resale transactions. This lookup contains a blank value, the current assigned value, and a list of all the 'Active' Tax Class records. Database Fields: ERPx_MFTaxClass.TaxClassSK, ERPx_APVendor.TaxClassSK
Master Account	A single select lookup to identify the 'Master Account' assigned to the Fisherman/Tender account. This 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' Fisherman/Tender accounts with a Vendor Type of either Fisherman, Tender, or Fisherman & Tender. Loan accounts cannot be master accounts for fishermen or Tenders. A Fisherman or Tender can be the 'Master Account' on more than one other fishing related accounts. However, if a Fisherman or Tender is assigned as the 'Master Account' for another fishing related account, they cannot have a 'Master Account' assigned to them. When this occurs, the message "Vendor Processing Failed: ([VendorID]): [Vendor Name] cannot have a Master Account assigned because it is currently a Master Account for [Assigned to Vendor Name] ([Assigned to Vendor ID])." will be displayed on Save. This field is always editable from the record view. The Master Account is a way to associate more than one account together. It is most often used to associate a Loan to a Fisherman Account or to link accounts that share the same CFECID. Database Field: ERPx_APVendor.MasterVendorSK
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 text box to assign the account number associated with the Fisherman/Tender account. 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
Tax Type	The '1099 Type' for the Fisherman/Tender account. This defaults to "No 1099", is required, and is always editable. If missing, the message "Vendor Processing Failed: Tax Type is required" will be displayed on Save. This is not visible until after the record is initially saved. The lookup contains the following options: Dividend Interest Misc NEC No 1099 Database Field: ERPx_APVendor.TaxTypeEN
1099 Type	A single select lookup to identify the box used for the 1099. This is not editable if the 'Tax Type' = "No 1099". 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. Database Field: ERPx_APVendor.1099TypeEN
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 text box to assign the Tax ID associated with the Fisherman/Tender account. This defaults to blank and is not required but if a value is entered it must be <=15 characters. If the 'Mask Tax ID Numbers' preference is set to 'Yes', only the last 4 characters of the value will display with the preceding characters denoted with an '*'. The whole value may be overwritten, but no partial values will be updated. If the preference is set to 'No', partial or whole values can be overwritten. This is always editable. 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 text box to assign the tax registration number associated with the Fisherman/Tender account. 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
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 a single-select lookup to identify if the Fisherman/Tender account is 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 account 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
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. 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

Addresses Tab

Toolbar Icons	Description
Delete	Deletes the selected line(s) from the transaction or master file. When attempting to delete a Fisherman/Tender 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. When attempting to delete a Fisherman/Tender Address that is set as a default address, the message "[Vendor Name] [Vendor ID]: Address [AddressID] is the [Default address type] address and cannot be deleted." will be displayed when Remove Items is clicked. Additionally, when attempting to delete a Fisherman/Tender Address that has been used on a check, the message "[Vendor Name] [Vendor ID]: Address [AddressID] has been used on Checks and cannot be deleted."
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.
New	Adds new blank row in the grid section to allow for data entry.
Fields	Description
Checkbox	Used to select one or more records for Mass Update or Delete.
1099 Default	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 non-editable text box that displays as "Yes" for the Address ID assigned as the default '1099' Address ID on the Properties tab of the Record View, all other Address IDs for a Fisherman/Tender account will have a blank value. This field is never editable from here but is set from the 1099 default address field on the Properties tab of the Fisherman/Tender Record View. Database Field: ERPx_APVendorAddress.Is1099Default
Address 1	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 2	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 3	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
Address ID	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 account (For example, every Fisherman can have an Address ID of PRIMARY but that ID can only be used once for each Fisherman account) and must be <=25 characters. This is always editable. Database Field: ERPx_APVendorAddress.AddressID
City	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
Country	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
Default Payment Type	A single-select standard lookup to assign the default payment type for the corresponding address. The lookup contains the values "ACH" or "Check" and defaults to "Check". If set to Check, a physical check will be printed when payments are processed for this Vendor, using this address. If set to ACH, an ACH record will be created as part of an ACH batch when payments are processed for this Vendor, using this address. To change from Check to ACH, the Address ID must be configured for ACH in the Vendor ACH list view, otherwise the message "Vendor Name (VendorID): Address ID [AddressID]: The Default Payment Type cannot be changed to ACH because the address has not been configured for ACH. Go to Purchasing > Configuration > Vendor ACH to configure this Address." will be displayed. Additionally, once configured for ACH, the SEC Code on the Fisherman ACH List View must not be set to a Prenote type (either Checking - Prenote, or Savings - Prenote), else the message "[VendorName] (VendorID): Default Payment Type cannot be set to ACH when the SEC Code on the Fisherman ACH List View is a Prenote type." will be displayed on Save. This field is required. Database Field: ERPx_APVendorAddress.DefaultPaymentTypeSK
Email	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
Payment Default	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 non-editable text box that displays as "Yes" for the Address ID assigned as the default 'Payment' Address ID on the Properties tab of the Fisherman/Tender Record View, all other Address IDs within a Fisherman/Tender will have a blank value. This field is never editable from here but is set from the Payment default address field on the Properties tab of the Fisherman/Tender Record View. Database Field: ERPx_APVendorAddress.IsPaymentDefault
Payment Description	An editable text box to enter the value that will display on the memo line of manual payments for the corresponding Address ID. This field is not required but if a value is entered it must be <=250 characters. This is always editable. Database Field: ERPx_APVendorAddress.CheckDescription
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 a text box to assign/edit the value for the Payment Name that will be displayed on payments made to the Fisherman/Tender. 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
Phone	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
Physical Default	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 non-editable text box that displays as "Yes" for the Address ID assigned as the default 'Physical' Address ID on the Properties tab of the Fisherman/Tender Record View, all other Address IDs within a Fisherman/Tender will have a blank value. This field is never editable from here but is set from the Physical default address field on the Properties tab of the Fisherman/Tender Record View. ERPx_APVendorAddress.IsPhysicalDefault
State	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
Zip	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

Contacts Tab

Toolbar Icons	Description
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.
Fields	Description
Contact Type	Contact Types are used to classify Contacts. This is a non-editable text box to display which department or classification the contact belongs to. Additional Contact Types can only be added by NorthScope support. Database Field: ERPx_APVendorContact.ContactTypeSK
Email	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
Fax	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
Name	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
Note	Used to record a note 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 <=500 characters. This is always editable. Database Field: ERPx_APVendorContact.Note
Phone	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

Attributes Tab

Toolbar Icons	Description
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.
Fields	Description
Attribute	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).
Available	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 - Required" if it is optional it will display "Yes - Not Required".
Value	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.

Accounts (GL Accounts) Tab

Toolbar Icons	Description
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.
Fields	Description
Account Type	This field contains the following account types: Settlement Accrual: The GL Account that is assigned for the "Settlement Accrual" Account Type, on the Accounts tab of the Fisherman or Loan Record View and Fisherman Class Record View. This is the Balance Sheet account that is Debited or Credited when Fishing Transactions are posted for the selected Fisherman, Tender, or Loan account. Cash: Not used 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. Finance Charges: The GL Account that is assigned for the "Finance Charges" Account Type, on the Accounts tab of the Vendor Record View and Vendor Class Record View. This is for information only in Purchasing and Sales but is the account posted to when Finance Charges are applied to Fishermen Loans in Fisherman Accounting. 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. 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.
Account	A single-select load on demand lookup to assign the GL Account. This defaults from the value assigned on the Vendor Class and is not required to save the master file record but may be required to post a transaction. This is always editable. The lookup contains a blank value, the current assigned value, and all the 'Active' GL Accounts.

Permits Tab

The permits tab contains the list of all Permits owned by the Fisherman/Tender account. Permits are unique by combination of: Fishery, Permit, Year Sequence, Gear, and Ticket Class.

Toolbar Icons	Description
Delete	Deletes the selected line(s) from the transaction or master file. When attempting to delete a Fisherman/Tender 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. When attempting to delete a Fisherman/Tender Address that is set as a default address, the message "[Vendor Name] [Vendor ID]: Address [AddressID] is the [Default address type] address and cannot be deleted." will be displayed when Remove Items is clicked. Additionally, when attempting to delete a Fisherman/Tender Address that has been used on a check, the message "[Vendor Name] [Vendor ID]: Address [AddressID] has been used on Checks and cannot be deleted."
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.
New	Adds new blank row in the grid section to allow for data entry.
Fields	Description
Fishery	A textbox to enter the name of the Fishery the Permit is issued for. This defaults to blank, is required, and is always editable to any value <= 20 characters. Database Fields: ERPx_APVendorPermit.Fishery, ERPx_APVendor.VendorSK
Gear	A single select lookup to identify the type of fishing gear the Permit is issued for. This defaults to blank, is required, and is always editable. The lookup contains a blank value, the current assigned value and the list of all 'Active' Gear Types. Identifies the Gear Type for the ticket. Gear is the specific apparatus or equipment used to catch fish or shellfish. A few examples of gear include: longline, pots, beam trawl, and purse seine. Database Fields: ERPx_APGear.GearID + ERPx_APGear.GearDescription, ERPx_APVendorPermit.GearSK, ERPx_APVendor.VendorSK
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. Database Fields: ERPx_APVendorPermit.IsInactive, ERPx_APVendor.VendorSK
Permit	A textbox to enter the ID of the Fishing Permit. This defaults to blank, is required, and is always editable to any value <= 20 characters. Database Fields: ERPx_APVendorPermit.Permit, ERPx_APVendor.VendorSK
Year Seq.	A textbox to enter the Year Sequence assigned to the Fishing Permit. For Permits that are renewed annually, this will be the only value that changes. This defaults to blank, is required, and is always editable to any value <= 20 characters. Database Fields: ERPx_APVendorPermit.YearSequence, ERPx_APVendor.VendorSK
Ticket Class	A single select lookup to identify the Ticket Class the Fishing Permit pertains to. This defaults to blank, is required, and is always editable. The lookup contains a blank value, the current assigned value and the list of all 'Active' Ticket Classes. Ticket Classes are used to group tickets of a similar kind together for reporting and analysis. Ticket Classes are used to identify the types of Fish Tickets supported and the default values and business rules for each. They are required for all Fishermen Permits. Ticket Classes also store additional properties that describe how the ticket interfaces with third party applications such as eLandings. Database Fields: ERPx_APTransactionClass.TransactionClassID, ERPx_APVendorPermit.TransactionClassSK, ERPx_APVendor.VendorSK
Vessel	A single select lookup to identify the fishing vessel the Fishing Permit pertains to. This defaults to blank, is not required, and is always editable. The lookup contains a blank value, the current assigned value and the list of all 'Active' Vessels. Database Fields: ERPx_APVessels.VesselName + ERPx_APVessels.VesselNumber, ERPx_APVendorPermit.VesselSK, ERPx_APVendor.VendorSK

Excluded Transactions Tab

The excluded transactions tab allows users to specify transactions that a Fisherman/Tender account should be excluded from. If the value is set to "No" then the Fisherman/Tender account will be visible in the transaction lookups (provided they are 'Active'). If they are set to "Yes" then the Fisherman/Tender account will be excluded from the transaction lookups.

Transaction	Description
Adjustment	All 'Adjustment' Classes are eligible for including/excluding.
Balance Transfer (From)	Do you want to exclude the account from being assigned to the "From" side of a Balance Transfer?
Balance Transfer (To)	Do you want to exclude the account from being assigned to the "To" side of a Balance Transfer?
Cash Receipt	Do you want to exclude the account from making payments on their account?
AP Invoice/Credit Memo/Purchase Order	Do you want to exclude the account from being assigned as the 'Distribute To' on an AP transaction?
Fisherman Sale	Do you want to exclude the account from a Fisherman Sale transaction?
Payment	Do you want to exclude the account from receiving a payment/settlement?
Tender Resale	Do you want to exclude the account from a Tender resale transaction?

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