Loan Addresses List View 3.0
Every Loan account 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 of the person/entity on the Loan . This list view shows all the Address ID's for all the accounts with an Account Type Loan. The purpose of this page is to add, edit, remove, and activate/inactive these records.
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. |
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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. |
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| Mass Update |
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| New |  Opens a new blank record for data entry. |
| 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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| Fields | Description |
| 1099 Default | 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 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' Loan Address IDs for the current Fisherman. Database Field: ERPx_APVendorAddress.Is1099Default |
| Checkbox | Used to select one or more records for delete or mass update. |
| Address ID | Identifies the Address ID assigned to the Loan account. Address ID's must be unique by Loan but can be repeated across other Loan accounts. For example, every Loan can have an Address ID of MAILING but that ID can only be used once for each account. This default to PRIMARY for new Loans but can be overwritten. Each Loan is required to have one, and only one, address ID identified as the Payment Default. 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 |
| Attribute Class | The 'Loan Attribute Class' property on the the Loan record. This defaults from the Loan Class for new records, but can be overwritten. 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. 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". Database Field: ERPx_APVendor.AttributeClassSK |
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 |
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. 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. Database Field: ERPx_APVendor.IsInactive |
| Loan Class | The 'Loan Class ID' property on the the Loan record. Vendor Class is concept that is used across AP Vendors, Fishermen, Tenders, and Loans. Vendor classes for Loans are managed in the Fisherman Class master file. This defaults to blank for new records and is required. If not assigned, the message "Vendor Processing Failed: ([VendorID]): Loan Class is required." will be displayed on Save. This field is always editable from the record view. The Loan Class is used to classify and set default Properties, Accounts (GL Accounts), and defaults for Excluded Transactions on new Loan Accounts. These defaults can be overwritten for individual Loans. The lookup contains a blank value, the current assigned value, and a list of all the 'Active' Fisherman Classes. Database Field: ERPx_APVendor.VendorClassSK |
| Loan ID | A hyperlink that shows the value of the 'Loan ID' property on the Loan record. Clicking on the link opens the record view for the selected Loan. This defaults to blank for new records and is required. If not assigned, the message "Vendor Processing Failed: ([VendorID]): Loan 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 Loan IDs are not allowed." will be displayed on Save. This field is always editable from the record view. The Loan ID is used as a short description and unique identifier of the Loan account. Database Field: ERPx_APVendor.VendorID |
| Loan Name | The 'Loan Name' property on the Loan record. This defaults to blank for new records and is required. If not assigned, the message "Vendor Processing Failed: ([VendorID]): Loan Name is required." will be displayed on Save. This field is always editable from the record view. The Loan Name is used as a long description/name of the Loan account. Database Field: ERPx_APVendor.VendorName |
| On Hold | The value from the 'Hold' property. If set to 'Yes' then new transactions can be entered for the Loan 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. Database Field: ERPx_APVendor.IsOnHold |
| Payment Default | Identifies 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' Loan Address IDs for the current Fisherman. Database Field: ERPx_APVendorAddress.IsPaymentDefault |
| Payment Description | The 'Payment Description' 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. The Payment Description features allows you to set a value that prints on the memo line of a check payment for each combination of Account and Address. Database Field: ERPx_APVendorAddress.CheckDescription |
| Payment Name | The 'Payment Name' property on the the Loan record. This defaults from the 'Account Name' for new records but is not required. This field is always editable from the record view. The Check Name is used as the Payee Name on check payments when the Address record does not contain a 'Payment Name' value. If both the 'Payment Name' on the Address and the 'Payment Name' on the Account are missing, the 'Loan Name' is used. Database Field: ERPx_APVendor.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. Database Field: ERPx_APVendorAddress.Phone1 |
| Physical Default | 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' Loan Address IDs for the current Fisherman. Database Field: ERPx_APVendorAddress.IsPhysicalDefault |
| 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. Database Field: ERPx_APVendorAddress.State |
| Statement Default | Identifies the address used when mailing out Statements. This displays 'Yes' or blank for the corresponding Address ID to indicate which Address ID is the default for Statements. 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' Loan Address IDs for the current Fisherman. Database Field: ERPx_APVendorAddress.IsStatementDefault |
| 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. Database Field: ERPx_APVendorAddress.Zip |
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