Template: Vendor
Note: When the ‘Include Data’ checkbox is checked, the template is created with the existing vendor data. Otherwise the system creates a blank template to enter new vendors.
Column Name | Required | Note |
|---|---|---|
VendorID | X | This is not editable when editing existing vendors. Must be unique when importing new vendors. |
VendorName | X | |
VendorCheckName | ||
VendorType | X | |
VendorClass | X | |
AttributeClass | (X) | This is required if attribute values are being imported. Attribute values cannot be imported without the Attribute Class property. |
Checkbook | The value defaults from the Vendor Class if not provided. | |
Currency | The value defaults from the Vendor Class if not provided. | |
Payment Terms | The value defaults from the Vendor Class if not provided. | |
CFECID | ||
PrimaryVessel | ||
AlternatePaidAccountID | ||
TaxClass | ||
VendorAccount | ||
TaxType | ||
1099TypeDividend | ||
1099TypeInterest | ||
1099TypeMisc | ||
TaxID | ||
TaxRegistration | ||
Hold | ||
Inactive | ||
VendorAttributes | Each vendor attribute is displayed as a column. If the vendor attribute is a list type, users can import new values, and these are added to the attribute list. Note that the Attribute Class must be provided when importing attribute values. |