Template: Vendor

Owned by Emma Greenwood
Last updated: Mar 04, 2019
1 min read

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.