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. |