Vendor Classes are used to identify default values that will be applied to new Vendor accounts and to group Vendor accounts together for reporting purposes. The purpose of this page is to add, edit, remove, and activate/inactive these records.
Software Version: 2019.09.03 and newer
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| Toolbar Icons | Description |
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| 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. WARNING: Records cannot be recovered once they are deleted! |
| Edit | Opens the selected record for editing. If a record is not selected, the page will not open. |
| Excel | Export the contents of the list view 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 only the filtered contents will be exported. |
| Favorites |   Clicking on the star icon when it is an outline, adds the page to the 'My Shortcuts' tab and fills in the star. Clicking on the star icon when it is filled in (solid color), removes the page from the 'My Shortcuts' tab and returns the icon to an outline.
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| 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).
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| Help | Opens the online WIKI help page for the current page.
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| New | Opens a new blank record for data entry. |
| Fields | Description |
| Checkbox | Used to select one or more records to perform an action, such as Mass Update, More Actions, or Delete. |
| Class ID | Vendor Class IDs are used as a short description and unique identifier for Vendor Class records. This is hyperlink that opens the record view for the selected Vendor Class. This is required and is always editable from the Vendor Class Record View. Database Field: ERPx_ERPx_APVendorClass.ClassID |
| Description | Vendor Class Descriptions are used to name/describe Vendor Class records. This is required and is always editable from the Vendor Class Record View. Database Field: ERPx_ERPx_APVendorClass.ClassDescription |
| 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 Field: ERPx_ERPx_APVendorClass.IsInactive |
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