•  Refresh
  • Tools
  •  
  • Expand All
  • Collapse All
  • Locales
  • Get File Link
  • Report Typo
  • Print
  • Export

Vendors

Form ID: (AP303000)

You use this form to create vendor accounts and view existing ones. When you create a new vendor account, you first select a vendor class for the vendor. This selection sets many elements to the default values from the vendor class; you can override these default settings. For more information, see Vendors: Vendor Defaults and Overrides.

If a vendor has one location, it will be used as the default location. If the vendor has multiple locations, set one as the default location. The settings of the default location are used as default values on data entry forms, thus easing document entry.

In This Topic [Hide/Show]
Form Toolbar
Create Contact Dialog Box
   Create Contact Dialog Box: Main Tab
   Create Contact Dialog Box: Attributes Tab
   Create Contact Dialog Box: User-Defined Fields Tab
   Create Contact Dialog Box: Buttons
Address Lookup Dialog Box
Summary Area
General Tab
   Account Information Section
   Account Address Section
   Account Personal Data Privacy Section
   Primary Contact Section
   Contact Personal Data Privacy Section
   Project Defaults Section
Duplicates Tab
   Records for Merging Table: Table Toolbar
   Records for Merging Table: Table Columns
Merge Conflicts Dialog Box
Financial Tab
   Financial Settings Section
   Retainage Settings Section
   Vendor Properties Section
   Lien Waivers Settings Section
Payment Tab
   Remit-To Address Section
   Remit-To Info Section
   Default Payment Settings Section
   External Payment Processing Section
Purchase Settings Tab
   Ship-From Address Section
   Ship-From Info Section
   Other Settings Section
   Tax Settings Section
   Shipping Instructions Section
   Receipt Actions Section
Balances Tab
Attributes Tab
Locations Tab
   Table Toolbar
   Table Columns
Contacts Tab
   Table Toolbar
   Table Columns
Activities Tab
   Table Toolbar
   Table Columns
GL Accounts Tab
Tax Agency Tab
   Default Tax Accounts Section
   Pending VAT Settings Section
   Tax Report Settings Section
Mailing & Printing Tab
   Mailings Table Columns
   Recipients Table Columns
Supplied-by Vendors Tab
   Table Columns
Compliance Tab
   Table Columns
Related Articles

Back to TopForm Toolbar

The form toolbar and More menu include the buttons and commands described below.

Command Description
AP Aging Navigates to the AP Aging (AP631000) report.
AP Balance by Vendor Navigates to the AP Balance by Vendor (AP632500) report.
AP Coming Due Navigates to the AP Coming Due (AP631500) report.
Approve Bills for Payment Navigates to the Approve Bills for Payment (AP502000) form where you can approve the vendor's bills.
AP Register Navigates to the AP Register (AP621500) report.
Change ID Brings up the Specify New ID dialog box, so that you can change the ID of the currently selected vendor.
Create Bill Navigates to the Bills and Adjustments (AP301000) form so you can create a new bill for the vendor.
Create Contact Opens the Create Contact dialog box, where you can specify the details of the contact and create a contact associated with the vendor.
Create Payment Opens the Checks and Payments (AP302000) form so that you can create a new payment for the vendor.
Create Vendor in BILL Opens a widget where you create a vendor in the BILL external payment processor.
This command appears on the menu if the Third-Party Integrations and BILL Integration features are enabled on the Enable/Disable Features (CS100000) form.
The command becomes available if the vendor location doesn’t have an external ID under the current company. When you click this command, the system does the following:
  • For a domestic vendor, creates the vendor in BILL by using an API call
  • For an international vendor, opens a widget where you create a new vendor
Check for Duplicates Checks for duplicate records by using the rules configured for the Account to Account record pair on the Duplicate Validation (CR103000) form.
If the system finds a duplicate , it does the following:
  • Inserts Possible Duplicate in the Duplicate box of the linked business account on the Business Accounts (CR303000) form
  • Shows the Duplicates tab both on the current form and on the Business Accounts form of the linked business account
This command is available only if the Duplicate Validation feature is enabled on the Enable/Disable Features (CS100000) form.
Extend as Customer Navigates to the Customers (AR303000) form with appropriate elements filled in, so you can also define this vendor as a customer.
Manage Restriction Groups Navigates to the Restriction Groups by Vendor (AP102010) form where you can view the restriction group in which the vendor is included.
Mark as Validated Hides the Duplicates tab on both the current form and the Business Accounts (CR303000) form of the linked business account, and inserts Validated in the Duplicate box of the linked business account.
This command is available only if the Duplicate Validation feature is enabled on the Enable/Disable Features (CS100000) form.
Pay Bills Navigates to the Prepare Payments (AP503000) form where you can pay the vendor's bills.
Sync Vendor to Acumatica Updates the status of the vendor’s connection with BILL and its preferred disbursement method. If the vendor becomes connected to BILL, remit-to details are also copied from BILL to Acumatica ERP.
This command appears on the menu if the BILL Integration feature is enabled on the Enable/Disable Features (CS100000) form.
Connect to Network If the vendor isn’t connected to BILL, opens the vendor search widget and connects the vendor to the BILL network. Optionally, the system connects related vendor locations or companies that share the same remit-to details.
This command appears on the menu if the BILL Integration feature is enabled on the Enable/Disable Features (CS100000) form.
Disconnect from Network Disconnects the vendor from the BILL network. The system displays a widget that can list the related vendor locations or companies. You can disconnect various network locations linked to the same vendor in the BILL network under various companies.
This command appears on the menu if the BILL Integration feature is enabled on the Enable/Disable Features (CS100000) form.
Update Vendor in BILL Opens a widget where you update the vendor’s settings (currency and bank details) in BILL. The updated data is displayed in the External Payment Processing section on the Payment tab of the current form.
Validate Addresses Validates the vendor addresses through integration with a specialized third-party software or service.
This command appears on the menu only if the Address Validation Integration feature is enabled on the Enable/Disable Features (CS100000) form.
Vendor Details Navigates to the Vendor Details (AP402000) form.
Vendor History Navigates to the Vendor History (AP652000) report.
Vendor Prices Navigates to the Vendor Prices (AP202000) form, where you can view or edit prices for the selected vendor.
Vendor Profile Navigates to the Vendor Profiles (AP655500) report.
View Account Navigates to the Business Accounts (CR303000) form so that you can view the settings of this account.
View Customer Navigates to the Customers (AR303000) form so that you can view the customer account of the vendor if the vendor is a customer too.

Back to TopCreate Contact Dialog Box

By using this dialog box, you can enter the initial data that the system will use to create the contact that will be associated with the currently selected vendor.

Create Contact Dialog Box: Main Tab

On this tab of the dialog box, you specify the settings of the contact you are creating and associating with the vendor.

Element Description
First Name The first name of the contact.
Last Name The last name of the contact.
You must specify a value in this box to create a contact.
Account Name The legal business name of the contact’s company.
Job Title The job title of the contact.
Type and Phone Number The type and the phone number for the contact; you select the type (which is filled in by default) and then enter the phone number.
You select one of the following options as the type of the phone number: Business 1, Business 2, Business 3, Cell, Assistant 1, Fax, Home, or Home Fax.
There are two elements to enter phone number types and phone numbers for the contact.
Email The email address of the contact.
Contact Class The contact class of the contact associated with this vendor.

Create Contact Dialog Box: Attributes Tab

On this tab of the dialog box, you specify any required attributes of the contact you are creating and associating with the vendor. The table is populated with the required attributes (that is, those for which the Required check box is selected) that have been defined on the Contact Classes (CR205000) form for the contact class selected on the Main tab; you need to select their values for the contact you are creating.

Column Description
Name Read-only. The name of a required attribute that is specified on the Contact Classes (CR205000) form for the contact class of the contact that you are creating by using this dialog box.
Value The value of the attribute for the contact being created. You must specify a value in this column if there is a row for the attribute and the Name column of the row is filled in.

Create Contact Dialog Box: User-Defined Fields Tab

If any user-defined fields are defined as required on the Contacts (CR302000) form, the system displays these fields on this tab. In the Value column of each row, you need to specify the value of the field.

Column Description
Name The name of the user-defined field.
To be listed in this table, the user-defined field must be listed and defined as required on the Contacts (CR302000) form.
Value Required. The value of the user-defined field to be inserted for the new contact.
If on the User-Defined Fields tab of the current form, a default value has been specified for the user-defined field in this row, this default value is inserted in this column.

Create Contact Dialog Box: Buttons

Button Description
Create and Review Creates the contact whose settings you have specified on the Contacts (CR302000) form and navigates to this form, where you can add information and update the existing information about the contact.
The system also inserts the identifier of the new contact into the Contact box on the Contacts tab of the current form.
Create Creates the contact whose settings you have specified. The system closes the Create Contact dialog box and returns you to the current form, where it also inserts the identifier of the new contact into the Contact box on the Contacts tab of the current form.
Cancel Closes the dialog box and cancels the process of creating a contact associated with the vendor.

Back to TopAddress Lookup Dialog Box

In this dialog box, you can add a new address, update an existing address, and fill in the missing address information in a record that has address settings. You can also search for the name of the company and select the company’s address. You can click the link to view the address in a new browser tab. If the address is correct, you can click Select to fill in the boxes in the Address section of the applicable form with the company location details. The addresses you can select from the list are limited to the countries specified for the address provider.

  • If needed, you can use only a keyboard to select an address in the dialog box. When the Address Lookup dialog box has been opened, the system moves the focus to the Enter a Location box. You enter the known part of the address in the box, select the address by using the arrow keys, and press Enter. Then you can check the address and press Enter to close the dialog box.
  • You can expand the size of the Address Lookup dialog box to see the map in a larger scale by dragging the edges or corners of the dialog box.

This dialog box is available only if the Address Lookup Integration feature is enabled on the Enable/Disable Features (CS100000) form and integration with a web map service has been set up as described in Integrating Acumatica ERP with Web Map Services.

Element Description
Enter a Location A box for searching for the company’s address.
You can do the following by using this box:
  • Find a company address by a postal code if no other address details are available: If you enter the postal code into this box, the system displays the address options with the cities and country (and the state, if the country has states) that are valid for the postal code.
  • Find a full address by a street address: If you enter the street address into this box and select the address, the system will fill in the country (and the state, if applicable), city, and postal code on the form.
The web service selected as an address provider on the Site Preferences (SM200505) form searches for the information that matches your search criteria and lists all the search results below this box. You can click the needed value in the list, and the web service populates the box with this value and displays the address in the map area.
Map area The area that displays the map, which takes most of the space of the dialog box. Depending on the address provider, Google Maps or Bing Maps can be used.
In this area, you can view the existing company location. If you click the Address Lookup button, the company address is shown in the dialog box as a location on the map.
This dialog box has the following buttons.
Select Closes the dialog box and populates the current section with the address details that you have selected in this dialog box.
Cancel Closes the dialog box and cancels the selection of the company address.

Back to TopSummary Area

By using the elements in this area, you can create a new vendor account or select an existing account for editing.

Element Description
Vendor ID The identifier of the vendor.
The format and numbering of the identifiers for business accounts can be changed on the Segmented Keys (CS202000) form.
At a later time, you can change the vendor ID by clicking Change ID on the Actions menu on the form toolbar.
The list of vendors available for selection may be limited based on the role or roles assigned to the user account to which you are signed in if the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form. In this case, the Restrict Visibility To box appears on the Financial tab of the Vendors (AP303000) form. With the feature enabled, a vendor is available for selection if one of the following is true:
  • The Restrict Visibility To box is empty for the vendor—that is, the vendor’s visibility is not restricted.
  • A branch, company, or a company group is specified in the Restrict Visibility To box for the vendor, and your user account has the role specified in the Access Role box of the Configuration Settings section of one of the following: the Branch Details tab of the Branches (CS102000) form for the selected branch, or the Company Details tab of the Companies (CS101500) form for the selected company or a company within the company group.
Vendor Status The status of the vendor account. Select one of the following options:
  • Active: The account is still in use and appears on all selection lists.
  • On Hold: The vendor account is temporarily on hold and cannot be used.
  • Hold Payments: Payments cannot be issued for this vendor.
  • Inactive: The account is not available for selection in lookup tables for the Business Account and Vendor element. Any existing document or record that refers to an inactive customer account cannot be processed; any attempt to modify the document or record results in an error.
  • One-Time: The account is defined as a one-time vendor and becomes inactive when the payments are issued.
Account Name The name of the vendor to appear in the system, which may be a trade name or a doing-business-as (DBA) name. The vendor name is required.
Balance A read-only box, which appears if you select an existing vendor, that displays the total balance of all open documents of the vendor excluding the total balance of prepayments.
If the Multiple Base Currencies feature is enabled on the Enable/Disable Features (CS100000) form, the base currency symbol in parentheses is displayed right of the box.
Prepayment Balance A read-only box, appearing if you select an existing vendor, that displays the balance of prepayments in the base currency.
If the Multiple Base Currencies feature is enabled on the Enable/Disable Features (CS100000) form, the base currency symbol in parentheses is displayed right of the box.
Retained Balance The total of the unreleased retained amounts withheld from the vendor documents. When it calculates the balance, the system considers the amounts of debit adjustments with retainage, which have the negative sign.
This read-only box appears on the form only if the Retainage Support feature is enabled on the Enable/Disable Features (CS100000) form.
If the Multiple Base Currencies feature is enabled on the Enable/Disable Features (CS100000) form, the base currency symbol in parentheses is displayed right of the box.

Back to TopGeneral Tab

This tab contains the vendor’s main address, contact information, and account settings, such as currency and rates used in relations with the vendor. If you are defining a new vendor, you should first specify its vendor class on this tab; once you do, many elements are populated with the class settings.

Account Information Section

Element Description
Legal Name Required. The legal business name of the vendor to appear on the documents. By default, the system copies the name from the Account Name box when you enter the account name of the vendor for the first time, but you can override the default name.
Vendor Class The class of the vendor. When you specify the vendor class (which is required), the system fills in various values on this form automatically in accordance with the specified class. You can override these values, if needed.
The list of classes available in this box may be restricted based on the roles assigned to the current user: Only vendor classes with the visibility restriction accessible by the user can be selected on the form.
Owner The username of the employee who’s the owner of the vendor record.
Ext. Ref. Nbr. Optional. The reference number that is used for your company in the vendor’s system.
Parent Account Optional. The parent vendor’s account, which you can select from the list of existing vendor accounts. For an independent vendor, leave the box blank. (The value, if specified, is used solely for informational purposes.)

Account Address Section

Element Description
Address Lookup Opens the Address Lookup dialog box.
For the description of the dialog box, see Address Lookup Dialog Box.
This button is displayed on the form if the Address Lookup Integration feature is enabled on the Enable/Disable Features (CS100000) form and integration with web map services has been set up, as described in Integrating Acumatica ERP with Web Map Services. If the integration is not set up, the View on Map button is displayed instead.
Address Line 1 The first line of the vendor address.
Address Line 2 The second line of the vendor address.
City The city of the vendor.
State The state or province of the vendor.
Postal Code The postal code of the vendor. An input validation mask can be set for a country’s postal codes on the Countries/States (CS204000) form.
Country The country of the vendor.
If you change the vendor class of an existing vendor, the country specified in this box will not be overridden with the value from the new vendor class.
Validated A check box that indicates, if selected, that the address has been validated with a third-party specialized software or service. This check box appears if the Address Validation Integration feature is enabled on the Enable/Disable Features (CS100000) form.

Account Personal Data Privacy Section

This section is displayed on the form if the GDPR Compliance Tools feature (Monitoring & Automation group of features) is enabled on the Enable/Disable Features (CS100000) form.

Element Description
Consented to the Processing of Personal Data A check box that indicates (if selected) that the individual to whom the business account belongs has given consent to the processing of the individual’s personal data has given consent to the processing of the legal entity’s personal data. For example, if a business account represents a person, then this check box indicates that the person has given the consent.
The check box is cleared by default.
The check box is displayed on the form if the GDPR Compliance Tools feature is enabled on the Enable/Disable Features (CS100000) form.
Date of Consent The date when the individual to whom the business account belongs gave consent to personal data processing.
This box is empty by default if the Consented to the Processing of Personal Data check box is cleared. If a user selects this check box, the system inserts the current business date in the box.
The box is displayed on the form if the GDPR Compliance Tools feature is enabled on the Enable/Disable Features (CS100000) form.
Consent Expires The date when the individual’s consent expires. If this box is empty, the system considers the individual’s consent to be perpetual.
The box is displayed on the form if the GDPR Compliance Tools feature is enabled on the Enable/Disable Features (CS100000) form.

Primary Contact Section

  • If a business account has no contacts associated with it, the First Name and Last Name are shown on the form, the Contact box is hidden, and all the other elements are available for editing.
  • If a business account has one or more contacts associated with it, but no contact is selected as primary, the Contact box is shown on the form, the First Name and Last Names boxes are hidden, all the other elements are not available for editing.
  • If one of the contacts associated with an account is selected as primary, the First Name and Last Names boxes are hidden, the Contact box is shown, all the other elements are not available for editing.
Element Description
First Name The name of the primary contact associated with the vendor.
The box is displayed on the form if there are no contacts associated with the vendor.
Last Name The name of the primary contact associated with the vendor.
The box is displayed on the form if there are no contacts associated with the vendor.
Name The full name of the primary contact associated with the vendor.
The box is displayed on the form if a vendor has one or more contacts associated with it.
Job Title The job title of the primary contact associated with the vendor.
Email The email address of the primary contact associated with the vendor.
Type and Phone Number The type and the phone number for the primary contact associated with the vendor; you select the type (which is filled in by default) and then enter the phone number.
You select one of the following options as the type of the phone number: Business 1, Business 2, Business 3, Cell, Assistant 1, Fax, Home, or Home Fax.
There are two elements to enter phone number types and phone numbers for the primary contact associated with the vendor.

Contact Personal Data Privacy Section

Element Description
Consented to the Processing of Personal Data A check box that indicates (if selected) that the primary contact (person) has given consent to the processing of the individual’s personal data.
The check box is cleared by default.
The check box is displayed on the form if the GDPR Compliance Tools feature is enabled on the Enable/Disable Features (CS100000) form.
Date of Consent The date when the individual gave consent to personal data processing.
This box is empty by default if the Consented to the Processing of Personal Data check box is cleared. If a user selects this check box, the system inserts the current business date in the box.
The box is displayed on the form if the GDPR Compliance Tools feature is enabled on the Enable/Disable Features (CS100000) form.
Consent Expires The date when the individual’s consent expires. If this box is empty, the system considers the individual’s consent to be perpetual.
The box is displayed on the form if the GDPR Compliance Tools feature is enabled on the Enable/Disable Features (CS100000) form.

Project Defaults Section

Element Description
Cost Code The default cost code of the vendor.
This box appears only if the Cost Codes feature is enabled on the Enable/Disable Features (CS100000) form.
Inventory ID The default inventory ID of the vendor.

Back to TopDuplicates Tab

You can use this tab to manage duplicates of the currently selected vendor. The tab has the Records for Merging table, which lists the duplicate business accounts, customers, and vendors.

This tab is displayed only if the Duplicate Validation feature is enabled on the Enable/Disable Features (CS100000) form and if the system found at least one possible duplicate. The system searches for duplicates by using the settings specified on the Duplicate Validation (CR103000) form.

Records for Merging Table: Table Toolbar

The table toolbar includes the buttons described below.

Button Description
Merge Opens the Merge Conflicts dialog box, which you use to merge the record opened on the form with the record selected in the table.
The button is available only if the record selected in the Records for Merging table has the Business Account type.

Records for Merging Table: Table Columns

This table lists duplicate business accounts, customers, and vendors of the selected vendor. You use the table to merge the selected vendor with a duplicate business account in the table. Most of the settings in the table are read-only.

Column Description
Business Account The identifier of the duplicate business account, customer, or vendor.
The ID is also a link you can click to view the duplicate record on the corresponding data entry form, which the system opens in a new browser tab.
Account Name The legal business name of the business account’s company.
Customer Status The status of the business account, customer, or vendor, which can be one of the following:
  • Prospect: The business account is a prospective customer that may be interested in signing a contract but hasn’t made a purchase from your company yet.
  • Active: The business account is an active customer or vendor.
  • On Hold: The business account (and the corresponding customer or vendor account, if applicable) is temporarily on hold.
  • Credit Hold: The business account (which is a customer) has been put on credit hold, which prevents users from creating any new sales orders for the customer.
  • One-Time: The business account is purchasing from the company only once. The account becomes inactive after all the payments for this sale have been received.
  • Inactive: The business account (and the associated customer or vendor, if applicable) is inactive.
Business Account Type The type of the business account, which can be one of the following:
  • Business Account
  • Customer
  • Vendor
  • Customer & Vendor
Email The email address specified for the duplicate business account, customer or vendor.
Phone 1 The phone number of the duplicate business account, customer, or vendor.
Owner The owner of the duplicate business account, customer, or vendor.

Back to TopMerge Conflicts Dialog Box

You use this dialog box to merge the record selected on the form and the record you’ve selected in the Records for Merging table. The dialog box opens when you select a record of the Business Account type in the Records for Merging table and click Merge on the table toolbar.

Element Description
The dialog box has the following box above the table.
Target Record Read-only. The record to be kept after the merge. The Current Record (that is, the record currently opened on the form) is specified.
The table lists each field whose records have conflicting values (including a value being specified for only one record). In each row, you select the check box left of the value to be used for the target record. The table has the following columns.
If the current record and the duplicate record have no conflicting values, the table isn’t displayed in the dialog box.
Field The field name (that is, the name of the UI element) with conflicting values in the selected vendor and the duplicate record.
These UI elements are located on the General tab of the current form and the Business Accounts (CR303000) form.
Selected An unlabeled check box—located left of the field value of the selected vendor—that you select to keep this value after the merge.
This check box is selected by default if either of the following conditions is met:
  • The compared fields have different values in the selected vendor and the duplicate record.
  • The field is empty for the duplicate record.
 If both check boxes are cleared for a particular row, the field in the target record will be empty after the merge.
Current Record The value of the listed field in the vendor that’s selected on the form.
Selected An unlabeled check box—located left of the field value of the duplicate record—that you select to keep this value after the merge. This check box is selected by default if the field is empty for the current record.
If both check boxes are cleared for a particular row, the field in the target record will be empty after the merge.
Duplicate Record The value of the listed field in the record that you’ve selected in the Records for Merging table of the Duplicates tab.
This dialog box has the following buttons.
Resolve Merges the records into one record and closes the dialog box.
As a result, the target record is assigned the Validated duplicate validation status and the duplicate record is assigned the Duplicated status. For the duplicate record, the UI elements with contact information become unavailable for editing.
If the duplicate record has any associated activities or attached files, the system transfers them to the target record during the merge and associates the activities with the target record by selecting it in the Related Entity box on the corresponding data entry form of each activity.
Cancel Cancels the merging of records and closes the dialog box.

Back to TopFinancial Tab

Financial Settings Section

This section contains finance-related settings and the retainage settings of the vendor.

Element Description
Terms The type of credit terms used in operations with the vendor. Terms can be created and viewed on the Credit Terms (CS206500) form.
Restrict Visibility To The company, branch, or company group associated with the vendor. This vendor record can be accessed only by users assigned to the role specified for a branch, a branch of the associated company, or a branch of a company included in the company group on the Branches (CS102000) or the Companies (CS101500) form respectively. This vendor can be selected in documents originating from this branch, the branches of this company, or the branches of companies in the company group.
If you change the vendor class of an existing vendor in the Vendor Class box in the Summary area, the system displays a dialog box asking you to confirm this change. If the change is confirmed, the system inserts the Restrict Visibility To value specified for that vendor class.
This box appears on the form only when the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form.
If the Multiple Base Currencies feature is enabled on the Enable/Disable Features (CS100000) form, the setting in this box is required for a regular vendor and optional for a vendor that has been extended from a branch. If the vendor is not associated with any entity (that is, company, branch, or company group), the vendor is visible and can be used by any company in the tenant. You can select an entity in this box if for the vendor there are no transactions whose base currency is different from the base currency of the selected entity.
Currency ID The currency (by its ID) that is used in operations with the vendor.
Curr. Rate Type The currency rate type used for the vendor.
Enable Currency Override A check box that indicates (if selected) that currency overriding is allowed for individual documents.
You can’t override the currency on the Purchase Receipts (PO302000) form—even if this check box is selected for the vendor.
Enable Rate Override A check box that indicates (if selected) that the rate type may be overridden for individual documents.

Retainage Settings Section

In this section, you can specify the default settings related to retainage that will be applied to bills of this vendor on the Bills and Adjustments (AP301000) form.

This section is available only if the Retainage Support feature is enabled on the Enable/Disable Features (CS100000) form.

Element Description
Apply Retainage A check box that indicates (if selected) that by default, bills with retainage are created for the vendor on the Bills and Adjustments (AP301000) form. (That is, when a bill is created and this vendor is selected, the Apply Retainage check box in the Summary area is selected.)
Retainage Percent The default percent to be retained in bills for the vendor. When a bill is created and this vendor is selected, the system fills in the Default Retainage Percent box on the Retainage tab of the Bills and Adjustments (AP301000) form with the value specified in this box.
This box is available for editing only if the Apply Retainage check box is selected in this section.

Vendor Properties Section

The elements of this section cover special vendor properties, such as whether the vendor is a landed cost vendor, a tax agency, a labor union, and a 1099 vendor.

Element Description
Landed Cost Vendor A check box that indicates (if selected) that the vendor is a landed cost vendor, which is a vendor—such as a freight company or a customs duties office—that provides the services associated with a landed cost.
Vendor Is Tax Agency A check box that indicates (if selected) that this vendor is a tax agency. The settings for a tax agency are configured on the Tax Agency tab, which appears once the check box is selected.
For details, see Tax Agency.
1099 Vendor A check box that indicates (if selected) that this vendor is subject to 1099 tax reporting.
This check box is available only if the 1099 Reporting feature is enabled on the Enable/Disable Features (CS100000) form.
Email T4A Slip Consent A check box that you select to indicate that you’ve obtained the vendor’s written consent to receive the T4A slips by email.
This check box appears only for T4A vendors—those with CRA Reporting Type set to T4A. The check box is cleared by default. For details, see Emailing T4A Slips.
CRA Reporting Type The type of Canada Revenue Agency (CRA) reporting for the vendor if it is a Canadian company.
This box contains one of the following options:
  • None (default): The vendor is not subject to CRA reporting.
  • T5018: The vendor is subject to T5018 reporting. If you select this option, users will be able to mark lines of bills or prepayments as T5018. The lines of these bill payments and prepayment will be included in the vendor’s T5018 amount.
  • T4A: The vendor is subject to T4A reporting. If you select this option, all the released payments will be included in the vendor’s T4A amount.
This box appears on the form if the Canadian Localization feature is enabled on the Enable/Disable Features (CS100000) form.
T4A Box The type of payment that includes all the released payments (AP payments, prepayments, refunds, cash purchases, and cash returns) recorded for the vendor in its T4A amount. One of the following options can be selected: Box 48 - Fees for Services (default), Box 20 - Self Employed Commissions, or Box 28 - Other Income.
This box appears on the form if T4A is selected in the CRA Reporting Type box.
CRA Vendor Type The type of subcontractor, which can be one of the following:
  • Corporation
  • Partnership
  • Individual
This box appears on the form if the Canadian Localization feature is enabled on the Enable/Disable Features (CS100000) form and T5018 or T4A is selected in the CRA Reporting Type box.
CRA Payroll Account Number A 15-character payroll account number that’s used for dealing with the CRA. This box appears on the form if the following conditions are met:
  • In the CRA Vendor Type box, Corporation or Partnership is selected.
  • In the CRA Reporting Type box, T4A is selected.
SIN The social insurance number of the vendor if the vendor is an individual.
This box appears on the form if the Canadian Localization feature is enabled on the Enable/Disable Features (CS100000) form and Individual is selected in the CRA Vendor Type box.
CRA Information Returns Account Number The partner account number of the vendor if the vendor is a corporation or partnership.
This box appears on the form if all of the following conditions are met in the system:
  • The Canadian Localization feature is enabled on the Enable/Disable Features (CS100000) form
  • In the CRA Reporting Type box, T5018 is selected
  • In the CRA Vendor Type box, Corporation or Partnership is selected
1099 Box The 1099 box on the 1099-MISC or 1099-NEC form associated by default with this 1099 vendor.
If you create an AP bill or cash purchase for this vendor, this value is inserted for document lines in the 1099 Box column on the Bills and Adjustments (AP301000) or Cash Purchases (AP304000) form. You can override the default value.
This box appears on the form if the 1099 Reporting feature is enabled on the Enable/Disable Features (CS100000) form and is available if the 1099 Vendor check box is selected.
Foreign Entity A check box that indicates (if selected) that this vendor is a foreign entity in terms of 1099 tax reporting.
This check box appears on the form if the 1099 Reporting feature is enabled on the Enable/Disable Features (CS100000) form and is available if the 1099 Vendor check box is selected.
FATCA A check box that indicates (if selected) that this vendor is subject to FATCA reporting.
This check box appears on the form if the 1099 Reporting feature is enabled on the Enable/Disable Features (CS100000) form and is available if the 1099 Vendor check box is selected.
Staff Member in Service Management A check box that indicates (if selected) that the vendor is enabled as a staff member, and can be assigned to service orders and appointments to perform services. You select this check box for vendors that are consultants who deliver services to your customers on behalf of your organization.
This check box appears only if the Service Management feature is enabled on the Enable/Disable Features (CS100000) form.

Lien Waivers Settings Section

In this section, you can specify the default settings related to the generation of lien waivers for this vendor.

This section appears on the form only if the Construction feature is enabled on the Enable/Disable Features (CS100000) form, and the Automatically Generate Lien Waivers check box is selected in either or both of the following sections of the Compliance Preferences (CL301000) form: Conditional Lien Waivers or Unconditional Lien Waivers.

Element Description
Generate Lien Waivers Based on Project Settings A check box that indicates (if selected) that the system generates conditional or unconditional lien waivers for the vendor based on the settings defined in the project that is specified in AP documents of this vendor. If the check box is cleared, the system does not generate lien waivers for the vendor automatically.

Back to TopPayment Tab

This tab provides the default information to be used for creating payments to the vendor. If the vendor has more than one location, this information is that specified for the default location. Any changes to the tab update the appropriate settings of the default location.

Remit-To Address Section

Element Description
Override A check box that indicates (if selected) that the address settings on the current tab can differ from the address settings of the vendor. If the check box is cleared, the address settings on the current tab and on the General tab are synchronized (the address settings are inherited from the General tab).
Address Lookup Opens the Address Lookup dialog box.
For the description of the dialog box, see Address Lookup Dialog Box.
This button is displayed on the form if the Address Lookup Integration feature is enabled on the Enable/Disable Features (CS100000) form and integration with web map services has been set up, as described in Integrating Acumatica ERP with Web Map Services. If the integration is not set up, the View on Map button is displayed instead.
Address Line 1 The first line of the remittance address.
Address Line 2 The second line of the remittance address.
City The remittance address’ city.
State The state or province of the remittance address.
Postal Code The location’s postal code. If an input mask has been set, provide a valid postal code that matches the input mask.
Country The remittance address’ country.
Validated A check box that indicates (if selected) that the remittance address has been validated with a third-party specialized software or service.

Remit-To Info Section

Element Description
Override A check box that indicates (if selected) that the contact settings on the current tab can differ from the contact settings of the vendor. If the check box is cleared, the contact settings on the current tab and on the General tab are synchronized (the settings are inherited from the General tab)
Account Name The legal business name of the vendor to appear on the documents.
If the BILL Integration feature is enabled on the Enable/Disable Features (CS100000) form, the system uses this name when creating a BILL vendor as part of payment processing. If this box is empty, the system stops the vendor creation step and shows an error.
Attention The attention line as it is used in your company’s business letters, which is used to direct the letter to the proper person if the letter is not addressed to any specific person. The box may contain something like Purchase Orders Department or To whom it may concern.
Type and Phone Number The type and the phone number for remittance contact person; you select the type (which is filled in by default) and then enter the phone number.
You select one of the following options as the type of the phone number: Business 1, Business 2, Business 3, Cell, Assistant 1, Fax, Home, or Home Fax.
There are three elements to enter phone number types and phone numbers for remittance contact person.
Email The remittance contact person’s email address.
Web The remittance contact person’s website address (if any).

Default Payment Settings Section

Element Description
Payment Method The default payment method to be used for the vendor. The payment methods available for selection are those associated with the cash account and marked for use in accounts payable. The Payment Instructions table (with user-defined columns) appears below if these details were specified for the payment method. You must select a payment method.
Cash Account The cash account to be used for operations with the vendor. You must select a cash account.
Payment By The way the system calculates the date when this vendor should be paid. You can select one of the following options:
  • Due Day: Select this option to pay a vendor bill so that a payment can reach the vendor before the bill due date. The payment’s pay date is defined as the difference between the document due date and the number of days specified in the Payment Lead Time box.
  • Discount Day: Select this option to pay a vendor bill so that a payment can reach the vendor when a cash discount is still available. The payment’s pay date is defined as the difference between the document discount date and the number of days specified in the Payment Lead Time box.
Payment Lead Time (Days) The number of days required for the payment to be delivered to the vendor’s location. The specified number is used in the calculation of the Pay Date of AP documents on the Bills and Adjustments (AP301000) form.
Pay-to Vendor The vendor that the system specifies by default in documents (such as bills or debit adjustments) to be paid for goods or services supplied by the vendor currently selected in the Vendor box of the Summary area.
A vendor cannot be selected as the pay-to vendor if any of the following check boxes is selected on the Financial tab of the current form: Vendor is Tax Agency, Vendor is Labor Union, and 1099 Vendor.
The default pay-to vendor can be overridden directly in a document.
This box is not available for a vendor that is specified as a pay-to vendor for any vendor account.
This box appears on the form only if the Vendor Relations feature is enabled on the Enable/Disable Features (CS100000) form.
The list of vendors available for selection may be limited based on the role or roles assigned to the user account to which you are signed in if the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form. In this case, the Restrict Visibility To box appears on the Financial tab of the Vendors (AP303000) form. With the feature enabled, a vendor is available for selection if one of the following is true:
  • The Restrict Visibility To box is empty for the vendor—that is, the vendor’s visibility is not restricted.
  • A branch, company, or a company group is specified in the Restrict Visibility To box for the vendor, and your user account has the role specified in the Access Role box of the Configuration Settings section of one of the following: the Branch Details tab of the Branches (CS102000) form for the selected branch, or the Company Details tab of the Companies (CS101500) form for the selected company or a company within the company group.
Pay Separately A check box that indicates (if selected) that each vendor document should be paid by a separate payment. If this check box is not selected, documents for this vendor may be paid jointly.
Pay by Line A check box that indicates (if selected) that by default, payments can be applied to individual lines of accounts payable documents for which the vendor is selected. That is, if the vendor is selected on the Bills and Adjustments (AP301000) form for a particular document, the Pay by Line check box is selected by default.
When the Payment Application by Line feature is enabled on the Enable/Disable Features (CS100000) form, this check box is cleared by default for existing vendors, although you can override this setting for any of these vendors. Vendors created after the feature has been enabled inherit the default state of this check box from the vendor class assigned to them.
Prepayment Percent The prepayment percent that may be used when a prepayment request is created for a purchase order for this vendor. This percentage, if used, is applied to the lines of a prepayment request created from a purchase order. The default value in this box is 100; if this value is used, it means that the full amount of the related purchase order line is specified in each prepayment request line.
If a user creates a prepayment request for a purchase order of this vendor on the Bills and Adjustments (AP301000) form, on the Details tab, this percent may be inserted as the default Prepayment Percent in the line with this item, unless a prepayment percent has been specified for the purchase order or for the items selected in the lines.
For more information, see Prepayments for Purchase Orders: Calculation of the Prepayment Amount.

External Payment Processing Section

This section appears on the form if the BILL Integration feature is enabled on the Enable/Disable Features (CS100000) form. The read-only boxes in the section are filled in if the vendor receives payments through BILL.

Element Description
BILL Status The status of the vendor’s connection to BILL: Not Connected, Pending, Connected, or Connected RPPS.
Preferred Disbursement Method The vendor’s preferred disbursement method for receiving payments through BILL: Check, ACH, RPPS, Offline, International ePayment, Virtual Card, Wallet, or Undefined.
Bank Account The vendor’s masked bank account number.
Financial Institution The name of the vendor’s bank.
Payment Currency The currency in which the vendor will receive payments.

The Payment Instructions table provides the instruction details for the payment method used by the vendor if these details have been configured on the Payment Methods (CA204000) form.

If a payment method based on the U.S. ACH plug-in is selected in the Payment Method box on this tab, the settings for the U. S. ACH plug-in are displayed. For a description of these settings, see U.S. ACH Plug-In Settings.

Back to TopPurchase Settings Tab

This tab provides the default information required for the processing of purchases, such as the shipping terms, the FOB point, the expense account (to record shipping expenses), and the address and contact information. If the vendor has more than one location, this information is the same as that specified for the default location, and changes on this tab update the appropriate settings of the default location.

Ship-From Address Section

Element Description
Override A check box that indicates (if selected) that the settings of the shipping address on the current tab can differ from the address settings of the vendor. If the check box is cleared, the address settings on the current tab and on the General tab are synchronized (the address settings are inherited from the General tab).
Address Lookup Opens the Address Lookup dialog box.
For the description of the dialog box, see Address Lookup Dialog Box.
This button is displayed on the form if the Address Lookup Integration feature is enabled on the Enable/Disable Features (CS100000) form and integration with web map services has been set up, as described in Integrating Acumatica ERP with Web Map Services. If the integration is not set up, the View on Map button is displayed instead.
Address Line 1 The first line of the shipper’s address.
Address Line 2 The second line of the shipper’s address.
City The vendor’s city.
State The state or province of the shipper’s address.
Postal Code The location’s postal code. If an input mask is set for the country postal codes, provide a valid code that matches the input mask.
Country The vendor’s country (by ID).
Validated A check box that indicates (if selected) that the shipper’s address has been validated with a third-party specialized software or service.
This check box appears only if the Address Validation Integration feature is enabled on the Enable/Disable Features (CS100000) form.

Ship-From Info Section

Element Description
Override A check box that indicates (if selected) that the contact settings on the current tab can differ from the contact settings of the vendor. If the check box is cleared, the contact settings on the current tab and on the General tab are synchronized (the settings are inherited from the General tab)
Account Name The business name of the vendor’s shipping location, if it’s different from the customer name.
Attention The attention line as it is used in your company’s business letters, which would be used to direct the letter to the proper person if the letter is not addressed to any specific person. The attention line may contain something like Purchase Orders Department or To whom it may concern.
Type and Phone Number The type and the phone number for the vendor’s shipping address; you select the type (which is filled in by default) and then enter the phone number.
You select one of the following options as the type of the phone number: Business 1, Business 2, Business 3, Cell, Assistant 1, Fax, Home, or Home Fax.
There are three elements to enter phone number types and phone numbers for the vendor’s shipping address.
Email The vendor’s email address to be used in case of delivery problems.
Web The vendor’s website address (if any).

Other Settings Section

Element Description
Default Branch The branch of your company that receives goods from this vendor.
For a branch of a company with the Without Branches type, the system has created a branch record for technical reasons; it has the same ID as the company ID. If you are viewing a vendor of a company of this type, the box contains the shared ID of the company and branch. In this case, if you click the Edit button, the system opens one of the following forms, depending on whether the Multibranch Support feature is enabled on the Enable/Disable Features (CS100000) form:
  • If the feature is enabled, the Branches (CS102000) form, where the settings of the branch can be viewed but not edited. (The form is available only if the feature is enabled.)
  • If the feature is disabled, the Companies (CS101500) form, where the company's settings can be viewed and edited.
Print Order A check box that indicates (if selected) that an order from the vendor should be printed once the Hold check box has been cleared (if no approval is required) or once the order has been approved.
Email Order A check box that, if selected, indicates that an order from the vendor should be emailed once the Hold check box has been cleared (if no approval is required) or once the order has been approved. Emailing the order can be required along with printing it; in this case, printing is performed first.

Tax Settings Section

Element Description
Tax Registration ID The vendor’s tax registration ID associated with the location. An input mask can be set for this ID on the Tax Zones (TX206000) form.
Type of TIN The type of the vendor’s Tax Identification Number (TIN), which is specified for payees in the B record of the electronic 1099 form. The following options are available:
  • EIN (default): The Employer Identification Number, which is used if the vendor is a business entity. This value is represented by the 1 code in the electronic 1099 form.
  • SSN: The Social Security Number, which is used if the vendor is a person. This value is represented by the 2 code in the electronic 1099 form.
  • ITIN: The Individual Taxpayer Identification Number, which is used if the vendor is a particular nonresident or resident alien, spouse, or dependent who cannot get a Social Security Number (SSN). This value is represented by the 2 code in the electronic 1099 form.
  • ATIN: The Adoption Taxpayer Identification Number, which is used if the vendor is a person who is in the process of getting a Social Security Number, but it has not yet been obtained. This value is represented by the 2 code in the electronic 1099 form.
 If the Tax Registration ID box has a value specified, the current box cannot be empty.
This box appears on the form if the 1099 Reporting feature has been enabled on the Enable/Disable Features (CS100000) form and the 1099 Vendor check box has been selected for the vendor on the General tab of the current form.
Tax Zone The tax zone of the vendor’s default location.
If the vendor has been converted from a prospect account or extended from a customer account, the vendor’s tax zone is by default set to the tax zone (if any) of the original account. You can override the default value.
If you change the tax zone for the vendor, the tax zone of the corresponding business account with the Vendor type is automatically set to the tax zone of the vendor.
Tax Calculation Mode The tax calculation mode, which defines which amounts (tax-inclusive or tax-exclusive) should be entered in the detail lines of a document for the selected vendor on the Bills and Adjustments (AP301000), Cash Purchases (AP304000), and Purchase Orders (PO301000) forms:
Select one of the following options:
  • Tax Settings: The tax amounts for the document are calculated based on the Calculation Rule specified for each applicable tax on the Taxes (TX205000) form.
  • Gross: The amount in the document detail line includes a tax or multiple taxes.
  • Net: The amount in the document detail line does not include taxes.
 This mode can be overridden at the vendor location or document level.
This box appears on the form if the Net/Gross Entry Mode feature has been enabled on the Enable/Disable Features (CS100000) form.

Shipping Instructions Section

Element Description
Warehouse The warehouse to store the goods from the vendor.
This box appears only if the Warehouses feature is enabled on the Enable/Disable Features (CS100000) form.
Ship Via The carrier used by the vendor.
Shipping Terms The shipping terms used by the vendor.
The value of this box is copied to the Shipping Terms column of the Bidding Vendors table when a line with a vendor is added to this table on the Bidding tab of the Requisitions (RQ302000) form. Also, this value is copied to Shipping Terms box on the Shipping tab (Shipping Information section) of the Vendor Shipments (AM310000) form when a vendor is specified in the Vendor box in the Summary area of this form.
FOB Point The location where title for the shipment passes from the vendor to your company.
Lead Time (Days) The number of days needed for the shipment to reach the specified receiving branch when sent from the vendor.

Receipt Actions Section

Element Description
Allow AP Bill Before Receipt A check box that indicates (if selected) that for purchase orders to this vendor, you can prepare and process AP bills before processing purchase receipts.
Min. Receipt (%) The minimum quantity of the items, expressed as a percentage of the ordered quantity, that is required for the items to be accepted at the warehouse. If a smaller quantity arrives, the items will not be accepted. Larger quantities are accepted as long as their percentage of the ordered quantity is less than the percentage specified as the Max. Receipt (%).
Max. Receipt (%) The maximum quantity of the items, expressed as a percentage of the ordered quantity, that is required for the items to be accepted at the warehouse. If a larger quantity arrives, the items will not be accepted. Smaller quantities are accepted as long as their percentage (of the ordered quantity) is greater than the percentage specified as the Min. Receipt (%).
Threshold Receipt (%) The minimum percentage of the total purchased items that should be received to complete the purchase order. This setting is used if maximum or minimum percentages are not specified.
Receipt Action The action to be performed on receipt of the purchased goods if the minimum, maximum, or threshold receipt conditions are not satisfied. Select one of the following options:
  • Reject: Receipt of the applicable items will be rejected.
  • Accept but Warn: Receipt of the applicable items will be accepted, but the system will generate a warning for the line.
  • Accept: Receipt of the applicable items will be accepted.

Back to TopBalances Tab

This tab appears on the form if the Multiple Base Currencies feature has been enabled on the Enable/Disable Features (CS100000) form, the selected vendor has been extended from a branch, and the current user is assigned to a role that gives users the ability to access companies with different base currencies.

This tab displays the balances of the vendor grouped by base currency.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Column Description
Currency The currency ID of the base currency.
Balance The total balance of all open documents of the vendor excluding the total balance of prepayments, expressed in the specified currency.
Prepayment Balance The balance of the vendor’s prepayments, which is posted in the specified base currency.
Retained Balance The total of unreleased retained amounts withheld from the vendor’s bills, expressed in the specified currency.
This box appears on the form if the Retainage Support feature is enabled on the Enable/Disable Features (CS100000) form.

Back to TopAttributes Tab

This tab contains the list of vendor attributes defined in the associated vendor class. You specify the value of the attributes from the list, if required.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Column Description
Attribute The description of the attribute.
Required A check box that indicates (if selected) that specifying the attribute value is required.
Value The value of the attribute.

Back to TopLocations Tab

This tab is available only if the Business Account Locations feature is enabled on the Enable/Disable Features (CS100000) form. The MAIN location is always automatically created for the vendor when you enter the vendor’s main address.

The tab lists the vendor locations in a tabular format. You can set a location as inactive or add a new location. Also, you can set a particular location as the vendor’s default location.

If you create a new vendor location, the system copies the following settings of the default location to the settings of the new location: Expense Account, Expense Sub., Discount Account, and Discount Sub. (Subaccounts are copied if the Subaccounts feature is enabled on the Enable/Disable Features (CS100000) form and subaccounts are used in the system.)

Table Toolbar

The table toolbar includes standard buttons and buttons specific to this table. For the list of standard buttons, see Table Toolbar. The table-specific buttons are listed below.

Button Description
Set as Default Sets the selected location as the vendor’s default location. Only one location can be selected as the default one.

Table Columns

Column Description
Active A check box that indicates (if selected) that the location is active. If the check box is cleared, the location will not be available for selection when users create vendor documents.
Location ID The identifier of the location.
Location Name A detailed description of the location.
Default A check box that indicates (if selected) that this has been set as the vendor’s default location. You cannot directly select or clear this check box; when you change the default by selecting a location and using the Set as Default action, the appropriate locations’ check boxes are selected or cleared.
City The city of the vendor location.
State The state or province of the vendor location.
Country The country of the vendor location.
If you change the vendor class of an existing vendor, the country of the vendor location specified in this box will not be overridden with the value from the new vendor class.
Expense Account The expense account to be used to record expenses incurred by the vendor.
Expense Sub. The corresponding subaccount to be used to record expenses incurred by the vendor.
Tax Zone The tax zone associated with the shipping location.
If you change the vendor class of an existing vendor, the tax zone of the vendor’s shipping location specified in this box will not be overridden with the value from the new vendor class.

Back to TopContacts Tab

This tab displays a table showing the vendor’s contact persons and their information. To add a new contact, click Add Contact. To change any of the details of a particular contact, double-click in its row, which opens the Contacts (CR302000) form.

Table Toolbar

The table toolbar includes standard buttons and buttons specific to this table. For the list of standard buttons, see Table Toolbar. The table-specific buttons are listed below.

Button Description
Set as Primary Makes the selected contact a primary contact for the vendor. The settings of the primary contact are displayed on the General tab of the current form (Primary Contact and Contact’s Personal Data Privacy sections).
This button is available if you have selected in the table a contact that is not primary.

Table Columns

Column Description
Active A check box that indicates (if selected) that this person is an active business contact.
Contact A link that displays the contact’s name. You can click the link in this column to open the Contacts (CR302000) form in a pop-up window.
Job Title The person’s job title or position.
Primary The check box that indicates (if selected) that the person is the primary contact for the vendor. The settings of the primary contact are displayed on the General tab of the current form (Primary Contact and Contact’s Personal Data Privacy sections).
Email The contact person’s email address.
Phone 1 The contact person’s phone number.
Owner The username of the employee that owns the contact.

Back to TopActivities Tab

This tab has a table with the list of activities associated with the vendor. You use this tab to associate particular tasks, events, and other activities with the vendor.

Table Toolbar

The table toolbar includes the buttons described below.

Button Description
Create Task Opens the Task (CR306020) form, on which you can create a new task.
Create Event Opens the Event (CR306030) form, on which you can create a new event.
Create Email Opens the Email Activity (CR306015) form, on which you can create a new email.
Create Activity Contains a menu with commands that correspond to the list of activity types configured on the Activity Types (CR102000) form.
By clicking a menu command, you open the Activity (CR306010) form to create an activity of the corresponding type. The following commands are available by default: Create Chat, Create Escalation, Create Message, Create Phone Call, Create Work Item, and Create Note.
To change the list of menu commands, you can add or remove activity types by using the Activity Types (CR102000) form.

Table Columns

The table includes, in addition to the columns described below, columns labeled with icons, which you can use to attach notes and files to an activity, see if an activity is completed, check the priority level, and note whether any reminder exists for an activity; for the descriptions of these columns, see Emails and Activities: General Information.

Column Description
Type The type of the activity. The type can be one of the following options: Event, Task, Email, Email Response, Note, Chat, Escalation, Message, Phone Call, or Work Item.
Summary The description provided for the activity.
Status The status of the activity.
Start Date The start date and time of the activity.
Created At The date and time when the activity was created.
Time Spent The total time spent on the activity.
Workgroup The workgroup the activity is assigned to (if any).
Owner The username of the employee to whom the activity is assigned.
Related Entity The entity that this activity is associated with.

The tab also has the Activity Description area below the table. The area displays the full description provided for the activity selected in the table. To edit the description, click the link in the Summary column of the activity. On the Activity (CR306010) form that opens, you add a description and edit other settings corresponding to the activity.

Back to TopGL Accounts Tab

This tab shows the default GL accounts for this vendor. For a new vendor, the accounts and subaccounts displayed on this tab are, by default, those specified for the vendor class that you have selected on the General tab; however, you can select other accounts and subaccounts.

If the vendor has more than one location, some of these accounts are associated with the default location, and changes on this tab update the appropriate settings of the default location.

Column Description
AP Account The liability account used to record the balance of AP transactions related to the vendor.
The account selected in this box should be configured as a control account for the accounts payable subledger. That is, for this account, AP should be selected in the Control Account Module column on the Chart of Accounts (GL202500) form. For more information on control accounts, see Control Accounts: General Information.
AP Sub. The corresponding subaccount used with the account to record the balance of AP transactions related to the vendor.
Expense Account The expense account used to record expenses incurred for the vendor.
Expense Sub. The corresponding subaccount used to record expenses incurred for the vendor.
Discount Account The account used to record the discount amounts for discounts received from the vendor.
Discount Sub. The corresponding subaccount used to record the discount amounts for discounts received from the vendor.
Cash Discount Account Required. The account used to record the cash discount amounts received from the vendor because of credit terms.
Cash Discount Sub. Required. The corresponding subaccount used to record the cash discount amounts received from the vendor because of credit terms.
Prepayment Account The account used to record the prepayments paid to the vendor.
The account selected in this box should be configured as a control account for the accounts payable subledger. That is, for this account, AP should be selected in the Control Account Module column on the Chart of Accounts (GL202500) form. For more information on control accounts, see Control Accounts: General Information.
Prepayment Sub. The corresponding subaccount used to record the prepayments paid to the vendor.
PO Accrual Account The liability account to record transactions that are result of receipts billing.
The account selected in this box should be configured as a control account for the purchase orders subledger. That is, for this account, PO should be selected in the Control Account Module column on the Chart of Accounts (GL202500) form. For more information on control accounts, see Control Accounts: General Information.
PO Accrual Sub. The corresponding subaccount to record transactions that are result of receipts billing.
Reclassification Account The account to temporarily record expenses that require reclassification.
Reclassification Subaccount The corresponding subaccount to temporarily record expenses that require reclassification.
Retainage Payable Account The account used to record the retained amounts on bills for the vendor.
The account selected in this box should be configured as a control account for the accounts payable subledger. That is, for this account, AP should be selected in the Control Account Module column on the Chart of Accounts (GL202500) form. For more information on control accounts, see Control Accounts: General Information.
By default, the system inserts into this box the account (if any) specified for the vendor class of this vendor in the Retainage Payable Account box on the GL Accounts tab of the Vendor Classes (AP201000) form. You can override this value, if necessary.
When you create a bill for this vendor, this account is inserted by default into the Retainage Payable Account box on the Financial tab of the Bills and Adjustments (AP301000) form.
This box appears on the form only if the Retainage Support feature is enabled on the Enable/Disable Features (CS100000) form.
Retainage Payable Sub. The subaccount used to record the retained amounts on bills for the vendor.
By default, the system inserts into this box the subaccount (if any) specified for the vendor class of this vendor in the Retainage Payable Sub. box on the GL Accounts tab of the Vendor Classes (AP201000) form. You can override this value, if necessary.
When you create a bill for this vendor, this subaccount is inserted by default into the Retainage Payable Sub. box on the Financial tab of the Bills and Adjustments (AP301000) form.
This box appears on the form only if the Subaccounts and Retainage Support features are enabled on the Enable/Disable Features (CS100000) form.

Back to TopTax Agency Tab

You use this tab, which appears only if the vendor is specified as a tax agency (the Vendor is Tax Agency check box is selected on the General tab of the current form), to provide tax agency settings. For details on the configuration of a tax agency, see Tax Agency.

Default Tax Accounts Section

Element Description
Tax Payable Account The account to be used as the default tax payable account for a new tax created for the selected tax agency on the Taxes (TX205000) form. You can override this account on the GL Accounts tab of the Taxes (TX205000) form, if needed.
The account selected in this box should be configured as a control account for the taxes subledger. That is, for this account, TX should be selected in the Control Account Module column on the Chart of Accounts (GL202500) form. For more information on control accounts, see Control Accounts: General Information.
Tax Payable Sub. The subaccount to be used as the default tax payable subaccount when a new tax is created for the selected tax agency on the Taxes (TX205000) form.
Tax Claimable Account The account to be used as the default tax claimable account for a new tax created for the selected tax agency on the Taxes (TX205000) form. You can override this account on the GL Accounts tab of the Taxes (TX205000) form, if needed.
The account selected in this box should be configured as a control account for the taxes subledger. That is, for this account, TX should be selected in the Control Account Module column on the Chart of Accounts (GL202500) form. For more information on control accounts, see Control Accounts: General Information.
Tax Claimable Sub. The subaccount to be used as the default tax claimable subaccount when a new tax is created for the selected tax agency on the Taxes (TX205000) form.
Tax Expense Account The account to be used as the default tax expense account for a new tax created for the selected tax agency on the Taxes (TX205000) form. You can override this account on the GL Accounts tab of the Taxes (TX205000) form, if needed.
Tax Expense Sub. The subaccount to be used as the default tax expense subaccount when you create a tax for the selected tax agency on the Taxes (TX205000) form.

Pending VAT Settings Section

This section is available only if the VAT Reporting feature is enabled on the Enable/Disable Features (CS100000) form.

Element Description
VAT Recognition Method The method that determines the way the pending taxes associated with the agency are recognized. The following options are available:
  • On Payments: Taxes are recognized based on payments applied to documents.
  • On Documents (default): Taxes are recognized based on taxable documents. Payments are not considered in this case.
Input Tax Entry Ref. Nbr. An option that determines how the system assigns reference numbers to pending VAT entries generated by the VAT recognition process on the Recognize Input VAT (TX503500) form. The following options are available:
  • Document Ref. Nbr.: The system uses the reference number of the original document as the reference number of the tax entry.
  • Payment Ref. Nbr.: The system uses the reference number of the payment as the reference number of the tax entry.
  • Manually Entered (default): The user enters a number manually.
The reference number assigned by the VAT recognition process can later be viewed on the Application History tab of the Checks and Payments (AP302000) form.
Output Tax Entry Ref. Nbr. An option that determines how the system assigns reference numbers to pending VAT entries generated by the VAT recognition process on the Recognize Output VAT (TX503000) form. The following options are available:
  • Document Ref. Nbr.: The system uses the reference number of the original document as the reference number of the tax entry.
  • Payment Ref. Nbr.: The system uses the reference number of the payment as the reference number of the tax entry.
  • Tax Invoice Nbr.: The system generates a new number for an entry once the VAT recognition process has completed. The system uses the numbering sequence specified in the Tax Invoice Numbering box on this form.
  • Manually Entered (default): The user enters a number manually.
The reference number assigned by the VAT recognition process can later be viewed on the Application History tab of the Payments and Applications (AR302000) form.
Tax Invoice Numbering The numbering sequence that the system uses for reference numbers of the VAT recognition entries. These numbers are shown in the Tax Doc. Nbr. column on the Recognize Output VAT (TX503000) form.
This box is available only if the Tax Invoice Nbr. option is selected in the Output Tax Entry Ref. Nbr. box.

Tax Report Settings Section

Element Description
Default Tax Period Type The tax period type, which defines its duration. The following options are available:
  • Half a Month: A tax report is filed twice a month—on the 15th calendar day and on the last day of a month (regardless of the number of days in a month).
  • Month (default): A tax report is filed on the last day of a month.
  • Two Months: A tax report is filed once every two months.
  • Quarter: A tax report is filed once a quarter (that is, every three calendar months).
  • Half a Year: A tax report is filed twice a year (that is, every six calendar months).
  • Year: A tax report is filed once per calendar year.
  • Financial Period: A tax report is filed once a financial period.
Define Tax Period by End Date of Financial Period A check box that indicates (if selected) that the taxes calculated for a taxable document are reported to the tax period to which the end date of the document’s financial period belongs. If this check box is cleared, the taxes calculated for a taxable document are reported to the tax period to which the date of a document belongs. (Note that the tax periods and the financial periods configured in the system can differ.)
Update Closed Tax Periods A check box that allows (if selected) the updating of closed tax periods with data from new documents associated with the tax period.
Automatically Generate Tax Bill A check box that indicates (if selected) that the process of releasing a tax report (for details, see Releasing a Sales Tax Report) should generate a tax bill (or a debit adjustment) for the amount accumulated in the report line for which the Net Tax check box is selected on the Report Lines tab of the Reporting Settings (TX205100) form.
By default, the check box is selected.
Tax Report Rounding The rounding rules to be used to calculate the tax amount on tax reports to this tax agency. You can select one of the following options: Mathematical, Ceiling, or Floor. For details, see Rounding of AP Document Amounts: General Information.
Tax Report Precision The decimal precision—that is, the number of digits after the decimal point—to be used to calculate the amounts on tax reports for this tax agency. This is the maximum number (0 through 9) of decimal places in the tax amounts and taxable amounts gathered in the tax report lines.
This box is unavailable if the Use Currency Precision check box is selected. In this case, the precision of the tax agency’s currency will be used.
In most cases, the tax agency’s currency is the base currency, but it’s possible to associate a tax agency with a different currency.
If the Use Currency Precision check box is cleared, you can specify a value different from the precision of the base currency. If the tax report precision is greater than the base currency precision, the system will save the tax amounts with trailing zeros after the decimal point.
If the tax report precision is less than the precision of the tax agency’s currency, when you release a tax report and generate a bill for the tax agency, the system will post rounding gains or losses. This happens because tax amounts are calculated and posted with the precision of the tax agency’s currency, but the tax bill amount is rounded based on the tax report precision. The system will use the Rounding Gain Account and Rounding Loss Account selected on the Currencies (CM202000) form.
Use Currency Precision A check box that indicates (if selected) that the decimal precision of the currency selected as this vendor’s default currency will be used for reports. In this case, the Tax Report Precision box becomes unavailable.
If this check box is cleared, you can specify a value in the Tax Report Precision box.

Back to TopMailing & Printing Tab

This tab displays the mailings that are set up for the vendor. Mailings are used to set up sending electronic versions of specific documents to vendor contacts and company employees specified as recipients for the vendors.

When a new vendor is created and a vendor class is selected, the system copies to the vendor all the rows of the Mailings and Recipients tables of the Mailing & Printing tab of the Vendor Classes (AP201000) form for the class. You can deactivate any of these rows, override some of their default settings, and add new rows.

You can add a mailing that has not been specified for the vendor class if it is in the list of mailings specified on the Mailing & Printing tab of the Accounts Payable Preferences (AP101000), Subcontracts Preferences (SC101000), or Purchase Orders Preferences (PO101000) form. When you select a mailing in the Mailing ID column, the values in the other columns are copied from the corresponding columns of the preferences form where the mailing is defined, but you can override some values. For details on setting up mailings for vendors, see Mailings for Vendors: To Set Up a Mailing for a Vendor Class and Mailings for Vendors: To Set Up a Mailing for a Vendor.

If the Construction feature is enabled on the Enable/Disable Features (CS100000) form, the Mailings table also lists the predefined mailings for subcontracts and lien waivers. The default mailings are copied from the settings of the vendor class of the vendor on the Mailing & Printing tab of the Vendor Classes (AP201000) form and can be overridden. If the vendor has no active mailings, the system uses the mailings of the vendor class for printing and emailing documents.

The tab includes the Mailings table, which has the list of mailings, and the Recipients table, with the list of recipients.

Mailings Table Columns

The table toolbar includes standard buttons and buttons specific to this table. For the list of standard buttons, see Table Toolbar. The table-specific buttons are listed below.

Column Description
Active A check box that indicates (if selected) that this mailing is active for this vendor.
Overridden Read-only. A check box that indicates (if selected) that the settings of this mailing are different from the settings of the mailing in the vendor class.
Mailing ID The identifier of this mailing.
After you select the mailing ID from the list of available mailing IDs, you cannot change it.
Branch Read-only. The branch of the organization on behalf of which the emails will be sent for this mailing.
If you select a mailing ID for which a branch is specified on the Accounts Payable Preferences (AP101000), Subcontracts Preferences (SC101000), or Purchase Orders Preferences (PO101000) form, the system inserts this branch in the column.
Email Account The system email account to be used by default for sending this mailing’s emails to the vendor. If no account is specified, the system account specified for the vendor class will be used.
Report The report related to accounts payable or purchase orders to be used as the email’s body for this mailing, if the mailing uses a report rather than an email template (notification template).
Email Template The notification template to be used to generate personalized emails for the mailing. For each mailing, either a report or a template can be specified.
Format The format in which the document based on the report (if applicable) will be sent by default if no other preferences have been specified for recipients. Select one of the following options: Text, HTML, Excel, or PDF.
Recipients The way the system specifies recipients in the generated email. The following options are available:
  • Add Recipients: On the generation of an email to which these settings apply, the system will copy the recipients specified for the selected notification template, if one has been specified for the mailing, and from the Recipients table on this tab. The Recipients table is populated with the values specified for the vendor class on the Mailing & Printing tab of the Vendor Classes (AP201000) form, and you can add any number of extra recipients to the table.
  • Override Recipients: On the generation of an email to which these settings apply, the recipients will be copied only from the Recipients table on this tab. With this option selected, you can modify the list of recipients in the Recipients table as needed. The recipients specified in the notification template or report associated with the mailing will not be included in the generated email.

Recipients Table Columns

The table toolbar includes standard buttons and buttons specific to this table. For the list of standard buttons, see Table Toolbar. The table-specific buttons are listed below.

Column Description
Active A check box that indicates (if selected) that this contact is active. Only active recipients receive the emails.
Contact Type The type of contact to receive emails for the selected mailing. You specify one of the following options:
  • Account Email: The email address specified in the Account Email box of the General tab of the form
  • Remittance: The email address specified in the Email box of the Payment tab of the form
  • Account Location Email: The email address of the default location of the vendor, which is specified in the Email box of the General tab of the Vendor Locations (AP303010) form
  • Employee: The email address that is specified in the Email box of the General tab of the Employees (EP203000) form for the employee selected in the Contact ID column of the row
  • Contact: The email address that is specified in the Email column of the Contacts tab of the form for the contact selected in the Contact ID column of the row
Based on the option you select, the system inserts the specific email address in the Email column of the row.
Contact ID The recipient of the selected type.
Email The email address of this recipient.
Format The format in which the document (if applicable) will be sent to this recipient. Select one of the following options: Text, HTML, Excel, or PDF.
Add To The To, CC, and BCC options, which are available in this column, determine the element in which the recipient will be included in the generated email.

Back to TopSupplied-by Vendors Tab

You use this tab, which appears only if the Vendor Relations feature is enabled on the Enable/Disable Features (CS100000) form, to view the list of vendors for which the currently selected vendor is specified as a pay-to vendor (that is, selected in the Pay-to Vendor box on the Payment tab of this form).

For details, see Vendor Relations: General Information.

Table Columns

Element Description
Vendor The identifier of the vendor who is involved in vendor relations with the current vendor as a vendor who supplies goods or services. This is a vendor for which the current vendor is specified in the Pay-to Vendor box on the Payment tab of the current form.
Vendor Name The vendor name.

Back to TopCompliance Tab

On this tab, you can add, update, and review compliance documents related to the vendor.

This tab appears on the form only if the Construction feature of the Projects group of features is enabled on the Enable/Disable Features (CS100000) form.

If the Multicurrency Projects feature is enabled on the Enable/Disable Features (CS100000) form, all the amounts on the tab are displayed in the base currency.

The table toolbar has only standard buttons.

Table Columns

Column Description
Expiration Date The date when the compliance document will expire. You specify the date when you add the compliance document to the tab.
Document Type The type of the compliance document. The following document types are available by default:
  • Certificate
  • Insurance
  • Lien Waiver
  • Notice
  • Other
Creation Date The date when the compliance document was created. By default, the system inserts the current business date at the time of creation. You can change the date manually.
Status The status of the compliance document. The list of statuses should be specified manually on the Compliance Preferences (CL301000) form.
Required A check box that indicates (if selected) that the document is mandatory for working with the project and project task specified in this line. This setting is for informational purposes only; the system does not enforce this requirement. It shows that the compliance document is required before any activities are performed for the project.
Received from Vendor A check box that indicates (if selected) that the document has been received. By using this check box, you can track when the payment for the document is received, so that the next payment is not delayed.
Vendor Received Date The date when the compliance document is received.
Received from Joint Payee A check box that indicates (if selected) that the document has been received from a joint payee.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Adjustment of the Acumatica ERP UI: To Personalize a View of a Form.
Joint Payee Received Date The date when the compliance document is received from a joint payee.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Adjustment of the Acumatica ERP UI: To Personalize a View of a Form.
Processed A check box that indicates (if selected) that the document has been processed.
Voided A check box that indicates (if selected) that the document has been voided.
Created Automatically A check box that indicates (if selected) that the document has been created by the system.
Sent Date The date when the compliance document is sent.
Project The project to which the compliance document relates.
If a project is specified, this compliance document is displayed on the Compliance tab of the Projects (PM301000) form for the selected project.
Cost Task The cost task within the selected project to which the compliance document relates.
If a task is specified, this compliance document will be displayed on the Compliance tab of the Project Tasks (PM302000) form for the selected task of the Cost Task type.
Cost Code The cost code assigned to the compliance document.
Vendor The identifier of the vendor associated with the compliance document. If a vendor is specified, the current document will be displayed on the Compliance tab for the selected vendor.
If the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form, the list of vendors may be limited based on the branch specified for the document. For more information, see Vendor Visibility: General Information.
Vendor Name The name of the vendor associated with the compliance document.
Expired A check box that indicates (if selected) that the compliance document has expired.
AP Payment The reference number of the payment that is associated with the compliance document.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Adjustment of the Acumatica ERP UI: To Personalize a View of a Form.
AP Payment Method The payment method associated with the vendor.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Adjustment of the Acumatica ERP UI: To Personalize a View of a Form.
AR Invoice The reference number of the invoice associated with the compliance document. If an invoice number is specified, the current compliance document will be displayed on the Compliance tab of the Invoices and Memos form for the selected invoice.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Adjustment of the Acumatica ERP UI: To Personalize a View of a Form.
AR Invoice Amount The amount of the invoice.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Adjustment of the Acumatica ERP UI: To Personalize a View of a Form.
AR Payment The reference number of the payment associated with the compliance document.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Adjustment of the Acumatica ERP UI: To Personalize a View of a Form.
AR Payment Method The customer’s default payment method.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Adjustment of the Acumatica ERP UI: To Personalize a View of a Form.
Account The account associated with the vendor (Expense account) or customer (Sales account).
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Adjustment of the Acumatica ERP UI: To Personalize a View of a Form.
Bill The reference number of the bill associated with the compliance document. If a bill number is specified, the current compliance document will be displayed on the Compliance tab of the Bills and Adjustments form of the selected bill.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Adjustment of the Acumatica ERP UI: To Personalize a View of a Form.
Bill Amount The bill amount to be paid for the document.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Adjustment of the Acumatica ERP UI: To Personalize a View of a Form.
Certificate Number The number of the certificate.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Adjustment of the Acumatica ERP UI: To Personalize a View of a Form.
Customer The identifier of the customer associated with the compliance document. If a customer is specified, the current document will be displayed on the Compliance tab of the Customers form of the selected customer.
If the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form, the list of customers may be limited based on the branch specified for the document. For more information, see Customer Visibility: General Information.
Customer Name The name of the customer associated with the compliance document.
Date Issued The date when the document is issued.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Adjustment of the Acumatica ERP UI: To Personalize a View of a Form.
Effective Date The date when the compliance document takes effect. You should specify the date manually while adding the document.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Adjustment of the Acumatica ERP UI: To Personalize a View of a Form.
Insurance Company The name of the insurance company.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Adjustment of the Acumatica ERP UI: To Personalize a View of a Form.
Joint Payee (Vendor) The identifier of the joint vendor associated with the compliance document. If a joint vendor is specified, the current document will be displayed on the Compliance tab for the selected vendor.
If the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form, the list of vendors may be limited based on the branch specified for the document. For more information, see Vendor Visibility: General Information.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Adjustment of the Acumatica ERP UI: To Personalize a View of a Form.
Joint Payee The name of the joint payee, if the joint payee is not defined in the system as a vendor.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Adjustment of the Acumatica ERP UI: To Personalize a View of a Form.
Joint Amount Paid The amount to be paid to joint payees according to the joint payment.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Adjustment of the Acumatica ERP UI: To Personalize a View of a Form.
Joint Release A check box that indicates (if selected) that the joint release has been received.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Adjustment of the Acumatica ERP UI: To Personalize a View of a Form.
Lien Waiver Amount (Vendor) The amount covered by the lien waiver.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Adjustment of the Acumatica ERP UI: To Personalize a View of a Form.
Limit The amount of insurance liability specified for the compliance document. You should enter the amount manually while adding the document.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Adjustment of the Acumatica ERP UI: To Personalize a View of a Form.
Method Sent The method used to send the document.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Adjustment of the Acumatica ERP UI: To Personalize a View of a Form.
Payment Date The date when the payment is created.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Adjustment of the Acumatica ERP UI: To Personalize a View of a Form.
Payment Ref. The reference number of the payment.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Adjustment of the Acumatica ERP UI: To Personalize a View of a Form.
Project Transaction The reference number of the project transaction associated with the compliance document.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Adjustment of the Acumatica ERP UI: To Personalize a View of a Form.
Purchase Order The reference number of the purchase order associated with the compliance document. If a purchase order is specified, this compliance document will be displayed on the Compliance tab of the Purchase Orders form for the selected purchase order.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Adjustment of the Acumatica ERP UI: To Personalize a View of a Form.
Purchase Order Line Item The inventory ID of the item in the purchase order line, which can be specified only if a purchase order has been selected.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Adjustment of the Acumatica ERP UI: To Personalize a View of a Form.
Policy The insurance policy number.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Adjustment of the Acumatica ERP UI: To Personalize a View of a Form.
Receipt Date The date of the inventory receipt.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Adjustment of the Acumatica ERP UI: To Personalize a View of a Form.
Receive Date The date when the goods are received.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Adjustment of the Acumatica ERP UI: To Personalize a View of a Form.
Received By The person responsible for receiving goods.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Adjustment of the Acumatica ERP UI: To Personalize a View of a Form.
Requires Joint Payment A check box that indicates (if selected) that a joint payment is required.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Adjustment of the Acumatica ERP UI: To Personalize a View of a Form.
Revenue Task The identifier of the revenue task within the project to which the compliance document relates. If a revenue task is specified, the current compliance document will be displayed on the Compliance tab of the Project Tasks (PM302000) form for the selected task of the Revenue Task type.
Secondary Vendor The identifier of the secondary vendor associated with the compliance document. If a vendor is specified, the current document will be displayed on the Compliance tab for the selected vendor.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Adjustment of the Acumatica ERP UI: To Personalize a View of a Form.
Secondary Vendor Name The name of the secondary vendor associated with the compliance document.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Adjustment of the Acumatica ERP UI: To Personalize a View of a Form.
Source The source of the payment, which could be one of the following options: AP Bill, PO/Sub, Project, or Customer.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Adjustment of the Acumatica ERP UI: To Personalize a View of a Form.
Sponsor Organization The name of the sponsor organization.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Adjustment of the Acumatica ERP UI: To Personalize a View of a Form.
Subcontract The identifier of the subcontract associated with the compliance document. If a subcontract is specified, the current document will be displayed on the Compliance tab of the Subcontracts form for the selected subcontract.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Adjustment of the Acumatica ERP UI: To Personalize a View of a Form.
Subcontract Line Item The identifier of the item in the subcontract line, which can be specified only if a subcontract has been selected.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Adjustment of the Acumatica ERP UI: To Personalize a View of a Form.
Through Date The date when the goods are shipped.
This column is hidden by default. You can display this column in the table by using the Column Configuration dialog box. For details, see Adjustment of the Acumatica ERP UI: To Personalize a View of a Form.

Back to TopRelated Articles