Vendor List Fields (Import/Export)

Vendor ID

Y

Alphanumeric – Vendor ID number

Vendor Name

Y

Alphanumeric – Vendor name

Inactive

Y

Boolean – Inactive check box; valid choices are [True] or [False], where True=Inactive and False=Active.

Contact

Y

Alphanumeric – Vendor contact name

Address-Line 1

Y

Alphanumeric – Vendor address, line one.

Address-Line 2

Y

Alphanumeric - Vendor address, line two.

City

Y

Alphanumeric - Vendor city

State

Y

Alphanumeric - Vendor state

Zip Code

Y

Alphanumeric - Vendor ZIP Code

Country

Y

Alphanumeric - Vendor country

Vendor Type

Y

Alphanumeric - Vendor type category

1099 Type

Y

Numeric (Whole) - 1099 type; valid numbers are 0 through 2, where 0=None, 1=Interest, and 2=Misc.

Telephone 1

Y

Alphanumeric - Vendor phone number 1

Telephone 2

Y

Alphanumeric - Vendor phone number 2

Fax Number

Y

Alphanumeric - Vendor fax number

Vendor Email

Y

Alphanumeric - Vendor email address (use the [email protected] format)

Vendor Web Site

Y

Alphanumeric - Vendor Web site address (for example, www.company.com)

G/L Purchase Account

Y

Alphanumeric - G/L account number for purchases. Must be a valid account number from your Chart of Accounts.

Tax ID Number

Y

Alphanumeric - Vendor tax ID number

Account Number

Y

Alphanumeric - Account # as shown under the General Tab in Vendor Maintenance

Ship Via

Y

Numeric (Whole) - Vendor default ship method, as set up in Maintain Default Information, Inventory Items; valid numbers are 0 through 9.

Use Standard Terms

Y

Boolean - Vendor Terms, Use Standard Terms check box; valid choices are [True] or [False].

C.O.D. Terms

Y

Boolean - Vendor Terms, C.O.D. check box; valid choices are [True] or [False]. If Use Standard Terms is True, then the system will use standard terms and ignores this field.

Prepaid Terms

Y

Boolean - Vendor Terms, Prepaid check box; valid choices are [True] or [False]. If Use Standard Terms is True, then the system will use standard terms and ignores this field.

Terms Type

Y

Boolean - Vendor Terms, Due on Day of Month OR Due in # of Days; valid choices are [True] or [False]. True = Due on Day of Month, False = Due in # of Days. If Use Standard Terms is True, then the system will use standard terms and ignores this field.

Due Days

Y

Numeric (Whole) - Vendor Terms, Due Days; this field is Due on the x day of next month OR Net due in x days based on the Terms Type. If it's due on x day of next month, then valid numbers are 0 to 31. <more>

If it's net due in x days, valid number are 0 through 999. If Use Standard Terms is True, then the system will use standard terms and ignore this field.

Discount Days

Y

Numeric (Whole) - Vendor Terms, Discount Days; valid numbers are 0 through 999. If Use Standard Terms is True, then the system will use standard terms and ignore this field.

Discount Percent

Y

Numeric (Real) - Vendor Terms, Discount Percent; use 0.00 through 100.00. If Use Standard Terms is True, then the system will use standard terms and ignore this field.

Credit Limit

Y

Numeric (Real) – Vendor Terms, Credit Limit. If Use Standard Terms is True, then the system will use standard terms and ignores this field.

Due Month End Terms

Y

Boolean – Vendor Terms, Due at end of month; valid choices are [True] or [False]. True = Due at end of month, False = not Due at end of month. If Use Standard Terms is True, then the system will use standard terms and ignore this field.

Purchase Rep

Y

Alphanumeric - Employee ID (entered in Maintain Employees/Sales Reps)

Form Delivery Method

Y

Numeric (Whole) - valid numbers are 0 and 1, where 0=Paper and 1=Email (entered on Maintain Vendors, Purchase Info tab)

Email Attachment Type

Y

Numeric (Whole) - valid numbers are 0 and 1, where 0=Rich Text and 1=PDF (entered on Maintain Vendors, Purchase Info tab)

Include Purchase Rep

Y

Boolean – valid choices are [True] or [False]. True = CC Purchase Rep, False = do not CC Purchase Rep (entered on Maintain Vendors, Purchase Info tab)

Label for Vendor Custom Field 1

(entered in Vendor Defaults)

Y

Alphanumeric - The text value of vendor custom field 1 (entered in Maintain Vendors).

Label for Vendor Custom Field 2

(entered in Vendor Defaults)

Y

Alphanumeric - The text value of vendor custom field 2 (entered in Maintain Vendors).

Label for Vendor Custom Field 3

(entered in Vendor Defaults)

Y

Alphanumeric - The text value of vendor custom field 3 (entered in Maintain Vendors).

Label for Vendor Custom Field 4

(entered in Vendor Defaults)

Y

Alphanumeric - The text value of vendor custom field 4 (entered in Maintain Vendors).

Label for Vendor Custom Field 5

(entered in Vendor Defaults)

Y

Alphanumeric - The text value of vendor custom field 5 (entered in Maintain Vendors).

1099 Setting

(entered in Vendor Defaults)

Y

Numeric (Whole) - Vendor 1099 Setting; valid numbers are 0 through 3, where 0="Box 1 or Box 7" option, 1="1099 MISC - Box 7 Only" option, 2="1099 INT - Box 1 Only" option, or 3="None" option.

Vendor Since Date

Y

Date - The date the vendor is added to the system. Must be in ##/##/## (month/day/yr) format.

Last Invoice Date

N

Date - Date of last invoice received from vendor. Must be in ##/##/## (month/day/yr) format.

Last Invoice Amount

N

Numeric (Real) - Amount of last invoice from vendor

Last Payment Date

N

Date - Last day vendor was paid. Must be in ##/##/## (month/day/yr) format.

Last Payment Amount

N

Numeric (Real) - Last amount vendor was paid

Current Balance

N

Numeric (Real) - Current accumulated Balance forward for customer.

Payments-Period End xx/xx/xx (there are up to 39 periods)

N

Numeric (Real) - Payments/Cash per period. This field is used for exporting only.

Payments-Period End xx/xx/xx (there are up to 39 periods)

N

Numeric (Real) - Payments/Cash per period. This field is used for exporting only.

E-Pmt ID

N

This field is no longer supported.

Use Payment Settings

Y

Boolean - valid choices are True or False. True=Use payment method and cash account from last saved payment. False=Use payment method and cash account designated on the Purchase Info tab in Maintain Vendors. When importing, if the field is blank, it will be imported as False.

Vendor Payment Method

Y

Alphanumeric - The text value of what is entered or selected in the Payment Method field if Use Payment Settings =False. Must be a valid payment method that was set up in Vendor Defaults.