The following table lists the fields available for import or export, with a brief description of the field and (when necessary) a character limit for the field. The Import? column identifies which fields are available for import (all are available for export).
Note: Vendor fields are exported using VENDOR.CSV as the default file name.
Field Name |
Import? |
Description of Field |
Limit |
---|---|---|---|
Vendor ID |
Y |
Alphanumeric – Vendor ID number |
Up to 20 characters |
Vendor Name |
Y |
Alphanumeric – Vendor name |
Up to 39 characters |
Inactive |
Y |
Boolean – Inactive check box; valid choices are [True] or [False], where True=Inactive and False=Active. |
|
Contact |
Y |
Alphanumeric – Vendor contact name |
Up to 20 characters |
Address-Line 1 |
Y |
Alphanumeric – Vendor address, line one. |
Up to 30 characters |
Address-Line 2 |
Y |
Alphanumeric - Vendor address, line two. |
Up to 30 characters |
City |
Y |
Alphanumeric - Vendor city |
Up to 15 characters |
State |
Y |
Alphanumeric - Vendor state |
Up to 2 characters |
Zip Code |
Y |
Alphanumeric - Vendor ZIP Code |
Up to 12 characters |
Country |
Y |
Alphanumeric - Vendor country |
Up to 15 characters |
Vendor Type |
Y |
Alphanumeric - Vendor type category |
Up to 8 characters |
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 |
Up to 20 characters |
Telephone 2 |
Y |
Alphanumeric - Vendor phone number 2 |
Up to 20 characters |
Fax Number |
Y |
Alphanumeric - Vendor fax number |
Up to 20 characters |
Vendor Email |
Y |
Alphanumeric - Vendor email address (use the [email protected] format) |
Up to 64 characters |
Vendor Web Site |
Y |
Alphanumeric - Vendor Web site address (for example, www.company.com) |
Up to 64 characters |
G/L Purchase Account |
Y |
Alphanumeric - G/L account number for purchases. Must be a valid account number from your Chart of Accounts. |
Up to 15 characters |
Tax ID Number |
Y |
Alphanumeric - Vendor tax ID number |
Up to 20 characters |
Account Number |
Y |
Alphanumeric - Account # as shown under the General Tab in Vendor Maintenance |
Up to 15 characters |
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) |
Up to 20 characters |
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). |
Up to 40 characters |
Label for Vendor Custom Field 2 (entered in Vendor Defaults) |
Y |
Alphanumeric - The text value of vendor custom field 2 (entered in Maintain Vendors). |
Up to 40 characters |
Label for Vendor Custom Field 3 (entered in Vendor Defaults) |
Y |
Alphanumeric - The text value of vendor custom field 3 (entered in Maintain Vendors). |
Up to 40 characters |
Label for Vendor Custom Field 4 (entered in Vendor Defaults) |
Y |
Alphanumeric - The text value of vendor custom field 4 (entered in Maintain Vendors). |
Up to 40 characters |
Label for Vendor Custom Field 5 (entered in Vendor Defaults) |
Y |
Alphanumeric - The text value of vendor custom field 5 (entered in Maintain Vendors). |
Up to 40 characters |
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. |
Up to 99,999 |
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. |
Up to 20 characters |
Vendor Cash Account |
Y |
Alphanumeric - The text value of what is entered or selected in the Cash Account field if Use Payment Settings=False. Must be a valid account number from your Chart of Accounts. |
Up to 15 characters |