Vendor classes categorize vendors for payment and reporting purposes. Vendor classes typically group vendors by their function (supplies, utilities, repairs, etc.) or by the type of merchandise or service purchased from them (paint, hardware, consulting, etc.). ActivityHD prompts you for a vendor class when you create a new vendor.
Create a vendor class- In the Navigation pane, highlight the Accounts Payable > Setup > Classes folder.
- Click
. The New Class window opens.
- Enter a Name for the vendor class.
- Enter a Description of the vendor class.
- Save the new vendor class.
- In the Navigation pane, highlight the Accounts Payable > Setup > Classes folder.
- Start the Combine wizard using one of the following methods:
- To use filters to select the source class(es) to combine:
- Right-click the Classes folder and select Select and Combine from the shortcut menu.
- On the Selection tab, define any filters to apply to the data.
- To hand-select the source class(es) to combine:
- In the HD view, select the source class(es) to combine. You can use Ctrl and/or Shift to select multiple classes.
- Click
. - On the Combine tab in the Combine Into field, select the target class.
- Click Next >>. ActivityHD prompts you to confirm that you want to combine the selected classes.
- Click Yes.
- When the process is complete, click Finish.
A vendor class cannot be deleted if it is used on a vendor record.
To delete a vendor class, highlight the class in the HD view and click 
, or open the vendor class and select 
> Edit > Delete. In either case, ActivityHD prompts you to confirm your action. Click Delete to delete the vendor class.
Purpose
The Classes Listing provides a list of the vendor classes defined in Accounts Payable.
Content
For each vendor class included on the report, the listing shows:
- description.
In addition, you can include one or more of the following:
- timestamps
- memos
- custom fields.
- record count.
Print the report
- In the Navigation pane, highlight the Accounts Payable > Setup > Classes folder.
- Start the report set-up wizard.
- To report on all or a filtered subset of vendor classes:
- Right-click the Classes folder and select Select and Report > Classes Listing from the shortcut menu.
- On the Selection tab, define any filters to apply to the data.
- To report on specifically selected vendor classes:
- In the HD view, select the vendor classes to include on the report. You can use Ctrl and/or Shift selection to select multiple records.
- Click
.
- To report on a particular vendor class from the Class window:
- In the HD view, locate and double-click the vendor class to report on. The Class window opens with the vendor class loaded.
- Click .
- To report on all or a filtered subset of vendor classes:
- Select the Options tab.
- To include a section at the end of the report with the report settings used to produce the report, leave the Include Report Options checkbox marked. To produce the report without this information, clear the checkbox.
- Mark the checkbox(es) for the additional information to include:
- Timestamps
- Memos
- Custom Fields (only visible if custom fields are set up)
- Select the Output tab.
- In the Design field, look up and select the report design to use.
- In the toolbar, click the icon for the type of output you want:
- Provides access to two preview options.- Preview - Click the icon or click the drop-down arrow and select Preview from the drop-down menu to view the report in the Crystal Reports viewer.
- Preview to PDF - Click the drop-down arrow next to the icon and select Preview to PDF to view the report in the PDF reader.
- Opens the Print dialog so that you can select and configure a printer and then print a paper copy of the report.
- Opens the Report Email dialog so that you can address and compose an email that the report will be attached to. For best results, ensure your email client is running before you attempt to send a report via email.
- Opens the Export Report dialog so that you can save the report to a file. File types include Crystal Reports (.rpt), PDF (.pdf), Microsoft Excel (.xls), Microsoft Word (.doc), rich text (.rtf), and XML (.xml).
Data extensions
The following data extension is available for the report:
- Classes
Class Record ID
Class tab
Custom tab
This tab is visible if custom fields exist for the entity. At a minimum, if there are custom fields, a Fields subtab will be present. One or more additional categories of subtabs may also be visible.
Fields subtab
This tab prompts for values for any custom fields set up for entity records of this entity type. Respond to the prompts as appropriate.
References subtab
This tab is visible if other records reference the current record.
Example
Suppose a custom field exists on PRCodes that references an ARCode. On the ARCode record, on the Custom > References subtab, you can view all the PRCodes which reference that ARCode.
Exchange Folder subtab
This tab is visible only if you set up a custom field with a data type of "Exchange Folder". The label on this tab is the name assigned to the custom field.
This tab shows the contents of the specified Exchange folder.
File subtab
This tab is visible only if you set up a custom field with a data type of "File". The label on the tab is the name assigned to the custom field.
This tab renders the contents of the specified file according to its file type.
Internet Address subtab
This tab is visible only if you set up a custom field with a data type of "Internet Address". The label on this tab is the name assigned to the custom field.
This tab shows the contents of the specified web page.
Network Folder subtab
This tab is visible only if you set up a custom field with a data type of "Network Folder". The label on this tab is the name assigned to the custom field.
This tab shows the contents of the specified network folder.
Vendors tab
The Vendors pane shows the Vendors HD view filtered to show all vendors that belong to the selected vendor class.
Double-click a row in the pane to drill down to its record in the Vendor window.
Attachments tab
The Attachments tab is visible if any record for a given entity has an attachment. If the Attachments tab is not visible, this implies that no record of the entity type has an attachment on it; however, once an attachment is added to any record of the entity type, the Attachments tab will become available.
Other tab
Vendor classes security
Common accesses available on vendor classes
| Access | A user with this access can... |
|---|---|
| Change | Use the mass change action on vendor classes. |
| Custom Fields | Create and edit custom fields for vendor classes. |
| Data | Have read-only access to vendor classes from anywhere in the software (e.g., field validations, filters, date expressions). |
| Delete | Delete vendor classes. |
| Edit | Edit vendor class records. |
| Export | Export vendor class records from ActivityHD. |
| Import | Import vendor class records into ActivityHD. |
| New | Create new vendor class records. |
| Read | Have read-only access to vendor class records. |
| Report | Run reports with vendor class information. |
| Report Designs | Create and edit report designs with vendor class information. This access enables the Report Designs button on the Output tab of report dialogs. |
| Shared Answers | Create and edit action profiles and report profiles related to vendor classes. |
| Shared Filters | Create and edit shared filters on vendor classes. |
| Visible | View the Classes folder in the Navigation pane. |
Special accesses available on vendor classes
| Access | A user with this access can... |
|---|---|
| Combine | Combine vendor classes. |
Report Email dialog
- Windows user default account. Sends email using the user's Windows default email account. For most users, this is the account configured in Outlook or another email client application.
- Server personal. Sends email using the email configuration for the system or company server and the email address on the current user's authorized user record. The authorized user record must have a confirmed email address.
- Server generic. Sends email using the email configuration and "from" address for the system or company server. This option requires "Send generic" access to the Server Email resource.
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