Select this check box if you want Costpoint to automatically assign vendor identifiers. Costpoint increments the rightmost group of digits by one when assigning vendor IDs. For example, if the last vendor ID is "94-0041," the next vendor ID is "94-0042."

If you select the Enable Auto-Assign check box, enter, or click to select, the last vendor ID in this field. When you set up this field, allow for the maximum number of vendors that you expect to enter. For example, if you expect to add 10,000 vendors, the last vendor ID should contain at least five digits, such as "00000."

If you select the Enable Auto-Assign check box, you must enter a value in this field. Otherwise, this field is disabled.

Select this check box to allow the voucher vendor ID to be different from the pay vendor ID. This allows you to process third-party payments. For example, some of your vendors may have "factored" their receivables, meaning they may have assigned their receivables to a bank. Usually this is in exchange for payment from the bank first. They may then ask you to remit payment directly to their bank.

• If you select this check box, you also have the option on the Manage Vendor screen to restrict making changes to the pay vendor ID at the voucher level.
• If you do not want to allow third-party payments, clear this check box.

Enter, or click to select, a valid Accounts Payable account description. This description defaults on the Default Expense Accounts subtask of the Manage Vendor screen when you set up a new vendor. If you use multiple accounts payable accounts, you can leave this field blank; however, there will be no account description filled in on the Defaults tab of the Manage Vendor screen and you must fill it in when you enter a new vendor.

Enter, or click to select, a valid cash account description. This description defaults on the Default Expense Accounts subtask of the Manage Vendors screen when you set up a new vendor. If you use multiple cash accounts, you can leave this field blank; however, there will be no account description filled in on the Defaults tab of the Manage Vendors screen and you must fill it in when you enter a new vendor.

If you select this option, Costpoint compares the insurance and/or bond coverage dates with the invoice date of the Accounts Payable voucher. If the subcontractor was not covered on the invoice date, a warning displays before payment of the invoice is allowed. This is the default setting.

If you select this option, Costpoint compares the insurance and/or bond coverage dates with the invoice period of performance. If the subcontractor was not covered during this period, a warning displays before payment of the invoice is allowed.

If you select this option, Costpoint compares the insurance and/or bond coverage dates with the date the voucher is selected for payment. If the subcontractor is not covered on the voucher selection date, a warning displays before payment of the invoice is allowed.

Select this check box to automatically assign the vendor ID using the employee ID. This check box is enabled when you select the Add/Update Vendor on Add/Update of Employee check box.

Enter the vendor ID prefix if applicable.

Enter the vendor ID suffix if any.

Select this option to use the middle name for the vendor short name.

Select this option to use the middle initial for the vendor short name.

Select this option to have the order of the name by First, Middle, and then Last name.

Select this option to have the order of the name by Last, First, and then Middle name.

Enter the location for vendors linked to employees.

Enter, or click to select, the payment terms to be used for vendors linked to employees.

Enter the address code to use as the default payment address for vendors linked to employees.

Use this drop-down to specify whether the address code is the same as the order address. Select Yes to indicate that the address code and order address are the same; otherwise, select No. The default is Yes.

Select this check box for Costpoint to automatically assign the Vendor Employee ID using the system-generated Vendor Employee ID.

Costpoint increments the right most group of digits by one when assigning Vendor Employee IDs. For example, if the last Vendor Employee ID is VE-0051, the next Vendor Employee ID is VE-0052.

Enter, or click to select, the last Vendor Employee ID.

When you set up this field, allow for the maximum number of vendor employees that you expect to enter. For example, if you expect to add 10,000 vendor employees, the last vendor employee ID should contain at least five digits, such as 00000.

Enter, or click to select, the default work schedule for vendor employees.

Enter the default timesheet schedule for vendor employees.

Enter, or click to select, the default timesheet class for vendor employees.

Enter the default expense class for vendor employees.

Enter, or click to select, the default detail job title for vendor employees.

This field is only enabled when you are licensed for Human Resources. If you are not licensed for Human Resources, this field is disabled and the system sets its value to SUBCTRDFLT.