Use this screen to assign vendor identifiers automatically. Initialize this screen before you enter any new vendors.
See Subcontractors for background information on designating vendors as subcontractors in Costpoint.
Select this check box if you want Costpoint to assign vendor identifiers automatically. 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 do not select the Enable Auto-Assign check box, this field is unavailable.
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 Vendors screen to restrict making changes to the pay vendor ID at the voucher level.
If you do not want to allow third-party payments, leave this check box cleared.
Enter, or click to select, a valid Accounts Payable 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 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 Vendors 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 use subcontractors in your business, they may be covered by insurance and/or bonds. Enter insurance and/or bonding coverage information on the Manage Subcontractor Insurance Types screen or the Manage Subcontractor Bond Types screen. Use the options in this group box to determine whether or not coverage was satisfactory.
If your company does not use subcontractors, ignore this group box.
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 add or update the vendor information when an employee is added or updated.
Select this check box to update the vendor's EFT information when the employee's bank account is updated.
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.
The fields in this group box are enabled when the Add/Update Vendor on Add/Update of Employee check box is selected.
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.