Use this tab on the Manage Vendors screen to enter a vendor, specify its status, enter information about the vendor's 1099 requirements, and link the vendor to a time collection expense class.
Enter the vendor's long name. The name you enter can be used to provide more detail about the identity of the vendor. This name prints on Accounts Payable checks, purchase orders, requisitions, customer statements, and all bills and invoices.
If you tab through this field without entering a long name, or try to save when this field is blank, Costpoint populates it with the vendor name.
Select the appropriate status option for this vendor.
If you select this option, no warning displays about using this vendor when entering a purchase requisition or purchase order.
If you select this option, Costpoint displays a warning when you enter a new purchase order.
If you select this option, Costpoint prevents you from using this vendor for new orders and Accounts Payable vouchers.
Select this check box to indicate that this vendor's status is on hold when entering A/P vouchers.
Select this check box to indicate that the vendor can be used when creating Accounts Payable vouchers that pay payroll liabilities.
This group box displays the entry User ID and the entry Date.
Enter an alphanumeric code to associate this vendor with a group of vendors. The Print/Void Checks screen uses the vendor group for organizational purposes when printing checks.
Enter, or click 
to select, a customer account. You can use this field to relate a vendor to a customer so that, if you want more information about a vendor, you can look at their customer records. This field is used for reference purposes only and does not cause any additional processing to occur.
Enter, or click to select, an employee ID. You can use this field to relate a vendor to an employee. It is used for reference purposes only and does not cause any additional processing to occur. You can link each employee to one or more Accounts Payable vendors.
This field displays the Time Collection Expense class code that you set up in Time & Expense.
Select this check box to create a 1099 for this vendor. You are not required to select the Print 1099-MISC Form check box before entering a tax ID. Selecting this check box enables you to create and print 1099s for this vendor using the Create 1099 Information and Print/Create 1099s and Magnetic Media screens. This check box also sets the 1099 column on the voucher line level to selected for this vendor on the Manage Accounts Payable Vouchers screen.
From the drop-down list, select the type of 1099 payments made to this vendor:
Acquisition or Abandonment of Secured Property (A)
Proceeds From Broker and Barter Exchange Transactions (B)
Dividends and Distributions (DIV)
Certain Government Payments (G)
Interest Income (INT)
Original Issue Discount (OID)
Taxable Distributions Received From Cooperatives (PATR)
Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc. (R)
Proceeds From Real Estate Transactions (1099 S)
Costpoint supports and prints the following types of 1099s:
Rents (RENT) — shown in 1099-MISC, box 1
Royalties (ROYAL) — shown in 1099-MISC, box 2
Other Income (OTHER) — shown in 1099-MISC, box 3
Federal Income Tax Withheld (FED) — shown in 1099-MISC, box 4
Fishing Boat Proceeds (FISH) — shown in 1099-MISC, box 5
Medical and Health Care Payments (MED) — shown in 1099-MISC, box 6
Non-employee Compensation (NONEMP) — shown in 1099-MISC, box 7
Substitute Payments in Lieu of dividends or interest (DIVD) — shown in 1099-MISC, box 8
Direct Sales (SALE) — shown in 1099-MISC, box 9
Crop Insurance Proceeds (CROP) — shown in 1099-MISC, box 10
Gross Proceeds Paid Attorney (GATT) — shown in 1099-MISC, box 14
Enter the tax ID for this vendor. Deltek recommends that you enter the vendor's tax ID before issuing payment to the vendor. Currently, you can withhold a portion of the amount owed if you do not have a valid tax ID.
Enter a value in this field if the vendor’s tax ID name is different from the vendor Long Name (sole proprietor) on the main screen. If you do not enter a name in this field, Costpoint uses the vendor Long Name to create 1099s.
This field applies only to 1099s. When you print vendor checks, Costpoint uses the vendor Long Name from the main screen.
This non-editable field displays only if the Requires Approval check box in the Configure Accounts Payable Settings screen is selected. It displays the vendor's Vendor Approval status, as specified for this vendor on the Approve Vendors screen.
Newly created vendor records have a default status of Pending.
Enter a valid password to update the record. If payment security is turned on via the Configure Accounts Payable Settings screen and making changes to a vendor requires a password, you must enter a password if you make changes to the following:
Vendor Long Name
Pay Vendor (in the Defaults tab)