| □ | These Vendor Classification Codes are designed to allow you to separate your Vendors into groups that are based on your Sales Tax Payment obligations (although you may choose additional/other reasons to define these codes). |
| • | Depending on the Vendors from whom you make your Purchases, where they are located, and if they will (or will not) assess Sales Taxes on the Purchases, you may be required to separately pay certain Sales Taxes directly to your state's Department of Revenue - particularly for items that are not Purchases For Resale (purchases for resale are often taxed at the retail level when sold, and so may be exempt at the wholesale level - check your local Sales Tax related rules). |
| • | The Taxes Billed Report provides a list of all the Bills entered (within a specified Date Range) and which - and for how much - the Invoice Items on these Bills were taxed. |
| • | However, if this Sales Tax Tracking process is not needed in your situation, you may classify each of your Vendors based on the Service, Type, Need, or whatever else you deem appropriate. |
| □ | Entering Vendor Classification Codes: |
| • | On the Main Menu, Select Maintenance and Choose Vendor Classification Codes. |
Vendor Classification Codes Form
| • | This Vendor Classification Codes Form may be Re-sized by Dragging the Top and/or Bottom up or down, and/or the Right side in or out. |
| • | Navigation Menu - The Navigation Menu is located at the top of the Vendor Classification Codes Form. |
| • | This Navigation Menu provides the normal Record Movement, New, Edit, Delete, Cancel, Save, and Refresh options; as well as special Print and Search functions. |
| • | Record Editing section - The details of the currently selected record are displayed below the Navigation Menu at the center (Main Body) of the Vendor Classification Codes Form. |
| • | Table View tab - A tabular (spreadsheet style) Table View of the currently defined Vendor Classification Codes is accessible by Clicking the Table View tab at the bottom of the Vendor Classification Codes Form. |
| • | To display a specific Vendor Classification Code record in the Record Editing section, Click on that record within the Table View section. |
| • | This Table View information may be Pinned in Place by Clicking the Pin Icon on the right. |
Vendor Classification Codes Form - with Table View tab Pinned Open
| ▪ | You may Un-Pin this Table View by Clicking the Pin Icon again. |
| ▪ | Click on any listed record to display that information in the center (Main Body) of the Form. |
| • | There are two columns of data in this Vendor Classification Codes Record Listing: |
| 1) | Classification - The Classification Code that defines the sales taxing, purpose and/or products category of this Vendor. |
| 2) | Description - The actual description of the Classification Code. |
| • | Each column's Header Name describes the data contained in that column. |
| ▪ | Clicking on a Header Name will set the order in which the Vendor Classification Codes will be listed. |
| ▪ | Clicking on the same Header Name will set the order in the opposite direction (ascending vs. descending). |
| ▪ | The Header Name that is determining the Order of the list will have an Icon indicating the Order displayed next to that Header Name. |
| • | To define the Vendor Classification Codes : |
| • | Click the  Icon to start the Vendor Classification Codes entry in the Record Editing section. |
| • | Classification Code - Enter a Classification Code to define the sales taxing, purpose and/or products category of this Vendor. |
| • | Description - Enter a description of the Classification Code assigned above. |
| • | Click the  Icon to record this Vendor Classification Code entry. |
| □ | Using the Special Functions on the Navigation Menu at the top of the Vendor Classification Codes Form: |
| • | Print - Click the Print Icon to View and/or Print a list of the Vendor Classification Codes. |
| • | Yes - Click the Yes button to View a copy of the report. |
| • | No - Click the No button to open the Windows® Print dialog where a copy of the report may be sent to a selected Printer, or Printed to a File. |
| • | Cancel - Click the Cancel button to close this Print question and return to the Form. |
| • | Search - Click the Search Icon to open the Search Vendor Classification dialog. |
Search dialog
| • | See the "Using the Generic Search dialog" section in the Advanced Search Dialog chapter for more information about this Search dialog. |
