Write-Off Vendor

The Vendor tab is the main data entry point in which you will specify what to write off before Auto Apply. Fields in this tab include vendor/customer code, billing profile, write off percentage, reference transaction number, and transaction line number. There is also an Auto Apply check box that you designate whether you want the system to automatically populate accounting lines associated with that vendor/customer line.

The following fields are required, and if left blank are automatically populated by Advantage:

Billing Profile
Address Line 1
City
State
Zip
AR Dept
AR Unit

The following fields are conditionally required based on site specific setup on the Transaction Control table:

Vendor Customer
Address Code

The following field is conditionally required if a record is inserted on the tab:

WO Percent is required in order to use Auto Apply.

The Ref Transaction Code, Ref Transaction Dept, and Ref Transaction ID are required. All five Reference fields are required in order to use Auto Apply against a line.