Table of Contents

Overview

Detail

AP Definitions

In each module, there are setup screens used to set how TRX Enterprise runs. The following screens are found on the AP Definitions Screen

Use Tax Codes

This is the screen where the types of use tax are setup. Vouchers do not calculate use tax as sales invoices do, so these codes are necessary to track whether money is due to a tax authority. When vouchers are input, the use tax information is pulled from this screen. The usual choices are taxable, nontaxable and tax paid.

Please remember - ultimately it is your responsibility to make sure that items purchased are taxed correctly, collected and remitted to the proper tax authority. 

Vendor Types

Vendor types are used to categorize vendors by type of vendor. Vendor types are not mandatory, they do not have to be created and the vendor type field can be left blank on the Vendor Entry/Edit screen. Vendor types are used as sorting parameters on several Accounts Payable and Purchasing reports so if you need to track segmented views of vendor purchases this would be one way to do it. 
Note: That if you are going to be creating buying group checks in our buying group check screen. You will need to create a vendor type to signify which vendors are buying group vendors. 

• Type a code that represents a vendor type

• In the description field enter a description that will let the user know what the vendor type is.

Vendor Codes

Additional Disc