MoversSuite integrates with Microsoft Dynamics GP and directly refers to various Microsoft Dynamics GP fields and statuses such as in Vendor Find functionality etc. Below are some of the commonly referenced indicators referenced in MoversSuite for a customer and vendor.
The SOURCE reference is the corresponding Dynamics GP table that the data originates from (PM tables are for vendors and RM tables are for customers).
VENDOR STATUS:
Refers to the overall account status within the financial system. Typically, an Inactive account cannot have new transactions created but processing can continue on existing transactions.
1 - Active
2 - Inactive
3 – Temporary
SOURCE: PM00200.VENDSTTS
CUSTOMER AND VENDOR CREDIT LIMIT:
Refers to the overall account credit standing indicator.
0 – No Credit
1 – Unlimited (In MoversSuite we treat this the same as we do for Amount in that we determine their limited based on the Credit Limit setting, i.e. it’s truly not considered “unlimited”.)
2 – Amount (if set to 2, then the amount of the Credit Limit is referenced)
SOURCE: PM00200.CREDTLMT and CRLMTDLR, RM00101.CRLMTTYP and CRLMTAMT
VENDOR 1099 TYPE:
This indicates the contract labor. MoversSuite recognizes the “1” and “4” value to determine whether a person is considered taxable (non-1099) or a contract laborer (1099), in which case we do not tax commissions they receive.
1 – Not a 1099 Vendor (no 1099)
2 – Dividend
3 – Interest
4 – Miscellaneous (will receive a 1099)
5 – Withholding
SOURCE: PM00200.TEN99TYPE
CUSTOMER AND VENDOR HOLD STATUS:
Account On hold status. If a customer or vendor is on hold, no transactions can be generated or processed for them. This setting is more restrictive than the Status. With the Status being “Inactive,” for example, existing transactions can still be processed (new ones cannot be generated), which is not the case if the account is “On Hold.”
1 – On Hold
0 – Off Hold
SOURCE: PM00200.HOLD, RM00101.HOLD
CUSTOMER AND VENDOR PAYMENT TERMS:
Account Payment terms. The terms of payment associated to a customer or vendor including items such as “Net 30”, “Credit Card”, “C.O.D.”, etc. These terms determine how the party wishes to be paid or how they invoice.
SOURCE: PM00200.PYMTRMID, RM00101.PYMTRMID (either point to the SYS03300 where you can view the specific terms, i.e. “Net 30”, etc.