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Default Vendor Screen Field Reference

Modified: 7 Jun 2026 Viewpoint Estimating Accounts Payable Help
All fields on the Default Vendor screen are optional. You can enter data in as many or as few fields as you want. This screen field reference describes the following

General Tab

FieldDescription
Sort NameDisplays the text used for sorting vendor names in lookup lists and reports. The default sort name is based on the first 20 characters in the Name field in upper case. If you want to override the default sort text, enter the sort text for the default vendor.
Web SiteEnter the address of the Web site for the default vendor
E-mail AddressEnter the e-mail address for the default vendor.
Phone NumberEnter the phone number for the default vendor.
FaxEnter the fax number for the default vendor.
Sales Tax AuthorityEnter the code of the default sales tax authority to be used on vendor invoices or click to select the sales tax authority from a list.
Default Invoice StatusClick to select the default status to be used when entering vendor invoices.
  • Open - An invoice with a status of Open can be selected for payment.
  • Payment Hold - An invoice with a status of Payment Hold cannot be selected for payment. To save an invoice with this status, you must enter a default reason for the payment hold in the Default Hold Reason field.
  • Pending Approval - An invoice with a status of Pending Approval cannot be selected for payment until the status is changed to Open, Pay, or Manual Payment. To save an invoice with this status, the invoice must conform to the settings on the Accounts Payable Settings screen.
  • Pay - An invoice with a status of Pay will be paid the next time checks are generated.
  • Manual Payment - An invoice with a status of Manual Payment cannot be selected for payment. You must pay the invoice manually, typically by cash or credit card.
Default Hold ReasonIf the default invoice status is Payment Hold, enter a default reason for holding the payment.
Default Transaction TypeClick to select the default transaction type for distribution lines on vendor invoices. If you select a default transaction type, you can set a default cost type and a default cost account for general ledger transactions. You can leave this field blank, if you do not want a set the default transaction type for vendors.
  • General Ledger Only
  • Project Cost
  • Equipment Cost
Default Cost TypeEnter the code of the default cost type to be used on vendor invoices or click to select the default cost type from a list. The lookup list is filtered based on the default transaction type selected.

This field is disabled until a default transaction type is selected.

Default Cost AccountEnter the code of the default Chart of Accounts to be used on vendor invoices or click to select the default cost account from a list.

This field is enabled only if the default transaction type is General Ledger Only. If a default cost type has also been selected, this field is enabled only if the selected cost type does not have a General Ledger Only Cost Account associated with it in the Cost Type screen.

StatusThis field is disabled. You can't set a status value for the default vendor. New and imported vendors have Active status.
MemoEnter any comments or notes about the default vendor
Can Be SubcontractorIndicates whether the vendor can be used as a subcontractor. Select the checkbox to allow the vendor to be used as a subcontractor and enable the Subcontractor Compliance tab on this screen.
Use for EstimatingIndicates whether the vendor can be used in invitations to bid. Select the checkbox to allow the vendor to allow invitations to bid to be created for this vendor.
Vendor Compensation Reporting
Tax ID NumberEnter the default taxpayer identification number to be used on the Form 1099 or T5018 for this vendor.
  • In the United States, this is typically a federal identification number or a Social Security number.
  • In Canada, this can be a business number, business account number, Social Insurance Number, individual tax number, or temporary tax number.
Report TypeClick to select the default report type to be used on invoices for this vendor.
  • None
  • Rents - 1099-MISC
  • Non Employee Compensation - 1099-NEC
  • Interest Income - 1099-INT
  • Construction Subcontractor Payments – T5018
Corporate Name 1Enter the default text that will appear on the first line of the Form 1099 or T5018 for this vendor.
Corporate Name 2Enter the default text that will appear on the second line of the Form 1099 or T5018 for this vendor.
State WithholdingSelect this check box if payments made to this vendor are subject to state tax withholding.
Address Information - You can store up to three addresses for the default vendor. Click to copy the displayed address type to the Windows clipboard. Click to view the location using Google Maps.
Tip: Select the country first so that the appropriate jurisdictions are available.
Address Type (unlabeled)Click to select the address type to be displayed.
  • Vendor Address – The vendor’s main address.
  • Purchase Address – This address for purchase orders to the vendor
  • Remit To – The address for payments or remittances to the vendor
Street 1Enter the first line of the street address for the selected address type.
Street 2Enter the second line of the street address for the selected address type, if needed.
CityEnter the city for the selected address type.
StateClick to select the state or province for the selected address type.
ZipEnter the ZIP code or postal code of the selected address type.
CountryClick to select the country for the selected address type.

User-Defined Fields Tab

Note: If any user-defined fields exist for this function, this tab appears.
You can create User-Defined Fields to customize this screen. If any user-defined fields exist for this function, they appear on this tab. Complete the user-defined fields as needed.
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