Where or how do I go about setting up vendor classes in NAV. I am looking for a way to differentiate our trade vendor, expense vendors, and employees.
It depends on what you want to accomplish,
If you want to have the system post the GL entries for the different types to different GL accounts then your best bet is to create a different "Vendor Posting Group" for each of them
If it is just to report then you should create a Dimension called "Vendor Type" or something similar
Neville FoynNAV Developer, Consultant & Trainer (Since 2001)MCTS NAV, CRM, Sharepoint, SQLMCITP NAVMCT
When looking at the vendor list, we would like to be able to differentiate our vendors by the type of vendor they are (supplier, expense, contractor, employee, etc)...
When customizing our reports, it would be great to exclude certain vendor types.
I agree with Neville that creating different Vendor Posting Groups is a good way to go. You can also create a user defined field in the Vendor table (and on the Vendor Card and List forms) called Vendor Type. Either way, you would have a field that could be used for report and search filtering.
After a bit more though i think you should use both methods,
I would suggest creating them as a vendor posting group then as well as a dimension, the vendor posting group can be made visible in the list and used for filtering and the Dimension can be used in reports
I would avoid adding the field to the vendor record if you can get away with the posting group as the fewer customization the better if they can be avoided
This requirement needs to be customized. Add a new field to show the type of vendor.
I would second Neville's approach in regards to your question, MBBOWLER2001. I believe going with the Vendor Posting Group as your basis for differentiating your "Vendor Classes" is the best way to go. It allows you to accomplish several things in one fell swoop:
1) Use an existing field in the Vendor table without resorting to creating your own custom field
2) Be able to filter on this field in several ways, be it in the Vendor List or from the many vendor-related reports that exist in NAV (Vendor Purchase List, Vendor/Item Statistics, Vendor - Detail Trial Balance, Aged Accounts Payable and Vendor Purchases by Item come to mind...)
3) Be able to differentiate between each of the Vendor Class based on the A/P accounts you designate to each Vendor Posting Group. This also allows you to "eyeball" your Chart of Accounts without the need to resort to dimensions, if your dimensions are pre-assigned and extremely precious. If you can spare a dimension for it, then all of the Vendors can be assigned a dimension prior to posting their transactions, and then you can run a dimension analysis based on the Dimension Code (which in my opinion is one too-many steps to accomplish what you need...)
Let us know what you decide to do...I'm looking forward to your feedback.
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