Overview
The Vendors dataset is the primary data source for charts related to vendor resources in CORE, including vendors, contract employees, and outside consultants. It brings together each vendor's profile, billing and pay rates, accounting defaults, approval settings, 1099 tracking, and default contact details.
This dataset is well suited for reporting on who your vendors are, how they are set up, and what they cost.
You can access this dataset in CORE Insights Dashboard Builder under the Data panel when creating or editing a chart.
Dataset Structure
This dataset uses a simple structure of one record per vendor. Only vendor resources are included. Employees are not included.
The address, phone, mobile, and email fields come from the vendor's default address. If a vendor has no default address, these fields are blank.
Vendor custom fields configured in CORE appear in this dataset as separate fields, using the labels set in CORE.
Fields
| Type | Column | Description | Calculation |
| Category | A/P Account | The default accounts payable account for the vendor, shown as account number and name. | |
| Category | Address 1 | The first line of the vendor's default address. | |
| Category | Address 2 | The second line of the vendor's default address. | |
| Category | Auto Approve Expenses | Indicates whether the vendor's expense entries are approved automatically. Values include Yes and No. | |
| Category | Auto Approve Time | Indicates whether the vendor's time entries are approved automatically. Values include Yes and No. | |
| Category | Automatic Overtime | Indicates whether hours beyond the standard hours are automatically treated as overtime. Values include Yes and No. | |
| Category | City | The city of the vendor's default address. | |
| Category | Class | The default accounting class for the vendor. Shows (Blanks) when no class is assigned. | |
| Category | Country | The country of the vendor's default address. | |
| Category | Default Vendor Group | The Group ID of the default group assigned to the vendor. | |
| Category | The email address on the vendor's default address. | ||
| Category | Expense Account | The default expense account for the vendor, shown as account number and name. | |
| Category | Expense Currency | The currency assigned to the vendor's expenses. | |
| Category | Manager | The resource ID of the vendor's manager. | |
| Category | Memo | Notes entered on the vendor record. | |
| Category | Mobile | The mobile number on the vendor's default address. | |
| Category | Payment Terms | The default payment terms for bills from this vendor. | |
| Category | Phone | The phone number on the vendor's default address. | |
| Category | Released Date | The date the vendor was released. Blank for current vendors. | |
| Category | Resource | The vendor's ID as entered in CORE. | |
| Category | Resource Type | The type of vendor resource. Values include Vendor, Contract Employee, and Outside Consultant. | |
| Category | Role | The vendor's role. Values include Default, Principal/Management, Billing, and Time and Expense. | |
| Category | Security Profile | The name of the security profile assigned to the vendor. | |
| Category | State | The state or province of the vendor's default address. | |
| Category | Status | The vendor's current status. Values include Active, Inactive, and Terminated. | |
| Category | Submit To | The person to whom the vendor's time and expense entries are submitted for approval. Values include Specific, Client Manager, Project Manager, and My Manager. | |
| Category | Tax ID Number | The tax identification number on the vendor record. | |
| Category | Title | The vendor's title. | |
| Category | Track Payments for 1099 | Indicates whether payments to this vendor are tracked for 1099 reporting. Values include Yes and No. | |
| Category | Vendor Company | The company name on the vendor record. | |
| Category | Vendor Display As | The vendor's display name as entered in CORE. | |
| Category | Vendor Name | The name of the vendor's contact person. If the vendor has a first or last name on record, the value displays as First Name + Last Name; otherwise, it displays the vendor ID. For the business name, use Vendor Company. | |
| Category | Vendor Since | The date the vendor relationship started. | |
| Category | Zip | The postal or ZIP code of the vendor's default address. | |
| Value | Bill Rate | The default hourly rate billed to clients for the vendor's time. | |
| Value | Overhead Multiplier | The factor applied to the vendor's pay rate to account for overhead. | |
| Value | Overtime Bill Rate | The default overtime rate billed to clients for the vendor's time. | |
| Value | Overtime Pay Rate | The vendor's overtime cost rate. | |
| Value | Pay Rate | The vendor's hourly cost rate, which is the amount your company pays for the vendor's time. | |
| Value | Standard Hours Per Day | The vendor's standard working hours per day. | |
| Value | Standard Hours Per Week | The vendor's standard working hours per week. |