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Sales Program, Program Classes are used to categorize Sales Programs and set unique numbering sequences for new Programs.From here, users can add new records and edit or delete existing records.
Software Version: 2019.09.03 and newer
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| Fields | Description | ||||||||
| Checkbox | Used to select one or more records. | ||||||||
| Inactive | A Yes/No field used to identify if the Program Class is Inactive. If set to 'Yes' then the record is "Inactive" and will not be included in look-ups for new Programs. Setting this to Inactive only prevents the record from being manually assigned to new transactions or master files, it does not prevent transactions containing this value to be posted. Linked Database Field: ERPx_SPProgramClass.IsInactive | ||||||||
| Next Program ID | (Field Name) ID | A numeric text box to assign the next Program # that will be used when auto assigning Program ID's to new Programs associated to this Class. This defaults to blank but is required. If missing, the message "Next Program ID is required." will be displayed on Save. This must be a positive, whole number. If not, the message, "Next Program ID must be number." will be displayed on Save. A (text box or non-editable text box) (formatted as …(if applicable)) to... . This is only populated for (what is it populated for...) and (defaults from or is calculated by…). This is (always, never, or conditionally) required and must be <= (how many) characters. (This column has a grand total at the bottom). Linked Database Field: ERPx_#####.#####. | |||||||
| Program Class | The [Describe what the field shows] (formatted as …(if applicable)). This is only populated for (what is it populated for...) and (defaults from or is calculated by…). This column has a grand total at the bottom. The values comes from the (Enumeration Class) Enumeration. Linked Database Field: ERPx_#####.#####. A (text box or non-editable text box) (formatted as …(if applicable)) to... . This is only populated for (what is it populated for...) and (defaults from or is calculated by…). This is (always, never, or conditionally) required and must be <= (how many) characters. (This column has a grand total at the bottom). Linked Database Field: ERPx_#####.#####. | ||||||||
| Program Class Description | The [Describe what the field shows] (formatted as …(if applicable)). This is only populated for (what is it populated for...) and (defaults from or is calculated by…). This column has a grand total at the bottom. The values comes from the (Enumeration Class) Enumeration. Linked Database Field: ERPx_#####.#####. A (text box or non-editable text box) (formatted as …(if applicable)) to... . This is only populated for (what is it populated for...) and (defaults from or is calculated by…). This is (always, never, or conditionally) required and must be <= (how many) characters. (This column has a grand total at the bottom). Linked Database Field: ERPx_#####.#####. | ||||||||
| Program Prefix | The [Describe what the field shows] (formatted as …(if applicable)). This is only populated for (what is it populated for...) and (defaults from or is calculated by…). This column has a grand total at the bottom. The values comes from the (Enumeration Class) Enumeration. Linked Database Field: ERPx_#####.#####. A (text box or non-editable text box) (formatted as …(if applicable)) to... . This is only populated for (what is it populated for...) and (defaults from or is calculated by…). This is (always, never, or conditionally) required and must be <= (how many) characters. (This column has a grand total at the bottom). Linked Database Field: ERPx_#####.#####. | ||||||||
| Program Type | A single-select standard lookup to select (describe what is being selected). This defaults to (Default Value) and is (always, never, or conditionally) required. If not assigned, the message "(what message is displayed)" will be displayed. This field is (always, never, or conditionally) enabled. Linked Database Field: ERPx_#####.#####. This lookup contains all the values in the (EnumerationClassName) Enumeration Class. | ||||||||
| Seq | The [Describe what the field shows] (formatted as …(if applicable)). This is only populated for (what is it populated for...) and (defaults from or is calculated by…). This column has a grand total at the bottom. The values comes from the (Enumeration Class) Enumeration. Linked Database Field: ERPx_#####.#####. A (text box or non-editable text box) (formatted as …(if applicable)) to... . This is only populated for (what is it populated for...) and (defaults from or is calculated by…). This is (always, never, or conditionally) required and must be <= (how many) characters. (This column has a grand total at the bottom). Linked Database Field: ERPx_#####.#####. | ||||||||
A text box to add/edit the unique identifier of the (what type of record is this) record. This defaults to blank but is required for all records. If missing, the message "fieldnameID is required." will be displayed on Save. The ID must be unique, otherwise the message "Duplicate Field Name ID's The next Program ID that is auto-assigned is made up as ([Program Prefix] [Next Program ID]). If there is no value assigned to the Program Prefix then it will just be the [Next Program ID]. Linked Database Field: ERPx_SPProgramClass.NextProgramID | |||||||||
| Program Class | A text box to enter the unique identifier of the Program Class record. This defaults to blank for new records and is required. If not assigned, the message "Program Class is required." will be displayed on Save. This value must be unique. If not, the message "Duplicate Program Classes are not allowed." will be displayed on Save. This field mustThis field is always editable and must be <= 25 characterscharacters. The Program ID is used as a short description and unique identifier of the Program Class. Linked Database Field: ERPx_ ####SPProgramClass. FieldName(Field Name)ClassName | ||||||||
| Program Class Description | A text box to add/edit the name associated with the (ID Field Name) ID.enter a description for the Program Class record. This defaults to blank butfor new records and is required ***OR**** and is not required. If missing, the message "fieldname is required." will be displayed on Save. This must be unique, otherwise the message "Duplicate Field Name's are not allowed." will be displayed on Save. This field must be <= 25 characters.not required and does not need to be unique. This field is always editable and must be <= 100 characters. The Program Class Description is used as a long description for the Program Class. Linked Database Field: ERPx_ #####SPProgramClass. #####.Description | ||||||||
| InactiveProgram Prefix | A Yes/No field used to identify if the record is Inactive. If set to 'Yes' then the record is "Inactive" and will not be included in look-ups for transactions or other master files. If set to 'No' then the record is "Active" and can be freely used ('No' values display as blank in the grid). This value is always editable. Linked Database Field: ERPx_#####.#####. | ||||||||
| Checkbox | Used to select one or more records. | ||||||||
| Date Field | The date of the (what is the date for) that was created by the transaction. Linked Database Field: ERPx_#####.#####. | ||||||||
| Hyperlink | A hyperlink show the (Field Name) of the transaction. Clicking on the link opens the record view of the transaction. This field is not editable. Linked Database Field: ERPx_#####.#####. | ||||||||
| Lookup (from an Enumeration) | A single-select standard lookup to select (describe what is being selected). This defaults to (Default Value) and is (always, never, or conditionally) required. If not assigned, the message "(what message is displayed)" will be displayed. This field is (always, never, or conditionally) enabled. Linked Database Field: ERPx_#####.#####. This lookup contains all the values in the (EnumerationClassName) Enumeration Class. | ||||||||
| Lookup (non Enumeration) | A (single-select standard, single select load on demand, or multi-select) lookup to select (describe what is being selected). This defaults to (Default Value) and is (always, never, or conditionally) required. If not assigned, the message "(what message is displayed)" will be displayed. This field is (always, never, or conditionally) enabled. Linked Database Field: ERPx_#####.##### This lookup contains a blank value, the current assigned value, and a list of all the 'Active' (what does it include). | ||||||||
| Text Field | The [Describe what the field shows] (formatted as …(if applicable)). This is only populated for (what is it populated for...) and (defaults from or is calculated by…). This column has a grand total at the bottom. The values comes from the (Enumeration Class) Enumeration. Linked Database Field: ERPx_#####.#####. A (text box or non-editable text box) (formatted as …(if applicable)) to... . This is only populated for (what is it populated for...) and (defaults from or is calculated by…). This is (always, never, or conditionally) required and must be <= (how many) characters. (This column has a grand total at the bottom). Linked Database Field: ERPx_#####.#####. | ||||||||
| Yes/No Lookup | A Yes/No lookup to identify whether or not the feature is turned on. The value defaults to "Yes" but can be changed at anytime. A value of "Yes" means that... A value of "No" means that...text box to assign a Prefix that will be used when auto assigning Program ID's to new Programs associated to this Class. This defaults to blank and is not required. This field is always editable and must be <= 10 characters. The next Program ID that is auto-assigned is made up as ([Program Prefix] [Next Program ID]). If there is no value assigned to the Program Prefix then it will just be the [Next Program ID]. Linked Database Field: ERPx_SPProgramClass.ProgramPrefix | ||||||||
| Program Type | A single-select standard lookup to identify the type of Program the class is used for. This defaults to blank and is required. If missing, the record will not be added on Save. This field is always editable. This lookup contains all the values in the SPProgramType Enumeration Class. Linked Database Field: ERPx_SPProgramClass.ProgramTypeSK | ||||||||
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