Quick Sale Lines allow users to efficiently enter a sales transaction without having to allocate items or specify shipping information. Quick Sale transactions do not affect inventory and are not tied to other functional areas. The purpose of this page is to view, add, edit, and remove Quick Sale transactions. Additionally, users can Mass Update the status of multiple Quick Sale transactions at onceADD DEFINITION HERE. From here, users can (list the functions that can be done or launched from here).
Software Version: 2020YYYY.03MM.20 DD and newer
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| Toolbar Icons | Description |
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| Delete | | Insert excerpt |
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| Delete - LV |
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| Delete - LV |
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| nopanel | true |
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| Edit | | Insert excerpt |
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| Edit - LV |
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| Edit - LV |
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| nopanel | true |
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| Excel | | Insert excerpt |
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| Excel - LV |
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| Excel - LV |
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| nopanel | true |
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| Favorites | | Insert excerpt |
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| Favorites Add/Remove - Global |
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| Favorites Add/Remove - Global |
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| nopanel | true |
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| Grid Layout | | Insert excerpt |
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| Grid Layout - Global |
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| Grid Layout - Global |
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| nopanel | true |
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| Help | | Insert excerpt |
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| Help - Global |
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| Help - Global |
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| nopanel | true |
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| Mass Update | | Insert excerpt |
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| Mass Update - Global |
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| Mass Update - Global |
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| nopanel | true |
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- GL Date:
- Pmt./Apply Hold:
- Status: A single-select lookup that defaults to "(No Change)", but also has options for "New", "Approved" and "Ready to Post". Assigns the selected Sstatus to selected/filtered transactions when Apply is clicked.
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| New | | Insert excerpt |
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| New - Global |
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| New - Global |
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| nopanel | true |
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| Print | | Insert excerpt |
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| Print - LV |
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| Print - LV |
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| nopanel | true |
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| Fields | Description |
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| Amount | Database Field: ERPx_APTransactionHeader.ExtendedAmount |
| Currency | Database Fields: ERPx_MFCurrency.CurrencyID, ERPx_APTransactionHeader.CurrencySK |
| Doc Date | Database Field: ERPx_APTransactionHeader.TransactionDate |
| Doc Description | Database Field: ERPx_APTransactionHeader.Description |
| Doc No | Database Field: ERPx_APTransactionHeader.DocNumber |
| GL Date | Database Field: ERPx_APTransactionHeader.GLDate |
| GL Period | | Insert excerpt |
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| GL Period - List View/Inquiry Field |
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| GL Period - List View/Inquiry Field |
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| nopanel | true |
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| GL Year | | Insert excerpt |
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| GL Year - List View/Inquiry Field |
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| GL Year - List View/Inquiry Field |
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| nopanel | true |
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| Payment Terms | Database Fields: ERPx_MFPaymentTerms.PaymentTermName, ERPx_APTransactionHeader.PaymentTermSK |
| Pmt./Apply Hold | Database Field: ERPx_APTransactionHeader.IsOnApplicationHold |
| PO | Database Field: ERPx_APTransactionHeader.PurchaseOrderID |
| Status | Database Fields: ERPx_MFTransactionStatus.TransactionStatusName, ERPx_APTransactionHeader.TransactionStatusSK |
| Transaction | Database Field: ERPx_APTransactionHeader.TransactionID |
| Transaction Class | Database Fields: ERPx_APTransactionClass.TransactionClassDescription ,ERPx_APTransactionHeader.TransactionClassSK |
| Transaction Type | Database Fields: ERPx_APTransactionType.TransactionName, ERPx_APTransactionHeader.TransactionClassSK |
| Vendor | Database Fields: ERPx_APVendor.VendorID ,ERPx_APTransactionHeader.VendorSK |
| Vendor Class | Database Field: ERPx_APVendorClass.Class DescriptionClassDescription, ERPx_APTransactionHeader.VendorSK |
| Vendor Name | Database Fields: ERPx_APVendor.VendorName ,ERPx_APTransactionHeader.VendorSK |
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