| Insert excerpt | Def - Trans - AP Invoice/Credit Memo | Def - Trans - AP Invoice/Credit Memo | ||||
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| Insert excerpt | ||||||
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Home Tab
| Fields | Description | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Amount |
Database Field: ERPx_APTransactionHeader.ExtendedAmount | |||||||||||
| Description |
| true
Database Field: ERPx_APTransactionHeader.Description | ||||||||||
| Doc Date |
| This is a text box to assign/edit a date for the invoice/credit memo. This defaults to today's date is required. If missing, the message "Doc Date is required." will be displayed on Save. This is always editable while in a status of New. Database Field: ERPx_APTransactionHeader.TransactionDate | ||||||||||
| Doc No |
| - RV|||||||||||
| nopanel | true |
Database Field: ERPx_APTransactionHeader.DocNumber | ||||||||||
| Payment Terms |
| - Payment TermsDef - Payment Terms | ||||||||||
| nopanel | true |
The lookup contains a blank value, the current assigned value, and a list of all the 'Active' Payment Terms. Database Fields: ERPx_MFPaymentTerms.PaymentTermName, APTransactionHeader.PaymentTermSK | ||||||||||
| PO |
Database Field: ERPx_APTransactionHeader.PurchaseOrderID | |||||||||||
| Status |
Database Fields: ERPx_APTransactionStatus.StatusName, ERPx_APTransactionHeader.TransactionStatusSK | |||||||||||
| Vendor | Database Fields: ERPx_APVendor.VendorID, ERPx_APTransactionHeader.VendorSK |
Properties Tab
| Fields | Description |
|---|---|
| Created By | Database Field: ERPx_APTransactionHeader.CreatedBy |
| Created Date | Database Field: ERPx_APTransactionHeader.CreatedDate |
| Currency ID | Database Fields: ERPx_MFCurrency.CurrencyID, ERPx_APTransactionHeader.CurrencySK |
| Discount Date | Database Field: ERPx_APTransactionHeader.DiscountDate |
| Due Date | Database Field: ERPx_APTransactionHeader.DueDate |
| GL Date | Database Field: ERPx_APTransactionHeader.GLDate |
| Last Updated | Database Field: ERPx_APTransactionHeader.LastUpdated |
| Last User | Database Field: ERPx_APTransactionHeader.LastUser |
| Pmt./Apply Hold | Database Field: ERPx_APTransactionHeader.IsOnApplicationHold |
| Transaction Class | Database Fields: ERPx_APTransactionClass.TransactionClassDescription, ERPx_APTransactionHeader.TransactionClassSK |
| TransactionSK | Database Field: ERPx_APTransactionHeader.TransactionHeaderSK |
| Vendor ID | Database Fields: ERPx_APVendor.VendorID, ERPx_APTransactionHeader.VendorSK |
Attributes Tab
| Fields | Description |
|---|---|
| Attributes | The Attributes displayed are determined by the Attribute Setup and the Assign Attribute Rules. The Attributes can be setup and assigned to the transaction type in the Attributes section of the Company module (Company → Setup → Attributes). |
| Available | This field displays whether or not the attribute is available and required. Only available attributes will be displayed with a 'Yes' followed by whether or not it is a required attribute. Required attribute values must be entered before saving the transaction as 'Approved' or 'Ready to Post'. |
| Value | The values in each attribute lookup are determined by the values created for the attribute, as set up in the Attributes setup in the Company module. |
Page Detail
Items Grid
The purpose of the Items grid is to add, edit and delete the line items for the Invoice and Credit Memo transaction.
| Toolbar Icons | Description | ||||||||
| Delete |
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| Excel |
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| New |
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| Fields | Description | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Checkbox |
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| Description | Database Field: ERPx_APTransactionLine.LineDescription | ||||||||
| Distributed To | Database Fields: ERPx_APVendor.VendorName, ERPx_MFEmployee.EmployeeName, ERPx_GLProject.ProjectDescription, ERPx_APTransactionLine.ToDistributionAccountSK | ||||||||
| Extended | Database Field: ERPx_APTransactionLine.ExtendedAmount | ||||||||
| Price | Database Field: ERPx_APTransactionLine.Price | ||||||||
| Purchase Account | Database Fields: ERPx_GLAccount.AccountNumber, ERPx_APTransactionLine.AccountSK | ||||||||
| Quantity | Database Fields: ERPx_APTransactionLine.Quantity | ||||||||
| UOM | Database Fields: ERPx_IMUOM.UOMID, ERPx_APTransactionLine.QuantityUOMSK |
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