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Software Version: YYYY.MM.DD and newer
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Home Tab
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| Amount |
| comes from the 'Amount' on the 'Home' tab of the Invoice/Credit Memo Record View and is calculated is a non-editable text box that displays the total amount based on the sum of all transaction lines. This defaults to "0.00" and is not required. This | can only be edited by changing field is never editable by the user, but can be changed by updating the quantity and/or price of one or more transaction lines. Database Field: ERPx_APTransactionHeader.ExtendedAmount | ||||||||
| Description |
Database Field: ERPx_APTransactionHeader.Description | ||||||||||
| Doc Date |
Database Field: ERPx_APTransactionHeader.TransactionDate | ||||||||||
| Doc No |
Database Field: ERPx_APTransactionHeader.DocNumber | ||||||||||
| 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.
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| Delete |
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| Excel |
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| New |
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| 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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