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| Def - Trans - AP Invoice/Credit Memo |
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| Def - Trans - AP Invoice/Credit Memo |
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The purpose of this page is to view, add, edit, remove, and post individual AP Invoices and Credit Memo transactions.
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| Fields | Description |
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| Attributes | | Insert excerpt |
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| Attribute - Attribute |
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| Attribute - Attribute |
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| nopanel | true |
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The Attributes displayed here are setup and assigned in the Attributes section of the Company module (Company → Setup → Attributes → AP Purchasing). |
| Available | | Insert excerpt |
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| Attribute - Available |
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| Attribute - Available |
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| nopanel | true |
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This value is only editable from the 'Assign Attribute Rules' page (Company → Setup → Attributes → AP Purchasing → Transactions hyperlink).
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| Value | | Insert excerpt |
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| Attribute - Value |
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| Attribute - Value |
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| nopanel | true |
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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 | | Insert excerpt |
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| Delete - RV Grid |
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| Delete - RV Grid |
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| nopanel | true |
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| Excel | | Insert excerpt |
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| Excel - RV Grid |
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| Excel - RV Grid |
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| nopanel | true |
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| New | | Insert excerpt |
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| New - multi blank rows - RV Grid |
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| New - multi blank rows - RV Grid |
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| nopanel | true |
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| Fields | Description |
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| Checkbox | | Insert excerpt |
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| Checkbox |
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| Checkbox |
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| nopanel | true |
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| Description | | Insert excerpt |
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| Description - Item |
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| Description - Item |
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| nopanel | true |
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This is a text box that defaults as blank, is required and must be <= 200 characters. If missing, the message "A Description is required for all line items." will be displayed on Save. This field is always editable while the transaction is in a Status of New or Approved.
Database Field: ERPx_APTransactionLine.LineDescription |
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| Distributed To |
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| Distributed To |
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| nopanel | true |
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This is a single-select standard lookup that defaults as blank and is not required. This is always editable while the transaction is in a Status of New. | Insert excerpt |
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| Def - Not Defined |
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| Def - Not Defined |
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| nopanel | true |
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The lookup contains a blank value, the current assigned value, and a list of all the 'Active' Vendors, Employees and Projects. Database Fields: ERPx_APVendor.VendorName, ERPx_MFEmployee.EmployeeName, ERPx_GLProject.ProjectDescription, ERPx_APTransactionLine.ToDistributionAccountSK |
| Extended | | Insert excerpt |
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| Extended |
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| Extended |
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| nopanel | true |
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This is a single-select standard lookup that defaults as "0.00" and is required. This can only be edited by changing the Quantity and/or Price of the transaction line.
Database Field: ERPx_APTransactionLine.ExtendedAmount |
| Price | This is a text box that defaults as "0.00" and is required when the Status is set to Approved. If missing, the message "Price is required and must be greater than zero." will be displayed on Save. This is always editable while the transaction is in a Status of New. Database Field: ERPx_APTransactionLine.Price |
| Purchase Account | | Insert excerpt |
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| Purchase Account |
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| Purchase Account |
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| nopanel | true |
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This is a single-select standard lookup that defaults as blank and is required when the Status is set to Approved. If missing, the message "A Purchase Account is required for all lines." will be displayed on Save. This is always editable while the transaction is in a Status of New. | Insert excerpt |
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| Def - Not Defined |
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| Def - Not Defined |
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| nopanel | true |
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The lookup contains a blank value, the current assigned value, and a list of all the 'Active' GL Accounts. Database Fields: ERPx_GLAccount.AccountNumber, ERPx_APTransactionLine.AccountSK |
| Quantity | | Insert excerpt |
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| Quantity |
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| Quantity |
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| nopanel | true |
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This is a text box that defaults as "1.00" and is required. This is always editable while the transaction is in a Status of New. Database Field: ERPx_APTransactionLine.Quantity |
| UOM | | Insert excerpt |
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| UOM - Units |
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| UOM - Units |
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| nopanel | true |
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This is a single-select standard lookup that defaults as blank and is not required. This is always editable while the transaction is in a Status of New. | Insert excerpt |
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| Def - Not Defined |
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| Def - Not Defined |
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| nopanel | true |
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The lookup contains a blank value, the current assigned value, and a list of all the 'Active' Units of Measure. Database Fields: ERPx_IMUOM.UOMID, ERPx_APTransactionLine.QuantityUOMSK |
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