This is a single-select standard lookup that identifies how the results will be displayed. It is required and defaults to "Inventory Lot". The options are: - Inventory Lot
- Item
- Item and Owner
- Item and Warehouse Lot
- Item, Owner and Warehouse Lot
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Toolbar Icons | Description |
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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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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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Inquiry Criteria | Insert excerpt |
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| Inquiry Criteria - Global |
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| Inquiry Criteria - Global |
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nopanel | true |
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- Date From: a text box to enter a starting Transaction Date. If entered, this must be in a valid date format. A blank assumes All.
- Date To: a text box to enter an ending Transaction Date. If entered, this must be in a valid date format. A blank assumes All.
- Status: a multi-select check box to limit the data that is returned to one or more selected Statuses. Options include: New, Approved, Ready To Post, Posted, Void, Deleted, Replaced. The default values are "New, Approved, Ready To Posted and Posted".
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Refresh | Insert excerpt |
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| Refresh - Global |
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| Refresh - Global |
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nopanel | true |
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Fields | Description |
Checkbox | Insert excerpt |
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| Checkbox |
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| Checkbox |
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nopanel | true |
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Amount | Insert excerpt |
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| Amount - Transaction |
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| Amount - Transaction |
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nopanel | true |
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| This comes from the 'Amount' on the 'Home' tab of the Invoice/Credit Memo Record View and is calculated based on the sum of all transaction lines. This can only be edited by changing the quantity and/or price of one or more transaction lines.Database Field: ERPx_APTransactionHeader.ExtendedAmount |
Currency | Insert excerpt |
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| Currency |
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| Currency |
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nopanel | true |
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| This comes from the 'Currency ID' on the 'Properties' tab of the Invoice/Credit Memo Record View. This is not editable on the transaction. Insert excerpt |
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| Def - Currency |
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| Def - Currency |
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nopanel | true |
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Database Fields: ERPx_MFCurrency.CurrencyID, ERPx_APTransactionHeader.CurrencySK |
Doc Date | Insert excerpt |
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| Doc Date |
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| Doc Date |
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nopanel | true |
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| This can be edited from the 'Doc Date' on the 'Home' tab of the Invoice/Credit Memo Record View. This is always editable.
Database Field: ERPx_APTransactionHeader.TransactionDate |
Doc Description | Insert excerpt |
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| Description - Header |
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| Description - Header |
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nopanel | true |
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| This can be edited from the 'Description' on the 'Home' tab of the Invoice/Credit Memo Record View. This is always editable, even after the transaction is Posted.
Database Field: ERPx_APTransactionHeader.Description |
Doc No | This can be edited from the 'Doc No' on the 'Home' tab of the Invoice/Credit Memo Record View and represents the transaction/Invoice # assigned by your Vendor. This is always editable while the transaction is in a Status of New. Database Field: ERPx_APTransactionHeader.DocNumber |
GL Date | Insert excerpt |
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| GL Date |
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| GL Date |
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nopanel | true |
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| This can be edited from the 'GL Date' on the 'Properties' tab of the Invoice/Credit Memo Record View. If not manually edited, this will be automatically set to match the 'Doc Date' when the transaction is saved with a Status of either Approved or Ready to Post. This is always editable while the transaction is in a Status of New.
Database Field: ERPx_APTransactionHeader.GLDate |
GL Period | Insert excerpt |
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| GL Period |
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| GL Period |
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nopanel | true |
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| This can only be edited by changing the GL Date. |
GL Year | Insert excerpt |
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| GL Year |
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| GL Year |
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nopanel | true |
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| This can only be edited by changing the GL Date. |
Payment Terms | Insert excerpt |
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| Payment Terms |
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| Payment Terms |
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nopanel | true |
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| This can be edited from the 'Payment Terms' on the 'Home' tab of the Invoice/Credit Memo Record View. This is always editable while the transaction is in a Status of New. Insert excerpt |
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| Def - Payment Terms |
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| Def - Payment Terms |
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nopanel | true |
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Database Fields: ERPx_MFPaymentTerms.PaymentTermName, APTransactionHeader.PaymentTermSK |
Pmt./Apply Hold | Displays as "Yes" for AP Invoices and Credit Memos that are on a Payment or Application hold. This can be edited from the 'Pmt./Apply Hold' on the 'Properties' tab of the Invoice/Credit Memo Record View. This is always editable, even for posted transactions as long as they have not yet been fully applied. - Invoices on hold will not be selected for payment when building AP Check Batches.
- Credit Memos on hold cannot be selected to apply to open Invoice
Database Field: ERPx_APTransactionHeader.IsOnApplicationHold |
PO | Insert excerpt |
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| Purchase Order |
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| Purchase Order |
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nopanel | true |
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| This can be edited from the 'PO' on the 'Home' tab of the Invoice/Credit Memo Record View and represents the purchase order you used when making the purchase. This is always editable while the transaction is in a Status of New.
Database Field: ERPx_APTransactionHeader.PurchaseOrderID |
Status | This can be edited from the 'Status' on the 'Home' tab of the Invoice/Credit Memo Record View and represents the status of the transaction. This is always editable while the transaction is in a Status of 'New' or 'Approved'. Insert excerpt |
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| Def - Status |
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| Def - Status |
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nopanel | true |
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| The Statuses that apply to transaction in this List View include: Insert excerpt |
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| Def - Status - New |
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| Def - Status - New |
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nopanel | true |
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| Def - Status - Approved |
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| Def - Status - Approved |
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nopanel | true |
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| Def - Status - Ready to Post |
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| Def - Status - Ready to Post |
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nopanel | true |
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| Def - Status - Posted |
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| Def - Status - Posted |
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nopanel | true |
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| Def - Status - Void |
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| Def - Status - Void |
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nopanel | true |
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| Def - Status - Deleted |
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| Def - Status - Deleted |
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nopanel | true |
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| Def - Status - Replaced |
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| Def - Status - Replaced |
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nopanel | true |
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Database Fields: ERPx_APTransactionStatus.StatusName, ERPx_APTransactionHeader.TransactionStatusSK |
Transaction | Insert excerpt |
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| Transaction ID |
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| Transaction ID |
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nopanel | true |
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| Clicking on this link opens the AP Invoice / Credit Memo Record View for the selected record. This is a system assigned number that comes from the 'Transaction Class' and is not editable by users. Insert excerpt |
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| Def - Transaction ID |
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| Def - Transaction ID |
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nopanel | true |
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Database Field: ERPx_APTransactionHeader.TransactionID |
Transaction Class | Insert excerpt |
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| Transaction Class |
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| Transaction Class |
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nopanel | true |
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| This comes from the 'Transaction Class' on the 'Properties' tab of the Invoice/Credit Memo Record View. This is not editable.
Insert excerpt |
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| Def - Transaction Class |
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| Def - Transaction Class |
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nopanel | true |
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Database Fields: ERPx_APTransactionClass.TransactionClassDescription, ERPx_APTransactionHeader.TransactionClassSK |
Transaction Type | Insert excerpt |
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| Transaction Type |
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| Transaction Type |
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nopanel | true |
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| This comes from the Transaction Type selected when starting a new transaction. This is not editable.
Insert excerpt |
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| Def - Transaction Types |
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| Def - Transaction Types |
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nopanel | true |
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Database Fields: ERPx_APTransactionType.TransactionName, ERPx_APTransactionHeader.TransactionClassSK |
Vendor | Insert excerpt |
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| Vendor ID |
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| Vendor ID |
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nopanel | true |
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| This represents the ID of the 'Vendor' on the 'Home' tab of the Invoice/Credit Memo Record View. This is only editable by changing the Vendor assigned to the transaction.
Insert excerpt |
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| Def - Vendor ID |
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| Def - Vendor ID |
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nopanel | true |
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Database Fields: ERPx_APVendor.VendorID, ERPx_APTransactionHeader.VendorSK |
Vendor Class | Insert excerpt |
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| Vendor Class |
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| Vendor Class |
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nopanel | true |
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| This comes from the 'Vendor Class' assigned to the 'Vendor' that is selected on the 'Home' tab of the Invoice/Credit Memo Record View. This is only editable by changing the Vendor assigned to the transaction.
Insert excerpt |
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| Def - Vendor Class |
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| Def - Vendor Class |
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nopanel | true |
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Database Fields: ERPx_APVendorClass.ClassDescription, ERPx_APTransactionHeader.VendorSK |
Vendor Name | Insert excerpt |
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| Vendor Name |
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| Vendor Name |
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nopanel | true |
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| This represents the name of the 'Vendor' on the 'Home' tab of the Invoice/Credit Memo Record View. This is only editable by changing the Vendor assigned to the transaction.
Insert excerpt |
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| Def - Vendor Name |
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| Def - Vendor Name |
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nopanel | true |
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Database Fields: ERPx_APVendor.VendorName, ERPx_APTransactionHeader.VendorSK |