Sales Transaction Classes are used to categorize sales transactions within specific transaction types and assign specific default values and business rules for each. A single Quote Transaction Class is always associated with a single Order Transaction Class. Quote Transaction Classes are automatically created when a Order Transaction Class is created. The purpose of this page is to set the properties for the Quote transaction class.
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| Fields | Description | ||||||||
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| Transaction Type | A non-editable text box that displays "Quote". A Quote Transaction Class is automatically generated when a Order Transaction Class is created. This field is always required and is never editable. Linked Database Field: ERPx_SOOrderTypeDocument.OrderTypeSK | ||||||||
| Transaction Class | A non-editable text box that displays the Transaction Class of the linked Order Class. This field defaults from the Transaction Class of the linked Order Class, is required, and is never editable for Quotes. To change this value, you must change it on the Transaction Class of the linked Order. Linked Database Field: ERPx_SOOrderTypeDocument.DocumentID | ||||||||
| Document Prefix | A text box to specify the Document Prefix to be used in the Transaction ID. This defaults to blank for new records and is never required. If entered, this field must be <= 10 characters. This field must be unique by Transaction Type and Company. If not, the message "Duplicate Document Prefixes are not allowed for the same Transaction Types. This Document Prefix has already been assigned to the [Transaction Class Name] Transaction Class." will display on Save. This field is always editable. The 'Document Prefix' is used in conjunction with the 'Next Document Number' to determine the system assigned Transaction ID's. Transaction ID's are created by stringing together the [Document Prefix] + [Next Ticket Number] from the applicable Transaction Class. This value is only used if the corresponding 'Order' Transaction Class has the 'Get Next Invoice Number From' property set to "Invoice Transaction Class". Otherwise this is inherited from the source Order. Linked Database Field: ERPx_SOOrderTypeDocument.DocumentPrefix | ||||||||
| Next Document Number | A text box to specify the Next Document Number to be used in the Transaction ID. This defaults to 1000 for new records and is always required. If missing, the message “Next Document Number is required.” will be displayed on Save. The value must be a numeric whole number. If not, the message "Next Document Number must be a number and cannot contain letters or symbols." will be displayed on Save. This field is always editable. The 'Document Prefix' is used in conjunction with the 'Next Document Number' to determine the system assigned Transaction ID's. Transaction ID's are created by stringing together the [Document Prefix] + [Next Document Number] from the applicable Transaction Class. The 'Next Document Number' is auto-incremented each time a new transaction for the selected transaction class is created. This value is only used if the corresponding 'Order' Transaction Class has the 'Get Next Invoice Number From' property set to "Invoice Transaction Class". Otherwise this is inherited from the source Order. Linked Database Field: ERPx_SOOrderTypeDocument.NextDocNumber | ||||||||
| Rows to Create on New | A text box to specify the how many blank rows will be added to the Items grid when the New icon is clicked. This field defaults from the Transaction Class of the linked Order Class. This field is always required and must be between 1 and 25. If set to any value other than 1 - 25, the message "Rows to Create on New must be between 1 and 25." will be displayed on Save. This field is always editable. Linked Database Field: ERPx_SOOrderTypeDocument.RowsToCreateOnNew | ||||||||
| Default Payment Terms | A non-editable text box that displays the default Payment Term for the Transaction Class. This field defaults from the Transaction Class of the linked Order Class, is never required, and is never editable for Quotes. To change this value, you must change it on the Transaction Class of the linked Order. Linked Database Field: ERPx_SOOrderTypeDocument.DefaultPaymentTermSK | ||||||||
| Logo Location | A non-editable text box that displays the network path for the image file used on the transaction reports for Quote transactions assigned to the Transaction Class. This is only used for reports and does not drive any other functionality.This field defaults from the Transaction Class of the linked Order Class, is never required, and is never editable for Quotes. To change this value, you must change it on the Transaction Class of the linked Order. Linked Database Field: ERPx_SOOrderTypeDocument.DocumentLogoLocation | ||||||||
| Single Date Management | A non-editable text box that displays whether or not all dates on a Quote transaction default from the Order Date. This defaults to "No" for new records and is always required. This field is always editable.When this property is set to “Yes”, users can only enter and edit the 'Order Date' field on the 'Select Ship-To' page and the Sales Order Record View, all other date fields are disabled and auto-populated from the Order Date. When this property is set to “Yes” users only have the ability to enter and edit the 'Order Date' field on a sales transaction. The following date fields will default from the sales transaction Order Date:
Linked Database Field: ERPx_SOOrderTypeDocument.SingleDateManagement | ||||||||
| Require a Ship By Date | A non-editable text box that displays whether a Ship By Date is required for saving a sales transaction. This field defaults from the Transaction Class of the linked Order Class, is required, and is never editable for Quotes. To change this value, you must change it on the Transaction Class of the linked Order. If this is set to "Yes", when users create new Quotes, they will be prompted with the message "A Ship Date is required, please enter a valid date." before they can re-query or move past the 'Select Items' page if the 'Ship By' date has not been set. If this is set to "No", the 'Ship By' date is not required. Linked Database Field: ERPx_SOOrderTypeDocument.IsShipByDateRequired | ||||||||
| Require a Deliver On Date | A non-editable text box that displays whether a Deliver On Date is required for saving a sales transaction. This field defaults from the Transaction Class of the linked Order Class, is required, and is never editable for Quotes. To change this value, you must change it on the Transaction Class of the linked Order. If this is set to "Yes", when users create new Quotes, they will be prompted with the message "A Deliver On date is required, please enter a valid date." before they can re-query or move past the 'Select Items' page if the 'Deliver On' date has not been set. If this is set to "No", the 'Deliver On' date is not required. Linked Database Field: ERPx_SOOrderTypeDocument.IsDeliverOnDateRequired | ||||||||
| Allow Attribute Edit After Approval | A non-editable text box that displays when sales order attributes can be edited. This field defaults from the Transaction Class of the linked Order Class, is required, and is never editable for Quotes. To change this value, you must change it on the Transaction Class of the linked Order.
Linked Database Field: ERPx_SOOrderTypeDocument.IsAttributeEditAllowedAfterApproval | ||||||||
| Inactive | A non-editable text box that displayswhether the Transaction Class is displayed in the Transaction Class lookup when a new Quotes are created. This field is always required. This field is set based on the following rules:
Linked Database Field: ERPx_SOOrderTypeDocument.IsInactive | ||||||||
| Require Freight Terms | A non-editable text box that displays whether the Freight Terms field is required. This field defaults from the Transaction Class of the linked Order Class, is required, and is never editable for Quotes. To change this value, you must change it on the Transaction Class of the linked Order. If this is set to "Yes", when users create new Quotes, they will be prompted with the message "Freight Terms are required for this Transaction Class." before they can re-query or move past the 'Select Items' page if the 'Freight Terms' have not been set. If this is set to "No", 'Freight Terms' are not required. Linked Database Field: ERPx_SOOrderTypeDocument.AreFreightTermsRequired | ||||||||
| Allow delete of inventory tracked items with allocations? | A non-editable text box that specifies how to manage deletion of inventory tracked items that have been allocated. This field defaults from the Transaction Class of the linked Order Class, is required, and is never editable for Quotes. To change this value, you must change it on the Transaction Class of the linked Order.
Linked Database Field: ERPx_SOOrderTypeDocument.AllowDeleteItemsWithAllocation | ||||||||
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