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changes.mady.by.user Tom Williams

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Def - Transaction Class - General
Def - Transaction Class - General
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The purpose of this page is to view, add, edit, remove and inactivate Transaction Classes used for AP Invoices and Credit memos. 

Software Version: 2021.03.05 and newer


Table of Contents
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Toolbar IconsDescription
Column Filter Show/Hide
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Column Filter Show/Hide - Global
Column Filter Show/Hide - Global
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Delete
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Delete - LV 3.0
Delete - LV 3.0
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Excel

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Excel - LV 3.0
Excel - LV 3.0
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Favorites

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Favorites Add/Remove - Global
Favorites Add/Remove - Global
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Group By Show/Hide

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Group By Show/Hide - Global
Group By Show/Hide - Global
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Help

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Help - Global 3.0
Help - Global 3.0
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New

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New - Blank Row - RV Grid 3.0
New - Blank Row - RV Grid 3.0
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Quick Filter

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Quick Filter
Quick Filter
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Save
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Save - LV (Multi Line) 3.0
Save - LV (Multi Line) 3.0
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Saved Column Layouts
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Column Layouts for Framework 3.0 - Global
Column Layouts for Framework 3.0 - Global
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FieldsDescription
Description

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Transaction Class Description
Transaction Class Description
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 This is a text box that is required and must be <=200 characters. If missing, the message "[enter message here]" will be displayed on Save. This field must be unique, else the message "[enter message here]" will be displayed on Save. It defaults as blank and is always editable.

Database Field: ERPx_APTransactionClass.TransactionClassDescription

Document Prefix

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Document Prefix
Document Prefix
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 This is a text box that is required and must be <= 10 characters. If missing, the message "[enter message here]" will be displayed on Save. This field must be unique by Company and Transaction Type. Else, the message "[enter message here]" will be displayed on Save. It defaults as blank and is always editable.

Database Field: ERPx_APTransactionClass.DocPrefix

Inactive

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Def - Inactive
Def - Inactive
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This is a Yes/No lookup that is required. It defaults as "No" and is always editable. If missing, the message "[enter message here]" will be displayed on Save. It defaults as blank and is always editable.

Database Field: ERPx_APTransactionClass.IsInactive

Next Document Number

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Next Document Number
Next Document Number
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 This is a numeric text box that is required. It defaults to "1000", is always editable, and must be >0. If missing, the message "[enter message here]" will be displayed on Save. This field must be a number, else the message "[enter message here]" will be displayed on Save. 

Database Field: ERPx_APTransactionClass.NextDocNumber

Transaction Class

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Transaction Class
Transaction Class
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 This is a text box that is required and must be <=50 characters. If missing, the message "[enter message here]" will be displayed on Save. This field must be unique by Company and Transaction Type. Else, the message "[enter message here]" will be displayed on Save. It defaults as blank and is not editable once the record has been saved.

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Def - Transaction Class - General
Def - Transaction Class - General
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Database Field: ERPx_APTransactionClass.TransactionClassID

Transaction Type
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Transaction Type
Transaction Type
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 This is a single-select standard lookup that is required. If missing, the message "[enter message here]" will be displayed on Save. It defaults as blank and is not editable once the record has been saved.

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Def - Transaction Types
Def - Transaction Types
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This lookup contains a list of transaction types in the ERPx_APTransactionType table WHERE TransactionTypeSK is either 1 (Invoice) or 2 (Credit Memo).

Database Fields: ERPx_APTransactionType.TransactionName, ERPx_APTransactionClass.TransactionTypeSK

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