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| Def - Transaction Class - General |
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| 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.
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| Delete | | Insert excerpt |
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| Delete - LV 3.0 |
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| Delete - LV 3.0 |
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 Transaction Classes may only be deleted if it has never been used on any open or posted transaction. Else, the validation message "[Transaction Class ID] Transaction Class exists on a historical or open transaction and cannot be deleted. " will be displayed.
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| Fields | Description |
| Class Description | | Insert excerpt |
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| Transaction Class Description |
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| Transaction Class Description |
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This is a text box that is required and must be <=200 characters. If missing, the message "Class Description is required." will be displayed on Save. This field must be unique, else the message "Duplicate Transaction Class Descriptions are not allowed to the same transaction type." will be displayed on Save. It defaults as blank and is always editable.
Database Field: ERPx_APTransactionClass.TransactionClassDescription |
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| Transaction Class |
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| Transaction Class |
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This This is a text box that is required and must be <=50 characters. If missing, the message "Class ID is required." will be displayed on Save. This field must be unique by Company and Transaction Type. Else, the message "Duplicate Transaction Class ID's are not allowed to the same transaction type." will be displayed on Save. It defaults as blank and is conditionally editable. This is editable in systems that are not integrating AP Invoice and Credit Memos with a third party system. To be editable, the "AP Invoice/Credit Memo" Transaction Type for the 'Outbound from NorthScope' Integration Mode must be set to "None" on the the Integration Configuration pagepage. Else, if the Integration Mode is set to "Timed" or Immediate", then this field will be disabled.
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| Def - Transaction Class - General |
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| Def - Transaction Class - General |
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Database Field: ERPx_APTransactionClass.TransactionClassID |
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| Document Prefix |
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| Document Prefix |
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This is a text box that is required and must be <= 10 characters. If missing, the message "Doc Prefix is required." will be displayed on Save. This field must be unique by Company and Transaction Type. Else, the message "Duplicate Doc Prefixes are not allowed to the same transaction type." will be displayed on Save. It defaults as blank and is always editable.
Database Field: ERPx_APTransactionClass.DocPrefix |
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| Def - Inactive |
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| Def - Inactive |
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This is a Yes/No lookup that is required. It defaults as blank (No) and is always editable. This field will display as blank if "No" has been selected.
Database Field: ERPx_APTransactionClass.IsInactive |
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| Next Document Number |
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| 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 "Next Doc Number is required." 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 Type | | Insert excerpt |
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| Transaction Type |
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| Transaction Type |
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This is a single-select standard lookup that is required. If missing, the message "Transaction Type is required." 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 |
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| 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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