Insert excerptDef - Trans - AP Invoice/Credit MemoDef - Trans - AP Invoice/Credit Memonopaneltrue The purpose of this page is to show all these transactions based upon what parameters are set in the Inquiry Criteria.

Software Version: 2020.06.05 and newer

Table of Contents

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Page Header

...

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	Def - Purchase Order
	Def - Purchase Order
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This page lists each unique Purchase Order. The purpose of this page is to show all the Posted, Void, and Replaced Purchase Orders based upon the parameters set in the Inquiry Criteria..

This list view also contains columns for each Attribute that is set up for the 'AP Purchasing' attribute type. Because these are user defined, they are not included in the default view but can be added a saved layout. AP Purchasing attributes are not included in the help documentation..

Software Version: 2021.07.23 and newer

Table of Contents

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Page Header

Search

Filter Items

Description

Ordered Date

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	Date Type Lookup
	Date Type Lookup
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Search

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	Search - Search Options
	Search - Search Options
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Description
Doc No
Purchase Order
Transaction
Vendor ID
Vendor Name

Transaction Class

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	Inq - Transaction Class
	Inq - Transaction Class
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The values in this lookup are listed alphabetically. If there is more than one Transaction Class for the Transaction Type, then the value in the lookup will display as [Transaction Type] - [Transaction Class]. This is a multi-select standard lookup that is not required to return results. It defaults as blank.

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	Def - Transaction Class - General
	Def - Transaction Class - General
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The lookup contains a list of all 'Active' AP Purchase Order Classes

Vendor

Used to select one or more Vendors. This is a multi-select standard lookup that is not required to return results. It defaults as blank.

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	Def - Vendor
	Def - Vendor
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The lookup contains a list of all 'Active' Vendors.

Vendor Class

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	Inq - Vendor Class
	Inq - Vendor Class
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This is a multi-select standard lookup that is not required to return results. It defaults as blank.

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	Def - Vendor Class
	Def - Vendor Class
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The lookup contains a list of all 'Active' AP Vendor Classes.

Page Detail

Pmt./Apply Hold: Used to place one or more transactions on a Payment Hold.

Print

Toolbar Icons

Description

Column Filter Show/Hide

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	Column Filter Show/Hide - Global
	Column Filter Show/Hide - Global
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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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Grid LayoutGroup By Show/Hide

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	Grid Layout Group By Show/Hide - GlobalGrid Layout
	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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Inquiry CriteriaMore Actions

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Inquiry Criteria

	More Actions - Global

Inquiry Criteria

3.0
	More Actions - Global 3.0
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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".

Mass Update

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Mass Update - Global

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true

Print

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Print - Global

RV: Transaction. Opens the Transaction Record View.

Print

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	Print - Global
	Print - Global
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When clicked, all the Reports assigned to the Functional Area of Purchasing, that launch from the Print Dialog, are assigned to this inquiry, and that the user has rights to (if Report Data Access is enabled) are displayed.

Quick Column Filter

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	Quick Column Filter
	Quick Column Filter
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Refresh

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	Refresh - Global
	Refresh - Global
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RefreshSaved Layouts

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Refresh

	Column Layouts for Framework 3.0 - Global

Refresh

	Column Layouts for Framework 3.0 - Global
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VoidSearch OptionsVoid - Global

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Void - Global

Search Options - Inquiry Grid 3.0
	Search Options - Inquiry Grid 3.0
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FieldsDescriptionCheckbox

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	Checkbox
	Checkbox
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Amount

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	Amount - Transaction
	Amount - Transaction
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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

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	Currency
	Currency
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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.

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	Def - Currency
	Def - Currency
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Database Fields: ERPx_MFCurrency.CurrencyID, ERPx_APTransactionHeader.CurrencySK

Doc Date

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	Doc Date
	Doc Date
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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

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	Description - Header
	Description - Header
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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

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	Doc No
	Doc No
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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

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	GL Date
	GL Date
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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

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	GL Period
	GL Period
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This can only be edited by changing the GL Date.

GL Year

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	GL Year
	GL Year
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This can only be edited by changing the GL Date.

Payment Terms

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	Payment Terms
	Payment Terms
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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.

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	Def - Payment Terms
	Def - Payment Terms
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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

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	Purchase Order
	Purchase Order
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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

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	Status
	Status
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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'.

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	Def - Status
	Def - Status
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The Statuses that apply to transaction in this List View include:

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	Def - Status - New
	Def - Status - New
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	Def - Status - Approved
	Def - Status - Approved
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	Def - Status - Ready to Post
	Def - Status - Ready to Post
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	Def - Status - Posted
	Def - Status - Posted
nopanel	true

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	Def - Status - Void
	Def - Status - Void
nopanel	true

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	Def - Status - Deleted
	Def - Status - Deleted
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	Def - Status - Replaced
	Def - Status - Replaced
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Database Fields: ERPx_APTransactionStatus.StatusName, ERPx_APTransactionHeader.TransactionStatusSK

Transaction

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	Transaction ID
	Transaction ID
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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.

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	Def - Transaction ID
	Def - Transaction ID
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Database Field: ERPx_APTransactionHeader.TransactionID

Transaction Class

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	Transaction Class
	Transaction Class
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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.

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	Def - Transaction Class
	Def - Transaction Class
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Database Fields: ERPx_APTransactionClass.TransactionClassDescription, ERPx_APTransactionHeader.TransactionClassSK

Transaction Type

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	Transaction Type
	Transaction Type
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This comes from the Transaction Type selected when starting a new transaction. This is not editable.

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	Def - Transaction Types
	Def - Transaction Types
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Database Fields: ERPx_APTransactionType.TransactionName, ERPx_APTransactionHeader.TransactionClassSK

Vendor

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	Vendor ID
	Vendor ID
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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.

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	Def - Vendor ID
	Def - Vendor ID
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Database Fields: ERPx_APVendor.VendorID, ERPx_APTransactionHeader.VendorSK

Vendor Class

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	Vendor Class
	Vendor Class
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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.

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	Def - Vendor Class
	Def - Vendor Class
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Database Fields: ERPx_APVendorClass.ClassDescription, ERPx_APTransactionHeader.VendorSK

Vendor Name

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	Vendor Name
	Vendor Name
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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.

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	Def - Vendor Name
	Def - Vendor Name
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Database Fields: ERPx_APVendor.VendorName, ERPx_APTransactionHeader.VendorSK

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