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	Def - Trans - AP Invoice/Credit Memo
	Def - Trans - AP Invoice/Credit Memo
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The purpose of this page is to show all the Posted, Void, and Replaced transactions based upon what parameters are set in the Inquiry Criteria.

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Filter Items

Description

Also Include

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	Inq - Include
	Inq - Include
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Voids & Replaced

Date Option

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	Date Type Lookup
	Date Type Lookup
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Doc Date
GL Date

Date Range

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	Date Control Text Box
	Date Control Text Box
nopanel	true

More Actions

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	More Actions - Global 3.0
	More Actions - Global 3.0
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View in PaperVision

This toolbar icon is only visible when the preferences for PaperVision are configured.

Search

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	Search - Search Options
	Search - Search Options
nopanel	true

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 Transaction 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.

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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
nopanel	true

Favorites

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	Favorites Add/Remove - Global
	Favorites Add/Remove - Global
nopanel	true

Group By Show/Hide

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	Group By Show/Hide - Global
	Group By Show/Hide - Global
nopanel	true

Help

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	Help - Global 3.0
	Help - Global 3.0
nopanel	true

Mass Update

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	Mass Update - Global 3.0
	Mass Update - Global 3.0
nopanel	true

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

More Actions

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	More Actions - Global 3.0
	More Actions - Global 3.0
nopanel	true

RV: Transaction. Opens the Transaction Record View.
Void Transaction.
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Void - Global
Void - Global
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Print

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	Print - LV 3.0
	Print - LV 3.0
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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 page, 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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Saved Layouts

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	Column Layouts for Framework 3.0 - Global
	Column Layouts for Framework 3.0 - Global
nopanel	true

Search Options

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	Search Options - Inquiry Grid 3.0
	Search Options - Inquiry Grid 3.0
nopanel	true

Fields

Description

Checkbox

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	Checkbox
	Checkbox
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Amount

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	Amount - Transaction
	Amount - Transaction
nopanel	true

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

Created

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	Created
	Created
nopanel	true

Database Field: ERPx_APTransactionHeader.CreatedDate

Created By

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	Created By
	Created By
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Database Field: ERPx_APTransactionHeader.CreatedBy

Currency ID

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	Currency
	Currency
nopanel	true

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

Description

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Description

	Comment - Header

Description

	Comment - Header
nopanel	true

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 Date

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	Doc Date
	Doc Date
nopanel	true

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 No

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	Doc No
	Doc No
nopanel	true

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
nopanel	true

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
nopanel	true

This can only be edited by changing the GL Date.

Last Updated

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	Last Updated
	Last Updated
nopanel	true

Database Field: ERPx_APTransactionHeader.LastUpdated

Last Updated By

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	Last Updated By
	Last Updated By
nopanel	true

Database Field: ERPx_APTransactionHeader.LastUser

Payment Terms

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	Payment Terms
	Payment Terms
nopanel	true

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
nopanel	true

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
nopanel	true

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
nopanel	true

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
nopanel	true

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

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	Def - Status - New
	Def - Status - New
nopanel	true

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	Def - Status - Approved
	Def - Status - Approved
nopanel	true

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	Def - Status - Ready to Post
	Def - Status - Ready to Post
nopanel	true

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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
nopanel	true

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	Def - Status - Replaced
	Def - Status - Replaced
nopanel	true

Database Fields: ERPx_APTransactionStatus.StatusName, ERPx_APTransactionHeader.TransactionStatusSK

Transaction

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	Transaction ID
	Transaction ID
nopanel	true

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
nopanel	true

Database Field: ERPx_APTransactionHeader.TransactionID

Transaction Class

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	Transaction Class
	Transaction Class
nopanel	true

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
nopanel	true

Database Fields: ERPx_APTransactionClass.TransactionClassDescription, ERPx_APTransactionHeader.TransactionClassSK

Transaction Type

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	Transaction Type
	Transaction Type
nopanel	true

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
nopanel	true

Database Fields: ERPx_APTransactionType.TransactionName, ERPx_APTransactionHeader.TransactionClassSK

Vendor Class

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	Vendor Class
	Vendor Class
nopanel	true

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
nopanel	true

Database Fields: ERPx_APVendorClass.ClassDescription, ERPx_APTransactionHeader.VendorSK

Vendor ID

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	Vendor ID
	Vendor ID
nopanel	true

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
nopanel	true

Database Fields: ERPx_APVendor.VendorID, ERPx_APTransactionHeader.VendorSK

Vendor Name

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	Vendor Name
	Vendor Name
nopanel	true

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
nopanel	true

Database Fields: ERPx_APVendor.VendorName, ERPx_APTransactionHeader.VendorSK

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Versions Compared

Old Version 29

New Version 30

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Versions Compared

Old Version 29

New Version 30

Key

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