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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.
Software Version: 2021.1112.24 03 and newer
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| Delete | | Insert excerpt |
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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 |
| Auto Fill PO Receipt Quantities | Identifies whether or not the Units/Weight values on manually entered Receipt transactions that are linked to a PO will be automatically populated with the remaining quantities from the associated Purchase Order. This displays as 'Yes' or 'No' and is required. It defaults to 'No' and is only visible and editable for Transaction Types of "Purchase Order", it does not apply to Transaction Types of "Invoice" or "Credit Memo". This does not apply to Receipts auto-created from AP Invoices. Receipts auto-created from AP Invoices will always default quantities from the source AP Invoice. Database Field: ERPx_APTransactionClass.AutoFillReceiptQuantities |
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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 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 Integration Configuration page. 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 |
| Default PO Type | Identifies whether or not more than one AP Invoice and/or Inventory Receipt can be recorded against the Purchase Order. This is a single-select standard lookup that is visible and editable for Transaction Types of "Purchase Order", it does not apply to Transaction Types of "Invoice" or "Credit Memo". If missing, the message "Default PO Type is required" will be displayed on Save. It defaults as blank on New and is always editable. Note: For the 'Default' Purchase Order Class, this is set to "Single Invoice & Receipt". Database Field: ERPx_APTransactionClass.DefaultPOTypeEN |
Default PO Site Name | | Insert excerpt |
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| Site Name - LV |
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| Site Name - LV |
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This is a single-select standard lookup that is not required. It defaults as blank and duplicate values are allowed across transaction class types. This is only visible and editable for Transaction Types of "Purchase Order", it does not apply to Transaction Types of "Invoice" or "Credit Memo".| Insert excerpt |
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| Def - Site |
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| Def - Site |
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This lookup contains a list of all active Sites. Database Fields: ERPx_MFSite.SiteName, ERPx_APTransactionClass.DefaultSiteSK |
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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 |
| First Status POs can be Received or Invoiced | Identifies the status that specifies when Purchase Order's are available for other transactions (Invoices, Credit Memo's and Receipts). This is a single-select standard lookup that is required. If missing, the message "First Status POs can be Received or Invoiced is required" will be displayed on Save. It defaults as blank and is only visible and editable for Transaction Types of "Purchase Order", it does not apply to Transaction Types of "Invoice" or "Credit Memo". Note: For the 'Default' Purchase Order Class, this is set to "New". This lookup contains all the StatusName values in the ERPx_APPOStatus table WHERE POStatusSK is either 1 (New), or 2 (Released). Database Field: ERPx_APTransactionClass.FirstStatusSKPOsCanBeReceivedorInvoiced |
| Inactive | | Insert excerpt |
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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 No and is always editable.
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 or not numeric or not >0, then the message "Next Doc Number is required and must be a number greater than 0." will be displayed on Save.
Database Field: ERPx_APTransactionClass.NextDocNumber |
| PO Billing Address ID | Identifies the billing Address ID of the Purchase Order. This is a single-select standard lookup that is not required. This is only visible and editable for Transaction Types of "Purchase Order", it does not apply to Transaction Types of "Invoice" or "Credit Memo". Note: For the 'Default' Purchase Order Class, this is set to "Physical". This lookup contains a blank value, the current assigned value, and a list of all the active Company Addresses configured in the system for the company. Database Field: ERPx_MFAddress.AddressID, ERPx_APTransactionClass.BillingAddressSK |
| 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), 2 (Credit Memo) or 9 (Purchase Order). Database Fields: ERPx_APTransactionType.TransactionName, ERPx_APTransactionClass.TransactionTypeSK |
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