The purpose of this page is to view, add, edit, remove and inactivate Payment Terms used for A/P Invoices and Sales Order Quick Sales and Sales Invoices. Insert excerpt Def - Payment Terms Def - Payment Terms nopanel true
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| Transaction Classes Payment Terms may only be deleted | if it has if they are not assigned to an existing Customer, Vendor, and/or Fisherman and if they have 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".
Database Field: ERPx_APTransactionClass.AutoFillReceiptQuantities | ||||||||||||||||
| Class Description | 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 | ||||||||||||||||
| Class ID | |||||||||||||||||
| 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 |
This lookup contains a list of all active Sites. Database Fields: ERPx_MFSite.SiteName, ERPx_APTransactionClass.DefaultSiteSK | ||||||||||||||||
| Doc Prefix | 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 | ||||||||||||||||
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| Next Doc Number | 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 |
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