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	Def - Payment Terms
	Def - Payment Terms
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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.

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Description

Column Filter Show/Hide

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	Column Filter Show/Hide - Global
	Column Filter Show/Hide - Global
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Delete

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	Delete - LV 3.0
	Delete - LV 3.0
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Payment Terms may only be deleted 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.

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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Group By Show/Hide

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	Group By Show/Hide - Global
	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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New

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	New - Global 3.0
	New - Global 3.0
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Quick Column Filter

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	Quick Column Filter
	Quick Column Filter
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Save

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	Save - LV (Multi Line) 3.0
	Save - LV (Multi Line) 3.0
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Saved Column Layouts

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	Column Layouts for Framework 3.0 - Global
	Column Layouts for Framework 3.0 - Global
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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

Class DescriptionCheckbox

Transaction Class Description

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Transaction Class Description

Checkbox
	Checkbox
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This

Discount Days

Identifies the number of the days that an early payment discount is valid for.

This is a text box that defaults to 0, is required and must be <=200 charactersalways editable, and is required. This must be greater than or equal to 0 and less than or equal to the Due Days. 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.Discount Days must be greater than or equal to zero" will be displayed on Save. It defaults as blank and is always editable.

Database Field: ERPx_APTransactionClassMFPaymentTerms.TransactionClassDescriptionDiscountDateDays

Class ID Insert excerptTransaction ClassTransaction ClassnopaneltrueDiscount Percent

Identifies the percentage used in calculating the early payment discount amount.

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

defaults to 0.00000%, is always editable, and is required. This must be between 0 and 100 else the message "Discount Percent must be between 0 and 100." 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. Insert excerptDef - Transaction Class - GeneralDef - Transaction Class - General

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Database Field:

ERPx

ERPx_

APTransactionClass

MFPaymentTerms.

TransactionClassIDDefault 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 excerptSite Name - LVSite Name - LVnopaneltrue 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 excerptDef - SiteDef - Sitenopaneltrue

This lookup contains a list of all active Sites.

Database Fields: ERPx_MFSite.SiteName, ERPx_APTransactionClass.DefaultSiteSK

Doc Prefix Insert excerptDocument PrefixDocument Prefixnopaneltrue 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.FirstStatusSKPOsCanBeReceivedorInvoicedDiscountPercent

Due Days

Identifies the number of the days before the payment is due.

This is a text box that defaults to 0, is always editable, and is required. This must be greater than or equal to 0 and greater than or equal to the Discount Days else the message "Due Days must be greater than or equal to zero and must be greater than or equal to the Discount Days." will be displayed on Save.

Database Field: ERPx_MFPaymentTerms.DueDateDays

Inactive

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	Def - Inactive
	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

MFPaymentTerm.IsInactive

Next Doc Number Insert excerptNext Document NumberNext Document NumbernopaneltruePayment Term NameTransaction Type

The Payment Term Name is the unique identifier for Payment Terms. 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

that defaults as blank, is required, must be unique, and must be <= 20 characters. If missing, the message "Payment Term Name is required." 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

Insert excerptTransaction TypeTransaction Typenopaneltrue This is a single-select standard lookup that is required. If missing, the message "Transaction Type is requiredIf not unique the message "Duplicate Payment Term Names are not allowed." 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

Payment Terms
	Def -

Transaction Types

Payment Terms
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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

Versions Compared

Old Version 4

New Version 5

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