| Toolbar Icons | Description |
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Auto Fill Amounts | This button displays options to: - Fully Pay - Filtered: Updates the 'Amt. to Settle' value for all the records in the grid to [Open Program Amt.] - [Write Off Program Amt.]
- Fully Pay - Selected: Updates the 'Amt. to Settle' value for all the tagged/selected records in the grid to [Open Program Amt.] - [Write Off Program Amt.]
- Write Off - Filtered: Updates the 'Write Off Program Amt.' value for all the records in the grid to [Open Program Amt.] - [Amt. to Settle].
- Write Off - Selected: Updates the 'Write Off Program Amt.' value for all the tagged/selected records in the grid to [Open Program Amt.] - [Amt. to Settle].
 If using this feature to Write Off balances, you must either have a Write Off code saved in the Sales Program 'Reason Code for Write Offs' Preference or you must manually assign the Write Off Code to each transaction by selecting the record, clicking the 'Edit Amounts' icon, and manually assigning the Write Off Code to each transaction item.
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| Column Filter Show/Hide | | Insert excerpt |
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| Column Filter Show/Hide - Global |
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| Column Filter Show/Hide - Global |
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| nopanel | true |
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| Edit Amounts | Opens the 'Edit Amounts' List View, filtered for the transaction that was selected, to allow edit of the 'Amt. To Settle' and/or 'Write Off Program Amt.' for the individual Sales Transactions Iines. This can only be opened for one Transaction at a time else the message "Please select one row and try again." will be displayed. |
| Excel | | Insert excerpt |
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| Excel - RV Grid |
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| Excel - RV Grid |
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| nopanel | true |
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| Group By Show/Hide | | Insert excerpt |
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| Group By Show/Hide - Global |
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| Group By Show/Hide - Global |
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| nopanel | true |
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| Quick Column Filter | | Insert excerpt |
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| Quick Column Filter |
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| Quick Column Filter |
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| nopanel | true |
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| Remove Payment | Removes the amounts in both the 'Amt. to Settle' and 'Write Off Program Amt.' columns for all the tagged/selected records. |
| Saved Layouts | | Insert excerpt |
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| Column Layouts for Framework 3.0 - Global |
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| Column Layouts for Framework 3.0 - Global |
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| nopanel | true |
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| Fields | Description |
| Amt. to Settle | | Insert excerpt |
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| SP - Amount to Settle |
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| SP - Amount to Settle |
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| nopanel | true |
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This is a non-editable textbox that defaults to 0.00 and displays the sum of the 'Amt. to Settle' for each transaction item. This can only be edited by selecting a record and clicking the 'Edit Amounts' icon to open the Sales Program: Edit Amounts List View or by clicking the 'Auto Fill Amounts' icon and selecting one of the Fully Pay options. Database Field: ERPx_SPProgramSettlementHeader. |
| Closed Date | | Insert excerpt |
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| Date - Closed SP |
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| Date - Closed SP |
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| nopanel | true |
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This is not editable. Database Field: ERPx_SPProgramSettlementHeader.OrderPaidOffDate |
| Customer ID | | Insert excerpt |
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| Customer ID |
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| Customer ID |
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| nopanel | true |
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This is not editable. Database Field: ERPx_SPProgramSettlementHeader.CustomerID |
| Customer Name | | Insert excerpt |
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| Customer Name |
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| Customer Name |
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| nopanel | true |
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This is not editable. Database Field: ERPx_SPProgramSettlementHeader.CustomerName |
| OK To Pay | A Yes/No value that indicates whether a transaction on a sales program is okay to pay/settle. - Programs with a 'Settle To' of either "AR Credit Memo" or "AP Invoice - All Orders", this is always "Yes".
- Programs with a 'Settle To' of "AP Invoice - Paid In Full Orders" this is set based on whether or not the sales transaction has an open balance. If the sales transaction has been fully paid or written off this will be "Yes", otherwise it will be "No".
This is used for auto-selecting transactions to settle and for informational purposes only. Program transactions can still be settled no matter what this value is. This is a calculated field that is not stored in the database. |
| Open Program Amt. | | Insert excerpt |
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| SP - Open Program Amount |
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| SP - Open Program Amount |
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| nopanel | true |
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This is a calculated field that is not stored in the database. |
| Payee ID | Identifies the ID of the Customer or Vendor that will be paid for the Program. This is not editable. Database Field: ERPx_SPProgramHeader.ProgramEntitySK, ERPx_SPProgramSettlementHeader.SettleToEntityID |
| Payee Name | Identifies the Name of the Customer or Vendor that will be paid for the Program. This is not editable. Database Fields: ERPx_APVendor.VendorName, ERPx_ARCustomer.CustomerName, ERPx_SPProgramHeader.ProgramEntitySK, ERPx_SPProgramSettlementHeader.SettleToEntityName |
| PO | | Insert excerpt |
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| Purchase Order |
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| Purchase Order |
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| nopanel | true |
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This comes from the 'Purchase Order' field on the 'Home' tab of the Sales Transaction Record View. This is not editable. Database Field: ERPx_SPProgramSettlementHeader.PONumber |
| Program | | Insert excerpt |
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| Program ID & Description |
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| Program ID & Description |
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| nopanel | true |
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This is not editableDatabase Fields: ERPx_SPProgramHeader.Description, ERPx_SPProgramSettlementHeader.ProgramHeaderSK |
| Program Amt. |
Database Field: ERPx_SPProgramSettlementHeader.ComputedAmount |
| Remaining Amt. |
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| Settle To |
Database Field: ERPx_SPProgramSettlementHeader.SettlementMethodName |
| Settled Program Amt. |
Database Field: ERPx_SPProgramSettlementHeader.SettledAmount |
| Trans Amt. | Identifies the 'Invoice' amount of the Sales transaction. This is not editable. Database Field: ERPx_SPProgramSettlementHeader.TotalOrderAmount |
| Trans Class | | Insert excerpt |
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| Transaction Class |
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| Transaction Class |
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| nopanel | true |
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This comes from the 'Transaction Class' value selected by the user when the transaction was created. It This is not editable. | Insert excerpt |
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| Def - Transaction Class - General |
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| Def - Transaction Class - General |
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| nopanel | true |
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Database Field: ERPx_SOOrderHeader.DocumentID |
| Trans Curr. | Identifies the Currency ID that the transaction was entered in. This comes from the Customer and is not editable. Database Fields: ERPx_MFCurrency.CurrencyID, ERPx_SOOrderHeader.CurrencySK |
| Trans Date | | Insert excerpt |
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| Doc Date |
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| Doc Date |
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| nopanel | true |
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It is formatted from the users 'Date Format' preference. This comes from the 'Order Date' field on the 'Home' tab of the Sales Transaction Record View. It of the Sales Transaction Record View and is not editable.
Database Field: ERPx_SPProgramSettlementHeader.InvoiceDate |
| Tran Open Amt. | Identifies the open/unpaid amount of the sales transaction. This value is updated when Payment Receipts, Credits, or Returns This is not editable. | |
Database Field: ERPx_SPProgramSettlementHeader.InvoiceDate Trans Type | | Insert excerpt |
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| Transaction Type |
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| Transaction Type |
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| nopanel | true |
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This is a system assigned value and is not editable. The transaction types are: Quote, Order, Return and Price Adjustment.| Insert excerpt |
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| Def - Transaction Types |
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| Def - Transaction Types |
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| nopanel | true |
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Database Fields: ERPx_ARTransactionType.TransactionName, ERPx_SOOrderHeader.OrderTypeSK |
| Transaction | | Insert excerpt |
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| Transaction ID |
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| Transaction ID |
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| nopanel | true |
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This is a system assigned value and is not editable.
| Insert excerpt |
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| Def - Transaction ID - Sales |
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| Def - Transaction ID - Sales |
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| nopanel | true |
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Database Field: ERPx_SPProgramSettlementHeader.InvoiceNumber |
| Transaction Amt. | Identifies the 'Invoice' amount of the Sales transaction. This is not editable. Database Field: ERPx_SPProgramSettlementHeader.TotalOrderAmount |
| Write Off Program Amt. | | Insert excerpt |
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| SP - Write Off Program Amount |
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| SP - Write Off Program Amount |
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| nopanel | true |
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This is a non-editable textbox that defaults to 0.00 and displays the sum of the 'Write Off Program Amt.' for each transaction item. This can only be edited by selecting a record and clicking the 'Edit Amounts' icon to open the Sales Program: Edit Amounts List View or by clicking the 'Auto Fill Amounts' icon and selecting one of the Write Off options. Database Field: ERPx_SPProgramSettlementHeader.WriteOffAmount |