Transaction Classes are used to categorize transactions within transaction types and assign specific default values and business rules for each.
The purpose of this page is to add, edit, remove, and activate/inactive these records.Insert excerpt Def - Transaction Class Def - Transaction Class nopanel true
Software Version: 2022.07.29 and newer
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| Class | Identifies A single select lookup that Identifies the Transaction Type and Transaction Class for Purchasing transactions. This is a single-select standard lookup that is requiredID. When creating a new transaction class, this fieldis blank . Afterand after the initial save of a transaction class, this field automatically defaults ', it displays as [Transaction Type] - [Transaction Class ID] '. Users also have the option to toggle between classes. This field is always editable. When users update the value selected in this field, the Transaction Class Record View will automatically refresh to display the Properties. The lookup contains the list of all Transaction Classes for the current functional area. Selecting a new value, loads the page with the details for the selected Transaction Class. This field is always enabled. |
Properties Tab
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| Properties | Identifies the Property that is being set up. | ||||||||||||||||
| Value | A text box or lookup to set the value of the property. Property values are always editable and can be changed at any time, unless otherwise specified. | ||||||||||||||||
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| Transaction Type | Identifies the type of transaction that the Transaction Class is being configured for. This is a single-select lookup that is required. It defaults as blank but is required before the initial save. It is not editable the after initial Save. This lookup contains values for: Credit Memo, Invoice, and Purchase Order. Database Fields: ERPx_ APTransactionType.TransactionName | ||||||||||||||||
| Class ID | |||||||||||||||||
| 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 | ||||||||||||||||
| Doc Prefix | Database Field: ERPx_APTransactionClass.DocPrefix | ||||||||||||||||
| Next Doc Number | Database Field: ERPx_APTransactionClass.NextDocNumber | ||||||||||||||||
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| 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 after the initial Save 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. Company → Setup → Addresses Database Field: ERPx_MFAddress.AddressID, ERPx_APTransactionClass.BillingAddressSK | ||||||||||||||||
| Default PO Site Name |
This lookup contains a list of all active Sites. Database Fields: ERPx_MFSite.SiteName, ERPx_APTransactionClass.DefaultSiteSK | ||||||||||||||||
| Autofill PO Receipt Quantities | Identifies A Yes/No lookup to identify whether or not the Units/Weight values on manually entered Receipt transactions Ordered/Remaining quantities will default on the line items of manually entered Inventory Receipts 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', is only visible after the initial Save and editable for Transaction Types of "Purchase Order". This in only visible, after the initial save on Purchase Order Transaction Classes, it does not apply to Transaction Types of "Invoice" or "AP Invoice/Credit Memo ". Database Field: ERPx_APTransactionClass.AutoFillReceiptQuantities | ||||||||||||||||
| Default PO Type | Identifies whether or not more than one AP Invoice and/or Inventory Receipt can be recorded against the Purchase Order. This
lookup that is visible after the initial Save 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 | ||||||||||||||||
| First Status POs can be Received or Invoiced | Identifies the first status that specifies when Purchase Order's Orders are available for to other related transactions (AP Invoices, /Credit Memo's Memos and Inventory 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, is only visible after the initial Save 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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