The purpose of this page is to view, add, edit, remove and inactivate Transaction Classes used for AP Invoices and Credit memos. Insert excerpt Def - Transaction Class - General Def - Transaction Class - General nopanel true
Software Version: 2022.0108.31 02 and newer
| Table of Contents | ||
|---|---|---|
|
...
| Toolbar Icons | Description | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Column Filter Show/Hide |
| ||||||||
| Delete |
| ||||||||
| Excel | |||||||||
| Favorites |
| ||||||||
| Group By Show/Hide | |||||||||
| Help | |||||||||
| New | Blank Row - RV Grid Blank Row - RV Grid | ||||||||
| Quick Column Filter | |||||||||
| Save | |||||||||
| Saved Layouts | |||||||||
| 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 | |||||||||
| Insert excerpt | Transaction Class Description | Transaction Class Description | |||||||
| nopanel | true | ||||||||
| Doc. Prefix | Database Field: ERPx_APTransactionClass.DocPrefix | ||||||||
| Inactive | |||||||||
| Next Num. | Database Field: ERPx_APTransactionClass.TransactionClassDescriptionNextDocNumber | ||||||||
| Trans. Class ID | A hyperlink that shows the value of the 'Class ID' property on the record view. Clicking on the link opens the record view for the selected Transaction Class. This is required and 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 editableThis field is | ||||||||
| Default Item | Identifies the default item to be used on Invoices/Credit Memos when an Item is not selected for a line, or for integration with third party system purposes. This is a single-select standard lookup that is visible and editable for Transaction Types of "Invoice" or "Credit Memo", it does not apply to Transaction Types of "Purchase Order". This lookup contains a blank value, the current assigned value, and a list of all the active Items setup in Inventory > Setup > Items. Database Fields: ERPx_IMItem.ItemID:ItemDescription, ERPx_APTransactionClass.DefaultItemSK | ||||||||
| 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 | Site Name - LV | Site Name - LV | |||||||
| nopanel | true | ||||||||
| Insert excerpt | Def - Site | Def - Site | |||||||
| nopanel | true | Doc Prefix | |||||||
| Insert excerpt | Document Prefix | Document Prefix | |||||||
| nopanel | true | ||||||||
| 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 | Def - Inactive | Def - Inactive | |||||||
| nopanel | true | Next Doc Number | |||||||
| Insert excerpt | Next Document Number | Next Document Number | |||||||
| nopanel | true | ||||||||
| 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 | | Transaction Type | Transaction Type | |||||
| nopanel | true |
...