Inventory Transaction Classes are used to categorize inventory transactions within specific transaction types and assign specific default values and business rules for each. They are assigned when the New icon is selected for Inventory transactions. For example, if there was a need to differentiate transfers between Fresh and Frozen, you could create a Transaction Class for "Fresh" that applies to Inventory Transfers. The purpose of this page is to add, edit, remove, and activate/inactive these records.
Software Version: 20202022.0608.0502 and newer
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New |
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Fields | Description | ||||||||
Checkbox | Used to select one or more records for delete or mass update. | ||||||||
Auto-Create New Lots | Used to identify if, by default, the Transaction Class allows for new inventory lots to be auto-created. This can be edited at any time from the record view and defaults as follows:
If this is set to "Allowed" then transactions with line items, for new Inventory Lots, can be approved and posted. If set to 'Not Allowed' then transactions with line items, for new Inventory Lots, will display an error message on Save when the transaction is set to a Status of "Approved" or "Ready to Post". This setting can be over-ridden on the transaction. An Inventory Lot is the unique combination of: [Item ID] + [Owner] + [Site] + [Production Batch] + [Warehouse Lot] Linked Database Field: ERPx_IMTransactionClass.AutoCreateLotsEN | ||||||||
Auto-Create New Lots - Inputs | Used to identify if, by default, the Transaction Class for Production Transactions allows for new inventory lots to be auto-created for transaction line items added on the "Inputs" tab. This defaults to "Not Allowed" but can be edited at any time from the record view. This property only applies to Transaction Classes for "Production" transactions. If this is set to "Allowed" then Production Input line items, for new Inventory Lots, can be approved and posted. If set to 'Not Allowed' then Production Input line items, for new Inventory Lots, will display an error message on Save when the transaction is set to a Status of "Approved" or "Ready to Post". This setting can be over-ridden on the transaction. An Inventory Lot is the unique combination of: [Item ID] + [Owner] + [Site] + [Production Batch] + [Warehouse Lot] Linked Database Field: ERPx_IMTransactionClass.InputAutoCreateLotsEN | ||||||||
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Fields | Description | ||||||||
Checkbox | Used to select one or more records for delete or mass update. | ||||||||
Doc. Prefix |
The 'Document Prefix' is used in conjunction with the 'Next Document Number' to determine the system assigned Transaction ID's. Transaction ID's are created by stringing together the [Document Prefix] + [Next Ticket Number] from the applicable Transaction Class. The 'Next Document Number' is auto-incremented each time a new transaction for the selected transaction class is created. This field is always editable from the record view and must be <= 10 characters. Linked Database Field: ERPx_IMTransactionClass.DocPrefix | ||||||||
Inactive | A Yes/No field used to identify if the record is Inactive. If set to 'Yes' then the record is "Inactive" and will not be listed as a value when in the 'New' icon is clicked button from the Inventory Transactions List View. If set to 'No' then the record is "Active" and can be freely used. Linked Database Field: ERPx_IMTransactionClass.IsInactive | ||||||||
Logo File | Used to display the network path for the image file used on the transaction reports for records assigned to the Transaction Class (e.g. Packing Slip, BOL, Transfer Order, etc.). This defaults to blank for new records and is not required. This is only used for reports and does not drive any other functionality. This field is always editable from the record view and must be <= 500 characters. Linked Database Field: ERPx_IMTransactionClass.DocumentLogoLocation | ||||||||
Negative Available Balances | Used to identify if, by default, the Transaction Class allows transaction lines that result in negative available lot balances. This can be edited at any time from the record view and defaults as follows:
If this is set to "Allowed" then transactions with line items that draw lot balances negative can be approved and posted. If set to 'Not Allowed' then transactions with line items that draw lot balances negative will display an error message on Save, when the transaction is set to a Status of "Approved" or "Ready to Post". This setting can be over-ridden on the transaction. An Inventory Lot is the unique combination of: [Item ID] + [Owner] + [Site] + [Production Batch] + [Warehouse Lot] Linked Database Field: ERPx_IMTransactionClass.NegativeBalancesEN | ||||||||
Negative Available Balances - Inputs | Used to identify if, by default, the Transaction Class for Production Transactions allows line items added on the "Inputs" tab that would draw lot balances negative for transaction . This defaults to "Not Allowed" but can be edited at any time from the record view. This property only applies to Transaction Classes for "Production" transactions. If this is set to "Allowed" then transactions with Input line items that draw lot balances negative can be approved and posted. If set to 'Not Allowed' then transactions with Input line items that draw lot balances negative will display an error message on Save, when the transaction is set to a Status of "Approved" or "Ready to Post". This setting can be over-ridden on the transaction. An Inventory Lot is the unique combination of: [Item ID] + [Owner] + [Site] + [Production Batch] + [Warehouse Lot] Linked Database Field: ERPx_IMTransactionClass.InputNegativeBalancesEN | ||||||||
Next Document Number | Next Num. | Identifies the value in the 'Next Document Number' property on the record view. This defaults to 10000 for new records and is required. If missing, it is auto set back to 10000 on Save. The value This is required and must be a numeric whole number. If not, the message "Error converting data type nvarchar to bigint." will be displayed on Save This field is always editable from the record view. The 'Document Prefix' is used in conjunction with the 'Next Document Number' to determine the system assigned Transaction ID's. Transaction Transaction ID's are created by stringing together the [Document Prefix] + [Next Ticket Number] from the applicable Transaction Class. The 'Next Document Number' is auto-incremented each time a new transaction for the selected transaction class is created. This field is always editable from the record view. Linked Database Field: ERPx_IMTransactionClass.NextDocNumber | |||||||
Transaction Trans. Class ID | A hyperlink that shows the value of the 'Transaction Class' property on the Transaction Class record. Clicking on the link opens the record view for the selected Transaction Class. This defaults to blank for new records and is required. If not assigned, the message "Transaction Class is required." will be displayed on Save. This value is required and must be unique by Transaction Type. If not, the message "Transaction Class already exists for the selected Transaction Type." will be displayed on Save. This This field is not editable on the record view after the initial Save and must be <= 50 characters. Linked Save. Database Field: ERPx_IMTransactionClass.TransactionClassID | ||||||||
Transaction Default | A Yes/No field that identifies which Transaction Class is the default class, for each Transaction Type. This functionality is only used by Inventory transactions that are imported and not by transactions that are manually entered. This defaults to "No" for new records but can be edited. If changed to "Yes" then the previous Transaction Class that was set to "Yes" will be converted to "No". At least one Transaction Class for each Transaction Type must be set to "Yes". If not, the message "A Default Transaction Class is required for each Transaction Type. Set a new Transaction Default for the Transaction Type." will be displayed on Save. Linked Database Field: ERPx_IMTransactionClass.TransactionDefault | ||||||||
Transaction Integration | Trans. Type | Identifies the value in the 'Transaction Integration to Host SystemType' property on the record view. This defaults to "Transaction with Journal Details" for new records. This functionality is only applicable where NorthScope inventory transactions are sent to a separate host system. For systems that send inventory transactions, this preference describes how they are sent. The options include:
This field is always editable from the record view. Linked Database Field: ERPx_IMTransactionClass.IntegrationMethodEN | Transaction Type | Identifies the value in the 'Transaction Type' property on the record view. This defaults to "Production" but can be changed. This is not editable This is required and not editable on the record view after the initial Save. The value can be set to :
This lookup contains all the values in ERPx_IMTransactionType where VisibleInInterface = 1 Linked Database Field: ERPx_IMTransactionClass.TransactionTypeSK |
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