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Sales Transaction Classes are used to categorize sales transactions within specific transaction types and assign specific default values and business rules for each.The purpose of this page is to set the properties for the Quote transaction class.

Software Version: 2019.09.03 and newer

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Linked Database Field: ERPx_SOOrderTypeDocument.OrderTypeSK

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Sales Transaction Classes are used to categorize sales transactions within specific transaction types and assign specific default values and business rules for each. A single Quote Transaction Class is always associated with a single Order Transaction Class. Quote Transaction Classes are automatically created when a Order Transaction Class is created. The purpose of this page is to set the properties for the Quote transaction class.

Software Version: 2022.08.26 and newer

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Database Field: ERPx_SOOrderTypeDocument.DocumentID - ERPx_SOOrderType.OrderTypeName where ERPx_SOOrderTypeDocument.OrderTypeSK = ERPx_SOOrderType.OrderTypeSK 

Properties Tab 

Linked DocumentID to specify the Document Prefix to be used in the Transaction ID. This defaults to null for new records but if entered, must be <= 10 characters. This field is always editable.

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.

Linked Database Field: ERPx_SOOrderTypeDocument.DocumentPrefix

displays network path for the image file used on the transaction reports for records assigned to the Transaction Class.This is only used for reports and does not drive any other functionality not Linked DocumentLogoLocation displays whether or not all dates on a sales transaction default from the Order Date the Transaction Class of the linked Order.

When this property is set to “Yes” users only have the ability to enter and edit the 'Order Date' field on a sales transaction. The following date fields will default from the sales transaction Order Date:

  • Home Tab: Default Ship By
  • Home Tab: Default Deliver On
  • Shipments Tab: Ship By
  • Shipments Tab: Deliver On
  • Shipments Tab: Shipment
  • Shipments Tab: Invoiced
  • Order Item Grid: Ship By

Linked Database Field: ERPx_SOOrderTypeDocument.SingleDateManagement

displayswhether a Ship By Date is required for saving a sales transaction it on of the linked Order.

If this is set to "Yes", when users create new Quotes, the will be prompted with the message "A Ship Date is required, please enter a valid date." before they can re-query or move past the 'Select Items' page if the 'Ship By' date has not been set. If this is set to "No", the 'Ship By' date is not required.  

Linked Database Field: ERPx_SOOrderTypeDocument.IsShipByDateRequired

whether a Deliver On Date is required for saving a sales transaction. 

If this is set to "Yes", when users create new Quotes, the will be prompted with the message "A Deliver On date is required, please enter a valid date." before they can re-query or move past the 'Select Items' page if the 'Deliver On' date has not been set. If this is set to "No", the 'Deliver On' date is not required. 

Linked Database Field: ERPx_SOOrderTypeDocument.IsDeliverOnDateRequired

when sales order attributes can be edited
  • A value of "No" means that sales order attributes can only be edited when the sales transaction is in New status.
  • A value of "Yes" means that sales order attributes can always be edited, regardless of status.
Linked IsAttributeEditAllowedAfterApproval displayswhether is displayed in the Transaction Class lookup when a new Quotes are created. This field is always required. This field is set based on the following rules:
  • If the 'Inactive' field on the associated Order transaction class is set to "Yes", then the 'Inactive' field on the Quote transaction class will also be set to "Yes" regardless of the 'Allow Quotes' field.
    • If the 'Inactive' field on the associated Order transaction class is set to "No" and the 'Allow Quotes' field on the associated Order transaction class is set to "No", then the 'Inactive' field on the Quote transaction class will also be set to "Yes".  
  • Else if the 'Inactive' field on the associated Order transaction class is set to "No" and the 'Allow Quotes' field on the associated Order transaction class is set to "Yes", then the 'Inactive' field on the Quote transaction class will also be set to "No".  
    • Linked IsInactive the message orders in the of Fresh ItemsLinked specifies how to manage deletion of inventory tracked items that have been allocated Order.A value of “Yes” allows users to delete inventory tracked Sales Items that have been allocated.
  • A value of “No” displays an error message preventing users from deleting inventory tracked Sales Order Items that have been allocated.
  • A value of “Warn” prompts users with a friendly message when attempting to delete inventory tracked Sales Order Items that have been allocated.
    • Linked AllowDeleteItemsWithAllocation
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    Group: Configuration
    Transaction TypeA non-editable text box that displays "Quote". A Quote Transaction Class is automatically generated when a Order Transaction Class is created. This field is always required and is never editable.

    Database Field: ERPx_SOOrderTypeDocument.OrderTypeSK

    Transaction Class

    A non-editable text box that displays the Transaction Class of the linked Order Class. This field defaults from the Transaction Class of the linked Order Class, is required, and is never editable for Quotes. To change this value, you must change it on the Transaction Class of the linked Order.

    Database Field: ERPx_SOOrderTypeDocument.DocumentID

    Document Prefix

    A text box to specify the Document Prefix to be used in the Transaction ID. This defaults to blank for new records and is never required. If entered, this field must be <= 10 characters. This field must be unique by Transaction Type and Company. If not, the message "Duplicate Document Prefixes are not allowed for the same Transaction Types. This Document Prefix has already been assigned to the [Transaction Class Name] Transaction Class." will display on Save. This field is always editable.

    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.

    This value is only used if the corresponding 'Order' Transaction Class has the 'Get Next Invoice Number From' property set to "Invoice Transaction Class". Otherwise this is inherited from the source Order.

    Database Field: ERPx_SOOrderTypeDocument.DocumentPrefix

    Next Document Number

    A text box to specify the Next Document Number to be used in the Transaction ID.

    This defaults to 1000 for new records and is always required. If missing, the message “Next Document Number is required.” will be displayed on Save. The value must be a numeric whole number. If not, the message "Next Document Number must be a number and cannot contain letters or symbols." will be displayed on Save. This field is always editable.

    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 Document 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 value is only used if the corresponding 'Order' Transaction Class has the 'Get Next Invoice Number From' property set to "Invoice Transaction Class". Otherwise this is inherited from the source Order.

    Database Field: ERPx_SOOrderTypeDocument.NextDocNumber

    Logo Location

    A non-editable text box that displays the network path for the image file used on the transaction reports for Quote transactions assigned to the Transaction Class. This is only used for reports and does not drive any other functionality. This field defaults from the Transaction Class of the linked Order Class, is never required, and is never editable for Quotes. To change this value, you must change it on the Transaction Class of the linked Order.

    Database Field: ERPx_SOOrderTypeDocument.

    		Document Prefix

    DocumentLogoLocation

    Remit To Address

    A non-editable text box

    Next Document Number

    A text box to specify the Next Document Number to be used in the Transaction ID.

    This defaults to 1000 for new records and is always required. If missing, the message “Next Document Number is required.” will be displayed on Save. The value must be a numeric whole number. If not, the message "Next Document Number must be a number and cannot contain letters or symbols." will be displayed on Save. This field is always editable.

    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 Document 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. 

    Linked Database Field: ERPx_SOOrderTypeDocument.NextDocNumber

    Rows to Create on New

    A text box to specify the how many blank rows will be added to the Items grid when the New icon is clicked. This defaults to the value in the 'Rows to Create on Newthat displays the Remit To Address to be used on sales reports for the corresponding class. This field defaults from the Transaction Class of the linked Order Class, is required, and is never editable for Quotes. To change this value, you must change it on the Transaction Class of the linked Order.  This address will only be used on reports for transactions associated with this class if the Customer associated with the transaction does not have a Remit To Address configured, otherwise the Customer's Remit To Address will default on the associated report(s). 

    Database Field: ERPx_MFAddress.AddressID, ERPx_SOOrderTypeDocument.RemitToAddressSK

    Inactive

    A non-editable text box that displayswhether the Transaction Class is displayed in the Transaction Class lookup when a new Quotes are created. This field is always required. This field is set based on the following rules:

    • If the 'Inactive' field on the associated Order transaction class is set to "Yes", then the 'Inactive' field on the Quote transaction class will also be set to "Yes" regardless of the 'Allow Quotes' field.
    • If the 'Inactive' field on the associated Order transaction class is set to "No" and the 'Allow Quotes' field on the associated Order transaction class is set to "No", then the 'Inactive' field on the Quote transaction class will also be set to "Yes".  
    • Else if the 'Inactive' field on the associated Order transaction class is set to "No" and the 'Allow Quotes' field on the associated Order transaction class
    for new records. This field
    • is
    always required and must be between 1 and 25.  If set to any value other than 1 - 25, the message "Rows to Create on New must be between 1 and 25." will be displayed on Save. This field must be a whole number. If not, the message "Rows to Create on New must be a whole number and cannot contain letters or symbols." will be displayed on Save. This field is always editable.

    Linked Database Field: ERPx_SOOrderTypeDocument.RowsToCreateOnNew

    Default Payment Terms

    A non-editable text box that displays the default Payment Term for the Transaction Class. This field is set from the value in the 'Default Payment Terms' field on the associated Order transaction class. This field defaults from the Transaction Class of the linked Order Class, is required, and is never editable for Quotes. To change this value, you must change it on the Transaction Class of the linked Order.

    Linked Database Field: ERPx_SOOrderTypeDocument.DefaultPaymentTermSK

    Transaction Integration to Host System

    A non-editable text box that displays "No Integration". We are currently not allowing Quote Transaction Classes to integrate to a separate host system. This field is never required. This property should not be visible for Quotes.

    Linked Database Field: ERPx_SOOrderTypeDocument.IntegrationMethodEN

    Logo Location
    • set to "Yes", then the 'Inactive' field on the Quote transaction class will also be set to "No".  

    Database Field: ERPx_SOOrderTypeDocument.IsInactive

    Group: Data Entry
    Single Date Management

    A non-editable text box that displays whether or not all dates on a Quote transaction default from the Order Date. This defaults to "No" for new records and is always required. This field is always editable. When this property is set to “Yes”, users can only enter and edit the 'Order Date' field on the 'Select Ship-To' page and the Sales Order Record View, all other date fields are disabled and auto-populated from the Order Date.

    When this property is set to “Yes” users only have the ability to enter and edit the 'Order Date' field on a sales transaction. The following date fields will default from the sales transaction Order Date:

    • Home Tab: Default Ship By
    • Home Tab: Default Deliver On
    • Shipments Tab: Ship By
    • Shipments Tab: Deliver On
    • Shipments Tab: Shipment
    • Shipments Tab: Invoiced
    • Order Item Grid: Ship By

    Database Field: ERPx_SOOrderTypeDocument.SingleDateManagement

    Group: Default
    Default Carrier

    A non-editable text box that

    displays the

    default Carrier for the Transaction Class. This field defaults from the Transaction Class of the linked Order Class, is

    never required, and is never editable for Quotes. To change this value, you must change it on the Transaction Class of the linked Order.

    Database Field: ERPx_SOOrderTypeDocument.

    		Single Date Management

    DefaultCarrierSK

    Default Freight Rate Type - Freight

    A non-editable text box that

    displays the default Rate Type for Freight for the Transaction Class. This field defaults from the Transaction Class of the linked Order Class, is never required, and is never editable for Quotes. To change this value, you must change it on

    		Require a Ship By Date

    the Transaction Class of the linked Order.

    Database Field: ERPx_SOOrderTypeDocument.DefaultFreightFreightRateTypeEN

    Default Freight Rate Type - Handling

    A non-editable text box that

    displays the default Freight Rate Type for Handling for the Transaction Class. This field defaults from the Transaction Class of the linked Order Class, is never required, and is never editable for Quotes. To change this value, you must change

    it on the Transaction Class of the linked Order.

    Database Field: ERPx_SOOrderTypeDocument.DefaultHandlingFreightRateTypeEN

    Default Freight Terms

    A non-editable text box that displays the default Freight Terms for the Transaction Class

    		Require a Deliver On Date

    . This field defaults from the Transaction Class of the linked Order Class, is never required, and is never editable for Quotes. To change this value, you must change it on the Transaction Class of the linked Order.

    Database Field: ERPx_SOOrderTypeDocument.DefaultFreightTermsSK

    Default Payment Terms

    A non-editable text box that displays

    the default Payment Term for the Transaction Class. This field defaults from the Transaction Class of the linked Order Class, is never required, and is never editable for Quotes. To change this value, you must change it on the Transaction Class of the linked Order.

    Database Field: ERPx_SOOrderTypeDocument.

    		Allow Attribute Edit After Approval

    DefaultPaymentTermSK

    Default Ship From Site

    A non-editable text box that displays the default Ship from Site for the Transaction Class. This field defaults from the Transaction Class of the linked Order Class, is never required, and is never editable for Quotes. To change this value, you must change it on the Transaction Class of the linked Order.

    Database Field: ERPx_SOOrderTypeDocument.DefaultShipFromSiteSK

    Group: Required Fields
    Require an Inside Salesperson for Posting

    A non-editable text box that displays

    whether an Inside Salesperson is required for posting a sales transaction. This field defaults from the Transaction Class of the linked Order Class, is required, and is never editable for Quotes. To change this value, you must change it on the Transaction Class of the linked Order.

    Database Field: ERPx_SOOrderTypeDocument.RequireInsideSalesperson

    Require an Outside Salesperson for Posting

    A non-editable text box that displays whether an Outside Salesperson is required for posting a sales transaction. This field defaults from the Transaction Class of the linked Order Class, is required, and is never editable for Quotes. To change this value, you must change it on the Transaction Class of the linked Order.

    Database Field: ERPx_SOOrderTypeDocument.

    		Inactive

    RequireOutsideSalesperson

    Require Carrier for New Transactions

    A non-editable text box that

    displayswhether a Carrier is required for saving a sales transaction. This field defaults from the Transaction Class

    of the linked Order Class, is required, and is never editable for Quotes. To change this value, you must change it on the Transaction Class of the linked Order.

    If this is set to "Yes", when users create new Quotes, they will be prompted with the message "A Carrier is required for orders in the transaction class and there is no transaction class or customer address default set." before they can re-query or move past the 'Select Ship To' page if the 'Carrier' has not been set. If this is set to "No", the 'Carrier' is not required. 

    Database Field: ERPx_SOOrderTypeDocument.IsCarrierRequired

    Require Deliver On Date for New Transactions

    A non-editable text box that displays whether a Deliver On Date is required for saving a sales transaction. This field defaults from the Transaction Class of the linked Order Class, is required, and is never editable for Quotes. To change this value, you must change it on the Transaction Class of the linked Order.

    If this is set to "Yes", when users create new Quotes, they will be prompted with the message "A Deliver On date is required, please enter a valid date." before they can re-query or move past the 'Select Items' page if the 'Deliver On' date has not been set. If this is set to "No", the 'Deliver On' date is not required. 

    Database Field: ERPx_SOOrderTypeDocument.

    IsDeliverOnDateRequired

    Require Freight Terms for New Transactions

    A non-editable text box that displays whether the Freight Terms field is required. This field defaults from the Transaction Class of the linked Order Class, is required, and is never editable for Quotes. To change this value, you must change it on the Transaction Class of the linked Order.

    If this is set to "Yes", when users create new Quotes,

    they will be prompted with the

    message "Freight Terms are required for

    this Transaction Class

    ." before they can re-query or move past the 'Select

    Ship To' page if the 'Freight Terms' have not been set. If this is set to "No", 'Freight Terms' are not required. 

    Database Field: ERPx_SOOrderTypeDocument.AreFreightTermsRequired

    Allow delete of inventory tracked items with allocations?Require Ship By Date for New Transactions

    A non-editable text box that

    displayswhether a Ship By Date is required for saving a sales transaction. This field defaults from the Transaction Class of the linked Order Class, is required, and is never editable for Quotes. To change this value, you must change it on the Transaction Class of the linked

    Order

    .

    If this is set to "Yes", when users create new Quotes, they will be prompted with the message "A Ship Date is required, please enter a valid date." before they can re-query or move past the 'Select Ship To' page if the 'Ship By' date has not been set. If this is set to "No", the 'Ship By' date is not required.  

    Database Field: ERPx_SOOrderTypeDocument.

    IsShipByDateRequired


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