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Def - Transaction Class - General
Def - Transaction Class - General
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The purpose of this page is to view, add, edit, remove and inactivate Transaction Classes used for AP Invoices and Credit memos. 

Software Version: 20212022.0311.05 28 and newer


Table of Contents
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 This is a text box that is required and must be <=200 characters. If missing, the message "[enter message here]" will be displayed on Save. This field must be unique, else the message "[enter message here]" will be displayed on Save. It defaults as blank and is always editable.

Database Field: ERPx_APTransactionClass.TransactionClassDescription

Document Doc. Prefix
Toolbar IconsDescription
Column Filter Show/Hide
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Column Filter Show/Hide - Global
Column Filter Show/Hide - Global
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Delete

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Delete - LV 3.0
Delete - LV 3.0
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(lightbulb) Transaction Classes may only be deleted if it has never been used on any open or posted transaction. Else, the validation message "[Transaction Class ID] Transaction Class exists on a historical or open transaction and cannot be deleted. " will be displayed.

Excel

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Excel - LV 3.0
Excel - LV 3.0
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Favorites

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Favorites Add/Remove - Global
Favorites Add/Remove - Global
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Group By Show/Hide

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Group By Show/Hide - Global
Group By Show/Hide - Global
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Help

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Help - Global 3.0
Help - Global 3.0
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New

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New -
Blank Row - RV Grid
Global 3.0
New -
Blank Row - RV Grid
Global 3.0
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Quick Column Filter

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Quick Column Filter
Quick Column Filter
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Save
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Save - LV (Multi Line) 3.0
Save - LV (Multi Line) 3.0
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Saved Column Layouts
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Column Layouts for Framework 3.0 - Global
Column Layouts for Framework 3.0 - Global
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FieldsDescription
Description
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Transaction Class DescriptionTransaction Class Description
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Document Prefix
Document Prefix
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 This is a text box that is required and must be <= 10 characters. If missing, the message "[enter message here]" will be displayed on Save. Identifies the value from the Doc Prefix property on the record view and is required.  This field must be unique by Company and Transaction Type. Else, the message "[enter message here]" will be displayed on Save. It defaults as blank and is always editable from the record view. 

Database Field: ERPx_APTransactionClass.DocPrefix

Inactive

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Def - Inactive
Def - Inactive
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This is required and a Yes/No lookup that is required. It defaults as "No" and is always editable. If missing, the message "[enter message here]" value of No on the record view will be displayed as blank on Save. It defaults as blank and the list view. This is always editable from the record view. 

Database Field: ERPx_APTransactionClass.IsInactive

Next Num.

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Next Document Number
Next Document Number
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  Identifies the

next number to be used in the Transaction ID

value in the 'Next Document Number' property on the record view. This is

a numeric text box that is

required

. It defaults to "1000"

and

is always editable. If missing, the message "[enter message here]" will be displayed on Save. This field

must be a

number, else the message "[enter message here]" will be displayed on Save. This field will auto increment by 1 for every new transaction that is created using the transaction class

numeric whole number. This field is always editable from the record view.

Database Field: ERPx_APTransactionClass.NextDocNumber

Transaction Trans. Class ID

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Transaction Class
Transaction Class
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 This is a text box that is required and must be <=50 characters. If missing, the message "[enter message here]" will be displayed on Save. This field  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 "[enter message here]" will be displayed on Save. It defaults as blank and is not editable once the record has been saved.This field is always editable from the record view. 

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Def - Transaction Class - General
Def - Transaction Class - General
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Database Field: ERPx_APTransactionClass.TransactionClassID

Transaction Trans. Type

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Transaction Type
Transaction Type
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 This is a single-select standard lookup that is required. If missing, the message "[enter message here]" will be displayed on Save. It defaults as blank and is not editable once the record has been saved

 Identifies the value in the 'Transaction Type' property on the record view. This is required and not editable on the record view after the initial Save.

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Def - Transaction Types
Def - Transaction Types
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This lookup contains a list of transaction types in the ERPx_APTransactionType table WHERE TransactionTypeSK is either 1 (Invoice) or 2 (Credit Memo).

Database Fields: ERPx_APTransactionType.TransactionName, ERPx_APTransactionClass.TransactionTypeSK

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