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| Def - Transaction Class - General |
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| 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
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| Delete | | Insert excerpt |
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| Delete - LV 3.0 |
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| Delete - LV 3.0 |
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 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.
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| Save - LV (Multi Line) 3.0 |
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| Fields | Description |
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| Transaction Class Description | Transaction Class Description |
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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
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| Document Prefix |
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| 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 | | Insert excerpt |
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| Def - Inactive |
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| 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 |
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| Next Document Number |
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| Next Document Number |
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This is a numeric text box that is required. It defaults to "1000", is always editable, and must be >0. 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. Identifies the value in the 'Next Document Number' property on the record view. This is required and must be a numeric whole number. This field is always editable from the record view.
Database Field: ERPx_APTransactionClass.NextDocNumber |
| Transaction Trans. Class ID | | Insert excerpt |
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| Transaction Class |
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| 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 |
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| Def - Transaction Class - General |
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Database Field: ERPx_APTransactionClass.TransactionClassID |
| Transaction Trans. Type | | Insert excerpt |
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| Transaction Type |
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| 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 |
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| 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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