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Transaction Classes are used to categorize transactions within transaction types and assign specific default values and business rules for each.

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	Def - Transaction Class
	Def - Transaction Class
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The purpose of this page is to add, edit, remove, and activate/inactive these records.

Software Version: 2022.0711.2928 and newer

Table of Contents

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Description

Delete

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	Delete - RV Header 3.0
	Delete - RV Header 3.0
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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 - Global 3.0
	New - Global 3.0
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Save

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	Save - RV Header 3.0
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Save & Close

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Fields

Description

Class

Identifies

A single select lookup that Identifies the Transaction Type and Transaction Class

for Purchasing transactions. This is a single-select standard lookup that is required.

ID. When creating a new transaction class, this

field

is blank

. After

and after the initial save

of a transaction class, this field automatically defaults '

, it displays as [Transaction Type] - [Transaction Class ID]

'. Users also have the option to toggle between classes. This field is always editable. When users update the value selected in this field, the Transaction Class Record View will automatically refresh to display the Properties

. The lookup contains the list of all Transaction Classes for the current functional area. Selecting a new value, loads the page with the details for the selected Transaction Class. This field is always enabled.

Properties Tab

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Description

Excel

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	Excel - RV Header 3.0
	Excel - RV Header 3.0
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Quick Column Filter

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	Quick Column Filter
	Quick Column Filter
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Fields

Description

Properties

Identifies the Property that is being set up.

Value

A text box or lookup to set the value of the property. Property values are always editable and can be changed at any time, unless otherwise specified.

Group: All

Transaction Type

Identifies the

transaction

type of

the transaction class

transaction that the Transaction Class is being configured for. This is a single-select

standard

lookup that is required. It defaults

to "Production" and

as blank but is required before the initial save. It is not editable the after initial Save.

This lookup contains values for:

Production, Adjustment, Transfer, Receipt

Credit Memo, Invoice, and

Production

Purchase Order.

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	Def - Transaction Types
	Def - Transaction Types
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Database Fields: ERPx_

IMTransactionType.TransactionTypeDescription, ERPx_IMTransactionClass.TransactionTypeSK

APTransactionType.TransactionName

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 "Class ID is required." will be displayed on Save. This field 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 editable. This is editable in systems that are not integrating AP Invoice and Credit Memos with a third party system. To be editable, the "AP Invoice/Credit Memo" Transaction Type for the 'Outbound from NorthScope' Integration Mode must be set to "None" on the Integration Configuration page. Else, if the Integration Mode is set to "Timed" or Immediate", then this field will be disabled.always editable.

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

Class 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 "Class Description is required." will be displayed on Save. This field must be unique, else the message "Duplicate Transaction Class Descriptions are not allowed to the same transaction type." will be displayed on Save. It defaults as blank and is always editable.

Database Field: ERPx_APTransactionClass.TransactionClassDescription

Doc Prefix

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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 "Doc Prefix is required." will be displayed on Save. This field must be unique by Company and Transaction Type. Else, the message "Duplicate Doc Prefixes are not allowed to the same transaction type." will be displayed on Save. It defaults as blank and is always editable.

Database Field: ERPx_APTransactionClass.DocPrefix

Next Doc Number

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	Next Document Number
	Next Document Number
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This is a numeric text box that is required. It defaults to "10000", is always editable and must be >0. If missing or not numeric or not >0, then the message "Next Doc Number is required and must be a number greater than 0." will be displayed on Save.

Database Field: ERPx_APTransactionClass.NextDocNumber

Inactive

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	Def - Inactive
	Def - Inactive
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This is a Yes/No lookup that is required. It defaults as No and is always editable. This property is visible after the initial Save.

Database Field: ERPx_APTransactionClass.IsInactive

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 after the initial Save 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. Company → Setup → Addresses

Database Field: ERPx_MFAddress.AddressID, ERPx_APTransactionClass.BillingAddressSK

Default PO Site Name

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	Site Name - LV& (Site ID)
	Site Name - LV& (Site ID)
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This is a single-select standard lookup that is not required. It defaults as blank and duplicate values are allowed across transaction class types. This is only visible after the initial Save and editable for Transaction Types of "Purchase Order", it does not apply to Transaction Types of "Invoice" or "Credit Memo". If selected, the Site will default as the Site on all new Purchase Orders for this Class.

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	Def - Site
	Def - Site
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This lookup contains a list of all active Sites.

Database Fields: ERPx_MFSite.SiteName, ERPx_APTransactionClass.DefaultSiteSK

Autofill PO Receipt Quantities

Identifies A Yes/No lookup to identify whether or not the Units/Weight values on manually entered Receipt transactions Ordered/Remaining quantities will default on the line items of manually entered Inventory Receipts 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', is only visible after the initial Save and editable for Transaction Types of "Purchase Order". This in only visible, after the initial save on Purchase Order Transaction Classes, it does not apply to Transaction Types of "Invoice" or "AP Invoice/Credit Memo ". This does not apply to Receipts auto-created from AP Invoices. Receipts auto-created from AP Invoices will always default quantities from the source AP InvoiceTransaction Classes. This is always editable.

Database Field: ERPx_APTransactionClass.AutoFillReceiptQuantities

Default PO TypeIdentifies whether or not more than one AP Invoice and/or Inventory Receipt can be recorded against the Purchase Order. This Type

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	Def - Purchase Order Type
	Def - Purchase Order Type
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This is a single-select

standard

lookup that is visible after the initial Save 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

First Status POs can be Received or Invoiced

Identifies the first status that specifies when Purchase Order's Orders are available for to other related transactions (AP Invoices, /Credit Memo's Memos and Inventory 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, is only visible after the initial Save 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

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Properties Tab