Versions Compared

Old Version 24

changes.mady.by.user Janice Dannenberg (Unlicensed)

Saved on

compared with

New Version Current

changes.mady.by.user Emma Greenwood

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Insert excerpt
Def - Transaction Class - General
Def - Transaction Class - General
nopaneltrue
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
typeflat

...

Toolbar IconsDescription
Column Filter Show/Hide
Insert excerpt
Column Filter Show/Hide - Global
Column Filter Show/Hide - Global
nopaneltrue
Delete

Insert excerpt
Delete - LV 3.0
Delete - LV 3.0
nopaneltrue

(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

Insert excerpt
Excel - LV 3.0
Excel - LV 3.0
nopaneltrue

Favorites

Insert excerpt
Favorites Add/Remove - Global
Favorites Add/Remove - Global
nopaneltrue

Group By Show/Hide

Insert excerpt
Group By Show/Hide - Global
Group By Show/Hide - Global
nopaneltrue

Help

Insert excerpt
Help - Global 3.0
Help - Global 3.0
nopaneltrue

New

Insert excerpt
New -
Blank Row - RV Grid
Global 3.0
New -
Blank Row - RV Grid
Global 3.0
nopaneltrue

Quick Column Filter

Insert excerpt
Quick Column Filter
Quick Column Filter
nopaneltrue

Save
Insert excerpt
Save - LV (Multi Line) 3.0
Save - LV (Multi Line) 3.0
nopaneltrue
Saved Column Layouts
Insert excerpt
Column Layouts for Framework 3.0 - Global
Column Layouts for Framework 3.0 - Global
nopaneltrue
FieldsDescription
Class DescriptionDoc. PrefixTransaction Class Description

Insert excerpt

Transaction Class Description

Document Prefix
Document Prefix
nopaneltrue

 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.

Identifies the value from the Doc Prefix property on the record view and is required.  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.

by Company and Transaction Type. It is always editable from the record view. 

Database Field: ERPx_APTransactionClass.

TransactionClassDescription

DocPrefix

Class IDInactive

Transaction Class

Insert excerpt
Transaction Class
Def - Inactive
Def - Inactive
nopaneltrue
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. Insert excerptDef - Transaction Class - GeneralDef - Transaction Class - Generalnopaneltrue

Database Field: ERPx_APTransactionClass.TransactionClassID

Doc Prefix
Insert excerptDocument PrefixDocument PrefixnopaneltrueThis 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

required and a value of No on the record view will be displayed as blank on the list view. This is always editable from the record view. 

Database Field: ERPx_APTransactionClass.IsInactive

Next Num.

Insert excerpt
Next Document Number
Next Document Number
nopaneltrue
  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.DocPrefix

Inactive

NextDocNumber

Trans. Class ID Insert excerptNext Document NumberNext Document Numbernopaneltrue This is a numeric text box that is required. It defaults to "1000", is always editable, and must be > 0. If missing, the message "Next Doc Number is required." will be displayed on Save. This field must be a number, else the message "[enter message here]" will be displayed on Save.

Database Field: ERPx_APTransactionClass.NextDocNumber

Transaction

Def - Inactive

Insert excerpt
Def - Inactive
Transaction Class
Transaction Class
nopaneltrue
This is a Yes/No lookup that is required. It defaults as blank (No) and is always editable. This field will display as blank if "No" has been selected.

Database Field: ERPx_APTransactionClass.IsInactive

Next Doc Number

 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 Transaction Type. This field is always editable from the record view. 

Insert excerpt
Def - Transaction Class - General
Def - Transaction Class - General
nopaneltrue

Database Field: ERPx_APTransactionClass.TransactionClassID

Trans. Type

Insert excerpt
Transaction Type
Transaction Type
nopaneltrue

 This is a single-select standard lookup that is required. If missing, the message "Transaction Type is required." 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.

Insert excerpt
Def - Transaction Types
Def - Transaction Types
nopaneltrue

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

Related Topics



Expand
titlePage Definitions

Page Definitions


...