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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 - 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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| Fields | Description |
| Class DescriptionDoc. Prefix | Transaction Class Description | Transaction Class Description | | Document Prefix | | Document Prefix |
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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. It is always editable from the record view.
Database Field: ERPx_APTransactionClass.
| Class IDInactive | Transaction Class Transaction Class | | Def - Inactive | | Def - Inactive |
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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.| Insert excerpt |
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Def - Transaction Class - General | Def - Transaction Class - General | | nopanel | true |
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Database Field: ERPx_APTransactionClass.TransactionClassID | Doc Prefix | | Insert excerpt |
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Document Prefix | Document Prefix | | nopanel | true |
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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. 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 |
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| Next Document Number |
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| Next Document Number |
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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 |
| Trans. Class ID | Def - Inactive Def - Inactive | | Transaction Class | | Transaction Class |
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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. Next Document Number Next Document Number | | Def - Transaction Class - General | | Def - Transaction Class - General |
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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 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 ERPx_APTransactionClass.NextDocNumberTransactionClassID |
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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 "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.
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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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