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Software Version: 2019.09.03 and newer

Table of Contents
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A Yes/No field used to identify if the Program Class is Inactive. If set to 'Yes' then the record is "Inactive" and will not be included in look-ups for new Programs. Setting this to Inactive only prevents the record from being manually assigned to new transactions or master files, it does not prevent transactions containing this value to be posted. 

Linked Database Field: ERPx_SPProgramClass.IsInactive

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A numeric text box to assign the next Program # that will be used when auto assigning Program ID's to new Programs associated to this Class. This defaults to blank but is required. If missing, the message "Next Program ID is required." will be displayed on Save. This must be a positive, whole number. If not, the message, "Next Program ID must be number." will be displayed on Save.

(text box or non-editable text box) (formatted as …(if applicable)) to... . This is only populated for (what is it populated for...) and (defaults from or is calculated by…). This is (always, never, or conditionally) required and must be <= (how many) characters. (This column has a grand total at the bottom). Linked Database Field: ERPx_#####.#####.

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The [Describe what the field shows] (formatted as …(if applicable)). This is only populated for (what is it populated for...) and (defaults from or is calculated by…). This column has a grand total at the bottom. The values comes from the (Enumeration Class) Enumeration. Linked Database Field: ERPx_#####.#####.

(text box or non-editable text box) (formatted as …(if applicable)) to... . This is only populated for (what is it populated for...) and (defaults from or is calculated by…). This is (always, never, or conditionally) required and must be <= (how many) characters. (This column has a grand total at the bottom). Linked Database Field: ERPx_#####.#####.

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The [Describe what the field shows] (formatted as …(if applicable)). This is only populated for (what is it populated for...) and (defaults from or is calculated by…). This column has a grand total at the bottom. The values comes from the (Enumeration Class) Enumeration. Linked Database Field: ERPx_#####.#####.

(text box or non-editable text box) (formatted as …(if applicable)) to... . This is only populated for (what is it populated for...) and (defaults from or is calculated by…). This is (always, never, or conditionally) required and must be <= (how many) characters. (This column has a grand total at the bottom). Linked Database Field: ERPx_#####.#####.

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The [Describe what the field shows] (formatted as …(if applicable)). This is only populated for (what is it populated for...) and (defaults from or is calculated by…). This column has a grand total at the bottom. The values comes from the (Enumeration Class) Enumeration. Linked Database Field: ERPx_#####.#####.

(text box or non-editable text box) (formatted as …(if applicable)) to... . This is only populated for (what is it populated for...) and (defaults from or is calculated by…). This is (always, never, or conditionally) required and must be <= (how many) characters. (This column has a grand total at the bottom). Linked Database Field: ERPx_#####.#####.

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A single-select standard lookup to select (describe what is being selected). This defaults to (Default Value) and is (always, never, or conditionally) required. If not assigned, the message "(what message is displayed)" will be displayed. This field is (always, never, or conditionally) enabledLinked Database Field: ERPx_#####.#####.

This lookup contains all the values in the (EnumerationClassName) Enumeration Class. 

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The [Describe what the field shows] (formatted as …(if applicable)). This is only populated for (what is it populated for...) and (defaults from or is calculated by…). This column has a grand total at the bottom. The values comes from the (Enumeration Class) Enumeration. Linked Database Field: ERPx_#####.#####.

(text box or non-editable text box) (formatted as …(if applicable)) to... . This is only populated for (what is it populated for...) and (defaults from or is calculated by…). This is (always, never, or conditionally) required and must be <= (how many) characters. (This column has a grand total at the bottom). Linked Database Field: ERPx_#####.#####.

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A text box to add/edit the unique identifier of the (what type of record is this) record. This defaults to blank but is required for all records. If missing, the message "fieldnameID is required." will be displayed on Save. The ID must be unique, otherwise the message "Duplicate Field Name ID's are not allowed." will be displayed on Save. This field must be <= 25 characters.

Linked Database Field: ERPx_####.FieldName

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A text box to add/edit the name associated with the (ID Field Name) ID. This defaults to blank but is required ***OR**** and is not required. If missing, the message "fieldname is required." will be displayed on Save. This must be unique, otherwise the message "Duplicate Field Name's are not allowed." will be displayed on Save. This field must be <= 25 characters. 

Linked Database Field: ERPx_#####.#####.

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A single-select standard lookup to select (describe what is being selected). This defaults to (Default Value) and is (always, never, or conditionally) required. If not assigned, the message "(what message is displayed)" will be displayed. This field is (always, never, or conditionally) enabledLinked Database Field: ERPx_#####.#####.

This lookup contains all the values in the (EnumerationClassName) Enumeration Class. 

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A (single-select standard, single select load on demand, or multi-select) lookup to select (describe what is being selected). This defaults to (Default Value) and is (always, never, or conditionally) required. If not assigned, the message "(what message is displayed)" will be displayed. This field is (always, never, or conditionally) enabledLinked Database Field: ERPx_#####.#####

This lookup contains a blank value, the current assigned value, and a list of all the 'Active' (what does it include).

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The [Describe what the field shows] (formatted as …(if applicable)). This is only populated for (what is it populated for...) and (defaults from or is calculated by…). This column has a grand total at the bottom. The values comes from the (Enumeration Class) Enumeration. Linked Database Field: ERPx_#####.#####.

(text box or non-editable text box) (formatted as …(if applicable)) to... . This is only populated for (what is it populated for...) and (defaults from or is calculated by…). This is (always, never, or conditionally) required and must be <= (how many) characters. (This column has a grand total at the bottom). Linked Database Field: ERPx_#####.#####.

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A Yes/No lookup to identify whether or not the feature is turned on. The value defaults to "Yes" but can be changed at anytime. 

A value of "Yes" means that...

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Insert excerpt
Def - Program Class - Sales Programs
Def - Program Class - Sales Programs
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 From here, users can add new records and edit or Inactivate existing records. 

Software Version: 2022.06.16 and newer

Table of Contents
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Page Header

Toolbar IconsDescription
Column Filter Show/Hide
Insert excerpt
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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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 - Global 3.0
New - 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 Layouts
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Column Layouts for Framework 3.0 - Global
Column Layouts for Framework 3.0 - Global
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FieldsDescription
Checkbox

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Checkbox
Checkbox
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Inactive

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Inactive - RV
Inactive - RV
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Database Field: ERPx_SPProgramClass.IsInactive

Next Program ID

A numeric text box to assign the next Program # that will be used when auto assigning Program ID's to new Programs associated to this Class. This defaults to blank but is required. If missing, the message "Next Program ID is required." will be displayed on Save. This must be a positive, whole number. If not, the message, "Next Program ID must be a positive, whole number." will be displayed on Save. This field is always editable.

The next Program ID that is auto-assigned is made up as ([Program Prefix] [Next Program ID]). If there is no value assigned to the Program Prefix then it will just be the [Next Program ID].

Database Field: ERPx_SPProgramClass.NextProgramID

Program Class

A text box to enter the unique identifier of the Program Class. This defaults to blank for new records and is required. If not assigned, the message "Program Class is required." will be displayed on Save. This value must be unique. If not, the message "Duplicate Program Classes are not allowed." will be displayed on Save. This field is editable until the class has been used on a program that has been assigned to a transaction and must be <= 25 characters. 

The Program ID is used as a short description and unique identifier of the Program Class.

Database Field: ERPx_SPProgramClass.ClassName

Program Class Description

A text box to enter a description for the Program Class record. This defaults to blank for new records and is not required and does not need to be unique. This field is always editable and must be <= 100 characters. 

The Program Class Description is used as a long description for the Program Class.

Database Field: ERPx_SPProgramClass.Description

Program Prefix

A text box to assign a Prefix that will be used when auto assigning Program ID's to new Programs associated to this Class. This defaults to blank and is not required. This field is editable until the class has been used on a program that has been assigned to a transaction and must be <= 10 characters.

The next Program ID that is auto-assigned is made up as ([Program Prefix] [Next Program ID]). If there is no value assigned to the Program Prefix then it will just be the [Next Program ID].

Database Field: ERPx_SPProgramClass.ProgramPrefix

Program Type

A single-select standard lookup to identify the type of Program the class is used for. This defaults to blank and is required. If missing, the record will not be added on Save. This field is editable until the class has been used on a program that has been assigned to a transaction.

This lookup contains all the values in the SPProgramType Enumeration Class. 

  • Insert excerpt
    Def - Program Type - SP Brokerage
    Def - Program Type - SP Brokerage
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  • Insert excerpt
    Def - Program Type - SP Rebate
    Def - Program Type - SP Rebate
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  • Insert excerpt
    Def - Program Type - SP Off Book
    Def - Program Type - SP Off Book
    nopaneltrue
  • Insert excerpt
    Def - Program Type - SP Accrual
    Def - Program Type - SP Accrual
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  • Insert excerpt
    Def - Program Type - SP On Invoice
    Def - Program Type - SP On Invoice
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Database Field: ERPx_SPProgramClass.ProgramTypeSK

Seq

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Ln. - RV Items Grid
Ln. - RV Items Grid
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 This is an editable text box that defaults to the next available base-10 number. It is required and is always editable. To re-sequence the line items, edit one or more lines with a new positive number that would put the line item where you want it sorted, and click the Save button. On save, the line items will be resorted, and the Ln. values will be re-set to base-10 values.

For example, if you had line items 10, 20, and 30 and you wanted the last one (Ln. 30) to be second, you could edit the value to any number between 10 and 20 (i.e. 15) and on save the lines would be sorted in the new sequence (10, 15, and 30) and then all Ln.'s would be re-set to base 10 numbers (10, 20, 30).

Database Field: ERPx_SPProgramClass.Sequence

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