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	Def - Transaction Class - General
	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: 2022.0111.31 28 and newer

Table of Contents

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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. Doc. Prefix 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.DocPrefix

Database Field: ERPx_APTransactionClass.NextDocNumber

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Description

Column Filter Show/Hide

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	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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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

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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 -

Blank Row - RV Grid

Global 3.0
	New -

Blank Row - RV Grid

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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Fields

Description

Auto Fill PO Receipt Quantities

Identifies whether or not the Units/Weight values on manually entered Receipt transactions 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' and is only visible and editable for Transaction Types of "Purchase Order", it does not apply to Transaction Types of "Invoice" or "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 Invoice.

Database Field: ERPx_APTransactionClass.AutoFillReceiptQuantities

Class Description

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Transaction Class Description

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	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.TransactionClassDescription

Class ID

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Transaction Class

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Inactive

Identifies the default item to be used on Invoices/Credit Memos when an Item is not selected for a line, or for integration with third party system purposes.

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	Def -

Transaction Class - General

Inactive
	Def -

Transaction Class - General

Inactive
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Database Field: ERPx_APTransactionClass.TransactionClassID

Default Item

This

is a single-select standard lookup that is visible and editable for Transaction Types of "Invoice" or "Credit Memo", it does not apply to Transaction Types of "Purchase Order".

This lookup contains a blank value, the current assigned value, and a list of all the active Items setup in Inventory > Setup > Items.

Database Fields: ERPx_IMItem.ItemID:ItemDescription, ERPx_APTransactionClass.DefaultItemSK

Default PO Type

Identifies whether or not more than one AP Invoice and/or Inventory Receipt can be recorded against the Purchase Order. This is a single-select standard lookup that is visible 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"

is 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.

DefaultPOTypeENDefault PO Site Name

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 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.

Database Field: ERPx_MFAddress.AddressID, ERPx_APTransactionClass.BillingAddressSK

Next Num.

Transaction

Site Name - LV

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Site Name - LV

Next Document Number
	Next Document Number
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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 and editable for Transaction Types of "Purchase Order", it does not apply to Transaction Types of "Invoice" or "Credit Memo". Insert excerptDef - SiteDef - Sitenopaneltrue

This lookup contains a list of all active Sites.

Database Fields: ERPx_MFSite.SiteName, ERPx_APTransactionClass.DefaultSiteSK

Doc Prefix Insert excerptDocument PrefixDocument Prefixnopaneltrue 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

First Status POs can be Received or Invoiced

Identifies the status that specifies when Purchase Order's are available for other transactions (Invoices, Credit Memo's and 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 and is only visible 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

Inactive Insert excerptDef - InactiveDef - Inactivenopaneltrue This is a Yes/No lookup that is required. It defaults as No and is always editable.

Database Field: ERPx_APTransactionClass.IsInactive

Next Doc Number 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 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.

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

Trans. Class ID

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	Transaction Class
	Transaction Class
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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.

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

Trans. Type

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	Transaction Type
	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
	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), 2 (Credit Memo) or 9 (Purchase Order).

Database Fields: ERPx_APTransactionType.TransactionName, ERPx_APTransactionClass.TransactionTypeSK

Version	Old Version 36	New Version Current
Changes made by	Emma Greenwood	Emma Greenwood
Saved on	Feb 07, 2022	Nov 28, 2022

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