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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: 2022.0811.02 28 and newer
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| Delete | | Insert excerpt |
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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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| Save - LV (Multi Line) 3.0 |
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| Fields | Description |
| Doc. Prefix | | Insert excerpt |
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| Document Prefix |
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| 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.DocPrefix |
| Inactive | | Insert excerpt |
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| Def - Inactive |
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| Def - Inactive |
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This 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.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.NextDocNumber |
| Trans. Class ID | | Insert excerpt |
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| Transaction Class |
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| 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 conditionally always editable from the record view. 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.
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| Def - Transaction Class - General |
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| Def - Transaction Class - General |
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Database Field: ERPx_APTransactionClass.TransactionClassID |
| Trans. Type | | Insert excerpt |
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| Transaction Type |
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| Transaction Type |
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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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Database Fields: ERPx_APTransactionType.TransactionName, ERPx_APTransactionClass.TransactionTypeSK |
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