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Def - Program Class - Sales
Program, Program Classes are used to categorize Sales Programs and set unique numbering sequences for new Programs.
Programs
Def - Program Class - Sales Programs
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 From here, users can add new records and edit or delete Inactivate existing records. 

Software Version: 20192022.0906.0316 and newer

Table of Contents
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Page Header

CancelCancel - List View Edit
Toolbar IconsDescription
Column Filter Show/Hide
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Cancel - List View Edit
Column Filter Show/Hide - Global
Column Filter Show/Hide - Global
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Delete
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Delete - GlobalLV 3.0
Delete - Global
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Edit
Edit - List View (ML)Edit - List View (ML)LV 3.0
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Excel
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Excel - GlobalLV 3.0
Excel - GlobalLV 3.0
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Favorites
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Favorites Add/Remove - Global
Favorites Add/Remove - Global
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Grid LayoutGroup By Show/Hide
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Grid LayoutGrid LayoutGroup By Show/Hide - Global
Group By Show/Hide - Global
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Help
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Help - Global Icon3.0
Help - Global Icon3.0
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New
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New - In line addNew - In line addGlobal 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 GlobalSave
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Column Layouts for Framework 3.0 - Global
Column Layouts for Framework 3.0 - Global
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FieldsDescription
CheckboxInactive

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

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Checkbox

Used to select one or more records.

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 SaveThis 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].

Linked Database Field: ERPx_SPProgramClass.NextProgramID

Program Class

A text box to enter the unique identifier of the Program Class record. This  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  This value must be unique. If not, the message "Duplicate Program Classes are not allowed." will be displayed on Save. This  This field is always editable 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.

Linked Database Field: ERPx_SPProgramClass.ClassName

Program Class Description

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

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

Linked 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 always editable 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].

Linked 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 always editableeditable 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. Linked

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    Def - Program Type - SP Brokerage
    Def - Program Type - SP Brokerage
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    Def - Program Type - SP Rebate
    Def - Program Type - SP Rebate
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    Def - Program Type - SP Off Book
    Def - Program Type - SP Off Book
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    Def - Program Type - SP Accrual
    Def - Program Type - SP Accrual
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    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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