Inventory Transaction Classes are used to categorize inventory transactions within specific transaction types and assign specific default values and business rules for each. They are assigned when the New icon is selected for Inventory transactions. For example, if there was a need to differentiate transfers between Fresh and Frozen, you could create a Transaction Class for "Fresh" that applies to Inventory Transfers. The purpose of this page is to add, edit, remove, and activate/inactive these records.
Software Version: 2022.0811.0228 and newer
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Fields | Description | ||||||||
Checkbox | Used to select one or more records for delete or mass update. | ||||||||
Doc. Prefix |
The 'Document Prefix' is used in conjunction with the 'Next Document Number' to determine the system assigned Transaction ID's. Transaction ID's are created by stringing together the [Document Prefix] + [Next Ticket Number] from the applicable Transaction Class. The 'Next Document Number' is auto-incremented each time a new transaction for the selected transaction class is created. Database Field: ERPx_IMTransactionClass.DocPrefix | ||||||||
Inactive | A Yes/No field used to identify if the record is Inactive. If set to 'Yes' then the record is "Inactive" and will not be listed as a value in the 'New' button from the Inventory Transactions List View. If set to 'No' then the record is "Active" and can be freely used. Database Field: ERPx_IMTransactionClass.IsInactive | ||||||||
Next Num. | 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. The 'Document Prefix' is used in conjunction with the 'Next Document Number' to determine the system assigned Transaction ID's. Transaction ID's are created by stringing together the [Document Prefix] + [Next Ticket Number] from the applicable Transaction Class. The 'Next Document Number' is auto-incremented each time a new transaction for the selected transaction class is created. Database Field: ERPx_IMTransactionClass.NextDocNumber | ||||||||
Trans. Class ID | A hyperlink that shows the value of the 'Transaction Class' property on the Transaction Class record. 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 not always editable on from the record view after the initial Save. Database Field: ERPx_IMTransactionClass.TransactionClassID | ||||||||
Trans. Type | 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. The value can be set to :
Database Field: ERPx_IMTransactionClass.TransactionTypeSK |
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