Quick Sales allow users to efficiently enter a sales transaction without having to allocate items or specify shipping information. Quick Sale transactions do not affect inventory. The purpose of this page is to view, add, edit, or delete a Quick Sale transaction. From this page, users may also view applications to apply transactions to the Quick Sale. When Quick Sale transactions are posted, the General Ledger is updated from the transaction's Journal Entry and the Customer Balance is updated.
Software Version: 2020.03.20 and newer
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| Fields | Description | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Cash | A text box to enter the amount of Cash received as payment for the Quick Sale transaction. This field automatically updates when entries are made in the corresponding field in the Payment Details tab and vice versa. This defaults to '$0.00' and is never required. Linked Database Field: ERPx_ARTransactionHeader.PmtCash | ||||||||
| Check | A text box to enter the amount of the Check payment for the Quick Sale transaction. This defaults to $0.00 and is never required. Linked Database Field: ERPx_ARTransactionHeader.PmtCheck | ||||||||
| Credit Card | A text box to enter the amount of the Credit Card payment for the Quick Sale transaction. This defaults to $0.00 and is never required. Linked Database Field: ERPx_ARTransactionHeader.PmtCard | ||||||||
| Description | A text box to add/edit the description of the transaction. This defaults to blank and is never required. If entered, this field must be <= 60 characters. The description does not have to be unique. Linked Database Field: ERPx_ARTransactionHeader.Description | ||||||||
| Doc Date |
Linked Database Field: ERPx_ARTransactionHeader.TransactionDate | ||||||||
| Doc No |
Linked Database Field: ERPx_ARTransactionHeader.DocNumber | ||||||||
| On Account | A non-editable text box that shows the [sum of the Extended column Amount] - ([Cash Amount] + [Check Amount] + [Credit Card Amount]). This is a calculated value that is not stored in a database field. | ||||||||
| PO |
Linked Database Field: ERPx_ARTransactionHeader.PurchaseOrderID | ||||||||
| Price List |
Linked Database Field: ERPx_ARTransactionHeader.PriceListHeaderSK | ||||||||
| Sold To | A single-select lookup to select a Customer. This field is always required. If not assigned, the message "Please select a Customer." will be displayed. Changing the Customer will reset the defaults for the new customer and the following message is displayed on save: “Changing the Customer will reset the following values from the new Customer: Currency ID, Payment Terms, and Tax Class. The Due Date and Discount Date fields will also be recalculated using the new Payment Terms. The Price List has been removed and will have to be manually set.“. This field is always editable when the transaction is in a status of 'New'. This lookup contains all active Customers setup on the Customers list view and any Employees setup in the Employee List.
Linked Database Field: ERPx_ARTransactionHeader.PurchaseOrderID.CustomerSK | ||||||||
| Status |
Linked Database Field: ERPx_ARTransactionHeader.TransactionStatusSK | ||||||||
| Tax Class |
Linked Database Field: ERPx_ARTransactionHeader.TaxClassSK |
Properties Tab
| Fields | Description | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Created By |
Linked Database Field: ERPx_ARTransactionHeader.CreatedBy | ||||||||
| Created Date |
Linked Database Field: ERPx_ARTransactionHeader.CreatedDate | ||||||||
| Currency ID | A non-editable text box that displays the Currency ID on the Customer record. This property is always required and is never editable by a user. Linked Database Field: ERPx_ARTransactionHeader.CurrencySK | ||||||||
| Discount Date | A text box to identify the date the discount expires. This date is always calculated based on the Doc Date field and the selected Payment Terms property. This date property is never required and refreshes on Save. Linked Database Field: ERPx_ARTransactionHeader.DiscountDate | ||||||||
| Due Date | A text box to identify the date payment is due. This date is always calculated based on the Doc Date field and the selected Payment Terms property. This field is always required and refreshes on Save. Linked Database Field: ERPx_ARTransactionHeader.DueDate | ||||||||
| GL Date |
Linked Database Field: ERPx_ARTransactionHeader.DueDate | ||||||||
| Last Updated Date |
Linked Database Field: ERPx_ARTransactionHeader.LastUpdated | ||||||||
| Last Updated By |
Linked Database Field: ERPx_ARTransactionHeader.LastUser | ||||||||
| Payment Terms | A single select standard lookup to select Payment Terms associated with the Customer. This field is always required and defaults from the Customer record. This field is only editable when the Transaction is in a status of 'New'. When the Payment Terms property is updated, the Due Date property will be recalculated on Save. Linked Database Field: ERPx_ARTransactionHeader.PaymentTermSK | ||||||||
| Sold To ID | A non-editable text box that displays the Customer ID of the customer selected in the Sold To field on the Home tab. This property is always required and is never editable by a user. Linked Database Field: ERPx_ARCustomer.CustomerID where ERPx_ARCustomer.CustomerSK = ERPx_ARTransactionHeader.CustomerSK | ||||||||
| Transaction Class | A non-editable field that shows Transaction Class associated with the Quick Sale. This property is always required and is never editable by a user. Linked Database Field: ERPx_ARTransactionClass.TransactionClassDescription where ERPx_ARTransactionClass.TransactionClassSK = ERPx_ARTransactionHeader.TransactionClassSK | ||||||||
| Transaction SK |
Linked Database Field: ERPx_ARTransactionHeader.TransactionHeaderSK |
Payment Details Tab
| Fields | Description |
|---|---|
| Amount | A text box used to enter the amount received from the Customer for the transaction via the corresponding Payment Type. This defaults to '$0.00' or the corresponding entry on the Home tab. This field automatically updates when entries are made in the corresponding field in the Home tab and vice versa. This field is always editable while the transaction is in a status of 'New' and is never required. Linked Database Field: ERPx_ARTransactionHeader.PmtCash Linked Database Field: ERPx_ARTransactionHeader.PmtCheck Linked Database Field: ERPx_ARTransactionHeader.PmtCard |
| Cash Account | A non-editable text box that displays the name and account number of the cash account associated with the Checkbook selected to receive the payment. If the Checkbook is updated, the Cash Account field will automatically update on Save. This field is read-only and is never editable by the user. Linked Database Field: ERPx_GLAccount.AccountNumber - ERPx_GLAccount.Description where ERPx_ARTransactionHeader.PmtCashCheckbookSK = ERPx_MFCheckbook.CheckbookSK Linked Database Field: ERPx_GLAccount.AccountNumber - ERPx_GLAccount.Description where ERPx_ARTransactionHeader.PmtCheckCheckbookSK = ERPx_MFCheckbook.CheckbookSK Linked Database Field: ERPx_GLAccount.AccountNumber - ERPx_GLAccount.Description where ERPx_ARTransactionHeader.PmtCardCheckbookSK = ERPx_MFCheckbook.CheckbookSK |
| Checkbook | A single-select lookup to select a Checkbook. This field defaults to the preference selection for 'Default Cash payment checkbook', 'Default Check payment checkbook' and 'Default Credit Card payment checkbook'. If the preference is not set to a value, this field defaults to blank. This field is editable while the transaction is in a status of 'New' and is required if a payment amount is entered for the associated payment type. This lookup contains all active Checkbooks setup on the Checkbooks master file. Linked Database Field: ERPx_ARTransactionHeader.PmtCashCheckbookSK Linked Database Field: ERPx_ARTransactionHeader.PmtCheckCheckbookSK Linked Database Field: ERPx_ARTransactionHeader.PmtCardCheckbookSK |
| Payment Type | A non-editable text box that displays the name of the payment type received from the customer for the sale transaction, including Cash, Check, Credit Card, and On Account. These fields are never editable by the user. |
| Reference | A text box to display a reference for the payment received. This defaults to blank and is not required. If assigned, it must be <= 150 characters. This field is always editable when the transaction is in a status of 'New'. Linked Database Field: ERPx_ARTransactionHeader.PmtCashReference Linked Database Field: ERPx_ARTransactionHeader.PmtCheckReference Linked Database Field: ERPx_ARTransactionHeader.PmtCardReference |
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| Fields | Description |
|---|---|
| Attributes | The Attributes displayed are determined by the Attribute Setup and the Assign Attribute Rules. The Attributes can be setup and assigned to the transaction type in the Attributes section of the Company module (Company → Setup → Attributes). |
| Available | This field displays whether or not the attribute is available and required. Only available attributes will be displayed with a 'Yes' followed by whether or not it is a required attribute. Required attribute values must be entered before saving the transaction as 'Approved' or 'Ready to Post'. |
| Value | The values in each attribute lookup are determined by the values created for the attribute, as set up in the Attributes setup in the Company module. |
Page Detail
Items Grid
The purpose of the Items grid is to add, edit and delete the line items for the Quick Sale transaction.
| Toolbar Icons | Description | ||||||||
| Delete |
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| Excel |
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| New |
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| Fields | Description | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Checkbox |
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| Description |
Linked Database Field: ERPx_ARTransactionLine.ItemDescription | ||||||||
| Extended |
Linked Database Field: ERPx_ARTransactionLine.ExtendedAmount | ||||||||
| Item |
Linked Database Field: ERPx_ARTransactionLine.ItemSK | ||||||||
| Price |
Linked Database Field: ERPx_ARTransactionLine.Price | ||||||||
| Quantity |
Linked Database Field: ERPx_ARTransactionLine.Quantity | ||||||||
| Reference | A text box used to enter a reference value for individual line item. This field defaults to null and is never required. This field is is always editable and if assigned, it must be <= 100 characters. Linked Database Field: ERPx_ARTransactionLine.Reference | ||||||||
| Sale Account |
Linked Database Field: ERPx_ARTransactionLine.AccountSK | ||||||||
| Seq. |
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| UOM |
Linked Database Field: ERPx_ARTransactionLine.QuantityUOMSK |
Related Topics
| Expand | ||
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Page Definitions |
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