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Sales Transaction Classes are used to categorize sales transactions within specific transaction Sales Transaction Classes are used to categorize sales transactions within specific transaction types and assign specific default values and business rules for each.The purpose of this page is to set the properties for the Return transaction class.

Software Version: 2022.0810.26 10 and newer

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Identifies the default Carrier associated with the sales order transaction. This field will be defaulted on the sales order transaction if there is no 'Sales Order Carrier' assigned on the Customer Address. This is a single-select lookup that is not required. It defaults as blank and is always editable.

This lookup contains a list of all active Carriers.

Database Fields: ERPx_SOCarrier.CarrierNameERPx_SOOrderTypeDocument.DefaultCarrierSK

Identifies the 'Freight

Identifies the name of the Site (Warehouse) that the sales order transaction will ship from. This field will be defaulted on the sales order transaction if there is no 'Sales Order Site' assigned on the Customer Address. This is a single-select lookup that is not required. It defaults as blank and is always editable.

This lookup contains a list of all active Sites where the 'Visible to Sales' property is set to "Yes".

Database Fields: ERPx_MFSite.SiteName, ERPx_SOOrderTypeDocument.DefaultShipFromSiteSK

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Properties
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Group: Configuration
Transaction Type

A single-select lookup to select a Transaction Type. This defaults to blank and is always required. If not assigned, the message "Transaction Type is required." will be displayed on Save. This field is not editable after the initial Save. The value can be set to:

  • Order: Used to track the order and shipment of items
  • Invoice: Used to invoice a customer
  • Return: Used to allow customers to return items
  • Price Adjustment: Used to provide customers with price adjustments for items

This lookup contains all the values in ERPx_SOOrderType where IsEnabled = 1

Database Field: ERPx_SOOrderTypeDocument.OrderTypeSK

Transaction Class

A text box to specify the name of the Transaction Class. This defaults to blank for new records and is always required. If not assigned, the message "Transaction Class is required." will be displayed on Save. This value must be unique by Transaction Type. If not, the message "Duplicate Transaction Classes are not allowed." will be displayed on Save. This field is not editable after the initial Save and must be <= 15 characters. 

Database Field: ERPx_SOOrderTypeDocument.DocumentID

Document Prefix

A text box to specify the Document Prefix to be used in the Transaction ID. This defaults to blank for new records and is required else the message "A Document Prefix is required for Returns" will be displayed on Save. This field must be <= 10 characters. This field must be unique by Transaction Type and Company. If not, the message "Duplicate Document Prefixes are not allowed for the same Transaction Types. This Document Prefix has already been assigned to the [Transaction Class Name] Transaction Class." will display on Save. This field is always editable.

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.

This value is only used if the corresponding 'Order' Transaction Class has the 'Get Next Return Number From' property set to "Return Transaction Class". Otherwise this is inherited from the source Invoice.

Database Field: ERPx_SOOrderTypeDocument.DocumentPrefix

Next Document Number

A text box to specify the Next Document Number to be used in the Transaction ID. 

This defaults to blank for new records and is always required. If missing, the message “Next Document Number is required.” will be displayed on Save. The value must be a numeric whole number. If not, the message "Next Document Number must be a number and cannot contain letters or symbols." will be displayed on Save. This field is always editable.

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 Document 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. 

This value is only used if the corresponding 'Order' Transaction Class has the 'Get Next Return Number From' property set to "Return Transaction Class". Otherwise this is inherited from the source Invoice.

Database Field: ERPx_SOOrderTypeDocument.NextDocNumber

Logo Location

A text box to specify the network path for the image file used on the transaction reports for Return transactions assigned to the Transaction Class. This is only used for reports and does not drive any other functionality. This defaults to blank for new records and is not required. This field is always editable and must be <= 1000 characters. 

Database Field: ERPx_SOOrderTypeDocument.DocumentLogoLocation

Remit To Address

A single select lookup to select a Remit To Address to be used on sales reports. This is required and defaults to the first Remit To Address from the ERPx_MFAddress table for the corresponding company.  This address will only be used on reports for transactions associated with this class if the Customer associated with the transaction does not have a Remit To Address configured, otherwise the Customer's Remit To Address will default on the associated report(s). This field is always editable. 

The lookup contains a list of all the active Remit To type addresses in the Company Addresses master file. 

Database Field: ERPx_MFAddress.AddressID, ERPx_SOOrderTypeDocument.RemitToAddressSK

Inactive

A Yes/No lookup to select whether the Transaction Class is displayed in the Transaction Class lookup when a new Return transaction is created. This defaults to "Yes" for new records and is always required. This field is always editable.  Note: If the return class is selected as the 'Transaction Class for Returns' on the order class record and the user tries to inactivate the corresponding return class the following message will be displayed on save "This class is currently assigned to Order Class [Class Name] and must be removed before it can be deactivated." save "This class is currently assigned to Order Class [Class Name] and must be removed before it can be deactivated." 

Database Field: ERPx_SOOrderTypeDocument.IsInactive

Group: Data Entry
Allow Attribute Edit On Approved and Posted Transactions

A Yes/No lookup to select when Return transaction attributes can be edited. This defaults to "No" for new records and is always required. This field is always editable. 

  • A value of "No" means that sales order attributes can only be edited when the sales transaction is in New status.
  • A value of "Yes" means that sales order attributes can always be edited, regardless of status.

Database Field: ERPx_SOOrderTypeDocument.IsInactive.IsAttributeEditAllowedAfterApproval

Allow Posting of Transactions with missing CostsThis property is currently under development. 
Default Carrier
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Default Freight Rate Type - Freight Group: Data Entry
Allow Attribute Edit On Approved and Posted Transactions

A Yes/No lookup to select when Return transaction attributes can be edited. This defaults to "No" for new records and is always required. This field is always editable. 

  • A value of "No" means that sales order attributes can only be edited when the sales transaction is in New status.
  • A value of "Yes" means that sales order attributes can always be edited, regardless of status.

Database Field: ERPx_SOOrderTypeDocument.IsAttributeEditAllowedAfterApproval

Allow Posting of Transactions with missing CostsThis property is currently under development. 
Group: Default
Default
Default Carrier

Identifies the default Carrier associated with the sales order transaction. This field will be defaulted on the sales order transaction if there is no 'Sales Order Carrier' assigned on the Customer Address. This is a single-select lookup that is not required. It defaults as blank and is always editable.

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This lookup contains a list of all active Carriers.

Database Fields: ERPx_SOCarrier.CarrierNameERPx_SOOrderTypeDocument.DefaultCarrierSK

Default Freight Rate Type - Freight 

Identifies the 'Freight Rate Type' that will default on each Shipment's Freight Leg. This property is only displayed when the Transaction Type is Order.  This is a single-select lookup that is required and is displayed once a transaction class has been initially saved.  It defaults to the value "$/UOM - Gross Wt." and is always editable. 

The lookup contains all the values in the FreightRateType Enumeration Class.

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Database Field: ERPx_SOOrderTypeDocument.DefaultFreightFreightRateTypeEN

Default Freight Rate Type - Handling

Identifies the 'Handling Rate Type' that will default on each Shipment's Freight Leg. This property is only displayed when the Transaction Type is Order.  This is a single-select lookup that is required and is displayed once a transaction class has been initially saved.  It defaults to the value "$/UOM - Gross Wt." and is always editable. 

The lookup contains all the values in the FreightRateType HandlingRateType Enumeration Class.

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Database Field: ERPx_SOOrderTypeDocument.DefaultFreightFreightRateTypeENDefaultHandlingFreightRateTypeEN

Default Freight Rate Type - HandlingIdentifies the 'Handling Rate Type' that will default on each Shipment's Freight Leg. This property is only displayed when the Transaction Type is Order.  Ship From Site

Identifies the name of the Site (Warehouse) that the sales order transaction will ship from. This field will be defaulted on the sales order transaction if there is no 'Sales Order Site' assigned on the Customer Address. This is a single-select lookup that is required and is displayed once a transaction class has been initially saved.  It defaults to the value "$/UOM - Gross Wt." not required. It defaults as blank and is always editable. The lookup contains all the values in the HandlingRateType Enumeration Class.

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Database Field: ERPx_SOOrderTypeDocument.DefaultHandlingFreightRateTypeEN

Default Ship From Site
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Group: Freight Matching
Auto-Create Purchase Orders for Delivered Freight

A Yes/No lookup to identify whether or not a "freight" Purchase Order will be auto generated for transactions assigned to this Transaction Class, that include delivered freight accruals (as specified on the Shipment page). This is required and This lookup contains a list of all active Sites where the 'Visible to Sales' property is set to "Yes".

Database Fields: ERPx_MFSite.SiteName, ERPx_SOOrderTypeDocument.DefaultShipFromSiteSK

Group: Freight Matching
Auto-Create Purchase Orders for Delivered Freight

A Yes/No lookup to identify whether or not a "freight" Purchase Order will be auto generated for transactions assigned to this Transaction Class, that include delivered freight accruals (as specified on the Shipment page). This is required and is displayed once a transaction class has been initially saved. It defaults to "No" and is always editable. 

Database Field: ERPx_SOOrderTypeDocument.AutoCreatePurchaseOrderForDeliveredFreight

Sales Freight Accrual GL Account

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 This is a single-select lookup that defaults to blank and is required when the 'Auto-Create Purchase Orders for Delivered Freight' property is set to "Yes", it is displayed once a transaction class has been initially saved. It defaults to "No" and is always editable. If missing, the message "Sales Freight Accrual GL Account is required if Auto-Create Purchase Orders for Delivered Freight is set to Yes." will be displayed on Save.

The lookup contains a blank value, the current assigned value and a list of all the 'Active' GL Accounts with the Control Account Type of "Freight".

Database Field:   ERPx_SOOrderTypeDocument.AutoCreatePurchaseOrderForDeliveredFreightSalesFreightAccrualGLAccountSK

Freight Variance GL Account

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 This is a single-select lookup that defaults to blank and is required when the 'Auto-Create Purchase Orders for Delivered Freight' property is set to "Yes", it is displayed once a transaction class has been initially saved. If missing, the message "Freight Variance GL Account is required if Auto-Create Purchase Orders for Delivered Freight is set to Yes." will be displayed on Save.

The lookup contains the current assigned value and a list of all the 'Active' GL Accounts.

Database Field: ERPx_SOOrderTypeDocument.FreightVarianceGLAccountSKForDeliveredFreight

Purchase Order Class

Identifies the Purchase Order Class that will be assigned to the Freight Purchase Order. This is a single-select lookup that defaults to blank and is required when the 'Auto-Create Purchase Orders for Delivered Freight' property is set to "Yes", it is displayed once a transaction class has been initially saved. If missing, the message "Purchase Order Class is required if Auto-Create Purchase Orders for Delivered Freight is set to Yes." will be displayed on Save.

The lookup contains the current assigned value and a list of all the 'Active' Purchase Order Transaction Classes

Database Field: ERPx_SOOrderTypeDocument.PurchaseOrderClassSKForDeliveredFreight

Purchase Order Item ID for Freight + Surcharge Amounts

Identifies the Item ID and Description that will be added to the Freight Purchase Order to reflect the accrued 'Freight + Surcharge Amt.' of the total delivered freight accrued amount. This is a single-select lookup that defaults to blank and is required when the 'Auto-Create Purchase Orders for Delivered Freight' property is set to "Yes", it is displayed once a transaction class has been initially saved. If missing, the message "Purchase Order Item ID for Handling Amounts is required if Auto-Create Purchase Orders for Delivered Freight is set to Yes." will be displayed on Save.

The lookup contains the current assigned value and a list of all the 'Active' Items.

Database Field: ERPx_SOOrderTypeDocument.FreightAndSurchargeItemSKForDeliveredFreightPurchaseOrder

Purchase Order Item ID for Handling Amounts

Identifies the Item ID and Description that will be added to the Freight Purchase Order to reflect the accrued 'Handling Amt.' of the total delivered freight accrued amount. This is a single-select lookup that defaults to blank and is required when the 'Auto-Create Purchase Orders for Delivered Freight' property is set to "Yes", it is displayed once a transaction class has been initially saved. If missing, the message "Purchase Order Item ID for Handling Amounts is required if Auto-Create Purchase Orders for Delivered Freight is set to Yes." will be displayed on Save.

The lookup contains the current assigned value and a list of all the 'Active' Items.

Database Field: ERPx_SOOrderTypeDocument.HandlingItemSKForDeliveredFreightPurchaseOrder

Purchase Order Item ID for Other Charge Amounts

Identifies the Item ID and Description that will be added to the Freight Purchase Order to reflect the accrued 'Other Charge Amt.' of the total delivered freight accrued amount. This is a single-select lookup that defaults to blank and is required when the 'Auto-Create Purchase Orders for Delivered Freight' property is set to "Yes", it is displayed once a transaction class has been initially saved. If missing, the message "Purchase Order Item ID for Other Charge Amounts is required if Auto-Create Purchase Orders for Delivered Freight is set to Yes." will be displayed on Save.

The lookup contains the current assigned value and a list of all the 'Active' Items.

Database Field: ERPx_SOOrderTypeDocument.OtherChargeItemSKForDeliveredFreightPurchaseOrder

Group: Integration
Transaction Integration to Host System

A single-select lookup to select if and how sales transactions are sent to a separate host system. This defaults to "Transaction with Journal Details" for new records and is always required. This field is always editable. The options include:

  • Transaction with Journal Details: When transactions for this Transaction Class are posted, an outbound record is created so that it can be imported by the host system. This can only happen if the Outbound Transaction Type of "SO Transaction Class" is configured in the Integration Configuration master file.
  • No Integration: When transactions for this Transaction Class are posted, no outbound record is created, even if the Outbound Transaction Type of "SO Transaction Class" is configured in the Integration Configuration master file to send transactions.

This property is only applicable for NorthScope systems that send Sales Transactions to a host system (e.g. Dynamics GP). For NorthScope systems that do not integrate transactions to a host system, this property is not used or applicable.

This lookup containsthe values in the IntegrationMethod Enumeration Class where Enumeration Value = 2,3. 

Database Field: ERPx_SOOrderTypeDocument.IntegrationMethodEN

First status invoices are sent to the host system

A non-editable text box to show the status of the invoice sent to the host system. This defaults to "Ready to Post" for new records and is always required. Currently, this field can only be edited from the database.

This property is only applicable for NorthScope systems that send Sales Transactions to a host system (e.g. Dynamics GP). For NorthScope systems that do not integrate transactions to a host system, this property is not used or applicable.

Linked Database Field: ERPx_SOOrderTypeDocument.SendInvoicesToHostSystemEN


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