| Toolbar Icons | Description |
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| Edit | | Insert excerpt |
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| Edit - LV |
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| Edit - LV |
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| nopanel | true |
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| Excel | | Insert excerpt |
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| Excel - LV |
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| Excel - LV |
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| nopanel | true |
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| Favorites | | Insert excerpt |
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| Favorites Add/Remove - Global |
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| Favorites Add/Remove - Global |
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| nopanel | true |
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| Grid Layout | | Insert excerpt |
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| Grid Layout - Global |
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| Grid Layout - Global |
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| nopanel | true |
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| Help | | Insert excerpt |
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| Help - Global |
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| Help - Global |
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| nopanel | true |
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| New | | Insert excerpt |
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| New - Global |
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| New - Global |
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| nopanel | true |
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| Fields | Description |
| Checkbox | Used to select one record for Edit. |
| Credit Account | | Insert excerpt |
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| GL Account - Sale Account - Item |
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| GL Account - Sale Account - Item |
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| nopanel | true |
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This required and can be edited from the 'Sale Account' field in the Items grid of the Quick Sale record view while in a Status of 'New'.
| Insert excerpt |
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| Def - GL Account - Sales |
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| Def - GL Account - Sales |
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| nopanel | true |
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Database Fields: ERPx_GLAccount.AccountNumber, ERPx_ARTransactionLine.AccountSK |
| Credit Account Description | | Insert excerpt |
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| GL Account Description |
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| GL Account Description |
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| nopanel | true |
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This required and can be edited from the 'Sale Account' field in the Items grid of the Quick Sale record view while in a Status of 'New'.
Database Fields: ERPx_GLAccount.Description, ERPx_ARTransactionLine.AccountSK |
| Currency | | Insert excerpt |
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| Currency |
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| Currency |
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| nopanel | true |
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This is required and comes from the 'Currency' property on the Properties tab of the Customer record view. This field is can not be edited on the transaction. | Insert excerpt |
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| Def - Currency |
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| Def - Currency |
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| nopanel | true |
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Database Fields: ERPx_MFCurrency.CurrencyID, ERPx_ARTransactionHeader.CurrencySK |
| Debit Account | | Insert excerpt |
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| GL Account - Accounts Receivable Account |
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| GL Account - Accounts Receivable Account |
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| nopanel | true |
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This is required and comes from the 'Accounts Receivable' field on the Accounts tab of the Customer record view. This field is can not be edited on the transaction.
| Insert excerpt |
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| Def - GL Account - Accounts Receivable |
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| Def - GL Account - Accounts Receivable |
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| nopanel | true |
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Database Fields: ERPx_GLAccount.AccountNumber, ERPx_ARCustomer.GLARAccountSK |
| Debit Account Description | | Insert excerpt |
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| GL Account Description |
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| GL Account Description |
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| nopanel | true |
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This is required and comes from the 'Accounts Receivable' field on the Accounts tab of the Customer record view. This field is can not be edited on the transaction.
Database Fields: ERPx_GLAccount.Description, ERPx_ARCustomer.GLARAccountSK
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| Doc Date | | Insert excerpt |
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| Doc Date |
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| Doc Date |
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| nopanel | true |
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This is required and can be edited from the 'Doc Date' field on the Home tab of the Quick Sale record view while in a Status of 'New'.
Database Field: ERPx_ARTransactionHeader.TransactionDate |
| Doc Description | | Insert excerpt |
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| Comment - Header |
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| Comment - Header |
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| nopanel | true |
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This is not required and can be edited from the 'Description' field on the Home tab of the Quick Sale record view.
Database Field: ERPx_ARTransactionHeader.Description |
| Doc No | This is not required and can be edited from the 'Description' field on the Home tab of the Quick Sale record view.
Database Field: ERPx_ARTransactionHeader.DocNumber |
| Extended | | Insert excerpt |
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| Amount - Extended |
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| Amount - Extended |
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| nopanel | true |
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This is required and can be edited by changing the 'Quantity' or 'Price' field on the Items grid of the Quick Sale record view while in a Status of 'New'.
Database Field: ERPx_ARTransactionLine.ExtendedAmount
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| GL Period | | Insert excerpt |
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| GL Period |
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| GL Period |
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| nopanel | true |
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This is required and can be edited from the 'GL Date' field on the Properties tab of the Quick Sale record view while in a Status of 'New'. This value is not stored in the database.
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| GL Year | | Insert excerpt |
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| GL Year |
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| GL Year |
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| nopanel | true |
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This is required and can be edited from the 'GL Date' field on the Properties tab of the Quick Sale record view while in a Status of 'New'. This value is not stored in the database.
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| Item | | Insert excerpt |
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| Item ID |
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| Item ID |
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| nopanel | true |
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This is required and can be edited from the 'Item' field on the Items grid of the Quick Sale record view while in a Status of 'New'.
| Insert excerpt |
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| Def - Item ID |
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| Def - Item ID |
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| nopanel | true |
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Database Fields: ERPx_IMItem.ItemID, ERPx_ARTransactionLine.ItemSK |
| Item Class | | Insert excerpt |
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| Item Class |
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| Item Class |
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| nopanel | true |
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This is required and comes from the 'Item Class' property on the Properties tab of the Item record view. This field is can not be edited on the transaction.
| Insert excerpt |
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| Def - Item Class |
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| Def - Item Class |
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| nopanel | true |
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Database Fields: ERPx_IMItem.ItemClassSK, ERPx_ARTransactionLine.ItemSK
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| Item Description | | Insert excerpt |
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| Item Description |
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| Item Description |
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| nopanel | true |
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This is required and can be edited from the 'Description' field on the Items grid of the Quick Sale record.
Database Field: ERPx_ARTransactionLine.ItemDescription
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| Line Type | Displays whether the line type is a "Sale" or a "Tax". This is required and can not be edited on the transaction. This value is not stored in the database. |
| PO | | Insert excerpt |
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| Purchase Order |
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| Purchase Order |
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| nopanel | true |
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This is not required and can be edited from the 'PO' field on the Home tab of the Quick Sale record view.
Database Field: ERPx_ARTransactionHeader.PurchaseOrderID |
| Price | This is required and can be edited from the 'Price' field on the Items grid of the Quick Sale record view while in a Status of 'New'.
Database Field: ERPx_ARTransactionLine.Price |
| Price List ID | | Insert excerpt |
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| Price List - ID |
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| Price List - ID |
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| nopanel | true |
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This is required and can be edited from the 'Price List' field on the Home tab of the Quick Sale record view while in a Status of 'New'.
| Insert excerpt |
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| Def - Price List |
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| Def - Price List |
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| nopanel | true |
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Database Field: ERPx_ARTransactionHeader.PriceListHeaderSK |
| Quantity | | Insert excerpt |
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| Quantity |
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| Quantity |
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| nopanel | true |
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This is required and can be edited from the 'Quantity' field on the Items grid of the Quick Sale record view while in a Status of 'New'.
Database Field: ERPx_ARTransactionLine.Quantity |
| Reference | | Insert excerpt |
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| Reference - Item |
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| Reference - Item |
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| nopanel | true |
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This is not required and can be edited from the 'Reference' field on the Items grid of the Quick Sale record view.
Database Field: ERPx_ARTransactionLine.Reference
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| Sold To | | Insert excerpt |
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| Customer ID |
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| Customer ID |
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| nopanel | true |
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If the Sale was to an Employee, this will be the Employee ID. This is required and can be edited by changing the 'Sold To' field on the Home tab of the Quick Sale record view while in a Status of 'New'.
Database Fields: ARCustomer.CustomerID, ERPx_ARTransactionHeader.CustomerSK
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| Sold To Name | | Insert excerpt |
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| Customer Name |
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| Customer Name |
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| nopanel | true |
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If the Sale was to an Employee, this will be the Employee Name. This is required and can be edited by changing the 'Sold To' field on the Home tab of the Quick Sale record view while in a Status of 'New'.
Database Fields: ERPx_ARCustomer.CustomerName, ERPx_ARTransactionHeader.CustomerSK |
| Status | This is required and can be edited from the 'Status' field on the Home tab of the Quick Sale record view while the transaction is in a Status of 'New' or 'Approved'.| Insert excerpt |
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| Def - Status |
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| Def - Status |
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| nopanel | true |
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The Statuses that apply to transactions in this List View include: | Insert excerpt |
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| Def - Status - New |
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| Def - Status - New |
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| nopanel | true |
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| Insert excerpt |
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| Def - Status - Approved |
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| Def - Status - Approved |
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| nopanel | true |
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Database Fields: ERPx_ARTransactionStatus.StatusName, ERPx_ARTransactionHeader.TransactionStatusSK |
| Tax Class | | Insert excerpt |
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| Tax Class |
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| Tax Class |
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| nopanel | true |
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This is not required and can be edited by changing the 'Tax Class' field on the Home tab of the Quick Sale record view while in a Status of 'New'.
| Insert excerpt |
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| Def - Tax Class |
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| Def - Tax Class |
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| nopanel | true |
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Database Field: ERPx_ARTransactionHeader.TaxClassSK |
| Trans Created | | Insert excerpt |
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| Created |
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| Created |
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| nopanel | true |
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Linked Database Field: ERPx_ARTransactionHeader.CreatedDate |
| Trans Created By | | Insert excerpt |
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| Created By |
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| Created By |
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| nopanel | true |
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Linked Database Field: ERPx_ARTransactionHeader.CreatedBy |
| Trans Last Updated | | Insert excerpt |
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| Last Updated |
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| Last Updated |
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| nopanel | true |
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Linked Database Field: ERPx_ARTransactionHeader.LastUpdated |
| Trans Last Updated By | | Insert excerpt |
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| Last Updated By |
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| Last Updated By |
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| nopanel | true |
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Linked Database Field: ERPx_ARTransactionHeader.LastUser |
| Transaction | | Insert excerpt |
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| Transaction ID |
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| Transaction ID |
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| nopanel | true |
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Clicking on this link opens the Quick Sale record view for the selected record. This is a system assigned number that comes from the 'Transaction Class' and is required, but is never editable by users.
| Insert excerpt |
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| Def - Transaction ID |
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| Def - Transaction ID |
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| nopanel | true |
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Database Field: ERPx_ARTransactionHeader.TransactionID |
| Transaction Class | | Insert excerpt |
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| Transaction Class |
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| Transaction Class |
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| nopanel | true |
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This is required and is never editable. It is assigned based on the 'Sold To' field on the Home tab of the Quick Sale record view. If a Customer is selected, the Transaction Class will be displayed as "Customer Sale". If an Employee is selected, the Transaction Class will be displayed as "Employee Sale".
| Insert excerpt |
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| Def - Transaction Class |
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| Def - Transaction Class |
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| nopanel | true |
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Database Fields: ERPx_ARTransactionClass.TransactionClassDescription, ERPx_ARTransactionHeader.TransactionClassSK
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| Transaction Type | | Insert excerpt |
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| Transaction Type |
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| Transaction Type |
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| nopanel | true |
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This is required and is never editable. It is assigned based on the 'Sold To' field on the Home tab of the Quick Sale record view. If a Customer is selected, the Transaction Class will be displayed as "Customer Sale". If an Employee is selected, the Transaction Class will be displayed as "Employee Sale".
| Insert excerpt |
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| Def - Transaction Types |
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| Def - Transaction Types |
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| nopanel | true |
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Database Field: ERPx_ARTransactionType.TransactionName, ERPx_ARTransactionClass.TransactionTypeSK
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| UOM | | Insert excerpt |
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| UOM - Items |
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| UOM - Items |
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| nopanel | true |
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This is required and can be edited from the 'UOM' field on the Items grid of the Quick Sale record view while in a Status of 'New'.
| Insert excerpt |
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| Def - UOM |
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| Def - UOM |
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| nopanel | true |
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Database Fields: ERPx_IMUOM.UOMID, ERPx_ARTransactionLine.QuantityUOMSK
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This list view also contains columns for each Attribute that is set up for the 'Sales Order' attribute type. Because these are user defined, they are not included in the default view but can be added a saved layout. Sales Order attributes are not included in the help documentation.