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- Auto-Create New Lots: Select if the transactions belonging to the transaction class should be allowed to create new lots (Allowed) or not (Not Allowed). The property is used as the default property value when transactions are being created, but the property can still be changed on the transaction record. This property is always editable.
- Negative Available Balances: Select if the transactions belonging to the transaction class should be allowed to draw the lot balances negative (Allowed) or not (Not Allowed). This property is used as the default property when transactions for the transaction class are being created, but the property can still be changed on the transaction record. This property is always editable.
- Single Date Management: Select if the transactions should use single date management. This property has a drop-down menu with the values “Yes” or “No” and defaults to “No”. If set to “Yes”, the GL Date on the transaction record view will be disabled and will always follow the transaction date.
- Transaction Default: Select if the transaction class should be used as the default transaction class for the transaction (Yes/No). This property is always editable. Note that only one transaction class per transaction type can be set as the default and each transaction class must have a default transaction class.
- Transaction Integration to Host System: Select if the transaction for the specified class should integrate with the host system or not ("Transaction with Journal Details" / "No Integration"). This property is required and always editable. if the company integration setup is set to “Immediate” or “Timed” for Inventory transactions and the Class level is set to “No Integration”, then neither the transaction or the journal details for the transaction will integrate to the host system. This also means that if the company integration setup is set to “None” for Inventory then no transactions will integrate to the host system no matter the property on the Transaction Class.
If no Host System is setup for the Company and the integration method is set to “No Integration”, the Transaction Integration property defaults to “No Integration” and the field is disabled. Current Transaction Classes set to “Transaction with Journal Details” will remain setup this way but when moved to “No Integration” the dropdown will be disabled. This field will be re-enabled if a Host System is added to the company setup.
- Inactive: Select if the transaction class should be active (No) or inactive (Yes). Note that each transaction type must have at least one active transaction class.
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