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	Def - Trans - AP Invoice/Credit Memo
	Def - Trans - AP Invoice/Credit Memo
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The purpose of this page is to view, add, edit, remove, and post individual AP Invoices and Credit Memo transactions.

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Fields

Description

Amount

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	Amount - Transaction
	Amount - Transaction
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This is a non-editable text box that displays the total amount based on the sum of all transaction lines on the invoice/credit memo. This defaults to "0.00" and is not required. This field is never editable by the user, but can be changed by updating the quantity and/or price of one or more transaction lines.

Database Field: ERPx_APTransactionHeader.ExtendedAmount

Description

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	Description Comment - HeaderDescription
	Comment - Header
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This is text box to assign a description to the invoice/credit memo. This defaults to blank and is not required, but if entered, it must be <=60 characters. This is always editable.

Database Field: ERPx_APTransactionHeader.Description

Doc Date

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	Doc Date
	Doc Date
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This is a text box to assign/edit a date for the invoice/credit memo. This defaults to today's date and is required. If missing, the message "Doc Date is required." will be displayed on Save. The Doc Date must be on or before the GL Date when Approving or Posting the Invoice/Credit Memo. If not, the message "The GL Date must be on or after the Doc Date." will be displayed on Save. This field is always editable.

Database Field: ERPx_APTransactionHeader.TransactionDate

Doc No

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	Doc No
	Doc No
nopanel	true

This is a text box to enter the document number your Vendor assigned to the invoice/credit memo. This defaults to blank and is required and must be <= 50 characters. If missing, the message "Doc No is required." will be displayed on Save. This is always editable while in a status of New.

Database Field: ERPx_APTransactionHeader.DocNumber

Payment Terms

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	Payment Terms
	Payment Terms
nopanel	true

This is a single-select standard lookup that defaults from the Payment Terms assigned to the 'Vendor Class' of the selected Vendor. This is required and if missing, the message "Payment Terms are required when approving or posting transactions." will be displayed on Save. This is editable on an invoice while in a status of New, but not editable on a credit memo.

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	Def - Payment Terms
	Def - Payment Terms
nopanel	true

The lookup contains a blank value, the current assigned value, and a list of all the 'Active' Payment Terms.

Database Fields: ERPx_MFPaymentTerms.PaymentTermName, APTransactionHeader.PaymentTermSK

PO

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	Purchase Order
	Purchase Order
nopanel	true

This is a text box to assign a purchase order to an invoice/credit memo. This defaults to blank and is not required, but if entered, it must be <=50 characters. This is always editable while in a status of New.

Database Field: ERPx_APTransactionHeader.PurchaseOrderID

Status

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	Status
	Status
nopanel	true

This is a single-select standard lookup that defaults as 'New' and is required. This is always editable while the transaction is in a Status of 'New' or 'Approved'.

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	Def - Status
	Def - Status
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The Statuses that apply to transactions in this List View include:

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	Def - Status - New
	Def - Status - New
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	Def - Status - Approved
	Def - Status - Approved
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	Def - Status - Ready to Post
	Def - Status - Ready to Post
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Database Fields: ERPx_APTransactionStatus.StatusName, ERPx_APTransactionHeader.TransactionStatusSK

Vendor

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	Vendor Name (ID)
	Vendor Name (ID)
nopanel	true

This is a single-select standard lookup to assign a Vendor to the invoice/credit memo. This defaults as blank and is required. If not assigned, the message "A Vendor is required." will be displayed on Save. This is always editable while the transaction is in a Status of 'New'.

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	Def - Vendor Name
	Def - Vendor Name
nopanel	true

The lookup contains a blank value, the current assigned value, and a list of all the 'Active' Vendors.

Database Fields: ERPx_APVendor.VendorID, ERPx_APTransactionHeader.VendorSK

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Toolbar Icons

Description

Delete

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	Delete - RV Grid
	Delete - RV Grid
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Excel

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	Excel - RV Grid
	Excel - RV Grid
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New

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	New - multi blank rows - RV Grid
	New - multi blank rows - RV Grid
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Fields

Description

Checkbox

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	Checkbox
	Checkbox
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Description

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	Description - Item
	Description - Item
nopanel	true

This is a text box that defaults as blank, is required and must be <= 200 characters. If missing, the message "A Description is required for all line items." will be displayed on Save. This field is always editable while the transaction is in a Status of New or Approved.

Database Field: ERPx_APTransactionLine.LineDescription

Distributed To

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	Distributed To - Vendor
	Distributed To - Vendor
nopanel	true

This is a single-select standard lookup that defaults as blank and is not required. This is always editable while the transaction is in a Status of New.

The lookup contains a blank value, the current assigned value, and a list of all the 'Active' Vendors, Employees and Projects.

Database Fields: ERPx_APVendor.VendorName, ERPx_MFEmployee.EmployeeName, ERPx_GLProject.ProjectDescription, ERPx_APTransactionLine.ToDistributionAccountSK

Extended

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	Amount - Extended
	Amount - Extended
nopanel	true

This is a non-editable text box that defaults as "0.00" and is required. This can only be edited by changing the Quantity and/or Price of the transaction line. It is calculated as [Quantity of line item] * [Price of line item].

Database Field: ERPx_APTransactionLine.ExtendedAmount

Price

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	Price
	Price
nopanel	true

This is a text box that defaults as "0.00" and is required when the Status is set to Approved. If missing, the message "Price is required and must be greater than zero." will be displayed on Save. This is always editable while the transaction is in a Status of New.

Database Field: ERPx_APTransactionLine.Price

Purchase Account

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	Purchase Account - Item
	Purchase Account - Item
nopanel	true

This is a single-select standard lookup that defaults as blank and is required when the Status is set to Approved. If missing, the message "A Purchase Account is required for all lines." will be displayed on Save. This is always editable while the transaction is in a Status of New unless the line is being distributed to a Fishing Account. For lines distributed to fishing accounts, the Purchase Account is set to the Settlement Accrual Account for the assigned account and is disabled.

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	Def - GL Account - Purchases
	Def - GL Account - Purchases
nopanel	true

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

Database Fields: ERPx_GLAccount.AccountNumber, ERPx_APTransactionLine.AccountSK

Quantity

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	Quantity
	Quantity
nopanel	true

This is a text box that defaults as "1.00" and is required. This can be a positive or negative value. This is always editable while the transaction is in a Status of New.

Database Field: ERPx_APTransactionLine.Quantity

UOM

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	UOM - Units
	UOM - Units
nopanel	true

This is a single-select standard lookup that defaults as blank and is not required. This is always editable while the transaction is in a Status of New.

The lookup contains a blank value, the current assigned value, and a list of all the 'Active' Units of Measure.

Database Fields: ERPx_IMUOM.UOMID, ERPx_APTransactionLine.QuantityUOMSK

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