| Toolbar Icons | Description |
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| Column Filter Show/Hide | | Insert excerpt |
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| Column Filter Show/Hide - Global |
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| Column Filter Show/Hide - Global |
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| nopanel | true |
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| Excel | | Insert excerpt |
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| Excel - LV 3.0 |
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| Excel - LV 3.0 |
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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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| Group By Show/Hide | | Insert excerpt |
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| Group By Show/Hide - Global |
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| Group By Show/Hide - Global |
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| nopanel | true |
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| Help | | Insert excerpt |
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| Help - Global 3.0 |
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| Help - Global 3.0 |
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| nopanel | true |
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| Mass Update | | Insert excerpt |
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| Mass Update - Global 3.0 |
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| Mass Update - Global 3.0 |
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| nopanel | true |
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- Pmt./Apply Hold: Used to place one or more transactions on a Payment Hold.
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| More Actions | | Insert excerpt |
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| More Actions - Global 3.0 |
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| More Actions - Global 3.0 |
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| nopanel | true |
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- Journal Details - Opens the record view of the Journal Details. This only applies to Posted transactions.
- Void Transaction -
| Insert excerpt |
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| Void - Global |
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| Void - Global |
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| nopanel | true |
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| Quick Column Filter | | Insert excerpt |
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| Quick Column Filter |
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| Quick Column Filter |
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| nopanel | true |
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| Refresh | | Insert excerpt |
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| Refresh - Global |
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| Refresh - Global |
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| nopanel | true |
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| Saved Layouts | | Insert excerpt |
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| Column Layouts for Framework 3.0 - Global |
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| Column Layouts for Framework 3.0 - Global |
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| nopanel | true |
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| Search Options | | Insert excerpt |
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| Search Options - Inquiry Grid 3.0 |
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| Search Options - Inquiry Grid 3.0 |
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| nopanel | true |
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| Fields | Description |
| Checkbox | | Insert excerpt |
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| Checkbox |
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| Checkbox |
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| nopanel | true |
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| Avail Disc. Amt. | A non-editable text box to display the calculated discount amount that the invoice is still eligible for. This is calculated for all invoices that were posted with a Payment Term that contained a discount (e.g. 2%10 Net 30). If the transaction contained a Payment Term with a discount, an amount will be shown, otherwise it will be 0.00. This is informational only and is not editable. This is only applicable to AP Invoice and Credit Memo transaction types. This is a calculated amount and not linked to a Database Field. |
| 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 is not editable 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_APTransactionHeader.CurrencySK |
| Disc. Date | | Insert excerpt |
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| Discount Date |
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| Discount Date |
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| nopanel | true |
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This is required on transactions with a 'Payment Terms' that contain a Discount. For Payment Terms that do not include a discount it is blank and disabled.
This is always editable from the Transaction Record View 'Properties' tab, even after the transaction is Posted and can be edited to any date that is both: - Greater than or equal to the 'Doc Date'
- If not, the message "The Discount Date must occur on or after the Doc Date." will be displayed on Save.
- Less than or equal to the 'Due Date'
- If not, the message "The Discount Date must occur on or before the Due Date." will be displayed on Save.
 Note: If the transaction's 'Payment Terms' are changed, this value will be recalculated.
Note: Changing this for a posted transaction will only have an effect if the transaction has an open/unapplied balance. This is only applicable to AP Invoice and Credit Memo transaction types. | Insert excerpt |
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| Def - Discount Date |
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| Def - Discount Date |
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| nopanel | true |
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Database Field: ERPx_APTransactionHeader.DiscountDate |
| 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 is editable from the AP Transaction Record View while the transaction is in a status of New, or before a payment batch is posted for Check/ACH payments.
Database Field: ERPx_APTransactionHeader.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 is always editable from the 'Comment' field on the 'Home' tab of the Transaction Record View, even after the transaction is posted. This is only applicable to AP Invoice and Credit Memo transaction types. For transactions auto-generated from a Grower Ticket, this defaults to the value 'Created from Grower Ticket'. Database Field: ERPx_APTransactionHeader.Description |
| Doc No | This can be edited from the 'Doc No' on the 'Home' tab of the Transaction Record View and represents the transaction/Invoice # assigned by your Vendor. This is always editable while the transaction is in a Status of New. This is only applicable to AP Invoice and Credit Memo transaction types. Database Field: ERPx_APTransactionHeader.DocNumber |
| Due Date | | Insert excerpt |
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| Due Date |
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| Due Date |
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| nopanel | true |
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This is required and is always editable from the Transaction Record View 'Properties' tab, even after the transaction is Posted and can be edited to any date that is both:
- Greater than or equal to the 'Doc Date'
- If not, the message "The Due Date must occur on or after the Doc Date." will be displayed on Save.
- Greater than or equal to the 'Discount Date'
- If not, the message "The Due Date must occur on or after the Discount Date." will be displayed on Save.
Note: If the transaction's 'Payment Terms' are changed, this value will be recalculated. Note: Changing this for a posted transaction will only have an effect if the transaction has an open/unapplied balance. This is only applicable to AP Invoice and Credit Memo transaction types. | Insert excerpt |
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| Def - Due Date |
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| Def - Due Date |
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| nopanel | true |
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Database Field: ERPx_APTransactionHeader.DueDate |
| Fully Settled | A non-editable text box to display whether or not a transaction has been fully settled. This field displays the value 'Yes' when the corresponding transaction has been fully settled, otherwise it will be blank. An transaction is considered fully settled when the total transaction amount has been fully applied. Each transaction type that was applied will display 'Yes' in this field. Database Field: ERPx_APSettlementTransaction.IsFullySettled |
| GL Date | | Insert excerpt |
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| GL Date |
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| GL Date |
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| nopanel | true |
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This is required and is always editable while the transaction is in a Status of New, or before a payment batch is posted for Check/ACH payments (using the Payment Date field).Database Field: ERPx_APTransactionHeader.GLDate |
| 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 calculated using the 'GL Date' on the 'Properties' tab of the Invoice/Credit Memo Record View or the 'Payment Date' on a check/ACH payment. This can only be edited by changing the GL Date. |
| 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 calculated using the 'GL Date' on the 'Properties' tab of the Invoice/Credit Memo Record View or the 'Payment Date' on a check/ACH payment. This can only be edited by changing the GL Date. |
| Open Amt. | A non-editable text box to display the open amount of the transaction. This is calculated by subtracting all previous Applied Amounts and Discount Amounts, from the transaction's 'Orig. Amount'. If an invoice has been fully settled this value will display 0.00. This is only applicable to AP Invoice and Credit Memo transaction types. This is a calculated amount and not linked to a Database Field. |
| Orig. Terms Disc. Amt | A non-editable text box to display the discount amount the transaction was eligible for when it was posted. This is calculated for Invoices posted with a Payment Term that contained a discount (e.g. 2%10 Net 30). If the transaction contained a Payment Term with a discount, an amount will be shown, otherwise it will be 0.00. This is calculated by multiplying the Payment Terms Discount Amount by the Invoice Amount. This is informational only and is not editable. This is only applicable to AP Invoice and Credit Memo transaction types. This is a calculated amount and not linked to a Database Field. |
| Orig.Amt. | | Insert excerpt |
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| Amount - Original |
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| Amount - Original |
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| nopanel | true |
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This is required and can only be edited by changing the Quantity and/or Price of the transaction line item on an Invoice/Credit Memo while the transaction is in a status of New, or the Payment Amount on a check/ACH payment before the payment batch is posted. Database Field: ERPx_APTransactionHeader.ExtendedAmount |
| Payment Terms | | Insert excerpt |
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| Payment Terms |
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| Payment Terms |
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| nopanel | true |
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This can be edited from the 'Payment Terms' on the 'Properties' tab of the Invoice/Credit Memo Record View. This is always editable while the transaction is in a Status of New. This is only applicable to AP Invoice and Credit Memo transaction types.| Insert excerpt |
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| Def - Payment Terms |
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| Def - Payment Terms |
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| nopanel | true |
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Database Fields: ERPx_MFPaymentTerms.PaymentTermName, APTransactionHeader.PaymentTermSK |
| Pmt./Apply Hold | Displays as "Yes" for AP Invoices and Credit Memos that are on a Payment or Application hold. This can be edited from the Mass Update button using the 'Pmt./Apply Hold' field or on the 'Properties' tab of the Invoice/Credit Memo Record View. This is always editable, even for posted transactions as long as they have not yet been fully applied. This is only applicable to AP Invoice and Credit Memo transaction types. Database Field: ERPx_APTransactionHeader.IsOnApplicationHold |
| 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 can be edited from the 'PO #' on the 'Home' tab of the Invoice/Credit Memo Record View and represents the purchase order you used when making the purchase. This is always editable while the transaction is in a Status of New. This is only appliable to AP Invoice and Credit Memo transaction types.
Database Field: ERPx_APTransactionHeader.PurchaseOrderID |
| Posted Status | For Invoice/Credit Memo transaction types, this can be edited from the 'Status' on the 'Home' tab of the Record View. This is always editable while the transaction is in a Status of 'New' or 'Approved'. There is no 'Status' field on Check/ACH payment records but is considered 'Posted' when the payment batch is posted. Unposted payments and transactions will display the status of 'Open'. | 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 transaction in this Inquiry include: | Insert excerpt |
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| Def - Status - Open |
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| Def - Status - Open |
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| nopanel | true |
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| Insert excerpt |
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| Def - Status - Posted |
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| Def - Status - Posted |
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| nopanel | true |
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| Insert excerpt |
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| Def - Status - Void |
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| Def - Status - Void |
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| nopanel | true |
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| Insert excerpt |
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| Def - Status - Replaced |
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| Def - Status - Replaced |
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| nopanel | true |
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Database Fields: ERPx_APTransactionStatus.StatusName, ERPx_APTransactionHeader.TransactionStatusSK |
| 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 Record View for the selected record. This is a system assigned number that comes from the 'Transaction Class' Next Doc Number or the Checkbook Next Check # or Next ACH #. | 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_APTransactionHeader.TransactionID |
| 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 comes from the Transaction Type selected when starting a new transaction. This is never editable.
| 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 Fields: ERPx_APTransactionType.TransactionName, ERPx_APTransactionHeader.TransactionClassSK |
| Vendor | | Insert excerpt |
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| Vendor ID |
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| Vendor ID |
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| nopanel | true |
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This is required and represents the ID of the 'Vendor' on the transaction. This is only editable by changing the Vendor assigned to the transaction.
| Insert excerpt |
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| Def - Vendor ID |
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| Def - Vendor ID |
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| nopanel | true |
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Database Fields: ERPx_APVendor.VendorID, ERPx_APTransactionHeader.VendorSK |
| Vendor Name | | Insert excerpt |
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| Vendor Name |
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| Vendor Name |
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| nopanel | true |
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This is required and represents the name of the 'Vendor' on the transaction. This is only editable by changing the Vendor assigned to the transaction, or updating the Vendor Name on the Vendor Record View.
| Insert excerpt |
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| Def - Vendor Name |
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| Def - Vendor Name |
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| nopanel | true |
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Database Fields: ERPx_APVendor.VendorName, ERPx_APTransactionHeader.VendorSK |