(Master File Name)'s are (explain what these are and what their purpose is). They are used in the (identify each functional area these are used in) Functional Area(s) (to support other master files, to support transactions, to support other master files and transactions.). The purpose of this page is to add, edit, remove, and activate/inactive these records.
Software Version: 2019.MM.DD and newer
Page Header
| Toolbar Icons | Description |
|---|---|
| Cancel | Error rendering macro 'excerpt-include' : No link could be created for 'Cancel - List View Edit'. |
| Delete | Error rendering macro 'excerpt-include' : No link could be created for 'Delete - Global'. |
| Edit | Error rendering macro 'excerpt-include' : No link could be created for 'Edit - List View (ML)'. |
| Excel | Error rendering macro 'excerpt-include' : No link could be created for 'Excel - Global'. |
| Favorites |   Clicking on the star icon when it is an outline, adds the page to the 'My Shortcuts' tab and fills in the star. Clicking on the star icon when it is filled in (solid color), removes the page from the 'My Shortcuts' tab and returns the icon to an outline.
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| Grid Layout | Error rendering macro 'excerpt-include' : No link could be created for 'Grid Layout'. |
| Help | Error rendering macro 'excerpt-include' : No link could be created for 'Help - Global Icon'. |
| New | Inserts blank lines that allow adding multiple new records. |
| Save | Saves all changes. |
| Fields | Description |
| Checkbox | Used to select one or more records. |
| Vendor Class | A single-select standard lookup to select (describe what is being selected). This defaults to (Default Value) and is (always, never, or conditionally) required. If not assigned, the message "(what message is displayed)" will be displayed. This field is (always, never, or conditionally) enabled. Linked Database Field: ERPx_#####.#####. This lookup contains all the values in the (EnumerationClassName) Enumeration Class. |
| Vendor | A (single-select standard, single select load on demand, or multi-select) lookup to select (describe what is being selected). This defaults to (Default Value) and is (always, never, or conditionally) required. If not assigned, the message "(what message is displayed)" will be displayed. This field is (always, never, or conditionally) enabled. Linked Database Field: ERPx_#####.##### This lookup contains a blank value, the current assigned value, and a list of all the 'Active' (what does it include). |
| Address ID | A single-select standard lookup to select (describe what is being selected). This defaults to (Default Value) and is (always, never, or conditionally) required. If not assigned, the message "(what message is displayed)" will be displayed. This field is (always, never, or conditionally) enabled. Linked Database Field: ERPx_#####.#####. This lookup contains all the values in the (EnumerationClassName) Enumeration Class. |
| Default Payment Type | A single-select standard lookup to select (describe what is being selected). This defaults to (Default Value) and is (always, never, or conditionally) required. If not assigned, the message "(what message is displayed)" will be displayed. This field is (always, never, or conditionally) enabled. Linked Database Field: ERPx_#####.#####. This lookup contains all the values in the (EnumerationClassName) Enumeration Class. |
| Default Payee | A Yes/No lookup to identify whether or not the feature is turned on. The value defaults to "Yes" but can be changed at anytime. A value of "Yes" means that... A value of "No" means that... |
| SEC Code | A single-select standard lookup to select (describe what is being selected). This defaults to (Default Value) and is (always, never, or conditionally) required. If not assigned, the message "(what message is displayed)" will be displayed. This field is (always, never, or conditionally) enabled. Linked Database Field: ERPx_#####.#####. This lookup contains all the values in the (EnumerationClassName) Enumeration Class. |
| Bank | The [Describe what the field shows] (formatted as …(if applicable)). This is only populated for (what is it populated for...) and (defaults from or is calculated by…). This column has a grand total at the bottom. The values comes from the (Enumeration Class) Enumeration. Linked Database Field: ERPx_#####.#####. A (text box or non-editable text box) (formatted as …(if applicable)) to... . This is only populated for (what is it populated for...) and (defaults from or is calculated by…). This is (always, never, or conditionally) required and must be <= (how many) characters. (This column has a grand total at the bottom). Linked Database Field: ERPx_#####.#####. |
| Name on Account | The [Describe what the field shows] (formatted as …(if applicable)). This is only populated for (what is it populated for...) and (defaults from or is calculated by…). This column has a grand total at the bottom. The values comes from the (Enumeration Class) Enumeration. Linked Database Field: ERPx_#####.#####. A (text box or non-editable text box) (formatted as …(if applicable)) to... . This is only populated for (what is it populated for...) and (defaults from or is calculated by…). This is (always, never, or conditionally) required and must be <= (how many) characters. (This column has a grand total at the bottom). Linked Database Field: ERPx_#####.#####. |
| Routing # | The [Describe what the field shows] (formatted as …(if applicable)). This is only populated for (what is it populated for...) and (defaults from or is calculated by…). This column has a grand total at the bottom. The values comes from the (Enumeration Class) Enumeration. Linked Database Field: ERPx_#####.#####. A (text box or non-editable text box) (formatted as …(if applicable)) to... . This is only populated for (what is it populated for...) and (defaults from or is calculated by…). This is (always, never, or conditionally) required and must be <= (how many) characters. (This column has a grand total at the bottom). Linked Database Field: ERPx_#####.#####. |
| Account # | The [Describe what the field shows] (formatted as …(if applicable)). This is only populated for (what is it populated for...) and (defaults from or is calculated by…). This column has a grand total at the bottom. The values comes from the (Enumeration Class) Enumeration. Linked Database Field: ERPx_#####.#####. A (text box or non-editable text box) (formatted as …(if applicable)) to... . This is only populated for (what is it populated for...) and (defaults from or is calculated by…). This is (always, never, or conditionally) required and must be <= (how many) characters. (This column has a grand total at the bottom). Linked Database Field: ERPx_#####.#####. |
| (Field Name) ID | A text box to add/edit the unique identifier of the (what type of record is this) record. This defaults to blank but is required for all records. If missing, the message "fieldnameID is required." will be displayed on Save. The ID must be unique, otherwise the message "Duplicate Field Name ID's are not allowed." will be displayed on Save. This field must be <= 25 characters. Linked Database Field: ERPx_####.FieldName |
| (Field Name) Description | A text box to add/edit the name associated with the (ID Field Name) ID. This defaults to blank but is required ***OR**** and is not required. If missing, the message "fieldname is required." will be displayed on Save. This must be unique, otherwise the message "Duplicate Field Name's are not allowed." will be displayed on Save. This field must be <= 25 characters. Linked Database Field: ERPx_#####.#####. |
| Inactive | A Yes/No field used to identify if the record is Inactive. If set to 'Yes' then the record is "Inactive" and will not be included in look-ups for transactions or other master files. If set to 'No' then the record is "Active" and can be freely used ('No' values display as blank in the grid). This value is always editable. Linked Database Field: ERPx_#####.#####. |
| Checkbox | Used to select one or more records. |
| Date Field | The date of the (what is the date for) that was created by the transaction. Linked Database Field: ERPx_#####.#####. |
| Hyperlink | A hyperlink show the (Field Name) of the transaction. Clicking on the link opens the record view of the transaction. This field is not editable. Linked Database Field: ERPx_#####.#####. |
| Lookup (from an Enumeration) | A single-select standard lookup to select (describe what is being selected). This defaults to (Default Value) and is (always, never, or conditionally) required. If not assigned, the message "(what message is displayed)" will be displayed. This field is (always, never, or conditionally) enabled. Linked Database Field: ERPx_#####.#####. This lookup contains all the values in the (EnumerationClassName) Enumeration Class. |
| Lookup (non Enumeration) | A (single-select standard, single select load on demand, or multi-select) lookup to select (describe what is being selected). This defaults to (Default Value) and is (always, never, or conditionally) required. If not assigned, the message "(what message is displayed)" will be displayed. This field is (always, never, or conditionally) enabled. Linked Database Field: ERPx_#####.##### This lookup contains a blank value, the current assigned value, and a list of all the 'Active' (what does it include). |
| Text Field | The [Describe what the field shows] (formatted as …(if applicable)). This is only populated for (what is it populated for...) and (defaults from or is calculated by…). This column has a grand total at the bottom. The values comes from the (Enumeration Class) Enumeration. Linked Database Field: ERPx_#####.#####. A (text box or non-editable text box) (formatted as …(if applicable)) to... . This is only populated for (what is it populated for...) and (defaults from or is calculated by…). This is (always, never, or conditionally) required and must be <= (how many) characters. (This column has a grand total at the bottom). Linked Database Field: ERPx_#####.#####. |
| Yes/No Lookup | A Yes/No lookup to identify whether or not the feature is turned on. The value defaults to "Yes" but can be changed at anytime. A value of "Yes" means that... A value of "No" means that... |
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