Quick Sale Lines allow users to efficiently enter a sales transaction without having to allocate items or specify shipping information. Quick Sale transactions do not affect inventory and are not tied to other functional areas. The purpose of this page is to view, add, edit, and remove Quick Sale transactions. Additionally, users can Mass Update the status of multiple Quick Sale transactions at once.
Software Version: 2020.03.20 and newer
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| Toolbar Icons | Description |
|---|---|
| Delete | Deletes the selected record(s). When clicked, users will be prompted with: "Are you sure you want to delete the selected records?". Click "OK" to confirm, or "Cancel" to return without deleting. WARNING: Records cannot be recovered once they are deleted! |
| Edit | Opens the selected record for editing. If a record is not selected, the page will not open. |
| Excel | Export the contents of the list view to an Excel file that will automatically download. The contents that export are those that are visible to the user. Therefore, if the user has filtered the view only the filtered contents will be exported. |
| 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 | Opens the Saved Grid Layout menu that allows the user to select another saved layout, create a new layout, save changes to a layout, or assign a saved layout as the default for the page. Once changes are made to a grid, such as columns are added or removed, the user can click the Saved Grid Layout icon and save the changes to the grid layout and name the new layout. The new layout can also be set as the default, instead of the System View. This is useful for creating specific views to separate master files or transaction types (i.e. Invoice specific vs. Credit Memo specific).
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| Help | Opens the online WIKI help page for the current page.
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| Mass Update | Opens the mass update dialog, which allows to mass update the following properties: GL Date Pmt./Apply Hold Status |
| New | Opens a new blank record for data entry. |
| Opens the Print dialog window, where transaction and/or analysis reports can be downloaded, printed and/or emailed. | |
| Fields | Description |
| Amount | Database Field: ERPx_APTransactionHeader.ExtendedAmount |
| Currency | Database Field: ERPx_MFCurrency.CurrencyID, ERPx_APTransactionHeader.CurrencySK |
| Doc Date | Database Field: ERPx_APTransactionHeader.TransactionDate |
| Doc Description | |
| Doc No | |
| GL Date | |
| GL Period | |
| GL Year | |
| Payment Terms | |
| Pmt./Apply Hold | |
| PO | |
| Status | |
| Transaction | |
| Transaction Class | |
| Transaction Type | |
| Vendor | |
| Vendor Class | |
| Vendor Name |
Users must log out and back in before the pages will be visible in the 'My Shortcuts' tab.