ADD DEFINITION HERE. From here, users can (list the functions that can be done or launched from here).
Software Version: YYYY.MM.DD and newer
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| Toolbar Icons | Description |
|---|---|
| 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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| Inquiry Criteria | Opens Inquiry Criteria window where users can define the following criteria:
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| Mass Update | Opens the mass update dialog, which allows to mass update the following properties: |
| Opens the Print dialog window, where transaction and/or analysis reports can be downloaded, printed and/or emailed. | |
| Refresh | Re-queries the contents of the grid/page based on the Inquiry Criteria parameters or the default parameters for grids that do not support Inquiry Criteria. |
| Void | |
| Fields | Description |
| Checkbox | Used to select one or more records. |
| Amount | Database Fields: ERPx_APTransactionHeader.ExtendedAmount |
| Currency | Error rendering macro 'excerpt-include' : No link could be created for 'Def: Currency'. Database Fields: ERPx_MFCurrency.CurrencyID, ERPx_APTransactionHeader.CurrencySK |
| Doc Date | Database Fields: ERPx_APTransactionHeader.TransactionDate |
| Doc Description | Database Fields: ERPx_APTransactionHeader.Description |
| Doc No | Database Fields: ERPx_APTransactionHeader.DocNumber |
| GL Date | Database Fields: ERPx_APTransactionHeader.GLDate |
| GL Period | Database Fields: ERPx_MFFiscalPeriod.FiscalPeriodSK, ERPx_APTransactionHeader.GLDate |
| GL Year | Database Fields: ERPx_MFFiscalPeriod.FiscalYearSK, ERPx_APTransactionHeader.GLDate |
| Payment Terms | Database Fields: ERPx_MFPaymentTerms, APTransactionHeader.PaymentTermSK |
| Pmt./Apply Hold | Database Fields: ERPx_APTransactionHeader.IsOnApplicationHold |
| PO | Database Fields: ERPx_APTransactionHeader.PurchaseOrderID |
| Status | Database Fields: ERPx_APTransactionStatus.TransactionStatusSK, ERPx_APTransactionHeader.TransactionStatusSK |
| Transaction | Database Fields: ERPx_APTransactionHeader.TransactionHeaderID |
| Transaction Class | Database Fields: ERPx_APTransactionClass.TransactionClassSK, ERPx_APTransactionHeader.TransactionClassSK |
| Transaction Type | Database Fields: ERPx_APTransactionType.TransactionTypeSK |
| Vendor | Database Fields: ERPx_APVendor.VendorSK, ERPx_APTransactionHeader.VendorSK |
| Vendor Class | Database Fields: ERPx_APVendorClass.VendorClassSK |
| Vendor Name | Database Fields: ERPx_APVendor.VendorName |
Users must log out and back in before the pages will be visible in the 'My Shortcuts' tab.