Software Version: yyyy.mm.dd and newer
Page Header
| 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 Options | Error rendering macro 'excerpt-include' : No link could be created for 'Grid Options for Kendo - Global'. |
| 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:
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| More Actions | |
| New | Allows users to select the type of transaction or record they want to add. The list contains:
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| Opens the Print dialog window, where transaction and/or analysis reports can be downloaded, printed and/or emailed. | |
| View | |
| Fields | Description |
| Checkbox | Used to select one or more records to perform an action, such as Mass Update, More Actions, or Delete. |
| BOL | Database Field: ERPx_IMTransactionHeader.BOL |
| Corrected From | Database Field: ERPx_IMTransactionHeader.CorrectedFromTransactionHeaderSK |
| Created | Database Field: ERPx_IMTransactionHeader.CreatedDate |
| Created By | Database Field: ERPx_IMTransactionHeader.CreatedBy |
| GL Date | Database Field: ERPx_IMTransactionHeader.GLDate |
| Reference | Database Field: ERPx_IMTransactionHeader.Reference |
| Site | Database Fields: ERPx_MFSite.SiteName, ERPx_IMTransactionHeader.SiteSK |
| Status | Database Field: ERPx_IMTransactionStatus.TransactionStatusName, ERPx_IMTransactionHeader.TransactionStatusSK |
| To Site | Database Field: ERPx_MFSite.SiteName, ERPx_IMTransactionHeader.ToSiteSK |
| Transaction Class | Database Field: ERPX_IMTransactionClass.TransactionClassID, ERPx_IMTransactionHeader.TransactionClassSK |
| Trans Type | Database Field: ERPx_IMTransactionType.TransactionTypeDescription, ERPx_IMTransactionHeader.TransactionTypeSK |
| Transaction | Database Field: ERPx_IMTransactionHeader.TransactionID |
| Transaction Date | Database Field: ERPx_IMTransactionHeader.TransactionDate |
| Via Site | Database Field: ERPx_MFSite.SiteName, ERPx_IMTransactionHeader.ViaSiteSK |
Users must log out and back in before the pages will be visible in the 'My Shortcuts' tab.