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Transaction Classes are used to categorize transactions within transaction types and assign specific default values and business rules for each. The purpose of this page is to view, add, edit, remove and inactivate Transaction Classes used for AP Invoices and Credit memos. 

Software Version: 2021.03.05 and newer


Page Header

Toolbar IconsDescription
Column Filter Show/Hide Toggles between displaying and hiding a filter row in the grid under the column headers. The filter row will be displayed by default if the Quick Column Filter is also implemented in the page. When enabled, this will allow users to type in text to filter by a specific column.
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! 

Excel

 Exports the contents of the grid 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, or excluded columns, only the contents in the grid will be exported. 

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 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. 

(lightbulb) Users must log out and back in before the pages will be visible in the 'My Shortcuts' tab.

Group By Show/Hide

 Toggles between displaying and hiding a row in the grid above the column headers to enable grouping by one or more column(s). Once displayed, users may drag and drop column headers to group by a specific column. Once the grid is grouped by a column(s), a subtotal footer row will display in the grouping for columns that have a page footer total. 

Help

 Opens the online WIKI help page for the current page. 

New

 Adds new blank row in the grid section to allow for data entry.

Quick Filter

Error rendering macro 'excerpt-include' : No link could be created for 'Quick Filter'.

Save Saves all changes made on the page.
Saved Column Layouts Displays the column layout lookup and related icons. This tool allows users to select a previously saved layout, create a new layout, save changes to a layout, forget/delete a layout and/or assign a saved layout as the default for the page. Once changes are made to the layout, such as columns are added or removed, the user can click the Save Layout icon and save the changes to the column layout. The visibility of the Filter Row is also saved with a saved layout. The new layout can also be set as the default. This is useful for creating specific views to separate master files or transaction types (i.e. Invoice specific vs. Credit Memo specific).  Default layouts can be removed by clicking the 'Set as Default' button again when the current default layout is selected.  

Please note that existing saved grid layouts will display the Filter Row as hidden by default.

FieldsDescription
Description

Identifies the (Long) Description for the Transaction Class. This is a text box that is required and must be <=200 characters. If missing, the message "[enter message here]" will be displayed on Save. This field must be unique, else the message "[enter message here]" will be displayed on Save. It defaults as blank and is always editable.

Database Field: ERPx_APTransactionClass.TransactionClassDescription

Document Prefix

Identifies the prefix that will combine with the 'Next Document Number' field to create the Transaction ID for transactions belonging to the transaction class. This is a text box that is required and must be <= 10 characters. If missing, the message "[enter message here]" will be displayed on Save. This field must be unique by Company and Transaction Type. Else, the message "[enter message here]" will be displayed on Save. It defaults as blank and is always editable.

Database Field: ERPx_APTransactionClass.DocPrefix

Inactive

Identifies if the record is "Inactive". If inactive (set to "Yes"), it will not be included in look-ups for transactions or other master files. If set to "No" or blank, the record is active and can be freely used.This is a Yes/No lookup that is required. It defaults as "No" and is always editable. If missing, the message "[enter message here]" will be displayed on Save. It defaults as blank and is always editable.

Database Field: ERPx_APTransactionClass.IsInactive

Next Document Number

Identifies the next number to be used in the Transaction ID. This is a numeric text box that is required. It defaults to "1000" and is always editable. If missing, the message "[enter message here]" will be displayed on Save. This field must be a number, else the message "[enter message here]" will be displayed on Save. This field will auto increment by 1 for every new transaction that is created using the transaction class.

Database Field: ERPx_APTransactionClass.NextDocNumber

Transaction Class

The unique identifier of the Transaction Class. This is a text box that is required and must be <=50 characters. If missing, the message "[enter message here]" will be displayed on Save. This field must be unique by Company and Transaction Type. Else, the message "[enter message here]" will be displayed on Save. It defaults as blank and is not editable once the record has been saved.

Transaction Classes are used to categorize transactions within transaction types and assign specific default values and business rules for each.

Database Field: ERPx_APTransactionClass.TransactionClassID

Transaction Type
Identifies the Transaction Type for each transaction. This is a single-select standard lookup that is required. If missing, the message "[enter message here]" will be displayed on Save. It defaults as blank and is not editable once the record has been saved.

Transaction Types are used to differentiate unique types transactions within the system. Transactions with the same Transaction Type share the same record view pages and business rules. Transaction Types can be further classified using Transaction Classes. Every transaction in the system is assigned a Transaction Type.

This lookup contains a list of transaction types in the ERPx_APTransactionType table WHERE TransactionTypeSK is either 1 (Invoice) or 2 (Credit Memo).

Database Fields: ERPx_APTransactionType.TransactionName, ERPx_APTransactionClass.TransactionTypeSK

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