Software Version: 2021.xx.xx and newer
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| Toolbar Icons | Description |
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| 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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| Process Settlements to | Displays a drop down menu of options including:
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| Fields | Description |
| Activity | Displays the 'Activity' link. Clicking on the link opens the Broker Activity Inquiry. This is required and is not editable. This field is not stored in the database. |
| Broker Balance | Displays the current open Broker balance, in the Broker currency. This is required and is not editable.
Database Field: ERPx_SPProgramSettlementHeader.ComputedAmount |
| Broker Currency ID | Displays the ID of the currency assigned to the Settle to Entity. This is required and is not editable. The Currency identifies the kind of money used for transactions. For example, if a Customer or Vendor is setup with a Currency of "USD" then all transactions for them are stated in terms of US Dollars and all payments received or made must be in US Dollars. Database Fields: MFCurrency.CurrencyID, ERPx_APVendor.CurrencySK |
| Company Balance | Displays the current open Broker balance in the Company currency. This is required and is not editable. This amount is calculated from the 'Broker Balance' amount using the associated currency exchange rate. It is not stored in the database.
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| Settle As | Displays the settlement method AP Invoice or AR Credit as defined on the sales program record. Database Field: ERPx_SPProgramSettlementHeader.SettlementMethodName |
| Settle To ID | Displays the customer/vendor ID of the Sales Program. Database Field: ERPx_SPProgramSettlementHeader.SettleToEntityID |
| Settle To Name | Displays the customer/vendor name assigned to the Sales Program. Database Field: ERPx_SPProgramSettlementHeader.SettleToEntityName |
Users must log out and back in before the pages will be visible in the 'My Shortcuts' tab.