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 add, edit, remove, and activate/inactive these records.
Software Version: 2022.07.29 and newer
Page Header
Header Toolbar
| Toolbar Icons | Description |
|---|---|
| Delete |  Deletes the transaction, batch, or master file record. When clicked, users will be prompted with: "Are you sure you want to delete this record?". Click "OK" to confirm, or "Cancel" to return without deleting. WARNING: Records cannot be recovered once they are deleted! |
| Help |  Opens the online WIKI help page for the current page. |
| New |  Opens a new blank record for data entry. |
| Save |  Saves the changes made to the record. |
| Save & Close |  Saves your changes and closes the page. |
| Fields | Description |
| Class | Identifies the Transaction Type and Transaction Class for Purchasing transactions. This is a single-select standard lookup that is required. When creating a new transaction class, this field is blank. After the initial save of a transaction class, this field automatically defaults '[Transaction Type] - [Transaction Class]'. Users also have the option to toggle between classes. This field is always editable. When users update the value selected in this field, the Transaction Class Record View will automatically refresh to display the Properties for the selected Transaction Class. |
Properties Tab
| Toolbar Icons | Description |
| 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. |
| Quick Column Filter |  Used to filter across all columns in the grid. When the user types text into the Quick Column Filter text box, the grid's Filter Row will be automatically hidden. The text in the Quick Column Filter text box automatically replaces any existing Filter Row filters. The results of the data immediately refresh as you enter text. |
| Fields | Description |
|---|---|
| Properties | Identifies the Property that is being set up. |
| Value | A text box or lookup to set the value of the property. Property values are always editable and can be changed at any time, unless otherwise specified. |
| Group: All | |
| Transaction Type | Identifies the transaction type of the transaction class. This is a single-select standard lookup that is required. It defaults to "Production" and is not editable the after initial Save. This lookup contains: Production, Adjustment, Transfer, Receipt, and Production Order. Database Fields: ERPx_IMTransactionType.TransactionTypeDescription, ERPx_IMTransactionClass.TransactionTypeSK |
| Class ID | |
| Class Description | This is a text box that is required and must be <=200 characters. If missing, the message "Class Description is required." will be displayed on Save. This field must be unique, else the message "Duplicate Transaction Class Descriptions are not allowed to the same transaction type." will be displayed on Save. It defaults as blank and is always editable. Database Field: ERPx_APTransactionClass.TransactionClassDescription |
| Doc Prefix | Database Field: ERPx_APTransactionClass.DocPrefix |
| Next Doc Number | Database Field: ERPx_APTransactionClass.NextDocNumber |
| Inactive | |
| Default Item | Identifies the default item to be used on Invoices/Credit Memos when an Item is not selected for a line, or for integration with third party system purposes. This is a single-select standard lookup that is visible and editable for Transaction Types of "Invoice" or "Credit Memo", it does not apply to Transaction Types of "Purchase Order". This lookup contains a blank value, the current assigned value, and a list of all the active Items setup in Inventory > Setup > Items. Database Fields: ERPx_IMItem.ItemID:ItemDescription, ERPx_APTransactionClass.DefaultItemSK |