Auto Hide Filters

A non-required text box that defaults as checked and is used to determine if the Search Options should be hidden when the Inquiry runs or is refreshed.

• When checked, each time the 'Refresh' button is clicked, the search options will be hidden, allowing for more rows of data to be visible on the page. This behavior is ideal for users that have entered their search parameters and want to see the results in full-screen. 
• When unchecked, the search options will not be hidden when the 'Refresh' button is clicked. This behavior is ideal for users that need to run several searches with different search parameters.

Users can only change the default value of this setting with a custom search in the "Saved Searches" lookup. If you change the default setting but do not save it in a custom search, it will only remain this way while the page is opened.

Refer to this FAQ for advanced search options.

Auto Refresh on Open

A non-required text box that defaults as checked and is used to determine if the inquiry opens with or without data in the grid.

• When checked, each time the page is opened, the search is run using the default parameters (or a 'Saved Search' if one was set as your default for the page) so the grid will be populated with data .  
• When unchecked, the search is NOT run when the page opens and no data will be present until the 'Refresh' button is clicked. 

Users can only change the default value of this setting with a custom search in the "Saved Searches" lookup.

Refer to this FAQ for advanced search options.

Saved Searches

Displays the saved searches lookup and related icons. This tool allows users to select previously saved search options, create a new set of search options, save changes to existing search options, forget/delete saved search options and/or assign a saved search option as the default for the page. Once changes are made to the search options, the user can click the Save Options icon and save the changes. Saving search options will also save the preferences for 'Auto Refresh on Open' and 'Auto Hide Filters'. The new search option can also be set as the default.  Default searches can be removed by clicking the 'Set as Default' button again when the current default search is selected.  

Refer to this FAQ for advanced search options.

Search

A non-required text box that defaults to blank and is used to search across multiple fields. When the page is 'Refreshed', the data returned will be limited by what was included in the Search box (in addition to any other Search Options). 

Refer to this FAQ for advanced search options.

The Search field can be used to search across the following fields: 

• Customer: [Customer ID] or [Customer Name]

• Doc No

• Invoice

• PO

• Transaction

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.

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. 

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. 

 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. 

More Actions

 Displays a drop down menu of related actions. The list of options includes:

• IQ: Applications

  • If the selected record is a Payment, Price Adj Credit, or Quick Sale Credit, the Payment Applications inquiry for the selected record will open in a new tab.

  • If the selected record is a Sales Order, Price Adj Debit, or Quick Sale Debit, the Invoice Applications inquiry for the selected record will open in a new tab.

• IQ: Customer Balance Details - opens the Customer Activity Inquiry in a new tab, for the selected Customer, filtered for posted transactions with an open balance.

• IQ: Transaction History - opens the Customer Activity Inquiry, in a new tab, for the selected Customer, filtered for posted transactions within the past year.

• RV: Customer - opens the Customer Record View in a new tab.

Notes

Opens the Notes dialog, filtered for the appropriate Note Type(s), allowing the user to enter Notes for the selected line item. From here, users can add, review, or edit Notes associated with the line item. If no line items are selected, entered Notes will apply to all line items and be appended to any existing Notes. This toolbar icon is always enabled. 

Print

 Opens the Print dialog window, where transaction and/or analysis reports can be downloaded, printed and/or emailed. 

When clicked, all the Reports that launch from the Print Dialog that are assigned to this page, and that the user has rights to (if Report Data Access is enabled) are displayed.

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.

Refresh

 Re-queries the contents of the grid/page based on the Search Options or the default values for grids that do not support Search Options. 

 This ONLY re-queries the contents of columns that are currently visible, if you add a new column the contents will be empty until you click 'Refresh' again.

Saved 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.

Search Options

 Toggles between displaying and hiding the Search Options portion of the page.

Fields

Description

Checkbox

Used to select one or more records to perform an action, such as Mass Update, More Actions, or Delete.

Aging Period

Identifies the Aging Period the transaction falls into.

This is a system calculated value that is not stored in the database.

Avail. Credit

Identifies the Available Credit for the Customer.

• If the Customer is assigned a Credit Limit, then calculate as [Credit Limit] - [Open Balance]

• If the Customer has unlimited credit, this will show as NULL, Blank, or $999,999,999.99.

• If Credit Limits are not managed for the Customer this will display as $0.00.

Avg. Days to Pay

Identifies the Average Days it takes a customer to pay their invoices. It is calculated by summarizing the total number of days to pay for each applicable invoice and dividing that amount by the number of applicable invoices.

This is a system calculated value that is not stored in the database.

Collection Note

Identifies if there is a ‘Collection’ note saved on the transaction. If there is a Collection note the value will be “Yes” otherwise it will be blank.

Customer Name

Identifies the name of the Customer record or for the Customer assigned to a transaction. This comes from the 'Ship To' field on the 'Home' tab of the Sales Transaction Record View. It can be edited from the 'Customer Name' field on the 'Properties' tab of the Customer Record View.

Customer Names are used as a long description for Customer records. 

Database Fields: ERPx_ARCustomer.CustomerName, ERPh_SOOrderHeader.CustomerSK  

Credit Limit

Identifies the Credit Limit assigned to the Customer.

• If the Customer is assigned a Credit Limit, the credit limit amount will be shown.

• If the Customer has unlimited credit, this will show as NULL, Blank, or $999,999,999.99.

• If Credit Limits are not managed for the Customer this will display as $0.00.

Currency

Identifies the Currency assigned to the transaction. This comes from the 'Currency' associated with the Customer on the transaction. This field 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: ERPx_MFCurrency.CurrencyID, ERPh_SOOrderHeader.CurrencySK

Description

A non-editable text box to display the 'Description' that was entered on the header of a Quick Sale transaction, this is blank for sales invoices and price adjustments. This field is not editable from here but can be edited on the source transaction even after it was posted.

Doc No

A non-editable text box to display the 'Doc No' of a Quick Sale transaction. This only applies to Quick Sales so it will always be blank for Sales Invoices and Price Adjustment transactions. This field is not editable from here but can be edited on the source transaction, even after it is posted. 

Due Date

A date field to display the date the payment is due. This is displayed for all transactions in the grid and is calculated by adding the number of due days to the invoice date for sales Invoices and to the Doc Date for Quick Sales. This field is not editable from here but can be edited on the source transaction for Quick Sales even after they were posted, but not for Sales Invoices or Price Adjustments. This is a calculated field based on the payment terms assigned to the order that is not stored in the database.

Invoice

Identifies the invoice number associated with the sales order shipment. This comes from the 'Invoice #' field on the 'Shipments' tab of the Sales Transaction Record View. It is not editable. 

Invoiced

A date field to show the date of the transaction. For Sales Invoice and Price Adjustments this will be the Invoice Date and for Quick Sales this is the Doc Date. This field is not editable.

Last Payment Date

Used to show the date of the last ‘Posted’ Payment Receipt for each Customer.

Orig. Amount

A non-editable text box to display the sales transaction amount. This is looked up from the transaction and will always be > 0.00 as zero-dollar transactions do not show in this grid. 

Open Amount

A non-editable text box to display the open amount of the transaction. This is calculated by subtracting all previous Applied Amounts (from payments and Rebates), Discount Amounts, and Write Off Amounts from the transactions 'Orig. Amount'. Only transactions with an 'Open Amount' > 0.00 will be shown in this grid.  This is a calculated field that is not stored in the database.

Ordered

Identifies the date of the transaction. It is formatted from the users 'Date Format' preference. This comes from the 'Order Date' field on the 'Home' tab of the Sales Transaction Record View. It is not editable. 

Past Due

Identifies if the Sales Order, Price Adjustment Debit, or Quick Sale Debit is past due. If so, it will display as “Yes”, if not it will be blank.

Past Due Days

A calculated field that shows the past due days for transaction. It is only calculated for Sales Order, Price Adjustment Debit, and Quick Sale Debit transactions and is calculated as: [Current Date] - [Due Date].

Payment Terms

A non-editable text box to display the Payment Term ID of the Payment Term the transaction was posted with. This defaults from the Customer but can be changed on the transaction prior to posting.

PO

A non-editable text box to display the Purchase Order number of the transactions. This field will be blank for all Sales Invoices, Price Adjustments, and Quick Sales that were posted without a PO. This field is not editable from here but can be edited on the source transaction for Quick Sales even after they were posted, but not for Sales Invoices or Price Adjustments. 

Transaction

Identifies the unique Transaction ID for each transaction. This is a system assigned value and is not editable.

Sales transaction numbers may be system assigned IDs to differentiate unique transactions. Transaction ID's are unique by the unique combination of 'Document Prefix' + 'Next Document Number'.