Countries represent distinct entities in geography. They are used on Company Addresses and to assign the 'Country of Origin' to Production Batches. This master files come pre-loaded but records can be added or removed. The purpose of this page is to add, edit, remove, and activate/inactive these records.
Software Version: 2019.09.03 and newer
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| Toolbar Icons | Description |
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| Cancel | Cancels the current unsaved changes and returns the view from Edit mode to Read only mode. This toolbar icon is only displayed when the view is in edit mode. |
| 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 | Puts the list view in edit mode allowing all editable fields to be modified at one time. To get out of edit mode you must either Cancel or Save your changes. |
| Excel |  Clicking the Excel toolbar icon exports the current contents of the grid to an Excel file that is automatically downloaded. The contents that export are only those currently visible. If the grid is filtered, 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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| New | Inserts blank lines that allow adding multiple new records. |
| Save | Saves all changes. |
| Fields | Description |
| Code | A text box to add or edit the unique ISO Code for the Country. This defaults to blank but is required for all records. If missing, the message "Country Code is required." will be displayed on Save. The value must be unique, otherwise the message "Duplicate Codes are not allowed." will be displayed on Save. This field must be <= 10 characters. Linked Database Field: ERPx_IMCountryOfOrigin.CountryCode |
| Inactive | A Yes/No field used to identify if the Country is Inactive. If set to 'Yes' then the record is "Inactive" and will not be included in look-ups. Setting this to Inactive only prevents the record from being manually assigned to new transactions or master files, it does not prevent transactions containing this value to be posted. 'No' values display as blank in the grid. This value is always editable. Inactive Countries are not stored in the ERPx_IMCountryOfOrigin_Company table. Active Countries are stored in ERPx_IMCountryOfOrigin_Company.CountryOfOriginSK |
| Name | A text box to add or edit the name of the Country. This defaults to blank but is required for all records. If missing, the message "Country Name is required." will be displayed on Save. The value does not have to be unique. This field must be <= 100 characters. Linked Database Field: ERPx_IMCountryOfOrigin.CountryName |
Users must log out and back in before the pages will be visible in the 'My Shortcuts' tab.