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Description

Checkbox

Used to select one or more records for delete or mass update.

Doc. Prefix

The 'Document Prefix' is used in conjunction with the 'Next Document Number' to determine the system assigned Transaction ID's. Transaction ID's are created by stringing together the [Document Prefix] + [Next Ticket Number] from the applicable Transaction Class. The 'Next Document Number' is auto-incremented each time a new transaction for the selected transaction class is created. 

Database Field: ERPx_IMTransactionClass.DocPrefix

Inactive

A Yes/No field used to identify if the record is Inactive. If set to 'Yes' then the record is "Inactive" and will not be listed as a value in the 'New' button from the Inventory Transactions List View. If set to 'No' then the record is "Active" and can be freely used. 

Database Field: ERPx_IMTransactionClass.IsInactive

Next Num.

Identifies the value in the 'Next Document Number' property on the record view. This is required and must be a numeric whole number. This field is always editable from the record view.

The 'Document Prefix' is used in conjunction with the 'Next Document Number' to determine the system assigned Transaction ID's. Transaction ID's are created by stringing together the [Document Prefix] + [Next Ticket Number] from the applicable Transaction Class. The 'Next Document Number' is auto-incremented each time a new transaction for the selected transaction class is created. 

Database Field: ERPx_IMTransactionClass.NextDocNumber

Trans. Class ID

A hyperlink that shows the value of the 'Transaction Class' property on the Transaction Class record. Clicking on the link opens the record view for the selected Transaction Class. 

This is required and must be unique by Transaction Type. This field is always editable from the record view.

Database Field: ERPx_IMTransactionClass.TransactionClassID

Trans. Type

Identifies the value in the 'Transaction Type' property on the record view. This is required and not editable on the record view after the initial Save. The value can be set to :

• Adjustment: Used to add or remove inventory balances.

• Production: Used to record new inventory that was produced and to relieve inventory that was consumed during production. 

• Production Order: Used to record production orders of inventory items that is expected to happen at a future date.

• Receipt: Used to add new inventory that was purchased from an outside entity. 

• Transfer: Used to move inventory balances from on Site to another or to change product Ownership.

Database Field: ERPx_IMTransactionClass.TransactionTypeSK