Program Classes are used to classify and group programs by Program Type: Brokerage, On Invoice, Accrual, Rebate, and Off Book. From here, users can add new records and edit or Inactivate existing records.

Software Version: 2022.06.16 and newer

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Toolbar Icons	Description
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.
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!}
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.
New	Opens a new blank record for data entry.
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.
Save	Saves all changes made on the page.
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.
Fields	Description
Checkbox	Used to select one or more records to perform an action, such as Mass Update, More Actions, or Delete.
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 included in look-ups for transactions or other master files. If set to "No" then the record is Active and can be freely used. This field defaults to "No" and is always editable. This field is only displayed after the record is initially saved. Database Field: ERPx_SPProgramClass.IsInactive
Next Program ID	A numeric text box to assign the next Program # that will be used when auto assigning Program ID's to new Programs associated to this Class. This defaults to blank but is required. If missing, the message "Next Program ID is required." will be displayed on Save. This must be a positive, whole number. If not, the message, "Next Program ID must be a positive, whole number." will be displayed on Save. This field is always editable. The next Program ID that is auto-assigned is made up as ([Program Prefix] [Next Program ID]). If there is no value assigned to the Program Prefix then it will just be the [Next Program ID]. Database Field: ERPx_SPProgramClass.NextProgramID
Program Class	A text box to enter the unique identifier of the Program Class. This defaults to blank for new records and is required. If not assigned, the message "Program Class is required." will be displayed on Save. This value must be unique. If not, the message "Duplicate Program Classes are not allowed." will be displayed on Save. This field is editable until the class has been used on a program that has been assigned to a transaction and must be <= 25 characters. The Program ID is used as a short description and unique identifier of the Program Class. Database Field: ERPx_SPProgramClass.ClassName
Program Class Description	A text box to enter a description for the Program Class record. This defaults to blank for new records and is not required and does not need to be unique. This field is always editable and must be <= 100 characters. The Program Class Description is used as a long description for the Program Class. Database Field: ERPx_SPProgramClass.Description
Program Prefix	A text box to assign a Prefix that will be used when auto assigning Program ID's to new Programs associated to this Class. This defaults to blank and is not required. This field is editable until the class has been used on a program that has been assigned to a transaction and must be <= 10 characters. The next Program ID that is auto-assigned is made up as ([Program Prefix] [Next Program ID]). If there is no value assigned to the Program Prefix then it will just be the [Next Program ID]. Database Field: ERPx_SPProgramClass.ProgramPrefix
Program Type	A single-select standard lookup to identify the type of Program the class is used for. This defaults to blank and is required. If missing, the record will not be added on Save. This field is editable until the class has been used on a program that has been assigned to a transaction. This lookup contains all the values in the SPProgramType Enumeration Class. Brokerage: Brokerage programs use sales transactions to account for and store the details of an expense that will be paid to a vendor in the future. The expense and accrual entries are included with the Sales transaction's Journal Entry and the details are added to the Broker Balance sub-ledger. When Brokerage programs are 'Settled', AP Invoices are created to debit the accrual account and credit the Vendor's Accounts Payable account. This moves the sub-leger balance from the Broker to the Vendor. Rebate: Rebate programs use sales transactions to account for and store the details of an expense that will be paid to a vendor or credited to a customer in the future. The expense and accrual entries are included with the Sales transaction's Journal Entry and the details are added to the Rebate Balance sub-ledger. When Rebate programs are 'Settled', AP Invoices or AR Credit Memos are created to debit the accrual account and credit the Vendor's Accounts Payable or Customer's Accounts Receivable account. This moves the sub-leger balance from the Rebate to the Vendor/Customer. Open Rebates balances can also be applied to open sales transactions when applying payment receipts. Off Book: Off Book programs use Sales Transactions to automate rule-based entries to an Off Book sub-ledger. These balances can be paid (to a customer or vendor) in the future or written off. These programs do not impact the General Ledger when the Sales transaction is posted, and they are not visible to the customer. They only impact the General Ledger when they are Settled. When they are 'Settled', AP Invoices or AR Credit Memos are created to debit the programs assigned 'Expense Account' and credit the Vendor's Accounts Payable or Customer's Accounts Receivable account. This moves the sub-leger balance from the Broker to the Vendor. These are often used to keep a tally of money that can be used for food shows and other marketing activities. Balances that are written off have no impact on the General Ledger. Accrual: Accrual programs use Sales Transactions to automate rule-based journal entries that are included with the Sales transaction's Journal Entry and are not visible to the customer. They can be used for rule-based delivered freight, royalties, and other taxes that are paid for by the company. On Invoice: On Invoice programs automate adding additional line items to Sales Transactions (i.e., Promotional Discounts, Sales Tax, or rule-based Freight charged to a customer). These line items are included with the Sales transaction's Journal Entry and are visible to the customer. Database Field: ERPx_SPProgramClass.ProgramTypeSK
Seq	Identifies the Line # for each Transaction Line Item. The Line # sets the sort of the items on grids, list views, inquiries, and reports. This is an editable text box that defaults to the next available base-10 number. It is required and is always editable. To re-sequence the line items, edit one or more lines with a new positive number that would put the line item where you want it sorted, and click the Save button. On save, the line items will be resorted, and the Ln. values will be re-set to base-10 values. For example, if you had line items 10, 20, and 30 and you wanted the last one (Ln. 30) to be second, you could edit the value to any number between 10 and 20 (i.e. 15) and on save the lines would be sorted in the new sequence (10, 15, and 30) and then all Ln.'s would be re-set to base 10 numbers (10, 20, 30). Database Field: ERPx_SPProgramClass.Sequence

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Program Classes List View

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