Freight Terms List View: Sales
- Janice Dannenberg (Unlicensed)
- Tom Williams
Freight Terms are used to describe the contract terms between the shipper and receiver or product. They can be assigned to Inventory Transfer and Sales Order Shipments. These can print on transaction documents but do not drive an other functionality. The purpose of this page is to add, edit, remove, and activate/inactive these records.
The data in the master file is shared by the Inventory Freight Terms master file and the Sales Freight Terms master file.
Software Version: 2019.11.01 and newer
Page Header
| Toolbar Icons | Description |
|---|---|
| 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.
|
| 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).
|
| Help | Opens the online WIKI help page for the current page.
|
| New | Inserts blank lines that allow adding multiple new records. |
| Save | Saves all changes. |
| Fields | Description |
| Description | A text box to add/edit the description associated with the Freight Term. This defaults to blank but is not required. This field must be <= 100 characters. Linked Database Field: ERPx_SOFreightTerms.Description |
| Freight Term | A text box to add or edit the unique identifier of the Freight Term record. This defaults to blank but is required for all records. If missing, the message "Freight Term is required." will be displayed on Save. The ID must be unique, otherwise the message "Duplicate Freight Terms are not allowed." will be displayed on Save. This field must be <= 50 characters. Linked Database Field: ERPx_SOFreightTerms.Name |
| Inactive | A Yes/No field used to identify if the Freight Term 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. Linked Database Field: ERPx_SOFreightTerms.IsInactive |