Quick Sales Inquiry
- Janice Dannenberg (Unlicensed)
- Emma Greenwood
- Tom Williams
Quick Sales allow users to efficiently enter a sales transaction without having to allocate items or specify shipping information. Quick Sale transactions do not affect inventory and are not tied to other functional areas. The purpose of this page is to view Quick Sale transactions.
This list view also contains columns for each Attribute that is set up for the 'Sales Order' attribute type. Because these are user defined, they are not included in the default view but can be added a saved layout. Sales Order attributes are not included in the help documentation.
Software Version: 2023.08.31 and newer
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| Toolbar Icons | Description |
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| Excel | Export the contents of the list view 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 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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| Inquiry Criteria | Opens Inquiry Criteria window where users can define the following criteria:
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| Journal Details | Opens the Journal Details for each transaction(s) selected. |
| Opens the Print dialog window, where transaction and/or analysis reports can be downloaded, printed and/or emailed. | |
| Refresh | Re-queries the contents of the grid/page based on the Inquiry Criteria parameters or the default parameters for grids that do not support Inquiry Criteria. |
| Fields | Description |
| Checkbox | Used to select one or more records for Mass Update or Delete. |
| Currency | Identifies the Currency assigned to the transaction. This is required and comes from the 'Currency' property on the Properties tab of the Customer record view. This field is can not be edited on the transaction. 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, ERPx_ARTransactionHeader.CurrencySK |
| Doc Date | Identifies the date of the transaction. This is required and can be edited from the 'Doc Date' field on the Home tab of the Quick Sale record view while in a Status of 'New'. Database Field: ERPx_ARTransactionHeader.TransactionDate |
| Doc Description | Identifies the header comment/description of the transaction or batch. This is not required and can be edited from the 'Description' field on the Home tab of the Quick Sale record view. Database Field: ERPx_ARTransactionHeader.Description |
| Doc No | Identifies the Doc No (document number) for the transaction. Unlike a Transaction ID that is system assigned based on the Transaction Class of the Transaction Type, this is a manually entered value. This is not required and can be edited from the 'Description' field on the Home tab of the Quick Sale record view. Database Field: ERPx_ARTransactionHeader.DocNumber |
| GL Period | Identifies the Fiscal Period based on the GL date on the source transaction or manual journal entry. This is required and can be edited from the 'GL Date' field on the Properties tab of the Quick Sale record view while in a Status of 'New'. This value is not stored in the database. Calculated from: ERPx_ARTransactionHeader.GLDate |
| GL Year | Identifies the Fiscal Year based on the GL date on the source transaction or manual journal entry. This is required and can be edited from the 'GL Date' field on the Properties tab of the Quick Sale record view while in a Status of 'New'. This value is not stored in the database. Calculated from: ERPx_ARTransactionHeader.GLDate |
| Payment Terms | Identifies the Payment Terms assigned to the transaction. Database Field: ERPx_MFPaymentTerms.PaymentTermName, ERPx_ARTransactionHeader.PaymentTermsSK |
| PO | Identifies the |