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: 2025.04.21 and newer

[ 1 Page Header ] [ 1.1 Related Topics ] [ 1.1.1 Page Definitions ] [ 1.1.2 Technical Details ]

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Toolbar Icons	Description

Toolbar Icons	Description
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Inquiry Criteria	Date From Date To Status
Journal Details	Opens the Journal Details for each transaction(s) selected.
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Void
Fields	Description
Checkbox	Used to select one or more records for Mass Update or Delete.
Currency	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. Database Fields: ERPx_MFCurrency.CurrencyID, ERPx_ARTransactionHeader.CurrencySK
Doc Date	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	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	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	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	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	Database Field: ERPx_MFPaymentTerms.PaymentTermName, ERPx_ARTransactionHeader.PaymentTermsSK
PO	This is not required and can be edited from the 'PO' field on the Home tab of the record view. Database Field: ERPx_ARTransactionHeader.PurchaseOrderID
Price List ID	This is required and can be edited from the 'Price List' field on the Home tab of the record view while in a Status of 'New'. Database Field: ERPx_ARTransactionHeader.PriceListHeaderSK
Sold To	If the Sale was to an Employee, this will be the Employee ID. This is required and can be edited by changing the 'Sold To' field on the Home tab of the record view while in a Status of 'New'. Database Field: ARCustomer.CustomerID, ERPx_ARTransactionHeader.CustomerSK
Sold To Name	If the Sale was to an Employee, this will be the Employee Name. This is required and can be edited by changing the 'Sold To' field on the Home tab of the record view while in a Status of 'New'. Database Field: ERPx_ARCustomer.CustomerName, ERPx_ARTransactionHeader.CustomerSK
Status	This is required and can be edited from the 'Status' field on the Home tab of the record view while the transaction is in a Status of 'New' or 'Approved'. The Statuses that apply to transactions in this List View include: Database Fields: ERPx_ARTransactionStatus.StatusName, ERPx_ARTransactionHeader.TransactionStatusSK
Sub Total	A non-editable text box that shows the sum of the extended amounts for all the line items on the transaction. [Sub Total] = [Total Amount] - [Tax] Database Field: ERPx_ARTransactionHeader.TaxableAmount
Tax	A non-editable text box that shows the applicable tax for the transaction. Database Field: ERPx_ARTransactionHeader.TaxedAmount
Tax Class	This is not required and can be edited by changing the 'Tax Class' field on the Home tab of the record view while in a Status of 'New'. Database Field: ERPx_ARTransactionHeader.TaxClassSK
Total Amount	A non-editable text box that shows the total amount of the transaction. [Total Amount] = [Sub Total] + [Tax] Database Field: ERPx_ARTransactionHeader.ExtendedAmount
Transaction	Clicking on this link opens the Quick Sale record view for the selected record. This is a system assigned number that comes from the 'Transaction Class' and is required, but is never editable by users. Database Field: ERPx_ARTransactionHeader.TransactionID
Transaction Class	This is required and is never editable. It is assigned based on the 'Sold To' field on the Home tab of the record view. The Transaction Class defaults from the Transaction Type as follows: Customer Sale = Quick Sale - Customer Employee = Quick Sale - Employee Fisherman Sale = Default Tender Resale = Default Database Fields: ERPx_ARTransactionClass.TransactionClassDescription, ERPx_ARTransactionHeader.TransactionClassSK
Transaction Type	This is required and is never editable. It is assigned based on the 'Sold To' field on the Home tab of the record view. The Transaction Class will be displayed as either: Customer Sale Employee Database Fields: ERPx_ARTransactionType.TransactionName, ERPx_ARTransactionClass.TransactionTypeSK, ERPx_ARTransactionHeader.TransactionClassSK

Quick Sales Inquiry

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