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. The purpose of this page is to view, add, edit, or delete a Quick Sale transaction. From this page, users may also view applications to apply transactions to the Quick Sale. When Quick Sale transactions are posted, the General Ledger is updated from the transaction's Journal Entry and the Customer Balance is updated.

Software Version: 2020.03.20 and newer

Page Header

Header Toolbar

Toolbar Icons	Description
Delete	Deletes the transaction or master file record. When clicked, users will be prompted with: "Are you sure you want to delete this record?". Click "OK" to confirm, or "Cancel" to return without deleting. _{WARNING: Records cannot be recovered once they are deleted!}
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). The bolded view is the default view, which will determine the view will automatically display in when opened.
Help	Opens the online WIKI help page for the current page. This icon is only visible on pages that are documented in the online help.
Journal Details	Opens the Journal Details window showing the Journal Entry for this transaction. Until the transaction Approved or Posted, this is a temporary journal entry so no Journal ID will be assigned.
New	Error rendering macro 'excerpt-include' : No link could be created for 'New - Record View Header'.
Print	Opens the Print dialog, showing any applicable printable reports to be printed, downloaded, and/or emailed.
Save	Saves the changes made to the record. It is only necessary to click the Save button when a change is detected on the page. When a change has been made, a ‘ + ‘ character is displayed prior to the page name in the page title bar (light blue bar in the upper left corner of the page). Clicking Save reloads the page.
View Applications	Opens the Sales: Transaction Application Details page associated with the transaction.

Home Tab

Fields	Description
Cash	A text box to enter the amount of Cash received as payment for the Quick Sale transaction. This field automatically updates when entries are made in the corresponding field in the Payment Details tab and vice versa. This defaults to '$0.00' and is never required. Linked Database Field: ERPx_ARTransactionHeader.PmtCash
Check	A text box to enter the amount of the Check payment for the Quick Sale transaction. This defaults to $0.00 and is never required. Linked Database Field: ERPx_ARTransactionHeader.PmtCheck
Credit Card	A text box to enter the amount of the Credit Card payment for the Quick Sale transaction. This defaults to $0.00 and is never required. Linked Database Field: ERPx_ARTransactionHeader.PmtCard
Description	A text box to add/edit the description of the transaction. This defaults to blank and is never required. If entered, this field must be <= 60 characters. The description does not have to be unique. Linked Database Field: ERPx_ARTransactionHeader.Description
Doc Date	An editable date field that identifies the date the transaction should have been entered. In most cases the Doc Date will be the current date but in instances where the transaction is being entered after the fact it may be back dated. Identifies the date the transaction should have been entered. This defaults to blank but is always required. If not assigned, the message "Doc Date is required." will be displayed on Save. Linked Database Field: ERPx_ARTransactionHeader.TransactionDate
Doc No	An editable field that identifies the Doc No (document number) such as a Vendor's Invoice # or a reference number that you assign for the transaction. This defaults to blank and is not required. If assigned, it must be <= 30 characters. Linked Database Field: ERPx_ARTransactionHeader.DocNumber
On Account	A non-editable text box that shows the [sum of the Extended column Amount] - ([Cash Amount] + [Check Amount] + [Credit Card Amount]). This is a calculated value that is not stored in a database field.
PO	An editable field that identifies the Purchase Order number for the transaction. This defaults to blank and is not required. If assigned, it must be <= 50 characters. Linked Database Field: ERPx_ARTransactionHeader.PurchaseOrderID
Price List	A single-select lookup to select a "Quick Sale" Price List for the transaction displayed as [PriceList] - [Description]. This field is enabled after a Customer has been selected in the "Sold To" field and the transaction has been saved for the first time. If a Quick Sale Price List has been associated with the Customer, the assigned Price List will default on the transaction, otherwise the Price List will be blank. Users can clear the Price List or change it to any other active Quick Sale Price List. The Price List field is not required. If a Price List is assigned, all new items added to the transaction will inherit prices from the Price List. To inherit a price, the line item must be on the Price List and the transaction's Doc Date must be within the items Price Effective date on the Price List. If the Price List is changed to another Price List, users will be prompted with a message "On save, do you want to update existing prices of items found on the new Price List?". If they select "Okay", on the next Save, all existing line items will have their prices re-evaluated. If they select "Cancel" the prices will remain as they are currently set. This lookup contains a blank value, the current assigned value, and all active Quick Sale Price Lists. Linked Database Field: ERPx_ARTransactionHeader.PriceListHeaderSK
Sold To	A single-select lookup to select a Customer. This field is always required. If not assigned, the message "Please select a Customer." will be displayed. Changing the Customer will reset the defaults for the new customer and the following message is displayed on save: “Changing the Customer will reset the following values from the new Customer: Currency ID, Payment Terms, and Tax Class. The Due Date and Discount Date fields will also be recalculated using the new Payment Terms. The Price List has been removed and will have to be manually set.“. This field is always editable when the transaction is in a status of 'New'. This lookup contains all active Customers setup on the Customers list view and any Employees setup in the Employee List. If the value is a Customer then display '[Customer Name]'. If the value is an Employee then display '[Customer Name]-Emp'. Linked Database Field: ERPx_ARTransactionHeader.PurchaseOrderID.CustomerSK
Status	A single-select standard lookup to assign the Transaction Status. This defaults to "New" but can be changed to "Approved" or "Ready to Post". This defaults to 'New' and is always required. This field is editable until the transaction is 'Ready to Post'. Updating the Status does the following: New: This is the default value. While in the Status of New all editable fields are open for edit, no posting/approval validations are performed, GL Dates are not assigned, and journal entries are not created. If the transaction was moved back from Approved to New, the GL Date will be assigned and a Journal Entry will exist. Approved: Performs all the data validations required to post the transaction. If one or more validations fail, messages are provided indicating what needs to be corrected. If all the validations pass, then all the fields are disabled except for the Status lookup (and any fields that are always editable), journal entries are created/updated, journal ID's are assigned to the journal entry, and blank 'GL Dates' are assigned. Ready to Post: Runs the Approval validations. If one or more validations fail, messages are provided indicating what needs to be corrected. If all the validations pass, then all the fields are disabled with the exception any fields that are always editable and updates the Transaction Status to "Posted". Linked Database Field: ERPx_ARTransactionHeader.TransactionStatusSK
Tax Class	Tax Classes group one or more 'Tax Details' together for the purpose of calculating sales tax on 'Quick Sales' Sales Transactions. Tax Classes can be manually assigned on transactions or assigned to individual Customers to default on 'Quick Sales' Sales Transactions. A single-select lookup to select a Tax Class for the transaction. This field is enabled after a Customer has been selected in the "Sold To" field and the transaction has been saved for the fist time. If a Tax Class has been assigned to the Customer, it will default on the transaction, otherwise it will be blank. Users can clear the Tax Class or change it to any other active Tax Class. The Tax Class field is not required. If a Tax Class is assigned to the transaction, all items with the 'Taxable for Sales' property set to "Yes" will be used to calculate Sales Tax based on the rates set on each of the associated 'Tax Details' assigned to the Tax Class. If the Tax Class is changed, sales tax will be re-evaluate. This lookup contains a blank value, the current assigned value, and all active Tax Classes. Linked Database Field: ERPx_ARTransactionHeader.TaxClassSK

Properties Tab

Fields	Description
Created By	A non-editable text box to identify the name of the user that created the Transaction. It is formatted to be the "logged-in" users [User First Name] + [User Last Name]. This is a system assigned value and is never editable by a user. Linked Database Field: ERPx_ARTransactionHeader.CreatedBy
Created Date	A non-editable text box to identify the Created Date & Time of the Transaction, formatted from the users 'Date Format' preference. This is a system assigned value and is never editable by a user. Linked Database Field: ERPx_ARTransactionHeader.CreatedDate
Currency ID	A non-editable text box that displays the Currency ID on the Customer record. This property is always required and is never editable by a user. Linked Database Field: ERPx_ARTransactionHeader.CurrencySK
Discount Date	A text box to identify the date the discount expires. This date is always calculated based on the Doc Date field and the selected Payment Terms property. This date property is never required and refreshes on Save. Linked Database Field: ERPx_ARTransactionHeader.DiscountDate
Due Date	A text box to identify the date payment is due. This date is always calculated based on the Doc Date field and the selected Payment Terms property. This field is always required and refreshes on Save. Linked Database Field: ERPx_ARTransactionHeader.DueDate
GL Date	The date the transaction posted (or will post) to the general ledger. If unassigned when the transactions Status is changed to "Approve" or "Ready to Post", it will default from the Transaction Date. To Approve or Post, the GL Date must be in a valid period that is open for posting. If not the message, "The Fiscal Period is not open." will be displayed on Save. To Approve or Post, the GL Date must be after the Doc Date. If not, the message "GL Date must be after the Transaction Date." will be displayed on Save. Linked Database Field: ERPx_ARTransactionHeader.DueDate
Last Updated Date	A non-editable text box to identify the Last Updated Date & Time of the Transaction, formatted from the users 'Date Format' preference. This is a system assigned value and is never editable by a user. Linked Database Field: ERPx_ARTransactionHeader.LastUpdated
Last Updated By	A non-editable text box to identify the name of the user that last updated the Transaction. It is formatted to be the "logged-in" users [User First Name] + [User Last Name]. This is a system assigned value and is never editable by a user. Linked Database Field: ERPx_ARTransactionHeader.LastUser
Payment Terms	A single select standard lookup to select Payment Terms associated with the Customer. This field is always required and defaults from the Customer record. This field is only editable when the Transaction is in a status of 'New'. When the Payment Terms property is updated, the Due Date property will be recalculated on Save. Linked Database Field: ERPx_ARTransactionHeader.PaymentTermSK
Sold To ID	A non-editable text box that displays the Customer ID of the customer selected in the Sold To field on the Home tab. This property is always required and is never editable by a user. Linked Database Field: ERPx_ARCustomer.CustomerID where ERPx_ARCustomer.CustomerSK = ERPx_ARTransactionHeader.CustomerSK
Transaction Class	A non-editable field that shows Transaction Class associated with the Quick Sale. This property is always required and is never editable by a user. Linked Database Field: ERPx_ARTransactionClass.TransactionClassDescription where ERPx_ARTransactionClass.TransactionClassSK = ERPx_ARTransactionHeader.TransactionClassSK
Transaction SK	A non-editable text box to identify the SK value of the Transaction. This is a looked-up value, that is primarily used for support. Linked Database Field: ERPx_ARTransactionHeader.TransactionHeaderSK

Payment Details Tab

Fields	Description
Amount	A text box used to enter the amount received from the Customer for the transaction via the corresponding Payment Type. This defaults to '$0.00' or the corresponding entry on the Home tab. This field automatically updates when entries are made in the corresponding field in the Home tab and vice versa. This field is always editable while the transaction is in a status of 'New' and is never required. Linked Database Field: ERPx_ARTransactionHeader.PmtCash Linked Database Field: ERPx_ARTransactionHeader.PmtCheck Linked Database Field: ERPx_ARTransactionHeader.PmtCard
Cash Account	A non-editable text box that displays the name and account number of the cash account associated with the Checkbook selected to receive the payment. If the Checkbook is updated, the Cash Account field will automatically update on Save. This field is read-only and is never editable by the user. Linked Database Field: ERPx_GLAccount.AccountNumber - ERPx_GLAccount.Description where ERPx_ARTransactionHeader.PmtCashCheckbookSK = ERPx_MFCheckbook.CheckbookSK Linked Database Field: ERPx_GLAccount.AccountNumber - ERPx_GLAccount.Description where ERPx_ARTransactionHeader.PmtCheckCheckbookSK = ERPx_MFCheckbook.CheckbookSK Linked Database Field: ERPx_GLAccount.AccountNumber - ERPx_GLAccount.Description where ERPx_ARTransactionHeader.PmtCardCheckbookSK = ERPx_MFCheckbook.CheckbookSK
Checkbook	A single-select lookup to select a Checkbook. This field defaults to the preference selection for 'Default Cash payment checkbook', 'Default Check payment checkbook' and 'Default Credit Card payment checkbook'. If the preference is not set to a value, this field defaults to blank. This field is editable while the transaction is in a status of 'New' and is required if a payment amount is entered for the associated payment type. This lookup contains all active Checkbooks setup on the Checkbooks master file. Linked Database Field: ERPx_ARTransactionHeader.PmtCashCheckbookSK Linked Database Field: ERPx_ARTransactionHeader.PmtCheckCheckbookSK Linked Database Field: ERPx_ARTransactionHeader.PmtCardCheckbookSK
Payment Type	A non-editable text box that displays the name of the payment type received from the customer for the sale transaction, including Cash, Check, Credit Card, and On Account. These fields are never editable by the user.
Reference	A text box to display a reference for the payment received. This defaults to blank and is not required. If assigned, it must be <= 150 characters. This field is always editable when the transaction is in a status of 'New'. Linked Database Field: ERPx_ARTransactionHeader.PmtCashReference Linked Database Field: ERPx_ARTransactionHeader.PmtCheckReference Linked Database Field: ERPx_ARTransactionHeader.PmtCardReference

Attributes Tab

Fields	Description
Attributes	The Attributes displayed are determined by the Attribute Setup and the Assign Attribute Rules. The Attributes can be setup and assigned to the transaction type in the Attributes section of the Company module (Company → Setup → Attributes).
Available	This field displays whether or not the attribute is available and required. Only available attributes will be displayed with a 'Yes' followed by whether or not it is a required attribute. Required attribute values must be entered before saving the transaction as 'Approved' or 'Ready to Post'.
Value	The values in each attribute lookup are determined by the values created for the attribute, as set up in the Attributes setup in the Company module.

Page Detail

Items Grid

The purpose of the Items grid is to add, edit and delete the line items for the Quick Sale transaction.

Fields	Description
Toolbar Icons	Description
Delete	Deletes the selected line(s) from the transaction or master file. This icon is only enabled for transactions with a Status of 'New'.
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 only the filtered contents will be exported.
New	Adds new blank lines in the grid section to allow for data entry.
Checkbox	Used to select one or more records for Mass Update or Delete.
Description	A text box used to display the description of the line item. This defaults from the 'Item Description' property on the Item Master but can be overwritten. If assigned, it must be <= 200 characters. Linked Database Field: ERPx_ARTransactionLine.ItemDescription
Extended	A non-editable text box text box that calculates the extended amount of the line item. This is calculated by multiplying the Price by the Quantity. On pages where there are quantities for both Units and Weight, this is calculated by multiplying the Quantity by the Price for the Quantity that matches the Price UOM. For example, if the line Item shows as 10 Cases for 100 Lbs and the Price is 2.00 per Lbs then it would be 100 * 2 On pages where only a single UOM is shown, this is calculated by multiplying the Quantity by the Price. This field is calculated and is never editable by the user. Linked Database Field: ERPx_ARTransactionLine.ExtendedAmount
Item	A single-select lookup to select an item being sold. The lookup sorts by Item ID and displays both the Item ID and Item Description. This field is required and can only be edited when the transaction is in a status of 'New.' This field defaults to blank and is always required. This lookup contains a blank value, the current assigned value, and all active Items in the Items Master. Linked Database Field: ERPx_ARTransactionLine.ItemSK
Price	A text box used to enter the price. This field is required for all records and must be greater than or equal to 0. If negative, the message: "A negative amount for Price is not allowed." will be displayed. This field defaults to blank and can be edited while the transaction is set to a status of 'New.' Linked Database Field: ERPx_ARTransactionLine.Price
Quantity	A text box that identifies the count of the physical objects (boxes, Bags, Cases, Totes, etc.) on the transaction. This field defaults to 1.00 and can be edited while the transaction is in a Status of 'New.' The quantity can be negative or positive to record both sales and returns. This field is always required. Linked Database Field: ERPx_ARTransactionLine.Quantity
Reference	A text box used to enter a reference value for individual line item. This field defaults to null and is never required. This field is is always editable and if assigned, it must be <= 100 characters. Linked Database Field: ERPx_ARTransactionLine.Reference
Sale Account	A single-select lookup to specify the account the sale will be posted to. This field defaults to the Item's Sales Account and is always required. This field can be edited while the transaction is set to a status of 'New.' This lookup contains a blank value, the current assigned value, and all active GL Accounts with a 'Control Account Type' of "Sales" and the 'Use In SO' property set to "Yes". Linked Database Field: ERPx_ARTransactionLine.AccountSK
Seq.	A non-editable text box that displays the numerical sequence the line item was added to the transaction. This field defaults to the next available number, is always required and never editable. This is a calculated field and not stored in the database.
UOM	A single-select lookup to specify the unit of measure (UOM) for the line item. This defaults to null and is populated with the UOM setup on the 'Default Price UOM' property on the Item Master. This field is required and can be edited while the transaction is set to a status of 'New.' This lookup contains a blank value, the current assigned value, and all active units of measure assigned to the Items 'Unit of Measure Schedule'. Linked Database Field: ERPx_ARTransactionLine.QuantityUOMSK

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