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Order Transaction Class Record View
Order Transaction Class Record View
- Janice Dannenberg (Unlicensed)
- Emma Greenwood
- Tom Williams
Owned by Janice Dannenberg (Unlicensed)
Sales Transaction Classes are used to categorize sales transactions within specific transaction types and assign specific default values and business rules for each. The purpose of this page is to set the properties for the Order transaction class.
Software Version: 2022.10.10 and newer
Page Header
Header Toolbar
| Toolbar Icons | Description |
|---|---|
| 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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| New | Allows the user to create a new master file record or transaction by opening a blank record view page. This icon is always enabled. |
| Save | Saves the changes made to the record. |
The bolded view is the default view, which will determine the view will automatically display in when opened.