Quote Transaction Class Record View
Sales Transaction Classes are used to categorize sales transactions within specific transaction types and assign specific default values and business rules for each. A single Quote Transaction Class is always associated with a single Order Transaction Class. Quote Transaction Classes are automatically created when a Order Transaction Class is created. The purpose of this page is to set the properties for the Quote transaction class.
Software Version: 2022.08.26 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).
|
| Help | Opens the online WIKI help page for the current page.
|
| Save | Saves the changes made to the record.
|
| Fields | Description |
| Class | A single-select lookup to select a Transaction Class. This defaults to blank for a new Transaction Class and is always required after initial Save. This field is editable after initial Save. When users update the value selected in this field, the Transaction Class record view page will refresh to display the Properties for the selected Transaction Class. This lookup contains all Transaction Classes and is displayed as '[Transaction Class] - '[Transaction Type]'. Database Field: ERPx_SOOrderTypeDocument.DocumentID - ERPx_SOOrderType.OrderTypeName where ERPx_SOOrderTypeDocument.OrderTypeSK = ERPx_SOOrderType.OrderTypeSK |
The bolded view is the default view, which will determine the view will automatically display in when opened. Properties Tab
| Toolbar Icons | Description |
|---|---|
| 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. |
| Fields | Description |
| Properties | Identifies the Property that is being set up. |
| Value | A text box or lookup to set the value of the property. Property values are always editable and can be changed at any time, unless otherwise specified. |
| Group: Configuration | |
| Transaction Type | A non-editable text box that displays "Quote". A Quote Transaction Class is automatically generated when a Order Transaction Class is created. This field is always required and is never editable. Database Field: ERPx_SOOrderTypeDocument.OrderTypeSK |
| Transaction Class | A non-editable text box that displays the Transaction Class of the linked Order Class. This field defaults from the Transaction Class of the linked Order Class, is required, and is never editable for Quotes. To change this value, you must change it on the Transaction Class of the linked Order. Database Field: ERPx_SOOrderTypeDocument.DocumentID |
| Document Prefix | A text box to specify the Document Prefix to be used in the Transaction ID. This defaults to blank for new records and is never required. If entered, this field must be <= 10 characters. This field must be unique by Transaction Type and Company. If not, the message "Duplicate Document Prefixes are not allowed for the same Transaction Types. This Document Prefix has already been assigned to the [Transaction Class Name] Transaction Class." will display on Save. This field is always editable. The 'Document Prefix' is used in conjunction with the 'Next Document Number' to determine the system assigned Transaction ID's. Transaction ID's are created by stringing together the [Document Prefix] + [Next Ticket Number] from the applicable Transaction Class. This value is only used if the corresponding 'Order' Transaction Class has the 'Get Next Invoice Number From' property set to "Invoice Transaction Class". Otherwise this is inherited from the source Order. Database Field: ERPx_SOOrderTypeDocument.DocumentPrefix |
| Next Document Number | A text box to specify the Next Document Number to be used in the Transaction ID. This defaults to 1000 for new records and is always required. If missing, the message “Next Document Number is required.” will be displayed on Save. The value must be a numeric whole number. If not, the message "Next Document Number must be a number and cannot contain letters or symbols." will be displayed on Save. This field is always editable. The 'Document Prefix' is used in conjunction with the 'Next Document Number' to determine the system assigned Transaction ID's. Transaction ID's are created by stringing together the [Document Prefix] + [Next Document Number] from the applicable Transaction Class. The 'Next Document Number' is auto-incremented each time a new transaction for the selected transaction class is created. This value is only used if the corresponding 'Order' Transaction Class has the 'Get Next Invoice Number From' property set to "Invoice Transaction Class". Otherwise this is inherited from the source Order. Database Field: ERPx_SOOrderTypeDocument.NextDocNumber |
| Logo Location | A non-editable text box that displays the network path for the image file used on the transaction reports for Quote transactions assigned to the Transaction Class. This is only used for reports and does not drive any other functionality. This field defaults from the Transaction Class of the linked Order Class, is never required, and is never editable for Quotes. To change this value, you must change it on the Transaction Class of the linked Order. Database Field: ERPx_SOOrderTypeDocument.DocumentLogoLocation |
| Remit To Address | A non-editable text box that displays the Remit To Address to be used on sales reports for the corresponding class. This field defaults from the Transaction Class of the linked Order Class, is required, and is never editable for Quotes. To change this value, you must change it on the Transaction Class of the linked Order. This address will only be used on reports for transactions associated with this class if the Customer associated with the transaction does not have a Remit To Address configured, otherwise the Customer's Remit To Address will default on the associated report(s). Database Field: ERPx_MFAddress.AddressID, ERPx_SOOrderTypeDocument.RemitToAddressSK |
| Inactive | A non-editable text box that displays whether the Transaction Class is displayed in the Transaction Class lookup when a new Quotes are created. This field is always required. This field is set based on the following rules:
Database Field: ERPx_SOOrderTypeDocument.IsInactive |
| Group: Data Entry | |
| Single Date Management | A non-editable text box that displays whether or not all dates on a Quote transaction default from the Order Date. This defaults to "No" for new records and is always required. This field is always editable. When this property is set to “Yes”, users can only enter and edit the 'Order Date' field on the 'Select Ship-To' page and the Sales Order Record View, all other date fields are disabled and auto-populated from the Order Date. When this property is set to “Yes” users only have the ability to enter and edit the 'Order Date' field on a sales transaction. The following date fields will default from the sales transaction Order Date:
Database Field: ERPx_SOOrderTypeDocument.SingleDateManagement |
| Group: Default | |
| Default Carrier | A non-editable text box that displays the default Carrier for the Transaction Class. This field defaults from the Transaction Class of the linked Order Class, is never required, and is never editable for Quotes. To change this value, you must change it on the Transaction Class of the linked Order. Database Field: ERPx_SOOrderTypeDocument.DefaultCarrierSK |
| Default Freight Rate Type - Freight | A non-editable text box that displays the default Rate Type for Freight for the Transaction Class. This field defaults from the Transaction Class of the linked Order Class, is never required, and is never editable for Quotes. To change this value, you must change it on the Transaction Class of the linked Order. Database Field: ERPx_SOOrderTypeDocument.DefaultFreightFreightRateTypeEN |
| Default Freight Rate Type - Handling | A non-editable text box that displays the default Freight Rate Type for Handling for the Transaction Class. This field defaults from the Transaction Class of the linked Order Class, is never required, and is never editable for Quotes. To change this value, you must change it on the Transaction Class of the linked Order. Database Field: ERPx_SOOrderTypeDocument.DefaultHandlingFreightRateTypeEN |
| Default Freight Terms | A non-editable text box that displays the default Freight Terms for the Transaction Class. This field defaults from the Transaction Class of the linked Order Class, is never required, and is never editable for Quotes. To change this value, you must change it on the Transaction Class of the linked Order. Database Field: ERPx_SOOrderTypeDocument.DefaultFreightTermsSK |
| Default Payment Terms | A non-editable text box that displays the default Payment Term for the Transaction Class. This field defaults from the Transaction Class of the linked Order Class, is never required, and is never editable for Quotes. To change this value, you must change it on the Transaction Class of the linked Order. Database Field: ERPx_SOOrderTypeDocument.DefaultPaymentTermSK |
| Default Ship From Site | A non-editable text box that displays the default Ship from Site for the Transaction Class. This field defaults from the Transaction Class of the linked Order Class, is never required, and is never editable for Quotes. To change this value, you must change it on the Transaction Class of the linked Order. Database Field: ERPx_SOOrderTypeDocument.DefaultShipFromSiteSK |
| Group: Required Fields | |
| Require an Inside Salesperson for Posting | A non-editable text box that displays whether an Inside Salesperson is required for posting a sales transaction. This field defaults from the Transaction Class of the linked Order Class, is required, and is never editable for Quotes. To change this value, you must change it on the Transaction Class of the linked Order. Database Field: ERPx_SOOrderTypeDocument.RequireInsideSalesperson |
| Require an Outside Salesperson for Posting | A non-editable text box that displays whether an Outside Salesperson is required for posting a sales transaction. This field defaults from the Transaction Class of the linked Order Class, is required, and is never editable for Quotes. To change this value, you must change it on the Transaction Class of the linked Order. Database Field: ERPx_SOOrderTypeDocument.RequireOutsideSalesperson |
| Require Carrier for New Transactions | A non-editable text box that displays whether a Carrier is required for saving a sales transaction. This field defaults from the Transaction Class of the linked Order Class, is required, and is never editable for Quotes. To change this value, you must change it on the Transaction Class of the linked Order. If this is set to "Yes", when users create new Quotes, they will be prompted with the message "A Carrier is required for orders in the transaction class and there is no transaction class or customer address default set." before they can re-query or move past the 'Select Ship To' page if the 'Carrier' has not been set. If this is set to "No", the 'Carrier' is not required. Database Field: ERPx_SOOrderTypeDocument.IsCarrierRequired |
| Require Deliver On Date for New Transactions | A non-editable text box that displays whether a Deliver On Date is required for saving a sales transaction. This field defaults from the Transaction Class of the linked Order Class, is required, and is never editable for Quotes. To change this value, you must change it on the Transaction Class of the linked Order. If this is set to "Yes", when users create new Quotes, they will be prompted with the message "A Deliver On date is required, please enter a valid date." before they can re-query or move past the 'Select Items' page if the 'Deliver On' date has not been set. If this is set to "No", the 'Deliver On' date is not required. Database Field: ERPx_SOOrderTypeDocument.IsDeliverOnDateRequired |
| Require Freight Terms for New Transactions | A non-editable text box that displays whether the Freight Terms field is required. This field defaults from the Transaction Class of the linked Order Class, is required, and is never editable for Quotes. To change this value, you must change it on the Transaction Class of the linked Order. If this is set to "Yes", when users create new Quotes, they will be prompted with the message "Freight Terms are required for this Transaction Class." before they can re-query or move past the 'Select Ship To' page if the 'Freight Terms' have not been set. If this is set to "No", 'Freight Terms' are not required. Database Field: ERPx_SOOrderTypeDocument.AreFreightTermsRequired |
| Require Ship By Date for New Transactions | A non-editable text box that displays whether a Ship By Date is required for saving a sales transaction. This field defaults from the Transaction Class of the linked Order Class, is required, and is never editable for Quotes. To change this value, you must change it on the Transaction Class of the linked Order. If this is set to "Yes", when users create new Quotes, they will be prompted with the message "A Ship Date is required, please enter a valid date." before they can re-query or move past the 'Select Ship To' page if the 'Ship By' date has not been set. If this is set to "No", the 'Ship By' date is not required. Database Field: ERPx_SOOrderTypeDocument.IsShipByDateRequired |