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Fields | Description |
Checkbox | Used to select one record for Edit. |
Credit Account | This required and can be edited from the 'Sale Account' field in the Items grid of the Quick Sale record view while in a Status of 'New'.
Database Fields: ERPx_GLAccount.AccountNumber, ERPx_ARTransactionLine.AccountSK |
Credit Account Description | This required and can be edited from the 'Sale Account' field in the Items grid of the Quick Sale record view while in a Status of 'New'. Database Fields: ERPx_GLAccount.Description, ERPx_ARTransactionLine.AccountSK |
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 |
Debit Account | This is required and comes from the 'Accounts Receivable' field on the Accounts tab of the Customer record view. This field is can not be edited on the transaction.
Database Fields: ERPx_GLAccount.AccountNumber, ERPx_ARCustomer.GLARAccountSK |
Debit Account Description | This is required and comes from the 'Accounts Receivable' field on the Accounts tab of the Customer record view. This field is can not be edited on the transaction. Database Fields: ERPx_GLAccount.Description, ERPx_ARCustomer.GLARAccountSK |
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 |
Extended | This is required and can be edited by changing the 'Quantity' or 'Price' field on the Items grid of the Quick Sale record view while in a Status of 'New'. Database Field: ERPx_ARTransactionLine.ExtendedAmount |
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. |
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. |
Item | This is required and can be edited from the 'Item' field on the Items grid of the Quick Sale record view while in a Status of 'New'.
Database Fields: ERPx_IMItem.ItemID, ERPx_ARTransactionLine.ItemSK |
Item Class | This is required and comes from the 'Item Class' property on the Properties tab of the Item record view. This field is can not be edited on the transaction.
Database Fields: ERPx_IMItem.ItemClassSK, ERPx_ARTransactionLine.ItemSK |
Item Description | This is required and can be edited from the 'Description' field on the Items grid of the Quick Sale record. Database Field: ERPx_ARTransactionLine.ItemDescription |
Line Type | Displays whether the line type is a "Sale" or a "Tax". This is required and can not be edited on the transaction. This value is not stored in the database. |
PO | This is not required and can be edited from the 'PO' field on the Home tab of the Quick Sale record view. Database Field: ERPx_ARTransactionHeader.PurchaseOrderID |
Price | This is required and can be edited from the 'Price' field on the Items grid of the Quick Sale record view while in a Status of 'New'. Database Field: ERPx_ARTransactionLine.Price |
Price List ID | This is required and can be edited from the 'Price List' field on the Home tab of the Quick Sale record view while in a Status of 'New'.
Database Field: ERPx_ARTransactionHeader.PriceListHeaderSK |
Quantity | This is required and can be edited from the 'Quantity' field on the Items grid of the Quick Sale record view while in a Status of 'New'. Database Field: ERPx_ARTransactionLine.Quantity |
Reference | This is not required and can be edited from the 'Reference' field on the Items grid of the Quick Sale record view. Database Field: ERPx_ARTransactionLine.Reference |
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 Quick Sale record view while in a Status of 'New'. Database Fields: 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 Quick Sale record view while in a Status of 'New'. Database Fields: ERPx_ARCustomer.CustomerName, ERPx_ARTransactionHeader.CustomerSK |
Status | This is required and can be edited from the 'Status' field on the Home tab of the Quick Sale 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 |
Tax Class | This is not required and can be edited by changing the 'Tax Class' field on the Home tab of the Quick Sale record view while in a Status of 'New'. Database Field: ERPx_ARTransactionHeader.TaxClassSK |
Trans Created |
Database Field: ERPx_ARTransactionHeader.CreatedDate |
Trans Created By |
Database Field: ERPx_ARTransactionHeader.CreatedBy |
Trans Last Updated | Database Field: ERPx_ARTransactionHeader.LastUpdated |
Trans Last Updated By | Database Field: ERPx_ARTransactionHeader.LastUser |
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 Quick Sale record view. If a Customer is selected, the Transaction Class will be displayed as "Customer Sale". If an Employee is selected, the Transaction Class will be displayed as "Employee Sale".
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 Quick Sale record view. If a Customer is selected, the Transaction Class will be displayed as "Customer Sale". If an Employee is selected, the Transaction Class will be displayed as "Employee Sale".
Database Field: ERPx_ARTransactionType.TransactionName, ERPx_ARTransactionClass.TransactionTypeSK |
UOM | This is required and can be edited from the 'UOM' field on the Items grid of the Quick Sale record view while in a Status of 'New'.
Database Fields: ERPx_IMUOM.UOMID, ERPx_ARTransactionLine.QuantityUOMSK |