Purchasing Transaction Class List View

Purchasing Transaction Class List View

The purpose of this page is to view, add, edit, remove and inactivate Transaction Classes used for AP Invoices and Credit memos. 

Software Version: 2022.11.28 and newer

 

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Delete

Transaction Classes may only be deleted if it has never been used on any open or posted transaction. Else, the validation message "[Transaction Class ID] Transaction Class exists on a historical or open transaction and cannot be deleted. " will be displayed.

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Doc. Prefix

Identifies the value from the Doc Prefix property on the record view and is required.  This field must be unique by Company and Transaction Type. It is always editable from the record view. 

Database Field: ERPx_APTransactionClass.DocPrefix

Inactive

This is required and a value of No on the record view will be displayed as blank on the list view. This is always editable from the record view. 

Database Field: ERPx_APTransactionClass.IsInactive

Next Num.

  Identifies the value in the 'Next Document Number' property on the record view. This is required and must be a numeric whole number. This field is always editable from the record view.

Database Field: ERPx_APTransactionClass.NextDocNumber

Trans. Class ID

 A hyperlink that shows the value of the 'Class ID' property on the record view. Clicking on the link opens the record view for the selected Transaction Class. This is required and must be unique by Transaction Type. This field is always editable from the record view. 

Database Field: ERPx_APTransactionClass.TransactionClassID

Trans. Type

 Identifies the value in the 'Transaction Type' property on the record view. This is required and not editable on the record view after the initial Save.

Database Fields: ERPx_APTransactionType.TransactionName, ERPx_APTransactionClass.TransactionTypeSK

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