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Invoice / Credit Memo Transaction Class Record View

Invoice / Credit Memo Transaction Class Record View

Apr 24, 2025

 The purpose of this page is to add, edit, remove, and activate/inactive these records.

Software Version: 2025.04.21 and newer

[ 1 Page Header ] [ 1.1 Header Toolbar ] [ 1.2 Properties Tab  ] [ 1.2.1 Related Topics ] [ 1.2.1.1 Page Definitions ] [ 1.2.1.2 Technical Details ]

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Class

A single select lookup that Identifies the Transaction Type and Transaction Class ID. When creating a new transaction class, this is blank and after the initial save, it displays as [Transaction Type] - [Transaction Class ID]. The lookup contains the list of all Transaction Classes for the current functional area. Selecting a new value, loads the page with the details for the selected Transaction Class. This field is always enabled.

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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: All

Transaction Type

Identifies the type of transaction that the Transaction Class is being configured for. This is a single-select lookup that is required. It defaults as blank but is required before the initial save. It is not editable the after initial Save. This lookup contains values for: Credit Memo, Invoice, and Purchase Order.

Database Fields: ERPx_APTransactionType.TransactionName

Class ID

This is a text box that is required and must be <=50 characters. If missing, the message "Class ID is required." will be displayed on Save. This field must be unique by Company and Transaction Type. Else, the message "Duplicate Transaction Class ID's are not allowed to the same transaction type." will be displayed on Save. It defaults as blank and is always editable. 

Database Field: ERPx_APTransactionClass.TransactionClassID

Class Description

 This is a text box that is required and must be <=200 characters. If missing, the message "Class Description is required." will be displayed on Save. This field must be unique, else the message "Duplicate Transaction Class Descriptions are not allowed to the same transaction type." will be displayed on Save. It defaults as blank and is always editable.  

Database Field: ERPx_APTransactionClass.TransactionClassDescription

Doc Prefix

This is a text box that is required and must be <= 10 characters. If missing, the message "Doc Prefix is required." will be displayed on Save. This field must be unique by Company and Transaction Type. Else, the message "Duplicate Doc Prefixes are not allowed to the same transaction type." will be displayed on Save. It defaults as blank and is always editable. 

Database Field: ERPx_APTransactionClass.DocPrefix

Next Doc Number

This is a numeric text box that is required. It defaults to "10000", is always editable and must be >0. If missing or not numeric or not >0, then the message "Next Doc Number is required and must be a number greater than 0." will be displayed on Save.

Database Field: ERPx_APTransactionClass.NextDocNumber

Inactive

This is a Yes/No lookup that is required. It defaults as No and is always editable. 

Database Field: ERPx_APTransactionClass.IsInactive

Default Item

Identifies the default item to be used on Invoices/Credit Memos when an Item is not selected for a line, or for integration with third party system purposes.  This is a single-select standard lookup that is visible and editable for Transaction Types of "Invoice" or "Credit Memo", it does not apply to Transaction Types of "Purchase Order".  

This lookup contains a blank value, the current assigned value, and a list of all the active Items setup in Inventory > Setup > Items. 

Database Fields: ERPx_IMItem.ItemID:ItemDescription, ERPx_APTransactionClass.DefaultItemSK

 

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