Invoice / Credit Memo Transaction Class Record View

Transaction Classes are used to differentiate transactions within a Transaction Type. For example, Transaction Classes of Fresh and Frozen can be setup for the Transaction Type of 'Sales Order'. Transaction Classes are used in all functional areas throughout the application. The purpose of this page is to add, edit, remove, and activate/inactive these records.

Software Version: 2022.11.28 and newer

Page Header

Header Toolbar

Toolbar IconsDescription
Delete Deletes the transaction, batch, or master file record. When clicked, users will be prompted with: "Are you sure you want to delete this record?". Click "OK" to confirm, or "Cancel" to return without deleting. 

WARNING: Records cannot be recovered once they are deleted!

Help Opens the online WIKI help page for the current page. 
New Opens a new blank record for data entry.
Save Saves the changes made to the record. 
Save & Close Saves your changes and closes the page.
FieldsDescription
ClassA 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.

Properties Tab 

Toolbar IconsDescription
Excel Exports the contents of the grid 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, or excluded columns, only the contents in the grid will be exported. 
Quick Column Filter Used to filter across all columns in the grid. When the user types text into the Quick Column Filter text box, the grid's Filter Row will be automatically hidden. The text in the Quick Column Filter text box automatically replaces any existing Filter Row filters. The results of the data immediately refresh as you enter text.
FieldsDescription
PropertiesIdentifies the Property that is being set up.
ValueA 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.

Transaction Types are used to differentiate unique types transactions within the system. Transactions with the same Transaction Type share the same record view pages and business rules. Transaction Types can be further classified using Transaction Classes. Every transaction in the system is assigned a Transaction Type.

Database Fields: ERPx_APTransactionType.TransactionName

Class ID

The unique identifier of the Transaction Class. 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. 

Transaction Classes are used to categorize transactions within transaction types and assign specific default values and business rules for each.

Database Field: ERPx_APTransactionClass.TransactionClassID

Class Description

Identifies the (Long) Description for the Transaction Class. 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

Identifies the prefix that will combine with the 'Next Document Number' field to create the Transaction ID for transactions belonging to the transaction class. 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

Identifies the numerical suffix that will be appended to the 'Document Prefix' field to create unique Transaction IDs for transactions belonging to the Transaction Class. This is a counter that increases by 1 every time a new transaction is created for the Transaction Class. 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

Identifies if the record is "Inactive". If inactive (set to "Yes"), it will not be included in look-ups for transactions or other master files. If set to "No" or blank, the record is active and can be freely used. 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


Related Topics


 Page Definitions

Page Definitions


 Technical Details

Technical Details