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Description

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

Database Field: ERPx_APTransactionClass.TransactionClassID

Class Description

Database Field: ERPx_APTransactionClass.TransactionClassDescription

Doc Prefix

Database Field: ERPx_APTransactionClass.DocPrefix

Next Doc Number

Database Field: ERPx_APTransactionClass.NextDocNumber

Inactive

Database Field: ERPx_APTransactionClass.IsInactive

PO Billing Address ID

Identifies the billing Address ID of the Purchase Order. This is a single-select lookup that is not required. This is only visible after the initial Save and editable for Transaction Types of "Purchase Order", it does not apply to Transaction Types of "Invoice" or "Credit Memo". Note: For the 'Default' Purchase Order Class, this is set to "Physical".  

This lookup contains a blank value, the current assigned value, and a list of all the active Company Addresses configured in Company → Setup → Addresses

Database Field: ERPx_MFAddress.AddressID, ERPx_APTransactionClass.BillingAddressSK

Default PO Site

This lookup contains a list of all active Sites.

Database Fields: ERPx_MFSite.SiteName, ERPx_APTransactionClass.DefaultSiteSK

Autofill PO Receipt Quantities 

A Yes/No lookup to identify whether or not the Ordered/Remaining quantities will default on the line items of manually entered Inventory Receipts that are linked to a PO. This in only visible, after the initial save on Purchase Order Transaction Classes, it does not apply to AP Invoice/Credit Memo Transaction Classes. This is always editable.

Database Field: ERPx_APTransactionClass.AutoFillReceiptQuantities

Default PO Type

Database Field: ERPx_APTransactionClass.DefaultPOTypeEN

First Status POs can be Received or Invoiced

Identifies the first status that Purchase Orders are available to other related transactions (AP Invoices/Credit Memos and Inventory Receipts). This is a single-select lookup that is required. If missing, the message "First Status POs can be Received or Invoiced is required" will be displayed on Save. It defaults as blank, is only visible after the initial Save and editable for Transaction Types of "Purchase Order", it does not apply to Transaction Types of "Invoice" or "Credit Memo".  Note: For the 'Default' Purchase Order Class, this is set to "New". 

This lookup contains all the StatusName values in the ERPx_APPOStatus table WHERE POStatusSK is either 1 (New), or 2 (Released). 

Database Field: ERPx_APTransactionClass.FirstStatusSKPOsCanBeReceivedorInvoiced