Quick Sale allow users to efficiently enter a sales transaction without having to allocate items or specify shipping information. Quick Sale transactions do not affect inventory and are not tied to other functional areas. The purpose of this page is to view Quick Sale, Fisherman Sale, and Tender Resale lines.

This inquiry also contains columns for each Attribute that is set up for the 'Sales Order' attribute type. Because these are user defined, they are not included in the default view but can be added a saved layout.

This inquiry also contains Fisherman Sale and Tender Resale Transaction Lines entered in the Fisherman Accounting Functional Area.

Software Version: 2023.09.15 and newer

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Toolbar Icons	Description
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Help	Opens the online WIKI help page for the current page. This icon is only visible on pages that are documented in the online help.
Inquiry Criteria	Opens Inquiry Criteria window where users can define the following criteria: Date From Date To Status
Journal Details	Opens the Journal Details for each transaction(s) selected.
Refresh	Re-queries the contents of the grid/page based on the Inquiry Criteria parameters or the default parameters for grids that do not support Inquiry Criteria.
Fields	Description
Checkbox	Used to select one record for Edit.
Credit Account	Identifies the GL Account that will be Credited on a sale or Debited on a sales return. This required and can be edited from Items grid of the record view while in a Status of 'New'. The GL Account that is assigned for the "Sales" Account Type, on the Accounts tab of the Item Record View and Item Class Record View. The Sale Account identifies the revenue account that sale transactions post to. Database Fields Quick Sale: ERPx_GLAccount.AccountNumber, ERPx_ARTransactionLine.AccountSK Database Fields Fisher Sale/Tender Resale: ERPx_GLAccount.Description, ERPx_APTransactionLine.AccountSK
Credit Account Description	Identifies the Description associated with the GL Account assigned to a transaction line, journal entry line, or master file record. This required and can be edited from Items grid of the record view while in a Status of 'New'. Database Fields Quick Sale: ERPx_GLAccount.Description, ERPx_ARTransactionLine.AccountSK Database Fields Fisher Sale/Tender Resale: ERPx_GLAccount.Description, ERPx_APTransactionLine.AccountSK
Currency	Identifies the Currency assigned to the transaction. 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. The Currency identifies the kind of money used for transactions. For example, if a Customer or Vendor is setup with a Currency of "USD" then all transactions for them are stated in terms of US Dollars and all payments received or made must be in US Dollars. Database Fields Quick Sale: ERPx_MFCurrency.CurrencyID, ERPx_ARTransactionHeader.CurrencySK Database Fields Fisher Sale/Tender Resale: ERPx_MFCurrency.CurrencyID, ERPx_APTransactionHeader.CurrencySK
Debit Account	Identifies the GL Account that will be Debited on a sale or Credited on a sales return. The GL Account that is assigned for the "Accounts Receivable" Account Type, on the Accounts tab of the Customer Record View and Customer Class Record View. This is the account where accounts receivable amounts are posted for the selected customer. Database Fields Quick Sale: ERPx_GLAccount.AccountNumber, ERPx_ARCustomer.GLARAccountSK Database Fields Fisher Sale/Tender Resale: ERPx_GLAccount.AccountNumber, ERPx_APVendor.SAGLAcctref, ERPx_APTransactionHeader.VendorSK, ERPx_APTransactionLine.TransactionHeaderSK
Debit Account Description	Identifies the Description associated with the GL Account assigned to a transaction line, journal entry line, or master file record. Database Fields Quick Sale: ERPx_GLAccount.Description, ERPx_ARCustomer.GLARAccountSK Database Fields Fisher Sale/Tender Resale: ERPx_GLAccount.Description, ERPx_APVendor.SAGLAcctref, ERPx_APTransactionHeader.VendorSK, ERPx_APTransactionLine.TransactionHeaderSK
Doc Date	Identifies the date of the transaction. 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 Quick Sale: ERPx_ARTransactionHeader.TransactionDate Database Field Fisher Sale/Tender Resale: ERPx_APTransactionHeader.TransactionDate
Doc Description	Identifies the header comment/description of the transaction or batch. This is not required and can be edited from the 'Description' field on the Home tab of the Quick Sale record view. Database Field Quick Sale: ERPx_ARTransactionHeader.Description Database Field Fisher Sale/Tender Resale: ERPx_APTransactionHeader.Description
Doc No	Identifies the Doc No (document number) for the transaction. Unlike a Transaction ID that is system assigned based on the Transaction Class of the Transaction Type, this is a manually entered value. This is not required and can be edited from the 'Description' field on the Home tab of the Quick Sale record view. Database Field Quick Sale: ERPx_ARTransactionHeader.DocNumber Database Field Fisher Sale/Tender Resale: ERPx_APTransactionHeader.DocNumber
Extended	Identifies the Extended amount of the line item. This is calculated as [Quantity] * [Price] for each transaction line. Database Field Quick Sale: ERPx_ARTransactionLine.ExtendedAmount Database Field Fisher Sale/Tender Resale: ERPx_APTransactionLine.ExtendedAmount
GL Period	Identifies the Fiscal Period based on the GL date on the source transaction or manual journal entry. 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. For Quick Sale, calculated from: ERPx_ARTransactionHeader.GLDate For Fisherman Sale/Tender Resale, calculated from: ERPx_APTransactionHeader.GLDate
GL Year	Identifies the Fiscal Year based on the GL date on the source transaction or manual journal entry. 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. For Quick Sale, calculated from: ERPx_ARTransactionHeader.GLDate For Fisherman Sale/Tender Resale, calculated from: ERPx_APTransactionHeader.GLDate
Item	Identifies the ID of the 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'. Item IDs are the unique identifier for Items. Database Field Quick Sale: ERPx_IMItem.ItemID, ERPx_ARTransactionLine.ItemSK Database Field Fisher Sale/Tender Resale: ERPx_IMItem.ItemID, ERPx_APTransactionLine.ItemSK
Item Class	Identifies the class that is assigned to the Item on the transaction or transaction line. 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. Item Classes are used to identify default values that will be applied to new Inventory Items and to group Items together for reporting purposes. Database Fields Quick Sale: ERPx_IMItemClass.ClassID, ERPx_IMItemClass.Description, ERPx_IMItem.ItemClassSk, ERPx_ARTransactionLine.ItemSK Database Fields Fisher Sale/Tender Resale: ERPx_IMItemClass.ClassID, ERPx_IMItemClass.Description, ERPx_IMItem.ItemClassSk, ERPx_APTransactionLine.ItemSK
Item Description	Identifies the Description associated with the Item ID assigned to a transaction line, journal line detail or master file record. This is required and can be edited from the 'Description' field on the Items grid of the Quick Sale record. Database Field Quick Sale: ERPx_ARTransactionLine.ItemDescription Database Field Fisher Sale/Tender Resale: ERPx_APTransactionLine.LineDescription
Line Total	A calculated field that displays the line item's extended amount plus its portion of the sale tax. It is calculated as: [Extended] + [Line Tax]
Line Type	Identifies the type of the line item. This will always display as Sale
PO	Identifies the Purchase Order number (PO number) entered for the transaction or transaction line item. This is not required and can be edited from the 'PO' field on the Home tab of the record view. Database Field Quick Sale: ERPx_ARTransactionHeader.PurchaseOrderID Database Field Fisher Sale/Tender Resale: N/A
Price	Identifies the price of the line item. This displays the Price in the number of decimals that is set on the corresponding Item's master file record for Price Decimals. This is required and can be edited from the 'Price' field on the Items grid of the record view while in a Status of 'New'. Database Field Quick Sale: ERPx_ARTransactionLine.Price Database Field Fisher Sale/Tender Resale: ERPx_APTransactionLine.Price
Price List ID	Identifies the ID of the Price List that is assigned to the transaction. This is required and can be edited from the 'Price List' field on the Home tab of the record view while in a Status of 'New'. Price Lists are used to store a group of Items with pre-defined prices and effective dates. Database Fields Quick Sale: ERPx_MFPriceListHeader.PriceListID, ERPx_ARTransactionHeader.PriceListHeaderSK Database Fields Fisher Sale/Tender Resale: ERPx_MFPriceListHeader.PriceListID, ERPx_APTransactionHeader.PriceListHeaderSK
Quantity	Identifies the quantity of the line item. This displays the Quantity in the number of decimals that is set on the corresponding Item's master file record for Unit/Weight Decimals depending on the UOM selected on the record. This is required and can be edited from the 'Quantity' field on the Items grid of the record view while in a Status of 'New'. Database Field Quick Sale: ERPx_ARTransactionLine.Quantity Database Field Fisher Sale/Tender Resale: ERPx_APTransactionLine.Quantity
Reference	Identifies the reference for a line item on the transaction. This is not required and can be edited from the 'Reference' field on the Items grid of the Quick Sale record view. Database Field Quick Sale: ERPx_ARTransactionLine.Reference Database Field Fisher Sale/Tender Resale: N/A
Sold To	Displays the unique identifier for the Customer record or for the Customer assigned to a transaction. 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 record view while in a Status of 'New'. Database Fields Quick Sale: ARCustomer.CustomerID, ERPx_ARTransactionHeader.CustomerSK Database Fields Fisher Sale/Tender Resale: ERPx_APVendor.VendorID, ERPx_APTransactionHeader.VendorSK
Sold To Name	Identifies the name of the Customer record or for the Customer assigned to a transaction. 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 record view while in a Status of 'New'. Database Fields Quick Sale: ERPx_ARCustomer.CustomerName, ERPx_ARTransactionHeader.CustomerSK Database Fields Fisher Sale/Tender Resale: ERPx_APVendor.VendorName, ERPx_APTransactionHeader.VendorSK
Status	Identifies the Status of the transaction. This is required and can be edited from the 'Status' field on the Home tab of the record view while the transaction is in a Status of 'New' or 'Approved'. Status is used to identify where a transaction, Purchase Order, Price List, BOM, or Master File record is in its life cycle. Records start in a Status of 'New' and progress sequentially through additional statuses until they are 'Posted' or 'Closed'. The list of potential Statuses changes depending on the transaction type. The Statuses that apply to transactions in this List View include: New: This is the default Status for all new Transactions. While in the Status of 'New' transactions are considered open and all editable fields are open for edit, no posting or approval validations are performed, GL Dates are not assigned, and journal entries are not created. If the transaction was moved back from Approved to New, the GL Date will be assigned and a Journal Entry will exist. Approved: Performs all the data validations required to post the transaction and applies to all Transactions. While in the Status of 'Approved' transactions are considered open but have limited fields open for edit. If one or more validations fail, messages are provided indicating what needs to be corrected. If all the validations pass, then all the fields are disabled except for the Status lookup (and any fields that are always editable), journal entries are created/updated, journal ID's are assigned to the journal entry, and blank 'GL Dates' are assigned. Ready to Post: Runs the Approval validations and applies to all transactions. While in the Status of 'Ready to Post' transactions are considered closed and all the fields are disabled with the exception of a few fields that are always editable. If one or more validations fail, messages are provided indicating what needs to be corrected. If all the validations pass, then all the fields are disabled with the exception any fields that are always editable and updates the Transaction Status to "Posted". Posted: Signifies the transaction has been posted and/or applied to a transactions (e.g. Payment Receipt). When a transaction is posted, it updates the General Ledger and/or On Hand Item Balances. While in the Status of 'Posted' transactions are considered closed and all the fields are disabled with the exception of a few fields that are always editable. Void: Signifies a previously posted transaction has been voided. This status is only available for transactions that support voiding posted records (not all transactions support this). Voided transactions remain in the database and can be viewed from history inquiries. Deleted: Signifies the transaction has been deleted. When a user deletes an open transaction, in some instances the transaction is not removed from the database but is changed to a Status of 'Deleted'. Deleted transactions are not visible from transaction list views but can be found in inquiries. Transaction in the Status of 'Deleted' are only used a information. Replaced: Signifies the transaction was voided or corrected. When a transaction is corrected or Voided, the Status of the original transaction is changed to 'Replaced' and a new transaction is cloned and marked as 'Void'. This is done to ensure that a reversal journal entry can be created and posted in an open fiscal period to record the Void. Database Fields Quick Sale: ERPx_ARTransactionStatus.StatusName, ERPx_ARTransactionHeader.TransactionStatusSK Database Fields Fisher Sale/Tender Resale: ERPx_APTransactionStatus.StatusName, ERPx_APTransactionHeader.TransactionStatusSK
Tax Class	Identifies the Tax Class that is assigned to the transaction. This is not required and can be edited by changing the 'Tax Class' field on the Home tab of the record view while in a Status of 'New'. Tax Classes store all the Tax Details (individual taxes) used to calculate sales tax on Quick Sales, Fisherman Sales, and Tender Resale transactions. Database Field Quick Sale: ERPx_ARTransactionHeader.TaxClassSK Database Field Fisher Sale/Tender Resale: ERPx_APTransactionHeader.TaxClassSK
Tender	Identifies the ID of the Tender account that is assigned to the transaction. A Tender is a vessel that is attendant to other vessels and is used to transport or ferry unprocessed fish or shellfish received from another vessel to a shoreside processor or mothership. Tender vessels operate, in most circumstances, as an agent for a specific processor and take deliveries from harvesting vessels. Database Field Quick Sale: N/A Database Fields Tender Resale: ERPx_APVendor.VendorID, ERPx_APTransactionHeader.FromVendorSK
Tender Name	Identifies the name of the Tender assigned to the transaction or master file. This is set in the Fishermen & Tenders Record View. A Tender is a vessel that is attendant to other vessels and is used to transport or ferry unprocessed fish or shellfish received from another vessel to a shoreside processor or mothership. Tender vessels operate, in most circumstances, as an agent for a specific processor and take deliveries from harvesting vessels. Database Field Quick Sale: N/A Database Fields Tender Resale: ERPx_APVendor.VendorName, ERPx_APTransactionHeader.FromVendorSK
Transaction	Identifies the unique Transaction ID for each 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. Transaction numbers are system assigned IDs to differentiate unique transactions. Transaction ID's are unique by the unique combination of 'Transaction Type' + 'Transaction Class'. Database Field Quick Sale: ERPx_ARTransactionHeader.TransactionID Database Field Fisher Sale/Tender Resale: ERPx_APTransactionHeader.TransactionID
Transaction Class	The unique identifier of the Transaction Class. This is required and is never editable. It is assigned based on the 'Sold To' field on the Home tab of the record view. The Transaction Class defaults from the Transaction Type as follows: Customer Sale = Quick Sale - Customer Employee = Quick Sale - Employee Fisherman Sale = Default Tender Resale = Default 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. Database Fields Quick Sale: ERPx_ARTransactionClass.TransactionClassDescription, ERPx_ARTransactionHeader.TransactionClassSK Database Field Fisher Sale/Tender Resale: N/A
Transaction Type	Identifies the Transaction Type for each transaction. This is required and is never editable. It is assigned based on the 'Sold To' field on the Home tab of the record view. The Transaction Class will be displayed as either: Customer Sale Employee Fisherman Sale Tender Resale 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 Quick Sale: ERPx_ARTransactionType.TransactionName, ERPx_ARTransactionClass.TransactionTypeSK, ERPx_ARTransactionHeader.TransactionClassSK Database Fields Fisher Sale/Tender Resale: ERPx_APTransactionType.TransactionName, ERPx_APTransactionClass.TransactionTypeSK, ERPx_APTransactionHeader.TransactionClassSK
UOM	Identifies the unit of measure that the items are stored in (Lbs, kgs, Cases, etc.) on the transaction. This is required and can be edited from the 'UOM' field on the Items grid of the record view while in a Status of 'New'. A UOM is a quantity used as a standard of measurement. It identifies how much makes up "1" of the measurement. Examples include Bag, Box, Each, Kg, Lb, ext. Database Fields Quick Sale: ERPx_IMUOM.UOMID, ERPx_ARTransactionLine.QuantityUOMSK Database Fields Fisher Sale/Tender Resale: ERPx_IMUOM.UOMID, ERPx_APTransactionLine.QuantityUOMSK

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Quick Sale Lines Inquiry

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