Quick Sale Lines Inquiry

Quick Sale Lines Inquiry

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: 2025.04.21 and newer

Page Header

Toolbar Icons

Description

Toolbar Icons

Description

Excel

Favorites

Grid Layout

Help

Inquiry Criteria

  • Date From

  • Date To

  • Status

Journal Details

Opens the Journal Details for each transaction(s) selected.

Refresh

Void

Note: Fisherman Sales and Tender Resales cannot be voided from this page.

Fields

Description

Checkbox

Used to select one record for Edit.

Credit Account

 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.AccountNumber, ERPx_ARTransactionLine.AccountSK

Database Fields Fisher Sale/Tender Resale: ERPx_GLAccount.Description, ERPx_APTransactionLine.AccountSK 

Credit Account Description

 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

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.

Database Fields Quick Sale: ERPx_MFCurrency.CurrencyID, ERPx_ARTransactionHeader.CurrencySK

Database Fields Fisher Sale/Tender Resale: ERPx_MFCurrency.CurrencyID, ERPx_APTransactionHeader.CurrencySK

Debit Account

  

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

  

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

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

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

 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

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

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

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

 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'

Database Field Quick Sale: ERPx_IMItem.ItemID, ERPx_ARTransactionLine.ItemSK

Database Field Fisher Sale/Tender Resale: ERPx_IMItem.ItemID, ERPx_APTransactionLine.ItemSK

Item Class

This is required and comes from the 'Item Class' property on the Properties tab of the Item record viewThis field is can not be edited on the transaction.

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

 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

 This will always display as Sale

PO

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

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

 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'

Database Fields Quick Sale: ERPx_MFPriceListHeader.PriceListID, ERPx_ARTransactionHeader.PriceListHeaderSK

Database Fields Fisher Sale/Tender Resale: ERPx_MFPriceListHeader.PriceListID, ERPx_APTransactionHeader.PriceListHeaderSK

Quantity

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

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

 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

 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

 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'.

 The Statuses that apply to transactions in this List View include:

Database Fields Quick Sale: ERPx_ARTransactionStatus.StatusName, ERPx_ARTransactionHeader.TransactionStatusSK

Database Fields Fisher Sale/Tender Resale: ERPx_APTransactionStatus.StatusName, ERPx_APTransactionHeader.TransactionStatusSK

Tax Class

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'

 

Database Field Quick Sale: ERPx_ARTransactionHeader.TaxClassSK

Database Field Fisher Sale/Tender Resale: ERPx_APTransactionHeader.TaxClassSK

Tender

Database Field Quick Sale: N/A

Database Fields Tender Resale: ERPx_APVendor.VendorID, ERPx_APTransactionHeader.FromVendorSK 

Tender Name

Database Field Quick Sale: N/A

Database Fields Tender ResaleERPx_APVendor.VendorName, ERPx_APTransactionHeader.FromVendorSK 

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.

 

Database Field Quick Sale: ERPx_ARTransactionHeader.TransactionID

Database Field Fisher Sale/Tender Resale: ERPx_APTransactionHeader.TransactionID

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

Database Fields Quick Sale: ERPx_ARTransactionClass.TransactionClassDescription, ERPx_ARTransactionHeader.TransactionClassSK

Database Field Fisher Sale/Tender Resale: N/A

Transaction Type

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

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

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'

Database Fields Quick Sale: ERPx_IMUOM.UOMID, ERPx_ARTransactionLine.QuantityUOMSK

Database Fields Fisher Sale/Tender Resale: ERPx_IMUOM.UOMID, ERPx_APTransactionLine.QuantityUOMSK