Customer Class List View 3.0
- Emma Greenwood
Customer Classes are used to identify default values that will be applied to new Customer accounts and to group accounts together for reporting purposes. They are used in Sales and are required for all Customer accounts. The purpose of this page is to add, edit, remove, and activate/inactive these records.
Software Version: 2025.04.21 and newer
Page Header
| Toolbar Icons | Description |
|---|---|
| Column Filter Show/Hide |  Toggles between displaying and hiding a filter row in the grid under the column headers. The filter row will be displayed by default if the Quick Column Filter is also implemented in the page. When enabled, this will allow users to type in text to filter by a specific column. |
| Delete |  Deletes the selected record(s). When clicked, users will be prompted with: "Are you sure you want to delete the selected records?". Click "OK" to confirm, or "Cancel" to return without deleting. Note: If a record is not selected prior to clicking the button, the message “Please select a row to delete.” will be displayed. WARNING: Records cannot be recovered once they are deleted! |
| Edit |  Opens the selected record for editing. If a record is not selected, the message "Please select a row to edit." will be displayed. |
| 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. |
| Favorites |   Clicking on the star icon when it is an outline, adds the page to the 'My Shortcuts' tab and fills in the star. Clicking on the star icon when it is filled in (solid color), removes the page from the 'My Shortcuts' tab and returns the icon to an outline.
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| Group By Show/Hide |  Toggles between displaying and hiding a row in the grid above the column headers to enable grouping by one or more column(s). Once displayed, users may drag and drop column headers to group by a specific column. Once the grid is grouped by a column(s), a subtotal footer row will display in the grouping for columns that have a page footer total. |
| Help |  Opens the online WIKI help page for the current page. |
| New |  Opens a new blank record for data entry. |
| 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. |
| Saved Layouts |  Displays the column layout lookup and related icons. This tool allows users to select a previously saved layout, create a new layout, save changes to a layout, forget/delete a layout and/or assign a saved layout as the default for the page. Once changes are made to the layout, such as columns are added or removed, the user can click the Save Layout icon and save the changes to the column layout. The visibility of the Filter Row is also saved with a saved layout. The new layout can also be set as the default. This is useful for creating specific views to separate master files or transaction types (i.e. Invoice specific vs. Credit Memo specific). Default layouts can be removed by clicking the 'Set as Default' button again when the current default layout is selected. Please note that existing saved grid layouts will display the Filter Row as hidden by default. |
| Fields | Description |
| Checkbox | Used to select one or more records for delete or mass update. |
| Class ID | A hyperlink that shows the value of the 'Class ID' property on the Customer Class record. Clicking on the link opens the record view for the selected Class. This defaults to blank for new records and is required. If not assigned, the message "Class ID is required." will be displayed on Save. This value must be unique. If not, the message "Duplicate Class ID's are not allowed." will be displayed on Save. This field is always editable from the record view and must be <= 25 characters. The Class ID is used as a short description and unique identifier of the Class. Linked Database Field: ERPx_ERPx_ARCustomerClass.ClassID |
| Description | The 'Description' property on the Class record. This defaults to blank for new records and is required but duplicate values are allowed. If not assigned, the message "Description is required." will be displayed on Save. This field is always editable from the record view and must be <= 50 characters. The Description is used as a long description/name of the Class. Linked Database Field: ERPx_ERPx_ARCustomerClass.Description |
| Inactive | A Yes/No field used to identify if the record is Inactive. If set to 'Yes' then the record is "Inactive" and will not be included in look-ups for transactions or other master files. If set to 'No' then the record is "Active" and can be freely used. Linked Database Field: ERPx_ERPx_ARCustomerClass.IsInactive |
Users must log out and back in before the pages will be visible in the 'My Shortcuts' tab.