Inventory Transaction Classes are used to categorize inventory transactions within specific transaction types and assign specific default values and business rules for each. They are assigned when the New icon is selected for Inventory transactions. For example, if there was a need to differentiate transfers between Fresh and Frozen, you could create a Transaction Class for "Fresh" that applies to Inventory Transfers. The purpose of this page is to add, edit, remove, and activate/inactive these records.
Software Version: 2022.08.02 and newer
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| 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. WARNING: Records cannot be recovered once they are deleted! |
| Edit |  Opens the selected record for editing. If a record is not selected, the page will either not open or will open the first record (depending on how the page was coded). |
| 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. |
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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. |
| 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 defaults from the 'Document Prefix' field on the Record View and is required. This must also be unique across all Transaction Classes. This field is always editable from the record view. The 'Document Prefix' is used in conjunction with the 'Next Document Number' to determine the system assigned Transaction ID's. Transaction ID's are created by stringing together the [Document Prefix] + [Next Ticket Number] from the applicable Transaction Class. The 'Next Document Number' is auto-incremented each time a new transaction for the selected transaction class is created. Database Field: ERPx_IMTransactionClass.DocPrefix |
| 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 listed as a value in the 'New' button from the Inventory Transactions List View. If set to 'No' then the record is "Active" and can be freely used. Database Field: ERPx_IMTransactionClass.IsInactive |
| Next Num. | Identifies the value in the 'Next Document Number' property on the record view. This is required and must be a numeric whole number. This field is always editable from the record view. The 'Document Prefix' is used in conjunction with the 'Next Document Number' to determine the system assigned Transaction ID's. Transaction ID's are created by stringing together the [Document Prefix] + [Next Ticket Number] from the applicable Transaction Class. The 'Next Document Number' is auto-incremented each time a new transaction for the selected transaction class is created. Database Field: ERPx_IMTransactionClass.NextDocNumber |
| Trans. Class ID | A hyperlink that shows the value of the 'Transaction Class' property on the Transaction Class record. Clicking on the link opens the record view for the selected Transaction Class. This is required and must be unique by Transaction Type. This field is not editable on the record view after the initial Save. Database Field: ERPx_IMTransactionClass.TransactionClassID |
| Trans. Type | Identifies the value in the 'Transaction Type' property on the record view. This is required and not editable on the record view after the initial Save. The value can be set to :
Database Field: ERPx_IMTransactionClass.TransactionTypeSK |
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