Sales Program, Program Classes are used to categorize Sales Programs and set unique numbering sequences for new Programs.From here, users can add new records and edit or delete existing records.
Software Version: 2019.09.03 and newer
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| Toolbar Icons | Description |
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| New | Inserts blank lines that allow adding multiple new records. |
| Save | Saves all changes. |
| Fields | Description |
| Checkbox | Used to select one or more records. |
| Inactive | A Yes/No field used to identify if the Program Class is Inactive. If set to 'Yes' then the record is "Inactive" and will not be included in look-ups for new Programs. Setting this to Inactive only prevents the record from being manually assigned to new transactions or master files, it does not prevent transactions containing this value to be posted. Linked Database Field: ERPx_SPProgramClass.IsInactive |
| Next Program ID | A numeric text box to assign the next Program # that will be used when auto assigning Program ID's to new Programs associated to this Class. This defaults to blank but is required. If missing, the message "Next Program ID is required." will be displayed on Save. This must be a positive, whole number. If not, the message, "Next Program ID must be a positive, whole number." will be displayed on Save. The next Program ID that is auto-assigned is made up as ([Program Prefix] [Next Program ID]). If there is no value assigned to the Program Prefix then it will just be the [Next Program ID]. Linked Database Field: ERPx_SPProgramClass.NextProgramID |
| Program Class | A text box to enter the unique identifier of the Program Class record. This defaults to blank for new records and is required. If not assigned, the message "Program Class is required." will be displayed on Save. This value must be unique. If not, the message "Duplicate Program Classes are not allowed." will be displayed on Save. This field is always editable and must be <= 25 characters. The Program ID is used as a short description and unique identifier of the Program Class. Linked Database Field: ERPx_SPProgramClass.ClassName |
| Program Class Description | A text box to enter a description for the Program Class record. This defaults to blank for new records and is not required and does not need to be unique. This field is always editable and must be <= 100 characters. The Program Class Description is used as a long description for the Program Class. Linked Database Field: ERPx_SPProgramClass.Description |
| Program Prefix | A text box to assign a Prefix that will be used when auto assigning Program ID's to new Programs associated to this Class. This defaults to blank and is not required. This field is always editable and must be <= 10 characters. The next Program ID that is auto-assigned is made up as ([Program Prefix] [Next Program ID]). If there is no value assigned to the Program Prefix then it will just be the [Next Program ID]. Linked Database Field: ERPx_SPProgramClass.ProgramPrefix |
| Program Type | A single-select standard lookup to identify the type of Program the class is used for. This defaults to blank and is required. If missing, the record will not be added on Save. This field is always editable. This lookup contains all the values in the SPProgramType Enumeration Class. Linked Database Field: ERPx_SPProgramClass.ProgramTypeSK |
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