Software Version: yyyy.mm.dd and newer
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| Toolbar Icons | Description |
|---|---|
| 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 not open. |
| Excel | Export the contents of the list view 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 only the filtered contents 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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| Grid Options | Error rendering macro 'excerpt-include' : No link could be created for 'Grid Options for Kendo - Global'. |
| Help | Opens the online WIKI help page for the current page.
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| Mass Update | Opens the mass update dialog, which allows to mass update the following properties:
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| More Actions | Opens a drop-down menu for the user to select Void/Correct, which opens the Void/Correct page and allows the user to either Correct, Void or Void & Correct a transaction. |
| New | Allows users to select the type of transaction or record they want to add. The list contains:
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| Opens the Print dialog window, where transaction and/or analysis reports can be downloaded, printed and/or emailed. | |
| View | Opens a drop-down menu for the user to select Shipment Details, which opens the Shipment Details Record View for the associated record. This is only applicable to Transfer type transactions. |
| Fields | Description |
| Checkbox | Used to select one or more records to perform an action, such as Mass Update, More Actions, or Delete. |
| BOL | Identifies the Bill of Lading reference/ID that was entered on the corresponding Transfer transaction. If no value was entered by the user, this field is populated with the Transaction ID of the corresponding Transfer when the record is saved. This is not required and can be edited on the record view. This field is always editable while the transaction is in a status of New. Database Field: ERPx_IMTransactionHeader.BOL |
| Corrected From | Database Field: ERPx_IMTransactionHeader.CorrectedFromTransactionHeaderSK |
| Created | Identifies the Created Date & Time of the record, formatted from the users 'Date Format' preference. This is a system assigned value and is never editable by a user. Database Field: ERPx_IMTransactionHeader.CreatedDate |
| Created By | Identifies the name of the user that created the record. It is formatted to be the "logged-in" users [User First Name] + [User Last Name]. This is a system assigned value and is never editable by a user. Database Field: ERPx_IMTransactionHeader.CreatedBy |
| GL Date | Identifies the date the transaction posted (or will post) to the general ledger. Database Field: ERPx_IMTransactionHeader.GLDate |
| Reference | Identifies the Reference entered for the transaction. Database Field: ERPx_IMTransactionHeader.Reference |
| Site | Sites represent Plants, Warehouses, Distribution Centers, or virtual objects that are used to store and/or maintain perpetual inventory balances. Database Fields: ERPx_MFSite.SiteName, ERPx_IMTransactionHeader.SiteSK |
| Status | Database Field: ERPx_IMTransactionStatus.TransactionStatusName, ERPx_IMTransactionHeader.TransactionStatusSK |
| To Site | Database Field: ERPx_MFSite.SiteName, ERPx_IMTransactionHeader.ToSiteSK |
| Transaction Class | Database Field: ERPX_IMTransactionClass.TransactionClassID, ERPx_IMTransactionHeader.TransactionClassSK |
| Trans Type | Database Field: ERPx_IMTransactionType.TransactionTypeDescription, ERPx_IMTransactionHeader.TransactionTypeSK |
| Transaction | Database Field: ERPx_IMTransactionHeader.TransactionID |
| Transaction Date | Database Field: ERPx_IMTransactionHeader.TransactionDate |
| Via Site | Database Field: ERPx_MFSite.SiteName, ERPx_IMTransactionHeader.ViaSiteSK |
Users must log out and back in before the pages will be visible in the 'My Shortcuts' tab.