Transaction Classes are used to categorize transactions within transaction types and assign specific default values and business rules for each. The purpose of this page is to view, add, edit, remove and inactivate Transaction Classes used for AP Invoices and Credit memos.

Software Version: 2021.12.03 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!} Transaction Classes may only be deleted if it has never been used on any open or posted transaction. Else, the validation message "[Transaction Class ID] Transaction Class exists on a historical or open transaction and cannot be deleted. " 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.
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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	Adds new blank row in the grid section to allow for data entry.
Quick 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.
Save	Saves all changes made on the page.
Saved Column 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
Auto Fill PO Receipt Quantities	Identifies whether or not the Units/Weight values on manually entered Receipt transactions that are linked to a PO will be automatically populated with the remaining quantities from the associated Purchase Order. This displays as 'Yes' or 'No' and is required. It defaults to 'No' and is only visible and editable for Transaction Types of "Purchase Order", it does not apply to Transaction Types of "Invoice" or "Credit Memo". This does not apply to Receipts auto-created from AP Invoices. Receipts auto-created from AP Invoices will always default quantities from the source AP Invoice. Database Field: ERPx_APTransactionClass.AutoFillReceiptQuantities
Class Description	Identifies the (Long) Description for the Transaction Class. This is a text box that is required and must be <=200 characters. If missing, the message "Class Description is required." will be displayed on Save. This field must be unique, else the message "Duplicate Transaction Class Descriptions are not allowed to the same transaction type." will be displayed on Save. It defaults as blank and is always editable. Database Field: ERPx_APTransactionClass.TransactionClassDescription
Class ID	The unique identifier of the Transaction Class. This is a text box that is required and must be <=50 characters. If missing, the message "Class ID is required." will be displayed on Save. This field must be unique by Company and Transaction Type. Else, the message "Duplicate Transaction Class ID's are not allowed to the same transaction type." will be displayed on Save. It defaults as blank and is conditionally editable. This is editable in systems that are not integrating AP Invoice and Credit Memos with a third party system. To be editable, the "AP Invoice/Credit Memo" Transaction Type for the 'Outbound from NorthScope' Integration Mode must be set to "None" on the Integration Configuration page. Else, if the Integration Mode is set to "Timed" or Immediate", then this field will be disabled. Transaction Classes are used to categorize transactions within transaction types and assign specific default values and business rules for each. Database Field: ERPx_APTransactionClass.TransactionClassID
Default PO Type	Identifies whether or not more than one AP Invoice and/or Inventory Receipt can be recorded against the Purchase Order. This is a single-select standard lookup that is visible and editable for Transaction Types of "Purchase Order", it does not apply to Transaction Types of "Invoice" or "Credit Memo". If missing, the message "Default PO Type is required" will be displayed on Save. It defaults as blank on New and is always editable. Note: For the 'Default' Purchase Order Class, this is set to "Single Invoice & Receipt". Database Field: ERPx_APTransactionClass.DefaultPOTypeEN
Default PO Site Name	Identifies the name of the Site (warehouse) the transaction, shipment, or master file is associated with. This is a single-select standard lookup that is not required. It defaults as blank and duplicate values are allowed across transaction class types. This is only visible and editable for Transaction Types of "Purchase Order", it does not apply to Transaction Types of "Invoice" or "Credit Memo". Sites represent Plants, Warehouses, Distribution Centers, or virtual objects that are used to store and/or maintain perpetual inventory balances. This lookup contains a list of all active Sites. Database Fields: ERPx_MFSite.SiteName, ERPx_APTransactionClass.DefaultSiteSK
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 is a text box that is required and must be <= 10 characters. If missing, the message "Doc Prefix is required." will be displayed on Save. This field must be unique by Company and Transaction Type. Else, the message "Duplicate Doc Prefixes are not allowed to the same transaction type." will be displayed on Save. It defaults as blank and is always editable. Database Field: ERPx_APTransactionClass.DocPrefix
First Status POs can be Received or Invoiced	Identifies the status that specifies when Purchase Order's are available for other transactions (Invoices, Credit Memo's and Receipts). This is a single-select standard lookup that is required. If missing, the message "First Status POs can be Received or Invoiced is required" will be displayed on Save. It defaults as blank and is only visible and editable for Transaction Types of "Purchase Order", it does not apply to Transaction Types of "Invoice" or "Credit Memo". Note: For the 'Default' Purchase Order Class, this is set to "New". This lookup contains all the StatusName values in the ERPx_APPOStatus table WHERE POStatusSK is either 1 (New), or 2 (Released). Database Field: ERPx_APTransactionClass.FirstStatusSKPOsCanBeReceivedorInvoiced
Inactive	Identifies if the record is "Inactive". If inactive (set to "Yes"), it will not be included in look-ups for transactions or other master files. If set to "No" or blank, the record is active and can be freely used. This is a Yes/No lookup that is required. It defaults as No and is always editable. Database Field: ERPx_APTransactionClass.IsInactive
Next Doc Number	Identifies the numerical suffix that will be appended to the 'Document Prefix' field to create unique Transaction IDs for transactions belonging to the Transaction Class. This is a counter that increases by 1 every time a new transaction is created for the Transaction Class. This is a numeric text box that is required. It defaults to "1000", is always editable and must be >0. If missing or not numeric or not >0, then the message "Next Doc Number is required and must be a number greater than 0." will be displayed on Save. Database Field: ERPx_APTransactionClass.NextDocNumber
PO Billing Address ID	Identifies the billing Address ID of the Purchase Order. This is a single-select standard lookup that is not required. This is only visible and editable for Transaction Types of "Purchase Order", it does not apply to Transaction Types of "Invoice" or "Credit Memo". Note: For the 'Default' Purchase Order Class, this is set to "Physical". This lookup contains a blank value, the current assigned value, and a list of all the active Company Addresses configured in the system for the company. Database Field: ERPx_MFAddress.AddressID, ERPx_APTransactionClass.BillingAddressSK
Transaction Type	Identifies the Transaction Type for each transaction. This is a single-select standard lookup that is required. If missing, the message "Transaction Type is required." will be displayed on Save. It defaults as blank and is not editable once the record has been saved. Transaction Types are used to differentiate unique types transactions within the system. Transactions with the same Transaction Type share the same record view pages and business rules. Transaction Types can be further classified using Transaction Classes. Every transaction in the system is assigned a Transaction Type. This lookup contains a list of transaction types in the ERPx_APTransactionType table WHERE TransactionTypeSK is either 1 (Invoice), 2 (Credit Memo) or 9 (Purchase Order). Database Fields: ERPx_APTransactionType.TransactionName, ERPx_APTransactionClass.TransactionTypeSK

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Purchasing Transaction Class List View

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