Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Tax & Premium Classes serve two purposes. First, they are used to classify your individual Tax and Premium programs into groups that you define. For example, you may have several Premiums configured to add money for Iced Fish. If this were the case you could setup a 'Program Class' called "Iced" and assign all the applicable Premium Programs to this class. Second, they are used to group all your Tax and Premium classes into pre-defined buckets for reporting and analysis. For example, you may have many Tax Classes setup for Salmon, the 'Group' lumps them into pre-defined buckets. The Groups for Premiums include: Chill, Dock, and Other and the Groups for Taxes include: Borough, City, Observer, State, and Other. From here, users can add new records and edit or delete existing records. 

...

select (describe what is being selected) (Default Value) and is (always, never, or conditionally) required. If (what message is displayed)" will be displayed. This field is (always, never, or conditionally) enabledLinked Database Field: ERPx_#####.#####
Toolbar IconsDescription
Cancel

Insert excerpt
Cancel - List View EditLV
Cancel - List View EditLV
nopaneltrue

Delete
Insert excerpt
Delete - GlobalLV
Delete - GlobalLV
nopaneltrue
Edit
Insert excerpt
Edit - List View LV (MLMulti Line)
Edit - List View LV (MLMulti Line)
nopaneltrue
Excel
Insert excerpt
Excel - Global (old)
Excel - Global (old)
nopaneltrue
Favorites
Insert excerpt
Favorites Add/Remove - Global
Favorites Add/Remove - Global
nopaneltrue
Grid Layout
Insert excerpt
Grid Layout - Global
Grid Layout - Global
nopaneltrue
Help
Insert excerpt
Help - Global Icon
Help - Global Icon
nopaneltrue
New
Insert excerpt
New - In line add
New - In line add
nopaneltrue
Save
Insert excerpt
Save - Global
Save - Global
nopaneltrue
FieldsDescription
CheckboxUsed to select one or more records.
Group

Identifies the 'Program Group' assigned to the 'Program Class'. The Group is used to summarize program amounts together on list views and inquiries. This is a looked up value that is dependent on the 'Program Type'.

The potential values "Tax" Programs include:

  • Borough
  • City
  • Observer
  • State
  • Other

The potential values "Premium" Programs include:

  • Chill
  • Dock
  • Other 

The values for this field come from the APProgramGroup Enumeration. 

Linked Database Field: ERPx_APProgram.APProgramGroupEN

Program Class

Identifies the ID for the Program Class. This defaults to blank for new records but is required. If not assigned, the message "Program Class name is required." will be displayed on Save. 

This field is always editable, must be <= 100 characters, and must be unique. If not the message "Duplicate program class names are not allowed" will be displayed on Save. 

Linked Database Field: ERPx_APProgram.APProgramClassSK

Program Type

A single-select standard lookup to

identify whether the Program Class applies to Tax or Premium ProgramsThis defaults to

blank for new records but is required. If not assigned, the message "

Program Type name is required." will be displayed on Save. If the value is set to "Premium" then this Class can only be assigned to Premium Programs and if it is set to "Tax" then this Class can only be assigned to Tax Programs.

The values for this field come from the APProgramType Enumeration. 

Linked Database Field: ERPx_APProgram.APProgramTypeEN

Related Topics



Expand
titlePage Definitions

Page Definitions


...