Versions Compared

Key

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

The Fish Ticket Item Reprice page allows users to reprice multiple Fish Tickets Ticket Premiums at the same time. The page header provides parameters that can be used to filter ticket items with premiums down to the list of those applicable to the reprice. Once the parameters have been entered and the 'Save & Refresh Data' icon is clicked, all the Fish Ticket Items with Premiums that meet the search criteria will be returned in the Page Detail.  From From here, users can update prices manually or by using the Mass Update. Once all the prices the premium rate and once all the rates have been changed, and the 'Validate' icon is clicked, the reprice can be finalized by clicking the 'Process' icon. Tickets can either be repriced and posted in a single step or can be repriced as open tickets allowing users to review them prior to posting. Repriced tickets will create a new version of the ticket. 

...

Table of Contents
typeflat

Page Header

Toolbar Icons

Description
Grid Layout

Insert excerpt
Grid Layout
Grid Layout
nopaneltrue

Help
Insert excerpt
Help - Global Icon
Help - Global Icon
nopaneltrue
Print
Insert excerpt
Print - Global
Print - Global
nopaneltrue
ProcessProcesses the Reprice. This can only be run after validation. 
Refresh Data
Insert excerpt
Refresh - Global
Refresh - Global
nopaneltrue
Validate

Validates the following:

  • That the 'Reprice GL Date' is in a valid fiscal period that is open for Purchasing. If not the message "The date entered in the 'Reprice GL Date' must be in a Fiscal Period that is open for Purchasing." will be displayed.
  • That there are 1 or more tickets in the 'Net # Tickets to reprice'. If not, the message "The 'Net # Tickets to reprice' must be  >=1." will be displayed.
  • That there is either a header 'Reprice Comment' or that all the Ticket Items with a New Price have a 'Reprice Comment'. If not the message "Reprice Comment is required." will be displayed.

If the validation is successful, the 'Process' icon will be enabled.

FieldsDescription

# Search

A text box to enter all, or part of a search string. The data entered here searches across all Ticket #'s, Delivery #'s, and Landing #'s. 
Conditions
Insert excerpt
Conditions Lookup - Inquiry Field
Conditions Lookup - Inquiry Field
nopaneltrue
Date Option

Insert excerpt
Date Option: Ticket Landed or Delivered - Inquiry Field
Date Option: Ticket Landed or Delivered - Inquiry Field
nopaneltrue

This defaults to "Landed" but can be changed to "Delivered".

Date Range

Two separate controls. This first one is: 

Insert excerpt
From (Dates Only) - Inquiry Field
From (Dates Only) - Inquiry Field
nopaneltrue
 This defaults to 1 year from the current date but can be changed to any valid date that is <= the To date.

This second one is:

Insert excerpt
To (Dates Only) - Inquiry Field
To (Dates Only) - Inquiry Field
nopaneltrue
 This defaults to the current date but can be changed to any valid date that is >= the From date.

Dispositions

Insert excerpt
Dispositions Lookup - Inquiry Field
Dispositions Lookup - Inquiry Field
nopaneltrue

This defaults to Disposition ID 60 (Sold) but can be changed.

Gear
Insert excerpt
Gear Lookup - Inquiry Field
Gear Lookup - Inquiry Field
nopaneltrue
Grades
Insert excerpt
Grades Lookup - Inquiry Field
Grades Lookup - Inquiry Field
nopaneltrue
Incl. Inactive in Lookups

Insert excerpt
Include Inactive - Inquiry Field
Include Inactive - Inquiry Field
nopaneltrue

This defaults to "No" but can be changed to "Yes". If you change this to "Yes" you will need to click the 'Refresh' icon to reset all the lookups.

Incl. Tickets w/Premiums

A multi-select lookup to select one or more Premiums. The first option is "No Premiums" which allows users to select tickets that do not contain any premiums. The remaining options include all the current 'Active' premiums sorted by Premium's Program Description.

(lightbulb) To be considered, the Premium must either be manually assigned to a ticket or the ticket must be eligible for the Premium, even if the premium amount is 0.00.

Major Specie
Insert excerpt
Major Specie Lookup - Inquiry Field
Major Specie Lookup - Inquiry Field
nopaneltrue
Net # TicketsA non-editable text box that shows the number of Fish Tickets with Premiums that will be included in the re-price based on the current settings. This value re-calculates each time the 'Validate' icon is clicked.
Paid Account
Insert excerpt
Paid Account (Multi-Select) Lookup - Inquiry Field
Paid Account (Multi-Select) Lookup - Inquiry Field
nopaneltrue
Permit Holder
Insert excerpt
Permit Holder Lookup - Inquiry Field
Permit Holder Lookup - Inquiry Field
nopaneltrue
Price List
Insert excerpt
Price List (Multi-Select) Lookup - Inquiry Field
Price List (Multi-Select) Lookup - Inquiry Field
nopaneltrue
Reprice CommentAn editable text box used to enter the default re-price comment that will be saved to all the Fish Ticket lines included in this re-price. This comment is the default value that will be used if no re-price comment exists on a grid item. This defaults to blank but is required to validate or process.
Reprice GL DateAn editable text box to enter the date the re-price will hit the General Ledger. The date specified here will be stamped as the GL Date on each ticket that is re-priced and will used as the Journal Entry date. This defaults to blank but is required to validate or process.
Reprice Tickets as

A single-select standard lookup to select whether or not you want the repriced tickets to be automatically posted or created as open tickets. This defaults to "Open" but can be changed to "Posted".

Select "Posted" if you want the re-priced tickets to automatically post.

Select "Open" if you want the re-priced tickets created in the Tickets List View, giving you the opportunity to review and/or edit them prior to posting.

This lookup contains all the values in the RepriceTicketsAs Enumeration Class. 

RSW Temp Range


Site Processed
Insert excerpt
Site Processed Lookup - Inquiry Field
Site Processed Lookup - Inquiry Field
nopaneltrue
Sold Condition
Insert excerpt
Sold Conditions Lookup - Inquiry Field
Sold Conditions Lookup - Inquiry Field
nopaneltrue
Species
Insert excerpt
Specie Lookup - Inquiry Field
Specie Lookup - Inquiry Field
nopaneltrue
Stat Areas
Insert excerpt
Stat Area Lookup - Inquiry Field
Stat Area Lookup - Inquiry Field
nopaneltrue
Ticket Class
Insert excerpt
Ticket Class Lookup - Inquiry Field
Ticket Class Lookup - Inquiry Field
nopaneltrue

Page Detail

Ticket

...

Premiums Grid

The purpose of the Ticket Items grid Premiums grid is to show all the unique instances of Ticket ItemSpecie, Price, Premium and Tax PriceRate. The Ticket Items are selected based on parameters entered on the page header. Once new prices rates have been entered, the tickets can be repriced.

(lightbulb) This grid also contains columns for each 'Grade Attribute'. Because these are user defined, they are not included in the help or in the default view but they can be added a saved layout.

...

Toolbar Icons

...

 
  • Line Item Re-Price Comment: to apply a 're-price' comment specifically to a Fish Ticket Item. This defaults to "No Change".
  • Price Update Method: allows users to specify how they want to update Fish Ticket Item Prices. This defaults to "No Change" but is required if a value has been entered in the 'Amount' field. The options include:
    • Update all Prices to the same amount: Used to update all applicable line items to the Price specified in the 'Amount' field. For example, set all selected records to a price of $1.25.
    • Update all Items by a fixed amount: Used to update all applicable line items by the amount specified in the 'Amount' field. For example, increase all selected records by $0.55.
    • Update all Items by a percentage: Used to update all applicable line items by the percentage specified in the 'Amount' field. For example, increase all selected records by 3.25%.
  • Rate / Amount:.Used to specify the amount or percentage to update ticket lines by. This defaults to "No Change" but is required if a value has been selected in the 'Ticket Item Price Update Method' field.
Mass Update - Global
nopaneltrue

Fields

Description
# TicketsA non-editable text box that identifies the number of Fish Tickets that contain the Ticket Item Premium at the Price and Tax Price rate shown.
ConditionA non-editable text box that identifies identify the  the 'Condition' assigned to the Fish Ticket Item associated with the Premium shown as [Condition ID]-[Condition Name].
Current Ext. Amt.A non-editable text box that shows the value of [Net Weight] * [Current Price]. This column has a grand total at the bottom of the grid.
Current Ext. Amt. Tax PriceCalculated On
Current RateA non-editable text box that shows the extended amount based on the 'Tax Price' (rather than the 'Current Price'). This will only be different from the 'Current Ext. Amt.' if the 'Tax Price' is not blank (a blank Tax Price assumes it always matches the Price).

If the 'Tax Price' is not blank it is the value of [Net Weight] * [Tax Price]. If the 'Tax Price' is blank it is the value [Net Weight] * [Current Price].  This column has a grand total at the bottom of the grid.

(lightbulb) In most cases the 'Tax Price' will be blank meaning that the Price and Tax Price are the same amount. 

Current PriceA non-editable text box that shows the Price assigned to each Ticket ItemRate assigned to each Premium.
DispositionA non-editable text box that identifies the 'Disposition' assigned to the Fish Ticket Item associated with the Premium shown as [Disposition ID]-[Disposition Name].
Ext. Amount ChangeGrade A non-editable calculated field that shows the net effect that the price change will have on the ticket item's extended amount.

There will be a non-zero amount for each 'Item: Description' where the [New Price] <> [Current Price]. This is calculated as ([Net Weight] * [New Price]) - [Current Ext. Amt.]. This column has a grand total at the bottom of the grid.

Ext. Amount Change Tax Price

A non-editable calculated field that shows the net effect that the price change will have on the ticket item's 'Current Ext. Amt. Tax Price'.

There will be a non-zero amount for each 'Item: Description' where the 'Tax Price' is blank (a blank 'Tax Price' signifies that Tax Price always matches the 'Price'). 

This is calculated as ([Net Weight] * [New Price]) - [Current Ext. Amt. Tax Price]. This column has a grand total at the bottom of the grid.

Grade DescriptionA non-editable text box that identifies the 'Grade Description ' from the the Grade that is assigned to the Fish Ticket Item.Grade IDA non-editable text box that identifies the 'Grade ID' from the the Grade that is assigned to the Fish Ticket Item.Item: DescriptionA non-editable text box that identifies the Item ID and Description of the Fish Ticket Item
Major SpecieA non-editable text box that identifies the 'Major Specie' that is associated with the 'Specie' assigned to the Fish Ticket Item.
Net WeightA non-editable text box that shows the sum of the Net Weight from each of the selected Fish Ticket Items with the same Price and Tax Price. This column has a grand total at the bottom of the grid.
New Priceassociated with the Premium.
New RateAn editable text box to set the value of the reprice. This defaults to 'Current PriceRate' but can be changed. Every item that this amount is changed for will be included in the reprice. If this amount is changed, a "Yes" will be displayed in the 'Repriced' column. This can be changed manually or from the 'Mass Update'Reprice CommentAn  
PremiumA non-editable text box that identifies the Premium assigned to identify the reason for the reprice. If this is blank it will be assigned from the header Reprice Comment. This can be changed manually or from the 'Mass Update'the Fish Ticket shown as [Premium Program Description].
RepricedA Yes/No column that identifies if the 'New PriceRate' has been changed. A "Yes" value means that the [New PriceRate] <> [Current PriceRate]. A "No" value means the 'New PriceRate' column has not been changed.
Sold ConditionA non-editable text box that identifies the 'Sold Condition' assigned to the Fish Ticket Item associated with the Premium shown as [Condition ID]-[Condition Name].
SpecieA non-editable text box that identifies the 'Specie' assigned to the Fish Ticket Item associated with the Premium shown as [Specie ID]-[Specie Name].Tax PriceA non-editable text box that shows the 'Tax Price' assigned to each Ticket Item. If this value is blank it means that 'Tax Price' is inherited from the Price/New Price. If it is not blank it means that it was intentionally set to be different from the 'Price'.

(lightbulb) In most cases the 'Tax Price' will be blank meaning that the Price and Tax Price are the same amount. 

Tax Price InheritedA Yes/No column that identifies if the 'Tax Price' is inherited from the 'Price'. A "Yes" value means that the 'Tax Price' will be set to the 'New Price'. A "No" value means the 'Tax Price' was intentionally set and will not change. 

Related Topics


Expand
titlePage Definitions

Page Definitions


Expand
titleTechnical Details

Technical Details