The purpose of this page is to add, edit, remove, and activate/inactive Tax Programs used on Fish Tickets. Insert excerpt Def: Fish Ticket Tax Def: Fish Ticket Tax nopanel true
...
| Toolbar Icons | Description | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Delete |
| ||||||||
| Grid Layout |
| ||||||||
| Help |
| ||||||||
| New |
| ||||||||
| Save |
| ||||||||
| Fields | Description | ||||||||
| Program | A non-editable text box to display "[Program ID] - [Description]" of the Tax Program. This defaults to blank for a new Tax Program and is always updated after initial Save. This field is never editable. When users update the value in the 'Program ID' field or the 'Description' field, the Fish Ticket Taxes record view page will refresh to display the updated Tax Program. Linked Database Field: ERPx_APProgram.APProgramID - ERPx_APProgram.APProgramName | ||||||||
| Type | A non-editable text box to display "Tax". This defaults to blank for a new Tax Program and is always updated after initial Save. This field is never editable. This text box contains the value in the APProgramType Enumeration Class where APProgramType = 2. Linked Database Field: ERPx_APProgram.APProgramTypeEN |
...
| Toolbar Icons | Description | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Excel |
| ||||||||
| Fields | Description | ||||||||
| Properties |
| ||||||||
| Value |
| ||||||||
| Group: Configuration | |||||||||
| Program ID | A text box to specify a short description and unique identifier of the Tax record. This defaults to blank for new records and is required. If not assigned, the message "Program ID is required." will be displayed on Save. This value must be unique. If not, the message "Duplicate Program ID's are not allowed for the same Program Type." will be displayed on Save. This field is always editable and must be <= 50 characters. Linked Database Field: ERPx_APProgram.APProgramID | ||||||||
Description | A text box to specify a long description/name of the Tax record. This defaults to blank for new records and is required, but duplicate values are allowed. If not assigned, the message "Description is required." will be displayed on Save. This field is always editable and must be <= 100 characters. Linked Database Field: ERPx_APProgram.APProgramName | ||||||||
| Class | A single-select lookup to select the Tax Class for the Tax record. This defaults to blank for new records but is required. If not assigned, the message "Class is required." will be displayed on Save. This field is always editable. Linked Database Field: ERPx_APProgram.APProgramClassSK | ||||||||
| Landed Date Start | A date field to indicate when the Tax Program begins. Fish Tickets with a Landed Date before the 'Landed Date Start' will not be evaluated for the Tax. This defaults as blank on new records, but is required. If blank, the message "Landed Date Start is required." will be displayed on Save. This field is always editable. Linked Database Field: ERPx_APProgram.APProgramStart | ||||||||
| Landed Date End | A date field to indicate when the Tax Program ends. Fish Tickets with a Landed Date after the 'Landed Date End' will not be evaluated for the the Tax, even if the Tax Program is still Active. This defaults as blank on new records, and is not required. A blank Landed Date End assumes the Tax never ends but if a date is entered it must be >= the 'Landed Date Start' if not, the message "Landed Date End must be on or after Landed Date Start." will be displayed on Save. This field is always editable. Linked Database Field: ERPx_APProgram.APProgramEnd | ||||||||
| Inactive |
Linked Database Field: ERPx_APProgram.IsInactive | ||||||||
| Group: Assign Rules | |||||||||
| How this Program is assigned to Tickets? | A non-editable single-select lookup to specify how a Tax Program is assigned to a Fish Ticket. This defaults to "Auto Assign - All Tickets" for new records and is always required. This field is never editable. This lookup containsthe values in the APAssignmentMethod Enumeration Class where APAssignmentMethod = 1. Linked Database Field: ERPx_APProgram.AssignmentMethodEN | ||||||||
| Expense For | A single-select lookup to specify which entity is charged for the Tax. This defaults to blank for new records but is required. If not assigned, the message "Expense For is required." will be displayed on Save. It can be set to one or both the following values:
This field is always editable. This lookup contains all the values in the APProgramExpenseFor Enumeration Class. Linked Database Field: ERPx_APProgram.ExpenseForEN | ||||||||
| Assign Rules By | A multi-select lookup to specify how taxes are assigned fish tickets. This defaults to blank for new records, but at least one selection is required. If not assigned, the message "Assign Rules By is required." will be displayed on Save. One or many of the following values may be selected:
This field is always editable. When one or more values are selected, on Save, additional tabs for each of the selected items will be added to the record view. This lookup contains all the values in the APProgramAssignBy Enumeration Class. Linked Database Field: ERPx_APProgram.AssignRulesByEN | ||||||||
| Assign Rate By | A single-select lookup to specify where the Tax Rate comes from. This defaults to "GLOBAL" for new records but can be changed. If it is changed from GLOBAL, it must match one of the values in the 'Assign Rules By' Property. If not, the message "Assign Rate By must be assigned by one of the Assign Rules By values." will be displayed on Save. It can be set to the following values:
This field is always editable. This lookup contains all the values in the APProgramAssignBy Enumeration Class except 'Stat Area' and includes an option for GLOBAL. Linked Database Field: ERPx_APProgram.AssignmentMethodEN | ||||||||
| Default Rate | A text box to specify the default rate to be used if the 'Assign Rate By' field is set to "GLOBAL". This defaults to 0.000000 for new records and is required. If not assigned, the message "Rate is required." will be displayed on Save. This field is always editable. If the tax is configured to be an expense for the company and the fisherman, the default rate is automatically divided. If this causes the rate to be more than 6 decimals, then the company rate is rounded up and the fisherman rate is rounded down.
Linked Database Field: ERPx_APProgram.Rate | ||||||||
| Calculated On | A single-select lookup to specify the weight value on the ticket line the Tax is calculated from. This defaults to blank for new records but is required. If not assigned, the message "Calculated On is required." will be displayed on Save. It can be set to the following values:
This field is always editable. This lookup contains all the values in the APProgramCalcMethod Enumeration Class. Linked Database Field: ERPx_APProgram.APProgramCalcMethodEN | ||||||||
| Group: Accounting | |||||||||
| Fisherman Expense GL Account | A non-editable single-select lookup to specify the GL Account that is Debited to record the fisherman expense portion of a Tax Program for a Fish Ticket Item. This defaults to "FISHERMAN SETTLEMENT ACCRUAL ACCOUNT" and is never editable. This value is not stored in the database. | ||||||||
| Company Expense GL Account | A single-select lookup to specify the GL Account that is Debited to record the company expense portion of a Tax program for a Fish Ticket Item. This defaults as blank on new records, but is required if "Company" is selected in the 'Expense For' property. If blank, the message "Company Expense Account is required." will be displayed on Save. This field is always editable. This lookup contains list of all the 'Active' GL Accounts. Linked Database Field: ERPx_APProgram.CompanyExpenseAccountSK | ||||||||
| Tax Liability GL Account | A single-select lookup to specify the GL Account that is Credited, to record the liability, when the Tax is assigned to a Fish Ticket Item. This defaults as blank on new records, but is required. If blank, the message "Tax Liability GL Account is required." will be displayed on Save. This field is always editable from the record view. This lookup contains list of all the 'Active' GL Accounts. Linked Database Field: ERPx_APProgram.CRAccountSK | ||||||||
| Payable To | A single-select lookup to specify which Fisherman, Tender, Fisherman & Tender or Vendor the Tax is payable to, such as the Vendor associated with the taxing authority. This field defaults to blank, is never required and is always editable. This lookup contains a list of all the 'Active' Fishermen, Tenders, Fishermen & Tenders and Vendors. Linked Database Field: ERPx_APProgram.VendorSK | ||||||||
| Payable Frequency | A text box to specify how often the tax is paid. This field defaults to blank, is never required and is always editable. Linked Database Field: ERPx_APProgram.VendorSK | ||||||||
Leaving this as 0.000000 and the 'Assign Rate By' to "GLOBAL" and the 'Calculated On' on anything other than "Fixed Amount" will result in no tax being calculated.Species Tab
| Toolbar Icons | Description | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Excel |
| ||||||||
| Delete |
| ||||||||
| New |
| ||||||||
| Fields | Description | ||||||||
| Checkbox |
| ||||||||
| Company Expense GL Account | A single-select lookup to specify the GL Account that is debited for the company expense when a Fish Ticket line item is a specific Specie. This field is only enabled when "Species" is selected as the 'Assign Rate By' value and "Company" is selected as the 'Expense For' value in the Properties tab. This field defaults to the 'Company Expense GL Account' value selected in the Properties tab. This field is not required, but always editable. This lookup contains list of all the 'Active' GL Accounts. Linked Database Field: ERPx_APProgramEntity.ExpenseAccountSK where ERPx_APProgramEntity.ProgramEntityEN = 1 | ||||||||
| Company Rate | A text box to specify the tax rate for the Company for a specific Specie. This field is only enabled when "Species" is selected as the 'Assign Rate By' value and "Company" is selected as the 'Expense For' value in the Properties tab. The Rate defaults to the 'Default Rate' value entered in the Properties tab, but the field is always editable. If the tax is configured to be an expense for a Company and a Fisherman, then the default rate is divided between the company and the fisherman and the company rate is rounding up and the fisherman rate is rounding down. E.g. a default rate 1.654321 would default the company rate to 0.827161 and the fisherman rate to 0.827160. Linked Database Field: ERPx_APProgramEntity.CompanyRate where ERPx_APProgramEntity.ProgramEntityEN = 1 | ||||||||
| Fisherman Expense GL Account | A non-editable text box to display the GL Account that is debited to record a fisherman expense when a Fish Ticket line item is a specific Specie. This field only displays a value when "Species" is selected as the 'Assign Rate By' value and "Fisherman" is selected as the 'Expense For' value in the Properties tab. The field defaults to "Fisherman Settlement Accrual Account", is required and is never editable. This field is not stored in the database. | ||||||||
| Fisherman Rate | A text box to specify the tax rate for the Fisherman for a specific Specie. This field is only enabled when "Species" is selected as the 'Assign Rate By' value and "Fisherman" is selected as the 'Expense For' value in the Properties tab. The Rate defaults to the 'Default Rate' value entered in the Properties tab, but the field is always editable. If the tax is configured to be an expense for a Company and a Fisherman, then the default rate is divided between the company and the fisherman and the company rate is rounding up and the fisherman rate is rounding down. E.g. a default rate 1.654321 would default the company rate to 0.827161 and the fisherman rate to 0.827160. Linked Database Field: ERPx_APProgramEntity.FishermanRate where ERPx_APProgramEntity.ProgramEntityEN = 1 | ||||||||
| Specie | A single-select lookup to specify Species that are applicable to the Tax Program. By default, when a new Tax Program is created, all Species are assigned. If you want only specific Species to apply to the Tax Program, click the ‘New’ icon and manually add the Specie(s) that you wish to apply. This field defaults as blank on new records, but is required to save a line item. This field is not editable after initial Save. This lookup contains a list of all the 'Active' records in the Species Master List. Linked Database Field: ERPx_APProgramEntity.EntitySK where ERPx_APProgramEntity.ProgramEntityEN = 1 | ||||||||
| Tax Liability GL Account | A single-select lookup to specify the GL Account that is Credited to record the liability when the Tax is assigned to a specific Specie. This field is only enabled when "Species" is selected as the 'Assign Rate By' value in the Properties tab. The GL Account defaults to the 'Tax Liability GL Account' value selected in the Properties tab. This field is not required, but always editable. This lookup contains list of all the 'Active' GL Accounts. Linked Database Field: ERPx_APProgramEntity.LiabilityAccountSK where ERPx_APProgramEntity.ProgramEntityEN = 1 | ||||||||
| Total Rate | A non-editable text box to display the Total Rate per Specie, which is calculated as the sum of the Fisherman Rate and the Company Rate for the Specie. This field is never editable. This field is a calculated field and not stored in the database. |
Ticket_Items Tab
| Toolbar Icons | Description | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| Excel |
| ||||||||
| Delete |
| ||||||||
| New |
| ||||||||
| Fields | Description | ||||||||
| Checkbox |
| ||||||||
| Company Expense GL Account | A single-select lookup to specify the GL Account that is debited for the company expense when a Fish Ticket line item is on a sales order. This field is only enabled when "Ticket Items" is selected as the 'Assign Rate By' value and "Company" is selected as the 'Expense For' value in the Properties tab. This field defaults to the 'Company Expense GL Account' value selected in the Properties tab. This field is not required, but always editable. This lookup contains list of all the 'Active' GL Accounts. Linked Database Field: ERPx_APProgramEntity.ExpenseAccountSK where ERPx_APProgramEntity.ProgramEntityEN = 6 | ||||||||
| Company Rate | A text box to specify the tax rate for the Company on a specific Fish Ticket Item. This field is only enabled when "Ticket Items" is selected as the 'Assign Rate By' value and "Company" is selected as the 'Expense For' value in the Properties tab. The Rate defaults to the 'Default Rate' value entered in the Properties tab, but the field is always editable. If the tax is configured to be an expense for a Company and a Fisherman, then the default rate is divided between the company and the fisherman and the company rate is rounding up and the fisherman rate is rounding down. E.g. a default rate 1.654321 would default the company rate to 0.827161 and the fisherman rate to 0.827160. Linked Database Field: ERPx_APProgramEntity.CompanyRate where ERPx_APProgramEntity.ProgramEntityEN = 6 | ||||||||
| Fisherman Expense GL Account | A non-editable text box to display the GL Account that is debited to record a fisherman expense for a Fish Ticket line item. This field only displays a value when "Ticket Items" is selected as the 'Assign Rate By' value and "Fisherman" is selected as the 'Expense For' value in the Properties tab. The field defaults to "Fisherman Settlement Accrual Account", is required and is never editable. This field is not stored in the database. | ||||||||
| Fisherman Rate | A text box to specify the tax rate for a fisherman on a specific Fish Ticket Item. This field is only enabled when "Ticket Items" is selected as the 'Assign Rate By' value and "Fisherman" is selected as the 'Expense For' value in the Properties tab. The Rate defaults to the 'Default Rate' value entered in the Properties tab, but the field is always editable. If the tax is configured to be an expense for a Company and a Fisherman, then the default rate is divided between the company and the fisherman and the company rate is rounding up and the fisherman rate is rounding down. E.g. a default rate 1.654321 would default the company rate to 0.827161 and the fisherman rate to 0.827160. Linked Database Field: ERPx_APProgramEntity.FishermanRate where ERPx_APProgramEntity.ProgramEntityEN = 6 | ||||||||
| Tax Liability GL Account | A single-select lookup to specify the GL Account that is Credited to record the liability when the Tax is assigned to a Fish Ticket Item. This field is only enabled when "Ticket Items" is selected as the 'Assign Rate By' value in the Properties tab. The GL Account defaults to the 'Tax Liability GL Account' value selected in the Properties tab. This field is not required, but always editable. This lookup contains list of all the 'Active' GL Accounts. Linked Database Field: ERPx_APProgramEntity.LiabilityAccountSK where ERPx_APProgramEntity.ProgramEntityEN = 6 | ||||||||
| Ticket Item | A single-select lookup to specify Fish Ticket Items that are applicable to the Tax Program. By default, when a new Tax Program is created, all Fish Ticket Items are assigned. If you want only specific Fish Ticket Items to apply to the Tax Program, click the ‘New’ icon and manually add the Fish Ticket Item(s) that you wish to apply. This field defaults as blank on new records, but is required to save a line item. This field is not editable after initial Save. This lookup contains a list of all the 'Active' Fish Ticket Items. Linked Database Field: ERPx_APProgramEntity.EntitySK where ERPx_APProgramEntity.ProgramEntityEN = 6 | ||||||||
| Total Rate | A non-editable text box to display the Total Rate per Fish Ticket Item, which is calculated as the sum of the Fisherman Rate and the Company Rate for the Ticket Item. This field is never editable. This field is a calculated field and not stored in the database. |
...