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Insert excerptDef - Not DefinedDef - Not Definednopaneltrue The purpose of

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The purpose of this page is to view, add, edit, remove, and post individual Fisherman Sale transactions.

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Toolbar Icons

Description

Delete

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	Delete - RV Header
	Delete - RV Header
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Grid Layout

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	Grid Layout - Global
	Grid Layout - Global
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Journal Details

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	Journal Details - RV Header
	Journal Details - RV Header
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Help

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	Help - Global
	Help - Global
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New

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	New - Multi-Select Trans Type - Global
	New - Multi-Select Trans Type - Global
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Fisherman Sale: A transaction to record a Fisherman Sale.
Tender Resale: A transaction to record a Tender Resale. Tender Resale transactions are used to record transactions that have occurred between a tender and one or more fishermen. In some cases, tenders are "transferring" balances between themselves and fishermen, and in some cases, they are facilitating a "sales" transaction from the company to one or more fishermen. Rather than requiring users to record these events using one Fisherman Sale transaction and one Balance Transfer transaction, this transaction allows both types of records to be entered within the same transaction.

Print

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	Print - RV Header
	Print - RV Header
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Save

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	Save - RV Header
	Save - RV Header
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Fields

Description

Cash

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	Cash
	Cash
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This is a text box to enter a cash payment from the fisherman, fisherman & tender or tender for the sale transaction. This defaults as "0.00" and is not required. The amount entered here will automatically update the 'Payment Details' tab and the total 'On Account'. This field is only enabled after item(s) have been added to the Items grid and is always editable while in a Status of New.

Database Field: ERPx_APTransactionHeader.PmtCash

Check

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	Check
	Check
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This is a text box to enter the amount received via check from the fisherman, fisherman & tender or tender for the sale transaction. This defaults as "0.00" and is not required. The amount entered here will automatically update the 'Payment Details' tab and the total 'On Account'. This field is only enabled after item(s) have been added to the Items grid and is always editable while in a Status of New.

Database Field: ERPx_APTransactionHeader.PmtCheck

Credit Card

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	Credit Card
	Credit Card
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This is a text box to enter the amount received via credit card from the fisherman, fisherman & tender or tender for the sale transaction. This defaults as "0.00" and is not required. The amount entered here will automatically update the 'Payment Details' tab and the total 'On Account'. This field is only enabled after item(s) have been added to the Items grid and is always editable while in a Status of New.

Database Field: ERPx_APTransactionHeader.PmtCard

Description

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	Description - Header
	Description - Header
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This is a text box to assign a description to the Fisherman Sale transaction. This defaults as blank and is not required. If entered, it must <= 60 characters. This field is always editable.

Database Field: ERPx_APTransactionHeader.Description

Doc Date

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	Doc Date
	Doc Date
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This is a text box that defaults to today's date. It is required and if missing, the message "Doc Date is required." will be displayed on Save. This is always editable while in a status of New.

Database Field: ERPx_APTransactionHeader.TransactionDate

Doc No

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	Doc No
	Doc No
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This is a text box that defaults to blank. This fields is not required, but if entered, it must be <= 50 characters. The Doc No value must be unique by transaction type. No two Fisherman Sale or Tender Resale Doc No values may be the same, else the message "Duplicate Doc No's are not allowed. Please enter a valid Doc No." will be displayed on Save. This field is always editable.

Database Field: ERPx_APTransactionHeader.DocNumber

Fisherman

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	Fisherman, Fisherman & Tender, Tender
	Fisherman, Fisherman & Tender, Tender
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This is a single-select standard lookup that identifies the fisherman who purchased the item(s). This defaults to blank and is required. If missing, the message "Please select a Fisherman or Tender." will be displayed on Save. This field can only be edited while the transaction is set to a Status of New.

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The lookup contains a blank value, the current assigned value, and a list of all the 'Active' Fishermen, Fishermen & Tenders, and Tenders.

Database Fields: ERPx_APVendor.VendorName, ERPx_APTransactionHeader.VendorSK

On Account

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	On Account
	On Account
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This is a non-editable text box that is calculated as the [sum of the Extended column Amount] - ([Cash Amount] + [Check Amount] + [Credit Card Amount]). This defaults to "0.00", is required and never editable. This is a calculated value that is not stored in a database field.

Price List

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	Price List
	Price List
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This is a single-select standard lookup that is not required. This field is only enabled once a Fisherman is saved to the transaction. This defaults to blank. If a Fisherman Sale Price List exists, then it will default to the Fisherman Sale Price List associated with the selected Fisherman. If changed, the message "On Save, do you want to update existing prices of items found on the new Price List?" will be displayed. This field can only be edited while the transaction is set to a Status of New.

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The lookup contains a blank value, the current assigned value, and a list of all the 'Active' Fisherman Sale Price Lists.

Database Fields: ERPx_MFPriceListHeader.PriceListID, ERPx_APTransactionHeader.PriceListHeaderSK

Status

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	Status
	Status
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This is a single-select standard lookup that defaults as 'New' and is required. This is always editable while the transaction is in a Status of 'New' or 'Approved'.

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	Def - Status
	Def - Status
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The Statuses that apply to transactions in this List View include:

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	Def - Status - New
	Def - Status - New
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	Def - Status - Approved
	Def - Status - Approved
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	Def - Status - Ready to Post
	Def - Status - Ready to Post
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Database Fields: ERPx_APTransactionStatus.StatusName, ERPx_APTransactionHeader.TransactionStatusSK

Tax Class

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	tax class
	tax class
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This is a single-select standard lookup that is not required. This field is only editable if the fisherman accounting preference for 'Enable Sales Tax on Fisherman Sales' is set to "Yes". If the user selected a Tax Class that shares the same currency as the Fisherman's Tax Class, then that Tax Class will remain selected. If the user selected a Tax Class that does not share the same currency as the Fisherman or did not select a Tax Class at all, this field will default to select the Tax Class selected on the Fisherman's record view Properties tab for 'Tax Class'. This field can only be edited while the transaction is set to a Status of New.

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The lookup contains a blank value, the current assigned value, and a list of all the 'Active' Tax Classes.

Database Fields: ERPx_MFTaxClass.TaxClassName, ERPx_APTransactionHeader.TaxClassSK

Properties Tab

Fields

Description

Created By

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	Created By
	Created By
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Database Field: ERPx_APTransactionHeader.CreatedBy

Created Date

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	Created
	Created
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Database Field: ERPx_APTransactionHeader.CreatedDate

Currency ID

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	Currency
	Currency
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This is a non-editable text box that defaults from the Currency assigned to the selected Fisherman. This is required and not editable from this page. Even though this field is required, it is currently for information only and does not drive any functionality.

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	Def - Currency
	Def - Currency
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The lookup contains a blank value, the current assigned value, and a list of all the 'Active' Company Currencies.

Database Fields: ERPx_MFCurrency.CurrencyID, ERPx_APTransactionHeader.CurrencySK

Fisherman ID

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	Fisherman ID
	Fisherman ID
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This is a non-editable text box that defaults as the Fisherman ID of the selected Fisherman. This is required and only editable by changing the Fisherman assigned to the transaction.

Database Fields: ERPx_APVendor.VendorID, ERPx_APTransactionHeader.VendorSK

GL Date

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	GL Date
	GL Date
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This is an editable date picker that defaults as blank and is required. If not manually edited, will be automatically set to match the 'Doc Date' when the transaction is saved with a Status of either Approved or Ready to Post. This is always editable while the transaction is in a Status of New.

Database Field: ERPx_APTransactionHeader.GLDate

Last Updated

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	Last Updated
	Last Updated
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Database Field: ERPx_APTransactionHeader.LastUpdated

Last User

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	Last Updated By
	Last Updated By
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Database Field: ERPx_APTransactionHeader.LastUser

Posted Date

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	Posted Date
	Posted Date
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This is a non-editable text box that defaults to blank and is populated at the time the transaction is posted. This is not required and not editable from this page.

Database Field: ERPx_APTransactionHeader.PostedDate

Transaction Class

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	Transaction Class
	Transaction Class
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This is a non-editable text box that is required and defaults as 'Default'. This is not editable.

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	Def - Transaction Class
	Def - Transaction Class
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Database Fields: ERPx_APTransactionClass.TransactionClassDescription, ERPx_APTransactionHeader.TransactionClassSK

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is required only if a payment has been entered. This Def CheckbookDef Checkbook

Database Fields: ERPx_GLAccount.AccountNumber,

Fields

Description

Amount

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	Cash
	Cash
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This is a text box to enter a Cash, Check and/or Credit Card payment from the Fisherman, Fisherman & Tender or Tender for the sale transaction. This defaults as "0.00" and is not required. The amount entered here will automatically update the 'Home' tab and the total 'On Account'. This field is only enabled after item(s) have been added to the Items grid and is always editable while in a Status of New.

Database Field: ERPx_APTransactionHeader.PmtCash, ERPx_APTransactionHeader.PmtCheck, ERPx_APTransactionHeader.PmtCard

Cash Account

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	Cash Account
	Cash Account
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This is a non-editable text box that defaults to the selected Checkbook's 'Cash Account' field. This is required and can only be edited by changing the associated Checkbook. This field is only enabled after item(s) have been added to the Items grid and is always editable while in a Status of New.

Database Fields: ERPx_GLAccount.AccountNumber, ERPx_GLAccount.Description, ERPx_MFCheckbook.CashAccountSK, ERPx_APTransactionHeader.PmtCashCheckbookSK, ERPx_APTransactionHeader.PmtCheckCheckbookSK, ERPx_APTransactionHeader.PmtCardCheckbookSK

Checkbook

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	Checkbook
	Checkbook
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This is a single-select standard lookup that defaults to the preference selection for 'Default Checkbook ID.' This

field is only enabled after item(s) have been added to the Items grid and is always editable while in a Status of New. This is required only if a payment has been entered.

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	Def - Checkbook
	Def - Checkbook
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Database Fields: ERPx_MFCheckbook.CheckbookDescription, ERPx_APTransactionHeader.PmtCashCheckbookSK, ERPx_APTransactionHeader.PmtCheckCheckbookSK, ERPx_APTransactionHeader.PmtCardCheckbookSK

Reference

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	Reference -

Item

	Reference -

Item
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Payment Type

This field displays the name of the payment type received from the fisherman and/or tender for the sale transaction, including Cash, Check, Credit Card, and On Account. These fields are never editable by the user.

Reference

This field displays a blank text box for the user to enter a reference for the payment received. This field supports up to 50 characters, is editable while the transaction is 'New' and is not required.

This is a text box that defaults to blank. It is not required, but if entered, must be <= 150 characters. The Reference is only saved when the Amount field is populated. This field is only enabled after item(s) have been added to the Items grid and is always editable while in a Status of New.

Database Field: ERPx_APTransactionHeader.PmtCash, ERPx_APTransactionHeader.PmtCheck, ERPx_APTransactionHeader.PmtCard

Attributes Tab

Fields

Description

Attributes

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	Attribute - Attribute
	Attribute - Attribute
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The Attributes displayed here are setup and assigned in the Attributes section of the Company module (Company → Setup → Attributes → AP Purchasing).

Available

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	Attribute - Available
	Attribute - Available
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This value is only editable from the 'Assign Attribute Rules' page (Company → Setup → Attributes → AP Purchasing → Transactions hyperlink).

Value

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	Attribute - Value
	Attribute - Value
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Toolbar Icons

Description

Delete

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	Delete - RV Grid
	Delete - RV Grid
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Excel

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	Excel - RV Grid
	Excel - RV Grid
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New

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	New - multi blank rows - RV Grid
	New - multi blank rows - RV Grid
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Fields

Description

Checkbox

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	Checkbox
	Checkbox
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Description

This field offers a description of the line item. This field defaults to blank but auto-populates once an Item is selected from the Item drop-down menu to display the description associated with the item. However, this field is editable throughout all transaction statuses. This field supports up to 200 characters and is required.

Extended

This field displays the extended price, which is the product of the quantity and the price per unit of measure. This field defaults to display 0.00 but auto-populates once a quantity and price are entered. This field is read-only and therefore never editable by the user.

Item

This field identifies the item being sold, which is selected from a drop-down menu that includes all active inventory items. The drop-down menu sorts by Item ID but also displays the Item Description that will auto-fill in the Description field for the line item. This field is required and can be edited while the transaction is set to a status of 'New.'

Price

This field identifies the price per unit of measure for the corresponding line item. This field defaults to 0 but can be edited while the transaction is set to a status of 'New.' The value entered in this field must be greater than or equal to 0.

Quantity

This field identifies the amount of the line item being sold. This field defaults to 1 but can be edited while the transaction is set to a status of 'New.' The value entered in this field can be negative or positive to record both sales and returns. This field must be greater than or less than 0 to save the transaction with a status of 'Approved' or greater. This field is required.

Sale Account

This field identifies the account the sale will be posted to. This field defaults to the item's sales account.

Select

Displays a check box allowing the user to select specific line items for deletion.

UOM

This field identifies the unit of measure for the line item, which is selected from the drop-down menu that includes all active units of measure. This field defaults to the Purchasing Preference selection for 'Unit UOM' and then auto-selects the item default once the Item is selected from the drop-down menu. This field can be edited while the transaction is set to a status of 'New.'

Versions Compared

Old Version 15

New Version 16

Key

Properties Tab

Attributes Tab

Related Topics

Page Definitions