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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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| Fields | Description |
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| Cash | 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 | 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 | | Insert excerpt |
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| Credit Card |
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| Credit Card |
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| nopanel | true |
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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 | | Insert excerpt |
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| Description - Header |
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| 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 | | Insert excerpt |
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| Doc Date |
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| Doc Date |
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| nopanel | true |
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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 | 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 | | Insert excerpt |
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| Fisherman, Fisherman & Tender, Tender |
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| Fisherman, Fisherman & Tender, Tender |
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| nopanel | true |
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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 | | Insert excerpt |
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| On Account |
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| On Account |
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| nopanel | true |
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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.
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| Price List | | Insert excerpt |
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| Price List |
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| 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 | 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'.| Insert excerpt |
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| Def - Status |
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| Def - Status |
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The Statuses that apply to transactions in this List View include:| Insert excerpt |
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| Def - Status - New |
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| Def - Status - New |
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| nopanel | true |
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| Def - Status - Approved |
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| Def - Status - Approved |
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| nopanel | true |
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| Def - Status - Ready to Post |
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| Def - Status - Ready to Post |
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| nopanel | true |
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Database Fields: ERPx_APTransactionStatus.StatusName, ERPx_APTransactionHeader.TransactionStatusSK |
| Tax Class | | Insert excerpt |
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| tax class |
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| 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.| Insert excerpt |
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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
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| Created By | | Insert excerpt |
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| Created By |
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| Created By |
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Database Field: ERPx_APTransactionHeader.CreatedBy |
| Created Date | | Insert excerpt |
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| Created |
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| Created |
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Database Field: ERPx_APTransactionHeader.CreatedDate |
| Currency ID | | Insert excerpt |
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| Currency |
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| Currency |
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| nopanel | true |
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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. | Insert excerpt |
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| Def - Currency |
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| 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 | | Insert excerpt |
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| Fisherman ID |
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| Fisherman ID |
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| nopanel | true |
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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 | | Insert excerpt |
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| GL Date |
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| 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 | | Insert excerpt |
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| Last Updated |
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| Last Updated |
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| nopanel | true |
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Database Field: ERPx_APTransactionHeader.LastUpdated |
| Last User | | Insert excerpt |
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| Last Updated By |
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| Last Updated By |
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| nopanel | true |
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Database Field: ERPx_APTransactionHeader.LastUser |
| Posted Date | | Insert excerpt |
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| Posted Date |
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| 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 | | Insert excerpt |
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| Transaction Class |
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| Transaction Class |
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This is a non-editable text box that is required and defaults as 'Default'. This is not editable. | Insert excerpt |
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| Def - Transaction Class |
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| Def - Transaction Class |
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| nopanel | true |
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Database Fields: ERPx_APTransactionClass.TransactionClassDescription, ERPx_APTransactionHeader.TransactionClassSK |
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| Fields | Description |
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| Amount | 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'. The 'On Account' amount is calculated as the [sum of the Extended column Amount] - ([Cash Amount] + [Check Amount] + [Credit Card Amount]) and is not stored in a database field. The amount fields are 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 | | Insert excerpt |
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| Cash Account |
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| Cash Account |
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| nopanel | true |
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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 | | Insert excerpt |
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| Checkbook |
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| Checkbook |
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| nopanel | true |
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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 |
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| Def - Checkbook |
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Database Fields: ERPx_MFCheckbook.CheckbookDescription, ERPx_APTransactionHeader.PmtCashCheckbookSK, ERPx_APTransactionHeader.PmtCheckCheckbookSK, ERPx_APTransactionHeader.PmtCardCheckbookSK |
| Reference | | Insert excerpt |
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| Reference - Item |
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| Reference - Item |
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| nopanel | true |
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This is a text box that defaults to blank. It is not required, but if entered, must be <= 150 characters. The Reference value 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.PmtCashReference, ERPx_APTransactionHeader.PmtCheckReference, ERPx_APTransactionHeader.PmtCardReference |
Attributes Tab
| Fields | Description |
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AttributesAttributes Tab
| Fields | Description |
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| Attributes | | Insert excerpt |
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| Attribute - Attribute |
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| 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 → Fisherman). |
| Available | | Insert excerpt |
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| Attribute - Available |
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| Attribute - Available |
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This value is only editable from the 'Assign Attribute Rules' page (Company → Setup → Attributes → Fisherman → Transactions hyperlink).
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| Value | | Attribute | Attribute | The Attributes displayed here are setup and assigned in the Attributes section of the Company module (Company → Setup → Attributes → Fisherman). Available |
Page Detail
Items Grid
The purpose of the Items grid is to add, edit and delete the line items for the Invoice and Credit Memo transaction.
| Toolbar Icons | Description |
| Delete | |
Attribute AvailableAttribute Available This value is only editable from the 'Assign Attribute Rules' page (Company → Setup → Attributes → Fisherman → Transactions hyperlink). ValueAttribute - Value |
| Excel | | Insert excerpt |
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| Excel - RV Grid |
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| Excel - RV Grid |
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| nopanel | true |
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Attribute - Value | | New - multi blank rows - RV Grid | | New - multi blank rows - RV Grid |
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Page Detail
Items Grid
The purpose of the Items grid is to add, edit and delete the line items for the Invoice and Credit Memo transaction.
| Toolbar Icons | Description |
Delete | | Insert excerpt |
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Delete - RV Grid | Delete - RV Grid | | nopanel | true |
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Excel | | Insert excerpt |
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Excel - RV Grid | Excel - RV Grid | | nopanel | true |
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New | | Insert excerpt |
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New - multi blank rows - RV Grid | New - multi blank rows - RV Grid | | nopanel | true |
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| Fields | Description |
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| Checkbox | | Insert excerpt |
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Checkbox | Checkbox |
| nopanel | true |
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Description | | Insert excerpt |
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Description - Item | Description - Item | | nopanel | true |
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This is a text box that defaults to blank, but auto-populates once an Item is selected from the Item drop-down menu. This field is required and must be <= 200 characters. This field is always editable while the transaction is in a Status of New or Approved.Database Field: ERPx_APTransactionLine.LineDescription
Extended | | Insert excerpt |
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| Extended | Extended | | nopanel | true |
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This is a non-editable text box lookup that defaults as "0.00" and is required. This can only be edited by changing the Quantity and/or Price of the transaction line. It is calculated as [Quantity of line item] * [Price of line item].
| Fields | Description |
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| Checkbox | | Insert excerpt |
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| Checkbox |
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| Checkbox |
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| nopanel | true |
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| Description | | Insert excerpt |
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| Description - Item |
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| Description - Item |
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| nopanel | true |
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This is a text box that defaults to blank, but auto-populates once an Item is selected from the Item drop-down menu. This field is required and must be <= 200 characters. This field is always editable while the transaction is in a Status of New or Approved.
Database Field: ERPx_APTransactionLine.LineDescription |
| Extended | | Insert excerpt |
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| Extended |
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| Extended |
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| nopanel | true |
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This is a non-editable text box lookup that defaults as "0.00" and is required. This can only be edited by changing the Quantity and/or Price of the transaction line. It is calculated as [Quantity of line item] * [Price of line item].
Database Field: ERPx_APTransactionLine.ExtendedAmount |
| Item | This is a single-select standard lookup that defaults to blank. It is required and is always editable while in a Status of New.
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| Def - Checkbook |
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| Def - Checkbook |
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| nopanel | true |
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The lookup contains a blank value, the current assigned value, and a list of all the 'Active' Items in the Items Master File.
Database Field: ERPx_APTransactionLine.ExtendedAmountItemSK |
| Price | ItemItem This This is a single-select standard lookup text box that defaults to blank. It is required and is always editable while in a Status of New.
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Def - Checkbook | Def - Checkbook | | nopanel | true |
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The lookup contains a blank value, the current assigned value, and a list of all the 'Active' Items in the Items Master Fileas "0.00" and is required to be > 0. If not, the message "Price is required and must be greater than zero." will be displayed on Save. This is always editable while the transaction is in a Status of New.Database Field: ERPx_APTransactionLine.ItemSKPrice |
| Quantity | PricePrice This is a text box that defaults as "01.00" and is required to be > 0. If not, the message "Price is required and must be greater than zero." will be displayed on Save. . The value entered in this field can be negative or positive to record both sales and returns. This is always editable while the transaction is in a Status of New.
Database Field: ERPx_APTransactionLine.PriceQuantity |
| Sale Account | Quantity Quantity | | Sale Account - Item | | Sale Account - Item |
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| nopanel | true |
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This is a text box that defaults as "1.00" and is required. The value entered in this field can be negative or positive to record both sales and returnssingle-select stand lookup defaults from the Item's Sales account. It is required and if missing, the message "A Sale Account is required" will be displayed on Save. This is always editable while the transaction is in a Status of New. Database Field: ERPx_APTransactionLine.Quantity new.
Quantity Quantity | | Def - Not Defined | | Def - Not Defined |
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| nopanel | true |
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This is a single-select stand lookup defaults from the Item's Sales account. It is required and if missing, the message "A Sale Account is required" will be displayed on Save. This is always editable while in a Status of new.lookup contains a blank value, the current assigned value, and all active GL Accounts with a 'Control Account Type' of "Sales" and the 'Use In SO' property set to "Yes". Database Fields: ERPx_GLAccount.AccountNumber, ERPx_GLAccount.Description, ERPx_APTransactionLine.AccountSK |
| UOM | | Insert excerpt |
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| UOM - Items |
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| UOM - Items |
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| nopanel | true |
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This is a single-select standard lookup that defaults as blank and is not required. Once an Item is selected, this field defaults to the Item UOM default. This is always editable while the transaction is in a Status of New. | Insert excerpt |
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| Def - Not Defined |
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| nopanel | true |
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The lookup contains a blank value, the current assigned value, and a list of all the 'Active' Units of Measure. Database Fields: ERPx_IMUOM.UOMID, ERPx_APTransactionLine.QuantityUOMSK |
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