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These Taxes are only applicable to Fish Tickets, not to calculate Sales Tax on a Fisherman or Customer Sale.
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| Program | Displays the "[Program ID] - [Description]" of the Fish Ticket Tax Program. This is editable by editing either the Program ID or Program Description properties. Database Field: ERPx_APProgram.APProgramID - ERPx_APProgram.APProgramName | ||||||||
| Type | Display the 'Program Type'. This is not editable and displays as "Tax". This text box contains the value in the APProgramType Enumeration Class where APProgramType = 2. Database Field: ERPx_APProgram.APProgramTypeEN |
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| Value |
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| Program ID |
Linked Database Field: ERPx_APProgram.APProgramID | |||||||||||||||||||||||||||||
Description |
Database Field: ERPx_APProgram.APProgramName | |||||||||||||||||||||||||||||
| Class | ||||||||||||||||||||||||||||||
| Insert excerpt | Identifies the Program Class | - Ticket TaxDef - Program Class - Ticket Tax | ||||||||||||||||||||||||||||
| nopanel | true | associated with the Tax record. This is a single-select lookup | to select the Tax Class for the Tax record. This defaults to blank for new records but that is required. If missing, the message "Class is required." will be displayed on Save. | This field It defaults to blank and is always editable. | The lookup contains a blank value
The lookup contains a blank value, the current assigned values and all the records in the Tax & Premium Classes list view with a 'Program Type' of "Tax". Linked Database Field: ERPx_APProgram.APProgramClassSK | |||||||||||||||||||||||||
| Landed Date Start |
| Def -
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| This This is a date picker that is required. If missing, the message "Landed Date Start is required. | .A date field to indicate when the Tax Program begins" will be displayed on Save. This defaults as blank on new records and is always editable. 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.
Database Field: ERPx_APProgram.APProgramStart | ||||||||||||||||||||||||
| Landed Date End | | Def -
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| This is a date picker | ...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 that is not required. This defaults as blank and is always editable. A blank value assumes the Tax never ends, but if a date is entered it must be >= the 'Landed Date Start' | if not, field. Else the message "Landed Date End must be on or after Landed Date Start." will be displayed on Save. | This field is always editable.Database Field: ERPx_APProgram 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.
Database Field: ERPx_APProgram.APProgramEnd | |||||||||||||||||||||||
| Inactive |
| RV
| - RV
Database Field: ERPx_APProgram.IsInactive | |||||||||||||||||||||||||||
| Group: Assign Rules | ||||||||||||||||||||||||||||||
| How this Program is assigned to Tickets? | Identifies how the Tax Program is assigned to Fish Tickets. This is a | single-select lookup ... A non-editable single-select lookup | to specify how a Tax Program is assigned to a Fish Ticket. This that is required. It defaults to "Auto Assign - All Tickets" | for new records and is | always requirednever editable. This field is | never editablenot visible until after the record is initially saved. This lookup containsthe values in the APAssignmentMethod Enumeration Class where APAssignmentMethod = 1. Database Field: ERPx_APProgram.AssignmentMethodEN | ||||||||||||||||||||||||
| Expense For | Identifies who is being charged for the Tax. This is a multi-select lookup where at least one selection is required. If missing, the message "Expense For is required." will be displayed on Save. | .This defaults to blank and is always editable. It can be set to one or both the following values:
| The
| This | field is always editable. This lookup contains all the values in the APProgramExpenseFor Enumeration Class. Database Field: ERPx_APProgram.ExpenseForEN | |||||||||||||||||||||||||
| Assign Rules By | ||||||||||||||||||||||||||||||
| Insert excerpt | Def - Assign Rules By | Def - Assign Rules By | ||||||||||||||||||||||||||||
| nopanel | true | Specifies how taxes are assigned fish tickets. This is a multi-select lookup where at least one selection is required. If | not assignedmissing, the message "Assign Rules By is required." will be displayed on Save. | This field defaults as blank and 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 | ||||||||||||||||||||||||||||||
| Insert excerpt | Def - Assign Rate By | Def - Assign Rate By | ||||||||||||||||||||||||||||
| nopanel | true | Specifies where the Tax Rate comes from. This is a single-select standard lookup | ... A single-select lookup to specify where the Tax Rate comes from. This defaults to "GLOBAL" for new records but can be changed. that is required. It defaults to "GLOBAL" and is always editable. 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 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 |
| This is a text box ...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
| . This field . It defaults to "0.000000" and 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.
Database Field: ERPx_APProgram.Rate | ||||||||||||||||||||||||||
| Calculated On |
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| Tax
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| Tax
| ...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 that is required. If | not assignedmissing, the message "Calculated On is required." will be displayed on Save. | This field It defaults to blank and is always editable. | This
This lookup contains all the values in the APProgramCalcMethod Enumeration Class. 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. 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. 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 should only include Vendors with a Vendor Type EN of 1. It should be the same as the lookup to assign a Vendor to an AP Invoice This lookup contains a list of all the 'Active' Fishermen, Tenders, Fishermen & Tenders and Vendors. Database Field: ERPx_APProgram.VendorSK | |||||||||||||||||||||||||||||
| Payable Frequency | Identifies how often you pay the Tax. This is for information only. This is a text box ... A text box to specify how often the tax is paid. This field defaults to blank, is never required and is always editable. Database Field: ERPx_APProgram.VendorSK | |||||||||||||||||||||||||||||
Species Tab
This tab will only be visible if "Species" is selected in the 'Assign Rules By' property.
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| 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. 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. 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. Database Field: ERPx_APProgramEntity.FishermanRate where ERPx_APProgramEntity.ProgramEntityEN = 1 | ||||||||
| Specie | Identifies the Specie that the Tax Program applies to. This is a text box ... 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. 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. Database Field: ERPx_APProgramEntity.LiabilityAccountSK where ERPx_APProgramEntity.ProgramEntityEN = 1 | ||||||||
| Total Rate | Identifies the Total Rate of the Tax. This is a calculated field ... , calculated as the sum of the 'Fisherman Rate' and the 'Company 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
This tab will only be visible if "Ticket Items" is selected in the 'Assign Rules By' property.
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