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Insert excerpt
Def - Fish Ticket Tax
Def - Fish Ticket Tax
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 The purpose of this page is to add, edit, remove, and activate/inactive Tax Programs used on Fish Tickets.

...

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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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Help
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Help - Global
Help - Global
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New
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New - RV Header
New - RV Header
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Save - RV Header
Save - RV Header
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FieldsDescription
Program

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Program ID
Program ID
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 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

...

.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 InvoiceTom, I think you wrote this note? However, this lookup is currently displaying all fishermen as well. Did you want me to open a dev item on it?
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Excel - RV Grid
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FieldsDescription
Properties
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Properties - RV
Properties - RV
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Value 
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Value - RV
Value - RV
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Group: Configuration
Program ID

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Program ID
Program ID
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 This is a text box that is required. It defaults to blank for new records. 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. 

Database Field: ERPx_APProgram.APProgramID

Description

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Program Name/Description
Program Name/Description
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This is a text box that is required. If not assigned, the message "Description is required." will be displayed on Save. It defaults to blank for new record and duplicate values are allowed. This field is always editable and must be <= 100 characters. 

Database Field: ERPx_APProgram.APProgramName

Class

Identifies the Program Class associated with the Tax record. This is a single-select lookup that is required. If missing, the message "Class is required." will be displayed on Save. It defaults to blank and is always editable.

Insert excerpt
Def - Program Class - Ticket Tax
Def - Program Class - Ticket Tax
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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". 

Database Field: ERPx_APProgram.APProgramClassSK

Landed Date Start

Insert excerpt
Landed Date Start
Landed Date Start
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This is a date picker that is required. If missing, the message "Landed Date Start is required." 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. 

Insert excerpt
Def - Landed Date
Def - Landed Date
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Database Field: ERPx_APProgram.APProgramStart

Landed Date End

 

Insert excerpt
Landed Date End
Landed Date End
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This is a date picker 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' field. Else the message "Landed Date End must be on or after Landed Date Start." will be displayed on Save.  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.

Insert excerpt
Def - Landed Date
Def - Landed Date
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Database Field: ERPx_APProgram.APProgramEnd

Inactive

Insert excerpt
Def - Inactive
Def - Inactive
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 This is a Yes/No lookup that is required. it defaults to "No" and is always editable. This field is not visible until after the record is initially saved.

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 non-editable single-select lookup that is required. It defaults to "Auto Assign - All Tickets" and is never editable. This field is not 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:

  • Fisherman: The Tax will be deducted from what is owed the Fisherman for the Fish Ticket in order for the Company to pay the tax on behalf of the Fisherman.
  • Company: The Tax will be accrued on the Fish Ticket in order for the Company to pay their portion of the tax.

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

Database Field: ERPx_APProgram.ExpenseForEN

Assign Rules By

Specifies how taxes are assigned fish tickets. This is a multi-select lookup where at least one selection is required. If missing, 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.

Insert excerpt
Def - Assign Rules By
Def - Assign Rules By
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This lookup contains all the values in the APProgramAssignBy Enumeration Class.

Database Field: ERPx_APProgram.AssignRulesByEN

Assign Rate By

 Specifies where the Tax Rate comes from. This is a single-select standard lookup 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.

Insert excerpt
Def - Assign Rate By
Def - Assign Rate By
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This lookup contains all the values in the APProgramAssignBy Enumeration Class except 'Stat Area' and includes an option for GLOBAL.

Database Field: ERPx_APProgram.AssignmentMethodEN

Default Rate

Insert excerpt
Default Rate - Tax & Premium
Default Rate - Tax & Premium
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 This is a text box that is required. If missing, the message "Rate is required." will be displayed on Save. 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.

(lightbulb) 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.

(lightbulb) If the 'Assign Rate By' is anything other than 'Globally" this is only represents the Default Rate. The actual rates may be different. 

Database Field: ERPx_APProgram.Rate

Calculated On

Insert excerpt
Calculated On - Fish Ticket Taxes
Calculated On - Fish Ticket Taxes
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 This is a single-select standard lookup that is required. If missing, the message "Calculated On is required." will be displayed on Save. It defaults to blank and is always editable.
Insert excerpt
Def - Calculated On - Fish Ticket Tax
Def - Calculated On - Fish Ticket Tax
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This lookup contains all the values in the APProgramCalcMethod Enumeration Class.

Database Field: ERPx_APProgram.APProgramCalcMethodEN

Group: Accounting
Fisherman Expense GL Account

Insert excerpt
GL Account - Fisherman Tax Expense
GL Account - Fisherman Tax Expense
nopaneltrue
 This is a non-editable single-select standard lookup that is required. This defaults to "FISHERMAN SETTLEMENT ACCRUAL ACCOUNT" and is never editable. This value is not stored in the database.

Company Expense GL Account

Insert excerpt
GL Account - Company Tax Expense
GL Account - Company Tax Expense
nopaneltrue
 This is a single-select standard lookup that is required if "Company" is selected in the 'Expense For' property. If missing, the message "Company Expense Account is required." will be displayed on Save. This defaults as blank and is always editable.

The lookup contains a list of all the 'Active' GL Accounts.

Database Field: ERPx_APProgram.CompanyExpenseAccountSK

Tax Liability GL Account

Insert excerpt
GL Account - Tax Liability Account
GL Account - Tax Liability Account
nopaneltrue
 This is a single-select standard lookup that is required. If missing, the message "Tax Liability GL Account is required." will be displayed on Save. This defaults as blank and is always editable.

The lookup contains a list of all the 'Active' GL Accounts.

Database Field: ERPx_APProgram.CRAccountSK

Payable To

Insert excerpt
Vendor Name
Vendor Name
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 This is a single-select standard lookup that is not required. It defaults to blank and is always editable

.

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 that is not required. It defaults to blank 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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Delete - RV Grid - No Status
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Checkbox
Checkbox
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Company Expense GL Account

Insert excerpt
GL Account - Company Tax Expense
GL Account - Company Tax Expense
nopaneltrue
 This is a single-select standard lookup that is not required. 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 always editable.

The lookup contains a list of all the 'Active' GL Accounts.

Database Field: ERPx_APProgramEntity.ExpenseAccountSK where ERPx_APProgramEntity.ProgramEntityEN = 1

Company Rate

Insert excerpt
Tax Rate - Company
Tax Rate - Company
nopaneltrue
 This is a text box that is not required. 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 and 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

Insert excerpt
GL Account - Fisherman Tax Expense
GL Account - Fisherman Tax Expense
nopaneltrue
 This is non-editable text box that is not required. 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" and is never editable. This field is not stored in the database.

Fisherman Rate

Insert excerpt
Tax Rate - Fisherman
Tax Rate - Fisherman
nopaneltrue
 This is a text box that is not required.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 and 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 single-select standard lookup that is required to save a line item. 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 and is editable.

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

Insert excerpt
GL Account - Tax Liability Account
GL Account - Tax Liability Account
nopaneltrue
 This is a single-select standard lookup that is not required. 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 always editable.

The lookup contains a list of all the 'Active' GL Accounts.

Database Field: ERPx_APProgramEntity.LiabilityAccountSK where ERPx_APProgramEntity.ProgramEntityEN = 1

Total Rate

Insert excerpt
Tax Rate - Total
Tax Rate - Total
nopaneltrue
 This is a non-editable text box that is not required. This field is only calculated when "Species" is selected as the 'Assign Rate By' value in the Properties tab. The Rate defaults to the 'Default Rate' value entered in the Properties tab and is always editable. It is calculated on Save as [Fisherman Rate] + [Company Rate]. This field is never editable 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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Excel - RV Grid
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Delete - RV Grid - No Status
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New - multi blank rows - RV Grid
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FieldsDescription
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Checkbox
Checkbox
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Company Expense GL Account

Insert excerpt
GL Account - Company Tax Expense
GL Account - Company Tax Expense
nopaneltrue
 This is a single-select standard lookup that is not required. 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 always editable.

The lookup contains a list of all the 'Active' GL Accounts.

Database Field: ERPx_APProgramEntity.ExpenseAccountSK where ERPx_APProgramEntity.ProgramEntityEN = 6

Company Rate

Insert excerpt
Tax Rate - Company
Tax Rate - Company
nopaneltrue
 This is a text box that is not required. 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 and 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 = 6

Fisherman Expense GL Account

Insert excerpt
GL Account - Fisherman Tax Expense
GL Account - Fisherman Tax Expense
nopaneltrue
 This is non-editable text box that is not required. 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" and is never editable. This field is not stored in the database.

Fisherman Rate

Insert excerpt
Tax Rate - Fisherman
Tax Rate - Fisherman
nopaneltrue
 This is a text box that is not required.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 and 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 = 6

Tax Liability GL Account

Insert excerpt
GL Account - Tax Liability Account
GL Account - Tax Liability Account
nopaneltrue
 This is a single-select standard lookup that is not required. 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 always editable.

The lookup contains a list of all the 'Active' GL Accounts.

Database Field: ERPx_APProgramEntity.LiabilityAccountSK where ERPx_APProgramEntity.ProgramEntityEN = 6

Ticket Item

Identifies the Fish Ticket Item that the Tax Program applies to. This is a single-select standard lookup that is required to save a line item. 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 and is editable.

This lookup contains a list of all the 'Active' Fish Ticket Items.

Database Field: ERPx_APProgramEntity.EntitySK where ERPx_APProgramEntity.ProgramEntityEN = 6

Total Rate

Insert excerpt
Tax Rate - Total
Tax Rate - Total
nopaneltrue
 This is a non-editable text box that is not required. This field is only calculated when "Ticket Items" is selected as the 'Assign Rate By' value in the Properties tab. The Rate defaults to the 'Default Rate' value entered in the Properties tab and is always editable. It is calculated on Save as [Fisherman Rate] + [Company Rate]. This field is never editable and not stored in the database.

Stat_Areas Tab 

This tab will only be visible if "Stat Areas" is selected in the 'Assign Rules By' property.

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Delete - RV Grid - No Status
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Checkbox
Checkbox
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Company Expense GL Account

Insert excerpt
GL Account - Company Tax Expense
GL Account - Company Tax Expense
nopaneltrue
 This is a non-editable text box that is not required. This value for this field is saved from the 'Company Expense GL Account' value selected in the Properties tab, but is not displayed and is not enabled in the Stat Area grid.

Database Field: ERPx_APProgramEntity.ExpenseAccountSK where ERPx_APProgramEntity.ProgramEntityEN = 3

Company Rate

Insert excerpt
Tax Rate - Company
Tax Rate - Company
nopaneltrue
 This is a non-editable text box that is not required. This value for this field is saved from the 'Default Rate' value selected in the Properties tab, but is not displayed and is not enabled in the Stat Area grid. 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 = 3

Fisherman Expense GL Account

Insert excerpt
GL Account - Fisherman Tax Expense
GL Account - Fisherman Tax Expense
nopaneltrue
 This is non-editable text box that is not required. This field is not displayed and is not enabled in the Stat Area grid. This field is not stored in the database.

Fisherman Rate

Insert excerpt
Tax Rate - Fisherman
Tax Rate - Fisherman
nopaneltrue
This is a non-editable text box that is not required. This value for this field is saved from the 'Default Rate' value selected in the Properties tab, but is not displayed and is not enabled in the Stat Area grid. 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 = 3

Stat Area

Identifies the Stat Area the Tax Program applies to. This is a single-select standard lookup that is required to save a line item. By default, when a new Tax Program is created, all Stat Areas are assigned. If you want only specific Stat Areas to apply to the Tax Program, click the ‘New’ icon and manually add the Stat Area(s) that you wish to apply. This field defaults as blank and is editable.

This lookup contains a list of all the 'Active' Stat Areas.

Database Field: ERPx_APProgramEntity.EntitySK where ERPx_APProgramEntity.ProgramEntityEN = 3

Tax Liability GL Account

Insert excerpt
GL Account - Tax Liability Account
GL Account - Tax Liability Account
nopaneltrue
 This is a non-editable text box that is not required. The value for this field is saved from the 'Tax Liability GL Account' value selected in the Properties tab, but is not displayed and is not enabled in the Stat Area grid.

Database Field: ERPx_APProgramEntity.LiabilityAccountSK where ERPx_APProgramEntity.ProgramEntityEN = 3

Total Rate

Insert excerpt
Tax Rate - Total
Tax Rate - Total
nopaneltrue
 This is a non-editable text box that is not required. This field is not displayed and is not enabled in the Stat Area grid. This field is never editable and not stored in the database.

Gear Tab 

This tab will only be visible if "Gear" is selected in the 'Assign Rules By' property.

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Excel - RV Grid
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Delete - RV Grid - No Status
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New - multi blank rows - RV Grid
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Checkbox
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Company Expense GL Account

Insert excerpt
GL Account - Company Tax Expense
GL Account - Company Tax Expense
nopaneltrue
 This is a single-select standard lookup that is not required. This field is only enabled when "Gear" 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 always editable.

The lookup contains a list of all the 'Active' GL Accounts.

Database Field: ERPx_APProgramEntity.ExpenseAccountSK where ERPx_APProgramEntity.ProgramEntityEN = 2

Company Rate

Insert excerpt
Tax Rate - Company
Tax Rate - Company
nopaneltrue
 This is a text box that is not required. This field is only enabled when "Gear" 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 and 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 = 2

Fisherman Expense GL Account

Insert excerpt
GL Account - Fisherman Tax Expense
GL Account - Fisherman Tax Expense
nopaneltrue
 This is non-editable text box that is not required. This field only displays a value when "Gear" 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" and is never editable. This field is not stored in the database.

Fisherman Rate

Insert excerpt
Tax Rate - Fisherman
Tax Rate - Fisherman
nopaneltrue
 This is a text box that is not required.This field is only enabled when "Gear" 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 and 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 = 2

Gear

Identifies the Gear that the Tax Program applies to. This is a single-select standard lookup that is required to save a line item. By default, when a new Tax Program is created, all Gear are assigned. If you want only specific Gear to apply to the Tax Program, click the ‘New’ icon and manually add the Gear that you wish to apply. This field defaults as blank and is editable.

This lookup contains a list of all the 'Active' records in the Gear Master List.

Database Field: ERPx_APProgramEntity.EntitySK where ERPx_APProgramEntity.ProgramEntityEN = 2

Tax Liability GL Account

Insert excerpt
GL Account - Tax Liability Account
GL Account - Tax Liability Account
nopaneltrue
 This is a single-select standard lookup that is not required. This field is only enabled when "Gear" 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 always editable.

The lookup contains a list of all the 'Active' GL Accounts.

Database Field: ERPx_APProgramEntity.LiabilityAccountSK where ERPx_APProgramEntity.ProgramEntityEN = 2

Total Rate

Insert excerpt
Tax Rate - Total
Tax Rate - Total
nopaneltrue
 This is a non-editable text box that is not required. This field is only calculated when "Gear" is selected as the 'Assign Rate By' value in the Properties tab. The Rate defaults to the 'Default Rate' value entered in the Properties tab and is always editable. It is calculated on Save as [Fisherman Rate] + [Company Rate]. This field is never editable and not stored in the database.

Chill_Type Tab 

This tab will only be visible if "Chill Type" is selected in the 'Assign Rules By' property.

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Excel - RV Grid
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Delete - RV Grid - No Status
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Chill Type

Identifies the Chill Type that the Tax Program applies to. This is a single-select standard lookup that is required to save a line item. By default, when a new Tax Program is created, all Chill Types are assigned. If you want only specific Chill Types to apply to the Tax Program, click the ‘New’ icon and manually add the Chill Type(s) that you wish to apply. This field defaults as blank and is editable.

This lookup contains a list of all the 'Active' records in the Chill Type Master List.

Database Field: ERPx_APProgramEntity.EntitySK where ERPx_APProgramEntity.ProgramEntityEN = 7

Company Expense GL Account

Insert excerpt
GL Account - Company Tax Expense
GL Account - Company Tax Expense
nopaneltrue
 This is a single-select standard lookup that is not required. This field is only enabled when "Chill Type" 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 always editable.

The lookup contains a list of all the 'Active' GL Accounts.

Database Field: ERPx_APProgramEntity.ExpenseAccountSK where ERPx_APProgramEntity.ProgramEntityEN = 7

Company Rate

Insert excerpt
Tax Rate - Company
Tax Rate - Company
nopaneltrue
 This is a text box that is not required. This field is only enabled when "Chill Type" 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 and 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 = 7

Fisherman Expense GL Account
Insert excerpt
GL Account - Fisherman Tax Expense
GL Account - Fisherman Tax Expense
nopaneltrue
 This is non-editable text box that is not required. This field only displays a value when "Chill Type" 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" and is never editable. This field is not stored in the database.
Fisherman Rate

Insert excerpt
Tax Rate - Fisherman
Tax Rate - Fisherman
nopaneltrue
 This is a text box that is not required.This field is only enabled when "Chill Type" 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 and 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 = 7

Tax Liability GL Account

Insert excerpt
GL Account - Tax Liability Account
GL Account - Tax Liability Account
nopaneltrue
 This is a single-select standard lookup that is not required. This field is only enabled when "Chill Type" 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 always editable.

The lookup contains a list of all the 'Active' GL Accounts.

Database Field: ERPx_APProgramEntity.LiabilityAccountSK where ERPx_APProgramEntity.ProgramEntityEN = 7

Total Rate

Insert excerpt
Tax Rate - Total
Tax Rate - Total
nopaneltrue
 This is a non-editable text box that is not required. This field is only calculated when "Chill Type" is selected as the 'Assign Rate By' value in the Properties tab. The Rate defaults to the 'Default Rate' value entered in the Properties tab and is always editable. It is calculated on Save as [Fisherman Rate] + [Company Rate]. This field is never editable and not stored in the database.

Fishermen Tab 

This tab will only be visible if "Fishermen" is selected in the 'Assign Rules By' property.

Toolbar IconsDescription
Excel

Insert excerpt
Excel - RV Grid
Excel - RV Grid
nopaneltrue

Delete
Insert excerpt
Delete - RV Grid - No Status
Delete - RV Grid - No Status
nopaneltrue
New
Insert excerpt
New - multi blank rows - RV Grid
New - multi blank rows - RV Grid
nopaneltrue
FieldsDescription
Checkbox
Insert excerpt
Checkbox
Checkbox
nopaneltrue
Company Expense GL Account

Insert excerpt
GL Account - Company Tax Expense
GL Account - Company Tax Expense
nopaneltrue
 This is a single-select standard lookup that is not required. This field is only enabled when "Fishermen" 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 always editable.

The lookup contains a list of all the 'Active' GL Accounts.

Database Field: ERPx_APProgramEntity.ExpenseAccountSK where ERPx_APProgramEntity.ProgramEntityEN = 4

Company Rate

Insert excerpt
Tax Rate - Company
Tax Rate - Company
nopaneltrue
 This is a text box that is not required. This field is only enabled when "Fishermen" 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 and 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 = 4

Fisherman

Identifies the Fisherman, Fisherman & Tender or Tender that the Tax Program applies to. This is a single-select standard lookup that is required to save a line item. By default, when a new Tax Program is created, all Fishermen, Fishermen & Tenders and Tenders are assigned. If you want only a specific Fisherman, Fisherman & Tender or Tender to apply to the Tax Program, click the ‘New’ icon and manually add the Fisherman, Fisherman & Tender or Tender that you wish to apply. This field defaults as blank and is editable.

This lookup contains a list of all the 'Active' Fishermen, Fishermen & Tenders and Tenders.

Database Field: ERPx_APProgramEntity.EntitySK where ERPx_APProgramEntity.ProgramEntityEN = 4

Fisherman Expense GL Account

Insert excerpt
GL Account - Fisherman Tax Expense
GL Account - Fisherman Tax Expense
nopaneltrue
 This is non-editable text box that is not required. This field only displays a value when "Fishermen" 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" and is never editable. This field is not stored in the database.

Fisherman Rate

Insert excerpt
Tax Rate - Fisherman
Tax Rate - Fisherman
nopaneltrue
 This is a text box that is not required.This field is only enabled when "Fishermen" 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 and 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 = 4

Tax Liability GL Account

Insert excerpt
GL Account - Tax Liability Account
GL Account - Tax Liability Account
nopaneltrue
 This is a single-select standard lookup that is not required. This field is only enabled when "Fishermen" 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 always editable.

The lookup contains a list of all the 'Active' GL Accounts.

Database Field: ERPx_APProgramEntity.LiabilityAccountSK where ERPx_APProgramEntity.ProgramEntityEN = 4

Total Rate

Insert excerpt
Tax Rate - Total
Tax Rate - Total
nopaneltrue
 This is a non-editable text box that is not required. This field is only calculated when "Fishermen" is selected as the 'Assign Rate By' value in the Properties tab. The Rate defaults to the 'Default Rate' value entered in the Properties tab and is always editable. It is calculated on Save as [Fisherman Rate] + [Company Rate]. This field is never editable and not stored in the database.

Management_Programs Tab 

This tab will only be visible if "Management Program" is selected in the 'Assign Rules By' property.

Toolbar IconsDescription
Excel

Insert excerpt
Excel - RV Grid
Excel - RV Grid
nopaneltrue

Delete
Insert excerpt
Delete - RV Grid - No Status
Delete - RV Grid - No Status
nopaneltrue
New
Insert excerpt
New - multi blank rows - RV Grid
New - multi blank rows - RV Grid
nopaneltrue
FieldsDescription
Checkbox
Insert excerpt
Checkbox
Checkbox
nopaneltrue
Company Expense GL Account

Insert excerpt
GL Account - Company Tax Expense
GL Account - Company Tax Expense
nopaneltrue
 This is a single-select standard lookup that is not required. This field is only enabled when "Management Programs" 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 always editable.

The lookup contains a list of all the 'Active' GL Accounts.

Database Field: ERPx_APProgramEntity.ExpenseAccountSK where ERPx_APProgramEntity.ProgramEntityEN = 5

Company Rate

Insert excerpt
Tax Rate - Company
Tax Rate - Company
nopaneltrue
 This is a text box that is not required. This field is only enabled when "Management Programs" 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 and 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 = 5

Fisherman Expense GL Account
Insert excerpt
GL Account - Fisherman Tax Expense
GL Account - Fisherman Tax Expense
nopaneltrue
 This is non-editable text box that is not required. This field only displays a value when "Management Programs" 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" and is never editable. This field is not stored in the database.
Fisherman Rate

Insert excerpt
Tax Rate - Fisherman
Tax Rate - Fisherman
nopaneltrue
 This is a text box that is not required.This field is only enabled when "Management Programs" 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 and 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 = 5

Management Program

Identifies the Management Program that the Tax Program applies to. This is a single-select standard lookup that is required to save a line item. By default, when a new Tax Program is created, all Management Programs are assigned. If you want only specific Management Programs to apply to the Tax Program, click the ‘New’ icon and manually add the Management Program(s) that you wish to apply. This field defaults as blank and is editable.

This lookup contains a list of all the 'Active' records in the Management Programs Master List.

Database Field: ERPx_APProgramEntity.EntitySK where ERPx_APProgramEntity.ProgramEntityEN = 5

Tax Liability GL Account

Insert excerpt
GL Account - Tax Liability Account
GL Account - Tax Liability Account
nopaneltrue
 This is a single-select standard lookup that is not required. This field is only enabled when "Management Programs" 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 always editable.

The lookup contains a list of all the 'Active' GL Accounts.

Database Field: ERPx_APProgramEntity.LiabilityAccountSK where ERPx_APProgramEntity.ProgramEntityEN = 5

Total Rate

Insert excerpt
Tax Rate - Total
Tax Rate - Total
nopaneltrue
 This is a non-editable text box that is not required. This field is only calculated when "Management Programs" is selected as the 'Assign Rate By' value in the Properties tab. The Rate defaults to the 'Default Rate' value entered in the Properties tab and is always editable. It is calculated on Save as [Fisherman Rate] + [Company Rate]. This field is never editable and not stored in the database.

Site_Processed Tab 

This tab will only be visible if "Site Processed" is selected in the 'Assign Rules By' property.

Toolbar IconsDescription
Excel

Insert excerpt
Excel - RV Grid
Excel - RV Grid
nopaneltrue

Delete
Insert excerpt
Delete - RV Grid - No Status
Delete - RV Grid - No Status
nopaneltrue
New
Insert excerpt
New - multi blank rows - RV Grid
New - multi blank rows - RV Grid
nopaneltrue
FieldsDescription
Checkbox
Insert excerpt
Checkbox
Checkbox
nopaneltrue
Company Expense GL Account

Insert excerpt
GL Account - Company Tax Expense
GL Account - Company Tax Expense
nopaneltrue
 This is a single-select standard lookup that is not required. This field is only enabled when "Site Processed" 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 always editable.

The lookup contains a list of all the 'Active' GL Accounts.

Database Field: ERPx_APProgramEntity.ExpenseAccountSK where ERPx_APProgramEntity.ProgramEntityEN = 8

Company Rate

Insert excerpt
Tax Rate - Company
Tax Rate - Company
nopaneltrue
 This is a text box that is not required. This field is only enabled when "Site Processed" 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 and 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 = 8

Fisherman Expense GL Account

Insert excerpt
GL Account - Fisherman Tax Expense
GL Account - Fisherman Tax Expense
nopaneltrue
 This is non-editable text box that is not required. This field only displays a value when "Site Processed" 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" and is never editable. This field is not stored in the database.

Fisherman Rate

Insert excerpt
Tax Rate - Fisherman
Tax Rate - Fisherman
nopaneltrue
 This is a text box that is not required.This field is only enabled when "Site Processed" 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 and 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 = 8

Site

Identifies the Site that the Tax Program applies to. This is a single-select standard lookup that is required to save a line item. By default, when a new Tax Program is created, all Sites are assigned. If you want only specific Sites to apply to the Tax Program, click the ‘New’ icon and manually add the Site(s) that you wish to apply. This field defaults as blank and is editable.

This lookup contains a list of all the 'Active' records in the Sites list view.

Database Field: ERPx_APProgramEntity.EntitySK where ERPx_APProgramEntity.ProgramEntityEN = 8

Tax Liability GL Account

Insert excerpt
GL Account - Tax Liability Account
GL Account - Tax Liability Account
nopaneltrue
 This is a single-select standard lookup that is not required. This field is only enabled when "Site Processed" 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 always editable.

The lookup contains a list of all the 'Active' GL Accounts.

Database Field: ERPx_APProgramEntity.LiabilityAccountSK where ERPx_APProgramEntity.ProgramEntityEN = 8

Total Rate

Insert excerpt
Tax Rate - Total
Tax Rate - Total
nopaneltrue
 This is a non-editable text box that is not required. This field is only calculated when "Site Processed" is selected as the 'Assign Rate By' value in the Properties tab. The Rate defaults to the 'Default Rate' value entered in the Properties tab and is always editable. It is calculated on Save as [Fisherman Rate] + [Company Rate]. This field is never editable and not stored in the database.

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