The purpose of this page is to add, edit, remove, and activate/inactive these records. Users also have the ability to copy an existing program as a new program or new version. Insert excerpt Def - Fish Program Type - FA Ticket Tax Def - Fish Program Type - FA Ticket Tax nopanel true
These Taxes are only applicable to Fish Tickets, not to calculate Sales Tax on a Fisherman or Customer Sale.
Software Version: 20192021.0903.03 and 12 and newer
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Copy | Opens the Program Copy Record View allowing users to copy an existing program as a new program or as a new version. During the Copy, users can specify whether program properties and rates should be copied from the selected program. The Program Copy Record View also allows users to enter Program ID/Description (for new programs) and Start Date for the new program/version. If no row is selected, the message "Please select one item and try again." will be displayed. If more than one row is selected, the message "Please limit your selection to one item and try again." will be displayed. If exactly one row is selected, then the Program Copy Record View will open. The user is not required to select the latest version of a program to copy. However, if a new version is being created, then the 'Start Date' field will always be validated against the latest version of the selected program. | ||||||||
Delete |
Programs used on a Fish Ticket will not be able to be deleted. The message "This Program is used on a Delivery Ticket and cannot be deleted." will be displayed. Additionally, only the latest version of a program will be allowed to be deleted. If the user selects a prior version of a program to delete, the message "([Program ID]) cannot be deleted because it is not the latest version of this program." will be displayed. | ||||||||
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Fields | Description | ||||||||
Checkbox | Used to select one or more records for delete or mass update. | ||||||||
Assign Rate By | Identifies where the Tax Rate comes from. This This defaults to 'GLOBAL' for new records but can be changed. If it is changed from GLOBAL, it must match one of the values in the 'Assign Rules By' Property. If If not, the message "Assign Rate By must be assigned by one of the Assign Rules By values." will be displayed on Save. It It can be set to the following the following values:
This field is always editable from the Record View. This lookup contains all This lookup contains all the values in the APProgramAssignBy Enumeration Enumeration Class except 'Stat Area' and includes an option for GLOBAL. Linked Database Field: ERPx_APProgram.AssignmentMethodEN | ||||||||
Calculated On | Identifies which weight value on the ticket line the Tax is calculated from. This This defaults to blank for new records but is required. If not assigned, the message "Calculated On is required." will be displayed on Save. It It can be set to the following the following values:
This field is always editable from the Record View. This lookup contains all This lookup contains all the values in the APProgramCalcMethod Enumeration Class. Linked Database Field: ERPx_APProgram.APProgramCalcMethodEN | ||||||||
Company Expense Account | The GL Account that is Debited to record the company expense portion of a Tax program for a Fish Ticket Item. This This defaults as blank on new records, but but is required if "Company" is selected in the 'Expense For' property on the record view. If blank, the message "Company Expense Account is required." will be displayed on Save. This This field is always editable from the record view. This lookup contains a blank value, the current assigned value, and a list of all the 'Active' GL Accounts Linked Database Field: ERPx_APProgram.CompanyExpenseAccountSK | ||||||||
Current Version | Identifies whether or not the program is the current version based on the program's 'Landed Date Start' and 'Landed Date End' fields. If the current date falls between the 'Landed Date Start' and 'Landed Date End' fields, then this field will display as 'Yes". If not, this field will display as blank. This is not a required field and is not stored in the database. This field can be updated by editing the program's 'Landed Date Start' and 'Landed Date End' fields. If the 'Landed Date End' field is blank, then the program is continuous and this field will display as 'Yes'. | ||||||||
Default Rate | Identifies the value in the 'Default Rate' property of the TaxProgram. This This defaults to 0.000000 for new records but is not required to be changed. This This field is always editable from the Record View. 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 If the 'Assign Rate By' is anything other than 'Globally" this is only represents the Default Rate. The actual rates may be different. Linked Database Field: ERPx_APProgram.Rate | ||||||||
Expense For | Identifies which entity is charged for the Tax. This This defaults to blank for new records but is required. If not assigned, the message "Expense For is required." will be displayed on Save. It It can be set to one or both the following the following values:
This field is always editable from the Record View. This lookup contains all This lookup contains all the values in the APProgramExpenseFor Enumeration Enumeration Class. Linked Database Field: ERPx_APProgram.ExpenseForEN | ||||||||
Inactive | A Yes/No field used to identify if the record is Inactive. If set to 'Yes' then the record is "Inactive" and will not be included in look-ups for transactions or other master files. If set to 'No' then the record is "Active" and can be freely used. Linked Database Field: ERPx_APProgram.IsInactive | ||||||||
Landed Date End | A date field to indicate when the Tax Program ends. Fish Tickets with a Landed Date after the 'Landed Date End' will not be evaluated for the the Tax, even if the Tax Program is still Active. This This defaults as blank on new records, and is not required. A blank Landed Date End assumes the Tax never ends but if a date is entered it must be >= the 'Landed Date Start' if not, the message "Landed Date End must be on or after Landed Date Start." will be displayed on Save. This This field is always editable from the record view. Linked Database Field: ERPx_APProgram.APProgramEnd | ||||||||
Landed Date Start | A date field to indicate when the Tax Program begins. Fish Tickets with a Landed Date before the 'Landed Date Start' will not be evaluated for the Tax. This This defaults as blank on new records, but but is required. If blank, the message "Landed Date Start is required." will be displayed on Save. This This field is always editable from the record view. Linked Database Field: ERPx_APProgram.APProgramStart | ||||||||
Newest Version | Identifies whether or not the program is the newest version. This is not a required field and is not stored in the database. If the program is not the newest version, this field will display as blank. Else, it will display as "Yes".This field is updated when a new version is created from the same program. | ||||||||
Program Class | Identifies the value in the 'Class' property of the Tax Program. This This defaults to blank for new records but is required. If not assigned, the message "Class is required." will be displayed on Save. This field is always editable from the Record View. Linked Database Field: ERPx_APProgram.APProgramClassSK | ||||||||
Program Description | The 'Description' property on property on the Tax record. This This defaults to blank for new records and is required but duplicate values are allowed. If not assigned, the message "Description is required." will be displayed on Save. This field is always editable from the record view and must view and must be <= 100 characters. The Program Description is used as a long description/name of the Premium. Linked Database Field: ERPx_APProgram.APProgramName | ||||||||
Program Group | Identifies the 'Program Group' assigned to the 'Program Class'. This is a looked up value and can only be changed in the 'Taxes & Premium Classes' master file. The potential values for this include:
The values for this field come from the APProgramGroup Enumeration Enumeration. | ||||||||
Program ID | A hyperlink that shows the value of the 'Program ID' property on the Tax record. Clicking on the link opens the record view for the selected Tax. This defaults to blank for new records and is required. If not assigned, the message "Program ID is required." will be displayed on Save. This 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 This field is always editable from the record view and must view and must be <= 50 characters. The Program ID is used as a short description and unique identifier of the Tax. Linked Database Field: ERPx_APProgram.APProgramID | ||||||||
Tax Liability Account | The GL Account that is Credited, to record the liability, when the Tax is assigned to a Fish Ticket Item. This This defaults as blank on new records, but but is required. If blank, the message "Tax Liability GL Account is required." will be displayed on Save. This This field is always editable from the record view. This lookup contains a blank value, the current assigned value, and a list of all the 'Active' GL Accounts Linked Database Field: ERPx_APProgram.CRAccountSK | ||||||||
UOM | This value is informational only and always displays as Lbs for Tax program with a Calculated On of either Delivered Weight, Net Weight, or Paid Weight. Edit is not allowed. Linked Database Field: ERPx_APProgram.UOMSK | ||||||||
Version | Identifies the version of the program. New programs have a version of 1. This is a required field. This is a system assigned value and is never editable by a user. Database Field: ERPx_APProgram.Version |
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