Versions Compared

Old Version 6

changes.mady.by.user Tom Williams

Saved on

compared with

New Version 7

changes.mady.by.user Tom Williams

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Description:

...

Filter Items

Description
Auto Hide Filters
Insert excerpt
Auto Hide Filters
Auto Hide Filters
nopaneltrue
Auto Refresh on Open
Insert excerpt
Auto Refresh on Open
Auto Refresh on Open
nopaneltrue
Account Class

Insert excerpt
Inq - Vendor Class
Inq - Vendor Class
nopaneltrue
This is a multi-select standard lookup that is not required to return results. It defaults as blank.

Insert excerpt
Def - Vendor Class
Def - Vendor Class
nopaneltrue

The lookup contains a list of all 'Active' Fisherman Classes.

Account Name

Insert excerpt
Inq - Fishermen
Inq - Fishermen
nopaneltrue
This is a multi-select standard lookup that is not required to return results. It defaults as blank.

Insert excerpt
Def - Fisherman
Def - Fisherman
nopaneltrue
Insert excerpt
Def - Fisherman & Tender
Def - Fisherman & Tender
nopaneltrue
Insert excerpt
Def - Tender
Def - Tender
nopaneltrue
Insert excerpt
Def - Loan
Def - Loan
nopaneltrue

The lookup contains a list of all Fishermen, Tenders, Fishermen & Tenders, and Loans.

Account Type

Insert excerpt
Inq - Vendor Type
Inq - Vendor Type
nopaneltrue
This is a multi-select standard lookup that is not required to return results. It defaults as blank.

Insert excerpt
Def - Vendor Type
Def - Vendor Type
nopaneltrue

This lookup contains the values in the APVendorType Enumeration Class where Enumeration Value is 2, 3, 4, or 5.

Date
Insert excerpt
Date Control Text Box
Date Control Text Box
nopaneltrue
Date Option

Insert excerpt
Date Type Lookup
Date Type Lookup
nopaneltrue

  • Transaction Date
  • GL Date
Include

Insert excerpt
Inq - Include
Inq - Include
nopaneltrue

  • Open Transactions. Select to include unposted transactions. Selected by default.
  • Posted. Select to include Posted transactions. Selected by default.
  • Void Transactions. Select to include Voided transactions. Not selected by default.
  • Beginning Balances. Select to display and compute beginning balances.
Saved Searches
Insert excerpt
Search Options for Framework 3.0 - Global
Search Options for Framework 3.0 - Global
nopaneltrue
Search

Insert excerpt
Search - Search Options
Search - Search Options
nopaneltrue

  • Account ID 
  • Account Name
  • Transaction ID

...

Toolbar Icons

Description
Column Filter Show/Hide
Insert excerpt
Column Filter Show/Hide - Global
Column Filter Show/Hide - Global
nopaneltrue
Excel
Insert excerpt
Excel - LV 3.0
Excel - LV 3.0
nopaneltrue
Favorites
Insert excerpt
Favorites Add/Remove - Global
Favorites Add/Remove - Global
nopaneltrue
Group By Show/Hide
Insert excerpt
Group By Show/Hide - Global
Group By Show/Hide - Global
nopaneltrue
Help
Insert excerpt
Help - Global 3.0
Help - Global 3.0
nopaneltrue
More Actions

Insert excerpt
More Actions - Global 3.0
More Actions - Global 3.0
nopaneltrue

  • RV: Fisherman/Loan Account: Opens the Account Record View. 
  • RV Journal Details: Opens the Journal Entry Record View for the selected transaction.
  • RV Transaction: Opens the transaction record view for the selected transaction.
Quick Column Filter
Insert excerpt
Quick Filter
Quick Filter
nopaneltrue
Refresh
Insert excerpt
Refresh - Global 3.0
Refresh - Global 3.0
nopaneltrue
Saved Layouts
Insert excerpt
Column Layouts for Framework 3.0 - Global
Column Layouts for Framework 3.0 - Global
nopaneltrue
Search Options
Insert excerpt
Search Options - Inquiry Grid 3.0
Search Options - Inquiry Grid 3.0
nopaneltrue

Fields

Description
Account ID

Insert excerpt
Account ID
Account ID
nopaneltrue

Database Fields: ERPx_APVendor.VendorID

Account Name

Insert excerpt
Account Name
Account Name
nopaneltrue

Database Fields: ERPx_APVendor.VendorName, ERPx_APTransactionHeader.VendorSK (Payment Receipt, Fisherman Sale & Tender Resale), ERPx_APTransactionLine.ToDistributionAccountSK (Adjustment & Balance Transfer), ERPx_APTransactionHeader.VendorSK (AP Invoice & AP Credit Memo), ERPx_APDeliveryTicketHeader.FishermanAccountVendorSK (Fish Ticket), ERPx_APSettlementTransaction.SettleToEntitySK (Payment), ERPx_APPoHeader.VendorSK (Purchase Order)

Account Type

Identifies the type of account the transaction is associated with. This comes from the 'Vendor Type' field on the 'Properties' tab of the Vendor Class Record View. This field is only editable when the 'Vendor Class' is updated for the associated Account.

Insert excerpt
Def - Vendor Type
Def - Vendor Type
nopaneltrue

Database Field: ERPx_APVendor.VendorTypeEN

Date

Insert excerpt
Doc Date
Doc Date
nopaneltrue
 

Database Field: ERPx_APTransactionHeader.TransactionDate or ERPx_APDeliveryTicketHeader.TicketDate or ERPx_APPoHeader.PODate

Default Settlement Accrual Account

Insert excerpt
Doc Date
Doc Date
nopaneltrue

Database Fields: ERPx_APVendor.SAGLAcct

Description

Insert excerpt
Description - Header
Description - Header
nopaneltrue

This field can be edited from the header 'Description' field on the 'Home' tab or header of the associated transaction. For Payment transactions, this can be edited from the 'Description' field in the grid of the Process Payments Record View. This is always editable while the transaction is in a Status of "New".

Database Field: ERPx_APTransactionHeader.Description or ERPx_APPoHeader.Description

Doc No
GL Date
GL Period
GL Year
Master Account
Net Balance
Open PO's
Open Transactions
Posted Balance
Status
Trans Type
Transaction

...