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Def - Accrual - GA
Def - Accrual - GA
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The purpose of this page is to add, edit, remove, and activate/inactive these records.

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Delete

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Delete - LV 3.0
Delete - LV 3.0
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Help
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Help - Global 3.0
Help - Global 3.0
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New
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New - Global 3.0
New - Global 3.0
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Save
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Save - RV Header 3.0
Save - RV Header 3.0
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Save & Close
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Save & Close - RV Header 3.0
Save & Close - RV Header 3.0
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FieldsDescription
Accrual

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Def - Program ID - Accruals
Def - Program ID - Accruals
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 This is editable by editing either the Accrual ID property on the Properties tabThis is a single select lookup that refreshes the page to show the details for the Program selected.

Database Field: ERPx_CPAccrual.AccrualItem

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Excel

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Excel - LV 3.0
Excel - LV 3.0
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Quick Column Filter
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Quick Column Filter
Quick Column Filter
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FieldsDescriptionProperties
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Properties - RVProperties - RV
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Value 
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Value - RVValue - RVnopanel
Group: Configuration
Accrual 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 "Accrual ID is required." will be displayed on Save. This value must be unique. If not, the message "Duplicate Accrual ID's are not allowed." will be displayed on Save. This field is always editable and must be <= 25 characters. 

Database Field: ERPx_CPAccrual.AccrualItem

Start Date

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Landed Date Start
Landed Date Start
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This is a date picker that is required. If missing, the message "Start Date is required." will be displayed on Save. This defaults as blank on new records and is always editable. 


Database Field: ERPx_CPAccrual.StartDate

End Date

 

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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 'Start Date' field. Else the message "End Date must be on or after the Start Date." will be displayed on Save.  

 

Database Field: ERPx_CPAccrual.EndDate

Inactive


Database Field: ERPx_CPAccrual.IsInactive

Group: Assign Rules By
Assign Rules By

Specifies how Accruals are assigned to 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.

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Def - Assign Rules By
Def - Assign Rules By
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This lookup contains all the values in the CPAssignRulesBy Enumeration Class.

Database Field: ERPx_CPAccrual.AssignRulesByCSVEN

Assign Rate By

Specifies where the Accrual Rate comes from. This is a single-select standard lookup that is required. It defaults to "???" and is always editable. If it is changed from "???", 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.

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Def - Assign Rate By
Def - Assign Rate By
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This lookup contains all the values in the CPAssignRateBy Enumeration Class.

Database Field: ERPx_CPAccrual.AssignRateByEN

Settlement Method


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

Database Field: ERPx_CPAccrual.AccrualSettleMethodSK

Calculated On

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Calculated On - Ticket Accruals
Calculated On - Ticket Accruals
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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.
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Def - Calculated On - Ticket Accruals
Def - Calculated On - Ticket Accruals
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This lookup contains all the values in the CPAccrualCalcMethod Enumeration Class.

Database Field: ERPx_CPAccrual.AccrualCalcMethodSK

Default Rate

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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_CPAccrual.Rate

Rate UOM


Database Field: ERPx_CPAccrual.UOMSK

Group: Accounting
Expense Account

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GL Account - Company Tax Expense
GL Account - Company Tax Expense
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 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 Fields: ERPx_GLAccount.AccountNumber - Description, ERPx_CPAccrual.DRAccountSK

Accrual Account

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GL Account - Tax Liability Account
GL Account - Tax Liability Account
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 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 Fields: ERPx_GLAccount.AccountNumber - Description, ERPx_CPAccrual.CRAccountSK

AP Vendor

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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 Fields: ERPx_APVendor.VendorName, ERPx_CPAccrual.VendorSK

Crops Tab 

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

Chill Type' value and "Fisherman" is selected as the 'Expense For. 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 Fields: ERPx_CPAccrual.Rate ERPx_CPAccrualCrop.Rate

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Excel

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Excel - LV 3.0
Excel - LV 3.0
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Delete - RV Grid 3.0
Delete - RV Grid 3.0
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New - Global 3.0
New - Global 3.0
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Quick Column Filter
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Quick Column Filter
Quick Column Filter
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FieldsDescription
Checkbox
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Checkbox
Checkbox
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Crop

Identifies the Chill Type that the Tax Program applies to. This is a single-select standard lookup that is required to save a line itemA single select lookup to assign a Crop to the Accrual Program. This is only visible when "Crop" is selected in the 'Assign Rules By' value in the Properties tab.By default, when a new Tax Accrual Program is created, all Chill Types Crops are assigned. If you want only specific Chill Types Crops to apply to the Tax Program, click the ‘New’ icon and manually add the Chill TypeCrop(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 Crops Master List.

Database Fields: ERPx_CPCrop.Crop, ERPx_CPAccrualCrop.CropSK

Rate

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Tax Rate - Fisherman
Tax Rate - Fisherman
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 This is a text box that is not required.This field is only enabled and required when "

Crop" 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

Items Tab 

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

Excel - LV
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Excel - LV 3.0

to any amount >= 0.

Database Fields: ERPx_CPAccrual.Rate ERPx_CPAccrualCrop.Rate

Items Tab 

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

Item
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Excel - LV 3.0
Excel - LV 3.0
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Delete - RV Grid 3.0
Delete - RV Grid 3.0
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New - Global 3.0
New - Global 3.0
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Delete - RV Grid 3.0Delete - RV Grid 3.0Quick Column Filter
Quick Column Filter
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CheckboxCheckbox
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CheckboxCheckbox
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New - Global 3.0New - Global 3.0
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Checkbox
Checkbox
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Item

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Item ID & Item Description
Item ID & Item Description
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 A single select lookup to assign an Item to the Accrual Program. This is only visible when "Item" is selected in the 'Assign Rules By' value in the Properties tab. By default, when a new Accrual Program is created, all Items are assigned. If you want only specific Items to apply to the Program, click the ‘New’ icon and manually add the Item(s) that you wish to apply. 

This lookup contains a list of all the records in the Ticket Items List View.

Database Fields: ERPx_CPItem.ItemDescription, ERPx_CPAccrualItem.ItemSK

Rate

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Tax Rate - Fisherman
Tax Rate - Fisherman
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 This is a text box that is not required.This field is only enabled and required when "

Fishermen

Item" 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

' value in the Properties tab. The Rate defaults to the 'Default Rate' value entered in the Properties tab and is always editable to any amount >= 0.

Database Fields: ERPx_CPAccrual.Rate, ERPx_CPAccrualItem.Rate


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