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| Fields | Description | ||||||||
| Accrual | This 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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| Fields | Description | ||||||||||||||||
| Group: Configuration | |||||||||||||||||
| Accrual ID |
Database Field: ERPx_CPAccrual.AccrualItem | ||||||||||||||||
| Start Date | Identifies the date the Program starts. Tickets with a 'Delivered Date' on or after the 'Start Date' will be evaluated for the Program. 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 | Identifies the date the Program ends. Tickets with a 'Delivered Date' on or before the 'End Date' will be evaluated for the Program. This is a date picker that is not required. This defaults as blank and is always editable. A blank value assumes the Program 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.
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 as blank and is always editable. If it is changed, 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.
This lookup contains all the values in the CPAssignRateBy Enumeration Class. Database Field: ERPx_CPAccrual.AssignRateByEN | ||||||||||||||||
| Settlement Method | Identifies how the Accrual Program is Settled. This is a single-select standard lookup that is required. It defaults as blank and is always editable.
This lookup contains all the values in the CPSettleMethod Enumeration Class. Database Field: ERPx_CPAccrual.AccrualSettleMethodSK | ||||||||||||||||
| Calculated On |
This lookup contains all the values in the CPAccrualCalcMethod Enumeration Class. Database Field: ERPx_CPAccrual.AccrualCalcMethodSK | ||||||||||||||||
| Default Rate | Identifies the "Default" rate/percentage of the Accrual. This defaults to 0.0000 for new records but is not required to be changed. This field is always editable
Database Field: ERPx_CPAccrual.Rate | ||||||||||||||||
| Rate UOM | Identifies the UOM associated with the Accrual Rate. This value is informational only and can only be edited by changing the 'Calculated On' property on the Accrual Record View. This should show a % sign when the 'Calculated On' is set to "% Gross $" Database Field: ERPx_CPAccrual.UOMSK | ||||||||||||||||
| Group: Accounting | |||||||||||||||||
| Expense Account | [GL Account ID] - The lookup contains a blank value, the current assigned value, and a list of all the 'Active' GL Accounts. Database Fields: ERPx_GLAccount.AccountNumber - Description, ERPx_CPAccrual.DRAccountSK | ||||||||||||||||
| Accrual Account |
| Tax Liability Account
| Tax Liability Account
| Tax Liability GL [GL Account ID] - The lookup contains a blank value, the current assigned value, and a list of all the 'Active' GL Accounts. Database Fields: ERPx_GLAccount.AccountNumber - Description, ERPx_CPAccrual.CRAccountSK | |||||||||||||
| AP Vendor |
| not required. It defaults to blank and only required, and is only editable if the 'Settlement Method' is "AP Invoice". If the 'Settlement Method' is "AP Invoice" this is always editable. This lookup contains a blank value, the current assigned value, and a list of all the 'Active' Fishermen, Tenders, Fishermen & Tenders and Vendors. Database Fields: ERPx_APVendor.VendorName, ERPx_CPAccrual.VendorSK | |||||||||||||||
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.Crops Tab
This tab will only be visible if "Crops" is selected in the 'Assign Rules By' property.
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