Insert excerptDef - SiteDef - Sitenopaneltrue The purpose of this page is to add new Sites and/or update properties on existing Sites.

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Properties Tab

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Identifies whether or not the Warehouse Lot Numbers are auto-generated for applicable transfer line items. This is only visible for Sites where the 'Warehouse Lot Tracked' property is set to either: "Yes - Allow multiple items in single lots" or "Yes - Limit Warehouse Lots to single items". This value is required if the Site is warehouse lot tracked and there is a value in the "Auto Generate Warehouse Lots By" property.

If these conditions are true and the value is missing, the message "Unable to set "Auto Generate Warehouse Lots By" if "Auto Generate Warehouse Lots on Transfer Receipts" is not enabled on Save.

When this feature is enabled for the 'To Site' (the receiving Site) on an inventory Transfer transaction, the system will automatically populate the warehouse lot values in the 'To Warehouse Lot' , on Save. The values will be populated as either:

INTR:[SiteID]:[Reference Number] - for example INTR:BCS:12345
[Item ID]-[Production Batch Date MM][Production Batch Date YY] - for example 10015-0519
[Production Batch Date MM][Production Batch Date YY]-[Item ID] - for example 0519-10015

Linked Database Field: ERPx_MFSite.AssignWarehouseLotsOnTransferReceipts

This lookup contains options for either "Yes" or "No".

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A Yes/No lookup to identify whether or not the site is an "in transit" site. This defaults to "No", is required, and is always editable.

If "Yes', the site can be added as the "Ship Via" site on a two-part transfer and on other transactions.
If "No", the site will not be included in the "Ship Via" lookup on Transfer Transactions but can be assigned on other transactions.

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Database Field: ERPx_MFSite.IsInTransit

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Database Field: ERPx_MFSite.SiteID

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Database Field: ERPx_MFSite.SiteName

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A Yes/No lookup to identify whether or not the site is visible in the "Load Management" functional Area. This defaults to "No", is required, and is always editable.

If "Yes', transactions shipping from the Site (that are also being shipped by a Carrier that is Visible to Logistics) will be visible to the "Build Loads" process in Load Management.
If "No', transactions shipping from the Site the Site will be visible/accessible in Load Management

The list of Sites also exists in the Load Management functional area, allowing users to determine whether or not a Site is available to them for placement on Loads. Because of this, the Site record view Visible to Logistics field corresponds with the Logistics Sites list view Visible to Logistics checkbox. Therefore, if the Site's visibility to logistics is edited from either location, the site will be updated in both locations.

Database Field: ERPx_MFSite.IsVisibleToLogistics

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A Yes/No lookup to identify whether or not the site is visible for use on Sales Orders, Price Adjustment, and Return transactions. This defaults to "No", is required, and is always editable.

If "Yes', the Site will be included in the Site lookups on Sales Orders, Price Adjustment, and Return transactions.
If "No', the Site will not be included in the Site lookups on Sales Orders, Price Adjustment, and Return transactions.

Database Field: ERPx_MFSite.IsVisibleToSales

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A Yes/No lookup to identify whether or not transactions shipping for the site are visible to a 3rd party Warehouse Management system. This defaults to "No", is required, and is always editable.

If "Yes', transactions shipping from the Site (for each Item that is also visible to WMS) will be visible/accessible to the Warehouse Management system.
If "No', transactions shipping from the Site will not be visible/accessible to the Warehouse Management system.

This setting is only applicable for NorthScope installations that are integrated with a Warehouse Management system.

Database Field: ERPx_MFSite.IsVisibleToWMS

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This is a single select lookup to Identify whether or not the Site manages 'Warehouse Lots' and if so, do you allow multiple Item IDs to be stored within the same 'Warehouse Lot'. This defaults to "No", is required, and is always editable. The lookup contains the following values:

No. Used for Sites that do not track/store Warehouse Lots. The Warehouse Lot property is disabled for all Items and/or Lots within the Site.
Yes - Allow multiple items in single lots. Used for Sites that track/store Warehouse Lots and that you allow Warehouse Lots that contain multiple Item IDs.
Yes - Limit Warehouse Lots to single items. Used for Sites that track/store Warehouse Lots that are limited to a single Item ID. This is a default for all Warehouse Lots for this Site, but it can be overridden on specific Warehouse Lots in the Warehouse Lots LV.

If this property is changed from 'No' either of the Yes options on a Site that contains Item/Lot history, a new Warehouse Lot will be auto created (as [SiteID]-Default) and assigned to all Inventory Lots for the Site and the message "The Warehouse Lot ID on all existing transactions for this Site has been updated to SITEID-Default" will be displayed on Save.

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Database Field: ERPx_MFSite.IsSiteWarehouseLotTracked

Grid: Properties Tab Properties

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Identifies how Warehouse Lot Numbers are auto-generated for applicable transfer line items. This is not visible for new Sites and is only required and editable for Sites where the following conditions are both true:

The 'Warehouse Lot Tracked' property is set to either: "Yes - Allow multiple items in single lots" or "Yes - Limit Warehouse Lots to single items"
The 'Auto Generate Warehouse Lots on Transfer Receipts' property is set to Yes

If these conditions are true and the value is missing, the message "[SiteID] has the "Auto Generate Warehouse Lots on Transfer Receipts" option turned on but is missing a selection for "Auto Generate Warehouse Lots by"" will be displayed on Save.

When this feature is enabled for the 'To Site' (the receiving Site) on an inventory Transfer transaction, the system will automatically populate the warehouse lot values in the 'To Warehouse Lot' , on Save. The values will be populated as either:

INTR:[SiteID]:[Reference Number] - for example INTR:BCS:12345
[Item ID]-[Production Batch Date MM][Production Batch Date YY] - for example 10015-0519
[Production Batch Date MM][Production Batch Date YY]-[Item ID] - for example 0519-10015

Linked Database Field: ERPx_MFSite.WarehouseLotTemplate

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

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This field displays a text box for the user to enter the registration number for the site. This field defaults to blank and is not required. This field is always editable.

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This field displays a drop-down menu of all active vendors for the user to identify a specific vendor the site belongs to. This field defaults to blank and is not required. This field is always editable.

Address Tab

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This field displays a text box for the user to enter the first address line for the Site. This field defaults to blank and is not required.

Database Field: ERPx_MFSite.AddressLine1

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This field displays a text box for the user to enter the second address line for the Site. This field defaults to blank and is not required.

Database Field: ERPx_MFSite.AddressLine2

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This field displays a text box for the user to enter the city in which the Site is located. This field defaults to blank and is not required.

Database Field: ERPx_MFSite.City

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Database Field: ERPx_MFSite.Country

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Database Field: ERPx_MFSite.Email

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Database Field: ERPx_MFSite.Fax

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This field displays a text box for the user to enter the phone number of the Site. This field defaults to blank and is not required.

Database Field: ERPx_MFSite.Phone1

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This field displays a text box for the user to enter the state in which the Site is located. This field defaults to blank and is not required.

Database Field: ERPx_MFSite.State

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This field displays a text box for the user to enter the zip code in which the Site is located. This field defaults to blank and is not required.

Database Field: ERPx_MFSite.Zip

Contacts Tab

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This field displays the contact type. The default Contact Type is Shipping and it cannot be edited.

Database Field: ERPx_MFSiteContact.ContactTypeSK

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This field displays the email address of the contact. This field defaults to blank and is not required.

Database Field: ERPx_MFSiteContact.Email

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This field displays the fax number of the contact. This field defaults to blank and is not required.

Database Field: ERPx_MFSiteContact.Fax

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This field displays the name of the contact. This field defaults to blank and is not required.

Database Field: ERPx_MFSiteContact.Name

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This field displays a note added to the contact. This field defaults to blank and is not required.

Database Field: ERPx_MFSiteContact.Note

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This field displays the phone number of the contact. This field defaults to blank and is not required.

Database Field: ERPx_MFSiteContact.Phone

Lines Tab

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This field displays a text box for the user to enter the line name for the site. This field defaults to blank and is not required.

Database Field: ERPx_MFSiteLine.SiteLineName

Shifts Tab

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This field displays a text box for the user to enter the shift name for the Site.

Database Field: ERPx_MFSiteShift.SiteShiftName

Certifications Tab

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Exports the contents of the grid to an Excel file that will automatically download. The contents that export are those that are visible to the user. Therefore, if the user has filtered the view only the filtered contents will be exported.

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Displays the read-only name of the valid certifications to assign to the Site. Eligible certifications to assign to the site are those marked as Site Only or Item & Site in the Lot Certifications list view. To assign a certification to a site, simply check the certifications select box and save. All assigned certifications will filter to the top of the certifications list.

Related Sites Tab

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Database Field: ERPx_MFSite.AddressLine1

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Database Field: ERPx_MFSite.AddressLine2

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Database Field: ERPx_MFSite.City

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Database Field: ERPx_MFSite.Country

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Database Field: ERPx_MFSite.SiteID

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Database Field: ERPx_MFSite.SiteName

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Database Field: ERPx_MFSite.State

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Database Field: ERPx_MFSite.Zip

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title	Page Definitions

Page Definitions

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title	Technical Details

Technical Details

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Insert excerpt

	Def - Grower Ticket
	Def - Grower Ticket
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The purpose of this page is to

Table of Contents

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Page Header

Toolbar Icons

Description

Delete

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	Delete - RV Header
	Delete - RV Header
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More Actions???

Journal Details??

New

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	New - Multi-Select Trans Class - Global
	New - Multi-Select Trans Class - Global
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Notes

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	Notes - RV Grid 3.0
	Notes - RV Grid 3.0
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Save

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	Save - RV Header
	Save - RV Header
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Fields

Description

Accruals

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	Def - Accrual - GA
	Def - Accrual - GA
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Database Field: ERPx_CPTicketHeader.GrossAccrualsAmount

Charges

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	Def - Charges (GA)
	Def - Charges (GA)
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Database Field: ERPx_CPTicketHeader.GrossChargesAmount

Crop

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	Def - Crop
	Def - Crop
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Database Fields: ERPx_CPCrop.Crop, ERPx_CPTicketHeader.CropSK

Delivered

Database Field: ERPx_CPTicketHeader.DeliveryDate

Field

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	Def - Field
	Def - Field
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Database Fields: ERPx_CPField.FieldName, ERPx_CPTicketHeader.FieldSK

Gross Weight

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	Def - Gross Weight
	Def - Gross Weight
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Database Field: ERPx_CPTicketHeader.GrossWeight

Harvested

Database Field: ERPx_CPTicketHeader.HarvestDate

Hold Code

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	Def - Hold Code
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Database Fields: ERPx_MFHoldCode.HoldCode, ERPx_CPTicketHeaderHold.HoldCodeSK

Net Weight

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	Def - Net Weight
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Database Field: ERPx_CPTicketHeader.NetWeight

Paid Weight

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	Def - Paid Weight
	Def - Paid Weight
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Database Field: ERPx_CPTicketHeader.PaidWeight

Price List

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	Def - Price List
	Def - Price List
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Database Fields: ERPx_CPPriceListHeader.PriceListName, ERPx_CPTicketHeader.PriceListSK

Sample Size

Database Field: ERPx_CPTicketHeader.SampleWeight

Site

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	Site Name - LV
	Site Name - LV
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This is a single select lookup that is required. The lookup contains the list of all active sites.

Database Field: ERPx_MFSite.SiteName, ERPx_CPTicketHeader.SiteSK

Status

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	Status
	Status
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This is a single-select standard lookup that is required. It defaults as "New" and is always editable until the transaction is posted.

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	Def - Status
	Def - Status
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The Statuses that apply to transactions in this Record View include:

Database Fields: ERPx_CPTicketStatus.StatusName, ERPx_CPTicketHeader.TicketStatusSK

Ticket Gross

Database Field: ERPx_CPTicketHeader.GrossTicketAmount

Ticket Net

Database Field: ERPx_CPTicketHeader.NetTicketAmount

Total Tare

Database Field: ERPx_CPTicketHeader.ContainerTare

Unpaid Weight

Database Field: ERPx_CPTicketHeader.UnpaidWeight

UOM

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	Def - UOM
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Database Fields: ERPx_IMUOM.UOMName, ERPx_CPTicketHeader.SampleUOMSK

Weight In

Database Field: ERPx_CPTicketHeader.WeightIn

Weight Out

Database Field: ERPx_CPTicketHeader.WeightOut

Properties Tab

Property Name

Description

Group Ticket

GL Date

Database Field: ERPx_CPTicketHeader.GLDate

Hauler

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	Def - Hauler
	Def - Hauler
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Database Fields: ERPx_CPHauler.HaulerName, ERPx_CPTicketHeader.HaulerSK

Harvester

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	Def - Harvester
	Def - Harvester
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Database Fields: ERPx_CPHarvester.HarvesterName, ERPx_CPTicketHeader.HarvesterSK

Ticket Version

Database Field: ERPx_CPTicketHeader.TicketVersion

Created

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	Created
	Created
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Database Field: ERPx_CPTicketHeader.CreatedDate

Created By

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	Created By
	Created By
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Database Field: ERPx_CPTicketHeader.CreatedBy

Last Updated

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	Last Updated
	Last Updated
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Database Field: ERPx_CPTicketHeader.LastUpdated

Last Updated By

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	Last Updated By
	Last Updated By
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Database Field: ERPx_CPTicketHeader.LastUser

Tare Tab

Toolbar Icons	Description
Excel
Fields	Description

Attributes Tab

Fields

Description

Attributes

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	Attribute - Attribute
	Attribute - Attribute
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The Attributes displayed here are setup and assigned in the Attributes section of the Company module (Company → Setup → Attributes →Grower Accounting).

Required

A non editable text box that shows whether the Attribute Value is required or not. If the Attribute Value is required, it will display "Yes". If it is optional, it will display as blank. This value is only editable from the 'Assign Attribute Rules' page (Company → Setup → Attributes → Grower Accounting → Transactions hyperlink).

Value

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	Attribute - Value
	Attribute - Value
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This is editable if the Transaction Class property 'Allow Attribute Edit After Approval' is set to "Yes".

Page Details

Toolbar Icons

Description

Add Item

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	Add Item - RV Grid 3.0
	Add Item - RV Grid 3.0
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Column Filter Show / Hide

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	Column Filter Show/Hide - Global
	Column Filter Show/Hide - Global
nopanel	true

Group By Show / Hide

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	Group By Show/Hide - Global
	Group By Show/Hide - Global
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Excel

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	Excel - LV 3.0
	Excel - LV 3.0
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Notes

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	Notes - RV Grid 3.0
	Notes - RV Grid 3.0
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Quick Column Filter

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	Quick Column Filter
	Quick Column Filter
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Remove Items

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	Remove Items - RV Grid 3.0
	Remove Items - RV Grid 3.0
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Saved Layouts

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	Column Layouts for Framework 3.0 - Global
	Column Layouts for Framework 3.0 - Global
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Fields

Description

Checkbox

Accrual Amount

Database Field: ERPx_CPTicketItem.

Charge Amount

Database Field: ERPx_CPTicketItem.

Ext. Amount

Database Field: ERPx_CPTicketItem.GrossAmount

Item

Database Fields: ERPx_CPItem.ItemID - ItemDescription, ERPx_CPTicketItem.ItemSK

Net Amount

Database Field: ERPx_CPTicketItem.NetAmount

Percent

Database Field: ERPx_CPTicketItem.SampleWeightPercent

Price

Database Field: ERPx_CPTicketItem.Price

Purchase Account

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	Purchase Account - Item
	Purchase Account - Item
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Database Fields: ERPx_GLAccount.AccountNumber - Description, ERPx_CPTicketItem.AccountSK

Sample Size

Database Field: ERPx_CPTicketItem.SampleWeight

Total Weight

Database Field: ERPx_CPTicketItem.TotalWeight

UOM

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	Def - UOM
	Def - UOM
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Database Fields: ERPx_IMUOM.UOMName, ERPx_CPTicketItem.UOMSK

Page Definitions

Expand

title	Technical Details

Technical Details

Table Names:

Stored Procedures:

Versions Compared

Old Version 1

New Version 2

Key

Page Header

Properties Tab

Grid: Properties Tab Properties

Address Tab

Contacts Tab

Lines Tab

Shifts Tab

Certifications Tab

Related Sites Tab

Page Definitions

Technical Details

Page Header

Properties Tab

Tare Tab

Attributes Tab

Page Details

Related Topics

Page Definitions

Technical Details

Page Comparison

Versions Compared

Old Version 1

New Version 2

Key

Page Header

Properties Tab

Grid: Properties Tab Properties

Address Tab

Contacts Tab

Lines Tab

Shifts Tab

Certifications Tab

Related Sites Tab

Page Definitions

Technical Details

Page Header

Properties Tab

Tare Tab

Attributes Tab

Page Details

Related Topics

Page Definitions

Technical Details