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Def - Trans - Fisherman Sale | Def - Trans - Fisherman Sale | | nopanel | true |
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Def - Trans - Tender Resale | Def - Trans - Tender Resale | | nopanel | true |
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The purpose of this page is to view, add, edit, delete, void or correct Fisherman Sale and Tender Resale transactions. Additionally, users may void or correct transactions. From this list view, users may also mass update values for several fields, print available reports or export the contents of the grid to Excel.
Image Removed This list view also contains columns for each Attribute that is set up for the 'Fisherman Accounting - Transactions' attribute type. However, because these attributes are user defined, they are not included in the help documentation.
Software Version: 2021.10.15 and newer
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- GL Date: A date picker that defaults to "(No Change)". Assigns the selected GL Date to selected/filtered transaction(s) when 'Apply' is clicked.
- Site: A single-select standard lookup that defaults to "(No Change)", but also contains a list of all active Sites configured on the Sites List View that assigns the selected Site to selected/filtered transaction(s) when 'Apply' is clicked; and an option "(Clear Value)" that when selected and 'Apply' is clicked will remove the Site assigned to the selected transaction(s).
- Status: A single-select standard lookup that defaults to "(No Change)", but also has options for "New", "Approved" and "Ready to Post". Assigns the selected Status to selected/filtered transaction(s) when 'Apply' is clicked.
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- Void/Correct: Opens the Void/Correct Fish Ticket utility to allow users to void or correct one or more posted Fisherman Sale or Tender Resale transactions.
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Database Field: ERPx_APTransactionHeader.CreatedDate
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Database Field: ERPx_APTransactionHeader.CreatedBy
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Database Field: ERPx_APTransactionHeader.
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Database Field: ERPx_APTransactionHeader.
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Database Field: ERPx_APTransactionHeader.
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Database Field: ERPx_APTransactionHeader.
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| Def - Trans - Fisherman Sale |
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| Def - Trans - Fisherman Sale |
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| nopanel | true |
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| Insert excerpt |
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| Def - Trans - Tender Resale |
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| Def - Trans - Tender Resale |
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| nopanel | true |
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The purpose of this page is to view, add, edit, delete, void or correct Fisherman Sale and Tender Resale transactions. Additionally, users may void or correct transactions. From this list view, users may also mass update values for several fields, print available reports or export the contents of the grid to Excel.
Image Added This list view also contains columns for each Attribute that is set up for the 'Fisherman Accounting - Transactions' attribute type. However, because these attributes are user defined, they are not included in the help documentation.
Software Version: 2021.10.15 and newer
| Toolbar Icons | Description |
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| Delete | | Insert excerpt |
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| Delete - LV |
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| Delete - LV |
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| nopanel | true |
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| Edit | | Insert excerpt |
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| Edit - LV |
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| Edit - LV |
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| nopanel | true |
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| Excel | | Insert excerpt |
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| Excel - LV |
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| Excel - LV |
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| nopanel | true |
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| Favorites | | Insert excerpt |
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| Favorites Add/Remove - Global |
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| Favorites Add/Remove - Global |
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| nopanel | true |
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| Grid Layout | | Insert excerpt |
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| Grid Layout - Global |
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| Grid Layout - Global |
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| nopanel | true |
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| Help | | Insert excerpt |
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| Help - Global |
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| Help - Global |
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| nopanel | true |
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| Mass Update | | Insert excerpt |
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| Mass Update - Global |
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| Mass Update - Global |
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| nopanel | true |
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- GL Date: A date picker that defaults to "(No Change)". Assigns the selected GL Date to selected/filtered transaction(s) when 'Apply' is clicked.
- Site: A single-select standard lookup that defaults to "(No Change)", but also contains a list of all active Sites configured on the Sites List View that assigns the selected Site to selected/filtered transaction(s) when 'Apply' is clicked; and an option "(Clear Value)" that when selected and 'Apply' is clicked will remove the Site assigned to the selected transaction(s).
- Status: A single-select standard lookup that defaults to "(No Change)", but also has options for "New", "Approved" and "Ready to Post". Assigns the selected Status to selected/filtered transaction(s) when 'Apply' is clicked.
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| More Actions | | Insert excerpt |
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| More Actions - Global |
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| More Actions - Global |
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| nopanel | true |
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- Void/Correct: Opens the Void/Correct Fish Ticket utility to allow users to void or correct one or more posted Fisherman Sale or Tender Resale transactions.
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| New | | Insert excerpt |
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| New - Multi-Select Trans Class - Global |
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| New - Multi-Select Trans Class - Global |
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| nopanel | true |
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- Fisherman Sale:
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| Def - Trans - Fisherman Sale |
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| Def - Trans - Fisherman Sale |
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| nopanel | true |
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- Tender Resale:
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| Def - Trans - Tender Resale |
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| Def - Trans - Tender Resale |
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| nopanel | true |
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| Print | | Insert excerpt |
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| Print - Global |
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| Print - Global |
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| nopanel | true |
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| Fields | Description |
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| Checkbox | | Insert excerpt |
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| Checkbox |
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| Checkbox |
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| nopanel | true |
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| Created | | Insert excerpt |
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| Created |
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| Created |
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| nopanel | true |
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This is required and is not editable.
Database Field: ERPx_APTransactionHeader.CreatedDate |
| Created By | | Insert excerpt |
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| Created By |
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| Created By |
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| nopanel | true |
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This is required and is not editable.
Database Field: ERPx_APTransactionHeader.CreatedBy |
| Doc Date | | Insert excerpt |
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| Doc Date |
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| Doc Date |
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| nopanel | true |
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This can be edited from the 'Doc Date' on the 'Home' tab of the Record View.
Database Field: ERPx_APTransactionHeader.TransactionDate |
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| Comment - Header |
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| Comment - Header |
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| nopanel | true |
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This is a text box to assign a description to the Fisherman Sale transaction.
Database Field: ERPx_APTransactionHeader.Description |
| Doc No | This can be edited from the 'Doc No' on the 'Home' tab of the Record View and is used to enter a unique identifier from a pre-printed book of receipts. The Doc No value must be unique by transaction type. No two Fisherman Sale or Tender Resale Doc No values may be the same. Database Field: ERPx_APTransactionHeader.DocNumber |
| Fisherman | | Insert excerpt |
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| Fisherman ID |
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| Fisherman ID |
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| nopanel | true |
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Database Fields: ERPx_APVendor.VendorID, ERPx_APTransactionHeader.VendorSK |
| Fisherman Name | | Insert excerpt |
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| Fisherman, Fisherman & Tender and Tender |
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| Fisherman, Fisherman & Tender and Tender |
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| nopanel | true |
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This is a single-select standard lookup that identifies the fisherman who purchased the item(s). This defaults to blank and is required. If missing, the message "Please select a Fisherman or Tender." will be displayed on Save. This field can only be edited while the transaction is set to a Status of New.
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| Def - Fisherman |
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| Def - Fisherman |
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| nopanel | true |
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| Def - Tender |
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| Def - Tender |
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| nopanel | true |
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| Def - Fisherman & Tender |
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| Def - Fisherman & Tender |
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| nopanel | true |
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The lookup contains a blank value, the current assigned value, and a list of all the 'Active' Fishermen, Fishermen & Tenders, and Tenders that have not been excluded from the "Fisherman Sale" Transaction on the 'Excluded Transaction' tab of the Fisherman & Tender Record View. Database Fields: ERPx_APVendor.VendorName, ERPx_APTransactionHeader.VendorSK Database Field: ERPx_APTransactionHeader. |
| GL Period | | Insert excerpt |
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| GL Period |
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| GL Period |
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| nopanel | true |
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This is required for the transaction to be approved or posted. It is not directly editable. It can be changed by editing the 'GL Date' field on the 'Properties' tab of the Fish Ticket Record View. This field is not stored in the database.
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| GL Year | | Insert excerpt |
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| GL Year |
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| GL Year |
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| nopanel | true |
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This is required for the transaction to be approved or posted. It is not directly editable. It can be changed by editing the 'GL Date' field on the 'Properties' tab of the Fish Ticket Record View. This field is not stored in the database.
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| Gross Amount | Displays the total amount for all line items before taxes. This is a calculated field that is not directly editable. It can be changed by editing the 'Weight', 'Weight Modifier', 'Price' or 'Premium Rate' for a line item in the Items grid on the Fish Ticket Record View. Database Field: ERPx_APTransactionHeader.GrossAmount |
| Last Updated | | Insert excerpt |
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| Last Updated |
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| Last Updated |
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| nopanel | true |
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This is required and is not editable.
Database Field: ERPx_APTransactionHeader.LastUpdated |
| Last Updated By | | Insert excerpt |
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| Last Updated By |
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| Last Updated By |
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| nopanel | true |
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This is required and is not editable.
Database Field: ERPx_APTransactionHeader.LastUser |
| Price List ID | | Insert excerpt |
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| Price List - ID |
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| Price List - ID |
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| nopanel | true |
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This is not required and can be edited from the 'Price List' field on the 'Home' tab of the Fish Ticket Record View.
| Insert excerpt |
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| Def - Price List |
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| Def - Price List |
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| nopanel | true |
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Database Fields: ERPx_MFPriceListHeader.PriceListID, ERPx_APTransactionHeader.PriceListHeaderSK |
| Site Name | | Insert excerpt |
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| Site Name |
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| Site Name |
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| nopanel | true |
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This is required and can be edited from the 'Site Processed' field on the 'Home' tab of the Fish Tickets record view.Database Fields: ERPx_MFSite.SiteName, ERPx_APTransactionHeader.SiteProcessedSiteSK |
| Status | This is required and can be edited from the 'Status' field on the 'Home' tab of the Fish Ticket Record View.| Insert excerpt |
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| Def - Status |
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| Def - Status |
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| nopanel | true |
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The Statuses that apply to transactions in this List View include:| Insert excerpt |
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| Def - Status - New |
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| Def - Status - New |
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| nopanel | true |
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| Def - Status - Approved |
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| Def - Status - Approved |
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| nopanel | true |
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| Def - Status - Ready to Post |
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| Def - Status - Ready to Post |
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| nopanel | true |
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Database Fields: ERPx_APTransactionStatus.StatusName, ERPx_APTransactionHeader.TransactionStatusSK |
| Subtotal |
Database Field: ERPx_APTransactionHeader. |
| Tender |
Database Field: ERPx_APTransactionHeader. |
| Tax |
Database Field: ERPx_APTransactionHeader. |
| Tax Class |
Database Field: ERPx_APTransactionHeader. |
| Tender | This is not required and can be edited from the 'Tender' field on the 'Home' tab of the Fish Ticket Record View. | Insert excerpt |
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| Def - Tender |
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| Def - Tender |
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| nopanel | true |
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Database Fields: ERPx_APVendor.VendorName, ERPx_APTransactionHeader.TenderDeliveredVendorSK |
| Tender Name |
Database Field: ERPx_APTransactionHeader. |
| Total Amount |
Database Field: ERPx_APTransactionHeader. |
| Transaction |
Database Field: ERPx_APTransactionHeader. |
| Transaction Type |
Database Field: ERPx_APTransactionHeader. |
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