| Toolbar Icons | Description |
|---|
| Delete | | Insert excerpt |
|---|
| Delete - LV |
|---|
| Delete - LV |
|---|
| nopanel | true |
|---|
|
|
| Edit | | Insert excerpt |
|---|
| Edit - LV |
|---|
| Edit - LV |
|---|
| nopanel | true |
|---|
|
|
| Excel | | Insert excerpt |
|---|
| Excel - LV |
|---|
| Excel - LV |
|---|
| nopanel | true |
|---|
|
|
| Favorites | | Insert excerpt |
|---|
| Favorites Add/Remove - Global |
|---|
| Favorites Add/Remove - Global |
|---|
| nopanel | true |
|---|
|
|
| Grid Layout | | Insert excerpt |
|---|
| Grid Layout - Global |
|---|
| Grid Layout - Global |
|---|
| nopanel | true |
|---|
|
|
| Help | | Insert excerpt |
|---|
| Help - Global |
|---|
| Help - Global |
|---|
| nopanel | true |
|---|
|
|
| Mass Update | | Insert excerpt |
|---|
| Mass Update - Global |
|---|
| Mass Update - Global |
|---|
| nopanel | true |
|---|
|
- 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.
|
| More Actions | | Insert excerpt |
|---|
| More Actions - Global |
|---|
| More Actions - Global |
|---|
| nopanel | true |
|---|
|
- 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.
|
| New | | Insert excerpt |
|---|
| New - Multi-Select Trans Class - Global |
|---|
| New - Multi-Select Trans Class - Global |
|---|
| nopanel | true |
|---|
|
- Fisherman Sale:
| Insert excerpt |
|---|
| Def - Trans - Fisherman Sale |
|---|
| Def - Trans - Fisherman Sale |
|---|
| nopanel | true |
|---|
|
- Tender Resale:
| Insert excerpt |
|---|
| Def - Trans - Tender Resale |
|---|
| Def - Trans - Tender Resale |
|---|
| nopanel | true |
|---|
|
|
| Print | | Insert excerpt |
|---|
| Print - Global |
|---|
| Print - Global |
|---|
| nopanel | true |
|---|
|
|
| Fields | Description |
|---|
| Checkbox | | Insert excerpt |
|---|
| Checkbox |
|---|
| Checkbox |
|---|
| nopanel | true |
|---|
|
|
| Created | | Insert excerpt |
|---|
| Created |
|---|
| Created |
|---|
| nopanel | true |
|---|
|
This is required and is not editable.
Database Field: ERPx_APTransactionHeader.CreatedDate |
| Created By | | Insert excerpt |
|---|
| Created By |
|---|
| Created By |
|---|
| nopanel | true |
|---|
|
This is required and is not editable.
Database Field: ERPx_APTransactionHeader.CreatedBy |
| Doc Date | | Insert excerpt |
|---|
| Doc Date |
|---|
| Doc Date |
|---|
| nopanel | true |
|---|
|
This can be edited from the 'Doc Date' on the 'Home' tab of the Record View.
Database Field: ERPx_APTransactionHeader.TransactionDate |
| Doc Description | | Insert excerpt |
|---|
| Comment - Header |
|---|
| Comment - Header |
|---|
| nopanel | true |
|---|
|
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 |
|---|
| Fisherman ID |
|---|
| Fisherman ID |
|---|
| nopanel | true |
|---|
|
Database Fields: ERPx_APVendor.VendorID, ERPx_APTransactionHeader.VendorSK |
| Fisherman Name | | Insert excerpt |
|---|
| Fisherman, Fisherman & Tender and Tender |
|---|
| Fisherman, Fisherman & Tender and Tender |
|---|
| nopanel | true |
|---|
|
Database Fields: ERPx_APVendor.VendorName, ERPx_APTransactionHeader.VendorSK |
| GL Period | | Insert excerpt |
|---|
| GL Period |
|---|
| GL Period |
|---|
| nopanel | true |
|---|
|
This field is not stored in the database.
|
| GL Year | | Insert excerpt |
|---|
| GL Year |
|---|
| GL Year |
|---|
| nopanel | true |
|---|
|
This field is not stored in the database.
|
| Last Updated | | Insert excerpt |
|---|
| Last Updated |
|---|
| Last Updated |
|---|
| nopanel | true |
|---|
|
This is required and is not editable.
Database Field: ERPx_APTransactionHeader.LastUpdated |
| Last Updated By | | Insert excerpt |
|---|
| Last Updated By |
|---|
| Last Updated By |
|---|
| nopanel | true |
|---|
|
This is required and is not editable.
Database Field: ERPx_APTransactionHeader.LastUser |
| Price List ID | | Insert excerpt |
|---|
| Price List - ID |
|---|
| Price List - ID |
|---|
| nopanel | true |
|---|
|
| Insert excerpt |
|---|
| Def - Price List |
|---|
| Def - Price List |
|---|
| nopanel | true |
|---|
|
Database Fields: ERPx_MFPriceListHeader.PriceListID, ERPx_APTransactionHeader.PriceListHeaderSK |
| Site Name | | Insert excerpt |
|---|
| Site Name |
|---|
| Site Name |
|---|
| nopanel | true |
|---|
|
Database Fields: ERPx_MFSite.SiteName, ERPx_APTransactionHeader.SiteSK |
| Status | | Insert excerpt |
|---|
| Def - Status |
|---|
| Def - Status |
|---|
| nopanel | true |
|---|
|
The Statuses that apply to transactions in this List View include:| Insert excerpt |
|---|
| Def - Status - New |
|---|
| Def - Status - New |
|---|
| nopanel | true |
|---|
|
| Insert excerpt |
|---|
| Def - Status - Approved |
|---|
| Def - Status - Approved |
|---|
| nopanel | true |
|---|
|
| Insert excerpt |
|---|
| Def - Status - Ready to Post |
|---|
| Def - Status - Ready to Post |
|---|
| nopanel | true |
|---|
|
Database Fields: ERPx_APTransactionStatus.StatusName, ERPx_APTransactionHeader.TransactionStatusSK |
| Subtotal | Identifies the sum of all the sale line items on the transaction. Database Field: ERPx_APTransactionHeader.TaxableAmount |
| Tax | Identifies the applicable sales tax for the transaction. Database Field: ERPx_APTransactionHeader.TaxedAmount |
| Tax Class | | Insert excerpt |
|---|
| Def - Tax Class |
|---|
| Def - Tax Class |
|---|
| nopanel | true |
|---|
|
Database Field: ERPx_APTransactionHeader.TaxClassSK |
| Tender | | Insert excerpt |
|---|
| Tender ID |
|---|
| Tender ID |
|---|
| nopanel | true |
|---|
|
| Insert excerpt |
|---|
| Def - Tender |
|---|
| Def - Tender |
|---|
| nopanel | true |
|---|
|
Database Fields: ERPx_APVendor.VendorID, ERPx_APTransactionHeader.FromVendorSK |
| Tender Name | | Insert excerpt |
|---|
| Tender Name |
|---|
| Tender Name |
|---|
| nopanel | true |
|---|
|
| Insert excerpt |
|---|
| Def - Tender |
|---|
| Def - Tender |
|---|
| nopanel | true |
|---|
|
Database Fields: ERPx_APVendor.VendorName, ERPx_APTransactionHeader.FromVendorSK |
| Total Amount | Identifies the total amount of the transaction. [Total Amount] = [Sub Total] + [Tax] Database Field: ERPx_APTransactionHeader.ExtendedAmount |
| Transaction | | Insert excerpt |
|---|
| Def - Transaction ID |
|---|
| Def - Transaction ID |
|---|
| nopanel | true |
|---|
|
Database Field: ERPx_APTransactionHeader.TransactionID |
| Transaction Type | | Insert excerpt |
|---|
| Def - Transaction Types |
|---|
| Def - Transaction Types |
|---|
| nopanel | true |
|---|
|
Database Field: ERPx_APTransactionType.TransactionName, ERPx_APTransactionClass.TransactionTypeSK, ERPx_APTransactionHeader.TransactionClassSK |