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Software Version: 2023.03.17 and newer
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Grid LayoutHelp | Toolbar Icon - Grid
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- RV: Charges & Accruals - Opens the Charges & Accruals record view.
- RV: Journal Details -
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Journal Details - RV Header
Journal Details - RV Header nopanel true
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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".
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.
Database Field: ERPx_MFSite.IsInTransit
Database Field: ERPx_MFSite.SiteID
Database Field: ERPx_MFSite.SiteName
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
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
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
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.
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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Home Tab
Fields | Description | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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Accruals | A calculated field that equals the sum of the 'Accruals' associated with all the Ticket Items.
Database Field: ERPx_CPTicketHeader.GrossAccrualsAmount | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Charges | A calculated field that equals the sum of the 'Charges' associated with all the Ticket Items. [Net Amount] = [Gross Amount] - [Charges]
Database Field: ERPx_CPTicketHeader.GrossChargesAmount | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Crop | A single select lookup to identify the 'Crop' on the Ticket. This is required and defaults from the Crop selected on the New Ticket Page. This is not editable after the initial save from the New Ticket page.
Database Fields: ERPx_CPCrop.Crop, ERPx_CPTicketHeader.CropSK | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Delivered | A date picker to identify the date the Ticket was delivered to the 'Site'. This is required and defaults from the Delivered date entered on the New Ticket Page. This is editable until the Ticket is in a Status of Approved, Ready to Post, or Posted. Database Field: ERPx_CPTicketHeader.DeliveryDate | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Delivered Weight |
Database Field: ERPx_CPTicketHeader.NetWeight | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Field | A single select lookup to identify the 'Field' where the product came from. This is required and defaults from the Field selected on the New Ticket Page. This is not editable after the initial save from the New Ticket page.
Database Fields: ERPx_CPField.FieldName, ERPx_CPTicketHeader.FieldSK | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Gross Amount |
Database Field: ERPx_CPTicketHeader.GrossTicketAmount | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Gross Weight |
Database Field: ERPx_CPTicketHeader.GrossWeight | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Harvested | A date picker to identify the date the contents of the Ticket were harvested. This is required and defaults from the Harvested date entered on the New Ticket Page. This is editable until the Ticket is in a Status of Approved, Ready to Post, or Posted. Database Field: ERPx_CPTicketHeader.HarvestDate | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Hold Code | A single select lookup to assign a 'Hold Code' to a Ticket. This defaults to blank and is not required. The lookup contains a list of all the Grower Accounting Hold Codes. This is editable until the Ticket is in a Status of Approved, Ready to Post, or Posted.
Database Fields: ERPx_MFHoldCode.HoldCode, ERPx_CPTicketHeaderHold.HoldCodeSK | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Net Amount |
Database Field: ERPx_CPTicketHeader.NetTicketAmount | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Paid Weight |
Database Field: ERPx_CPTicketHeader.PaidWeight | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Price List | A single select lookup to identify the 'Price List' on the Ticket. This is not required and defaults from the Price List assigned to the Farmer. This is not editable after the initial save from the New Ticket page.
Database Fields: ERPx_CPPriceListHeader.PriceListName, ERPx_CPTicketHeader.PriceListSK | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Sample Size | A text box to record the Sample Size that was taken. This defaults from the 'Net Weight' but can be edited to any value <= the 'Net Weight' else the message "Sample Size cannot be greater than Net Weight" will be displayed on Save. Unless a user manually enters a 'Sample Size', it will always update from the 'Net Weight'. This is editable until the Ticket is in a Status of Approved, Ready to Post, or Posted.
Database Field: ERPx_CPTicketHeader.SampleWeight | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Site Name |
Database Field: ERPx_MFSite.SiteName, ERPx_CPTicketHeader.SiteSK | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Status |
Database Fields: ERPx_CPTicketStatus.StatusName, ERPx_CPTicketHeader.TicketStatusSK | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Total Tare | An editable text box to record the 'Total Tare' weight of delivery. This defaults to 0.00 and is not required. This is editable from either the 'Total Tare' field on the Home tab or by editing the details on the Tare tab.
Database Field: ERPx_CPTicketHeader.ContainerTare | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Unpaid Weight |
Note: Unpaid Weight is only calculated for line-items with a 0.00 Price. Items with a negative price are not considered 'Unpaid'. Database Field: ERPx_CPTicketHeader.UnpaidWeight | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Weight In | An editable text box to record the inbound weight of the delivery. This defaults to 0.00 but must be >0 to approve or post a Ticket. This is editable until the Ticket is in a Status of Approved, Ready to Post, or Posted.
Database Field: ERPx_CPTicketHeader.WeightIn | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Weight Out | An editable text box to record the outbound weight of the delivery vehicle. This defaults to 0.00 and is not required. This is editable until the Ticket is in a Status of Approved, Ready to Post, or Posted.
Database Field: ERPx_CPTicketHeader.WeightOut |
Properties Tab
Property Name | Description | ||||||||
Group: Ticket | |||||||||
GL Date |
Database Field: ERPx_CPTicketHeader.GLDate | ||||||||
Ticket Version | Identifies the Version # of the Ticket. This is system assigned and is not editable.
Database Field: ERPx_CPTicketHeader.TicketVersion | ||||||||
Harvester | Identifies the 'Harvester' of the Ticket. This is not required and defaults from the New Ticket page. The lookup contains a blank value, the current assigned value, and a list of all 'Active' Harvesters. This can be edited until the Ticket is in a Status of either Approved or Posted.
Database Fields: ERPx_CPHarvester.HarvesterName, ERPx_CPTicketHeader.HarvesterSK | ||||||||
Hauler | Identifies the 'Hauler' of the Ticket. This is not required and defaults from the New Ticket page. The lookup contains a blank value, the current assigned value, and a list of all 'Active' Haulers. This can be edited until the Ticket is in a Status of either Approved or Posted.
Database Fields: ERPx_CPHauler.HaulerName, ERPx_CPTicketHeader.HaulerSK | ||||||||
Created Date |
Database Field: ERPx_CPTicketHeader.CreatedDate | ||||||||
Created By |
Database Field: ERPx_CPTicketHeader.CreatedBy | ||||||||
Last Updated By |
Database Field: ERPx_CPTicketHeader.LastUser | ||||||||
Last Updated |
Database Field: ERPx_CPTicketHeader.LastUpdated |
Tare Tab
The Tare tab is used to store and calculate the 'Total Tare' for a Ticket.
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Container Tare | Identifies the empty container weight for containers that are of the same Container Type / Weight. This is not required and defaults to 0.00. This is used with the 'Number of Containers' to calculate the 'Total Container Tare' for each Container Type as [Number of Containers] * [Container Tare] = [Total Container Tare]. This is editable until the Ticket is Approved or Posted. Database Field: ERPx_CPTicketContainer.ContainerTare | ||||||||
Containers Per Pallet | An editable text box that can be optionally used to compute the 'Number of Containers' for each Pallet Type. For example, if each pallet contains 48 containers and there are 15 pallets, a user could enter '48' in the 'Containers Per Pallet' field and the system would compute '720' and put that value in the 'Number of Containers' field. This defaults to 0 and can be edited to any whole number that is >=0. If the user already knows the number of containers, they could leave this blank and enter the total in the 'Number of Containers' field. This is editable until the Ticket is Approved or Posted. Database Field: ERPx_CPTicketContainer.ContainersPerPallet | ||||||||
Number of Containers | An editable text box to identify the quantity of Containers that are of the same Container Type / Weight. This defaults to 0 and can be edited to any whole number that is >=0. This is used with the 'Container Tare' to calculate the 'Total Container Tare' for each Container Type as [Number of Containers] * [Container Tare] = [Total Container Tare]. This is editable until the Ticket is Approved or Posted. Database Field: ERPx_CPTicketContainer.NumberofContainers | ||||||||
Number of Pallets | An editable text box to identify the quantity of Pallets that are of the same Pallet Type / Weight. This defaults to 0 and can be edited to any whole number that is >=0. This is used with the 'Pallet Tare' to calculate the 'Total Pallet Tare' for each Pallet Type as [Number of Pallets] * [Pallets Tare] = [Total Pallets Tare]. This is editable until the Ticket is Approved or Posted. Database Field: ERPx_CPTicketContainer.NumberofPallets | ||||||||
Pallet Tare | Identifies the empty pallet weight for Pallets that are of the same Pallet Type / Weight. This is not required and defaults to 0.00. This is used with the 'Number of Pallets' to calculate the 'Total Pallet Tare' for each Pallet Type as [Number of Pallets] * [Pallets Tare] = [Total Pallets Tare]. This is editable until the Ticket is Approved or Posted. Database Field: ERPx_CPTicketContainer.PalletTare | ||||||||
Total Container Tare | A calculated field that identifies the total tare weight from the containers. This is calculated as ([Number of Containers] * [Container Tare]). To be calculated, both the 'Number of Containers' and 'Container Tare' fields are required to have values >0. | ||||||||
Total Pallet Tare | A calculated field that identifies the total tare weight from the pallets. This is calculated as ([Number of Pallets] * [Pallet Tare]). To be calculated, both the 'Number of Pallets' and 'Pallet Tare' fields are required to have values >0. | ||||||||
Total Tare | A calculated field that identifies the total tare weight from the Pallets and Containers. If one or more rows in the Tare gid has a 'Total Tare' value >0, then the 'Total Tare' for all the rows will be used as the Ticket Header's 'Total Tare'. Database Field: ERPx_CPTicketContainer.TotalTare |
Attributes Tab
The Attributes tab is where Ticket Attributes are assigned to specific Ticket. If any required attributes are missing the Ticket cannot be Approved or Posted.
Fields | Description | ||||||||
Attributes |
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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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Page Details
This grid shows each Ticket Item that is included on the Ticket. From Here, users can add, edit, or remove items.
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Fields | Description | ||||||||
Checkbox |
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Accrual Amt. |
Database Field: ERPx_CPTicketItem.AccrualAmount | ||||||||
Charge Amt. |
Database Field: ERPx_CPTicketItem.ChargeAmount | ||||||||
Delivered Wt. |
Database Field: ERPx_CPTicketItem.TotalWeight | ||||||||
Gross Amt. |
Database Field: ERPx_CPTicketItem.GrossAmount | ||||||||
Item |
Database Fields: ERPx_CPItem.ItemID - ItemDescription, ERPx_CPTicketItem.ItemSK | ||||||||
Net Amt. |
Database Field: ERPx_CPTicketItem.NetAmount | ||||||||
Price |
Database Field: ERPx_CPTicketItem.Price | ||||||||
Price UOM | Identifies the Price UOM for the Ticket Item. This is required and defaults from the 'Scale Weight UOM' preference. This cannot be edited from here.
Database Fields: ERPx_IMUOM.UOMName, ERPx_CPTicketItem.UOMSK | ||||||||
Purchase GL Account |
Database Fields: ERPx_GLAccount.AccountNumber - Description, ERPx_CPTicketItem.AccountSK | ||||||||
Sample |
The Ticket Items Sample Size is used to calculate the Ticket Items Net Weight. This is editable until the Ticket is Approved or Posted. Database Field: ERPx_CPTicketItem.SampleWeight | ||||||||
Sample Pct. |
Database Field: ERPx_CPTicketItem.SampleWeightPercent | ||||||||
Units | Identifies the # of containers the Ticket Item was delivered in. This defaults as blank and is not required. If entered, it must be >=0. Units are saved to two decimal places. For example, if Strawberries were delivered in Freezer Trays this is where you would enter the count of Freezer Trays if it was important to retain. This is editable until the Ticket is Approved or Posted. Database Field: ERPx_CPTicketItem.Units |
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Technical Details
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