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Def - Not Defined | Def - Not Defined | | nopanel | true |
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The purpose of this page is to view, add, edit, remove, and post individual Fisherman Sale transactions.
Software Version: YYYY.MM.DD and newer
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- Fisherman Sale: A transaction to record a Fisherman Sale.
- Tender Resale: A transaction to record a Tender Resale. Tender Resale transactions are used to record transactions that have occurred between a tender and one or more fishermen. In some cases, tenders are "transferring" balances between themselves and fishermen, and in some cases, they are facilitating a "sales" transaction from the company to one or more fishermen. Rather than requiring users to record these events using one Fisherman Sale transaction and one Balance Transfer transaction, this transaction allows both types of records to be entered within the same transaction.
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Home Tab
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Database Field: ERPx_APTransactionHeader.PmtCash
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Database Field: ERPx_APTransactionHeader.PmtCheck
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Database Field: ERPx_APTransactionHeader.PmtCard
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Database Field: ERPx_APTransactionHeader.Description
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Database Field: ERPx_APTransactionHeader.TransactionDate
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Database Field: ERPx_APTransactionHeader.DocNumber
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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.
Database Fields: ERPx_APVendor.VendorName, ERPx_APTransactionHeader.VendorSK
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| Def - Trans - Fisherman Sale |
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The purpose of this page is to view, add, edit, remove, and post individual Fisherman Sale transactions.
Software Version: 2023.09.15 and newer
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| Delete | | Insert excerpt |
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| New - Multi-Select Trans Type - Global |
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- Fisherman Sale:
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- Tender Resale:
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Home Tab
| Fields | Description |
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| Cash | This is a text box to enter a cash payment amount that was received at the time of the transaction. This defaults as "0.00" and is not required. The amount entered will automatically update the 'Payment Details' tab and the total 'On Account'. This field is only enabled after item(s) have been added to the Items grid and is always editable while in a Status of New. Database Field: ERPx_APTransactionHeader.PmtCash |
| Check | This is a text box to enter a check payment amount that was received at the time of the transaction. This defaults as "0.00" and is not required. The amount entered will automatically update the 'Payment Details' tab and the total 'On Account'. This field is only enabled after item(s) have been added to the Items grid and is always editable while in a Status of New. Database Field: ERPx_APTransactionHeader.PmtCheck |
| Credit Card | | Insert excerpt |
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| Credit Card |
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| Credit Card |
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This is a text box to enter a credit card payment amount that was received at the time of the transaction. This defaults as "0.00" and is not required. The amount entered here will automatically update the 'Payment Details' tab and the total 'On Account'. This field is only enabled after item(s) have been added to the Items grid and is always editable while in a Status of New.
Database Field: ERPx_APTransactionHeader.PmtCard |
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| Comment - Header |
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| Comment - Header |
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This is a text box to assign a description to the Fisherman Sale transaction. This defaults as blank and is not required. If entered, it must <= 60 characters. This field is always editable.
Database Field: ERPx_APTransactionHeader.Description |
| Doc Date | | Insert excerpt |
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| Doc Date |
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| Doc Date |
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This is a text box that defaults to today's date. It is required and if missing, the message "Doc Date is required." will be displayed on Save. This is always editable while in a status of New.
Database Field: ERPx_APTransactionHeader.TransactionDate |
| Doc No | This is a text box that defaults to blank. This field is not required, but if entered, it must be <= 50 characters. The Doc No value must be unique by transaction type. No two Fisherman Sale or Tender Resale Doc No values may be the same, else the message "Duplicate Doc No's are not allowed. Please enter a valid Doc No." will be displayed on Save. This field is always editable. Database Field: ERPx_APTransactionHeader.DocNumber |
| Fisherman | | Insert excerpt |
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| Fisherman, Fisherman & Tender and Tender |
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| Fisherman, Fisherman & Tender and Tender |
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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 - Tender |
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| Def - Tender |
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| Def - Fisherman & Tender |
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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 |
| On Account | | Insert excerpt |
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| On Account |
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| On Account |
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This is a non-editable text box that is calculated as the [sum of the Extended column Amount] - ([Cash Amount] + [Check Amount] + [Credit Card Amount]). This defaults to "0.00", is required and never editable. This is a calculated value that is not stored in a database field.
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| Price List | | Insert excerpt |
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| Price List - ID & Description |
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| Price List - ID & Description |
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This is a single-select standard lookup that is not required. This field is only enabled once a Fisherman is saved to the transaction. This defaults to blank. If a Fisherman Sale Price List exists, then it will default to the Fisherman Sale Price List associated with the selected Fisherman. If changed, the message "On Save, do you want to update existing prices of items found on the new Price List?" will be displayed. This field can only be edited while the transaction is set to a Status of New.
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| Def - Price List |
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| Def - Price List |
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The lookup contains a blank value, the current assigned value, and a list of all the 'Active' Fisherman Sale Price Lists. Database Fields: ERPx_MFPriceListHeader.PriceListID, ERPx_APTransactionHeader.PriceListHeaderSK |
| Site | | Insert excerpt |
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| Site Name |
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| Site Name |
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This is a single-select lookup that defaults to blank and is not required. This is only editable while the transaction is in a Status of 'New'. | Insert excerpt |
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| Def - Site |
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| Def - Site |
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The lookup contains a blank value, the current assigned value, and a list of all the 'Active' Sites, except for In Transit Sites. |
| Status | This is a single-select standard lookup that defaults as 'New' and is required. This is always editable while the transaction is in a Status of 'New' or 'Approved'.| Insert excerpt |
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| Def - Status |
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| Def - Status |
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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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| Def - Status - Approved |
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| Def - Status - Approved |
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| Def - Status - Ready to Post |
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| Def - Status - Ready to Post |
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Database Fields: ERPx_APTransactionStatus.StatusName, ERPx_APTransactionHeader.TransactionStatusSK |
| Tax Class | Tax Class | | Insert excerpt |
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| tax class |
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| tax class |
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This is a single-select standard lookup that is not required. This field is only enabled once a Fisherman is saved to the transaction. This defaults to blank. If a Fisherman Sale Price List exists, then it will default to the Fisherman Sale Price List associated with the selected Fisherman. If changed, the message "On Save, do you want to update existing prices of items found on the new Price List?" will be displayed. This field can only be edited while the transaction is set to a Status of New.| Insert excerpt |
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Def - Not Defined | Def - Not Defined | | nopanel | true |
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The lookup contains a blank value, the current assigned value, and a list of all the 'Active' Fisherman Sale Price Lists. Database Fields: ERPx_MFPriceListHeader.PriceListID, ERPx_APTransactionHeader.PriceListHeaderSK | Status | | Insert excerpt |
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Status | Status |
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This is a single-select standard lookup that defaults as 'New' and is required. This is always editable while the transaction is in a Status of 'New' or 'Approved'.| Insert excerpt |
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Def - Status | Def - Status | | 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 | Def - Status - New | | nopanel | true |
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Def - Status - Approved | Def - Status - Approved | | nopanel | true |
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Def - Status - Ready to Post | Def - Status - Ready to Post | | nopanel | true |
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Database Fields: ERPx_APTransactionStatus.StatusName, ERPx_APTransactionHeader.TransactionStatusSK
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tax class | tax class | | nopanel | true |
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This is a single-select standard lookup that is not required. This field is only editable if the fisherman accounting preference for 'Enable Sales Tax on Fisherman Sales' is set to "Yes". If the user selected a Tax Class that shares the same currency as the Fisherman's Tax Class, then that Tax Class will remain selected. If the user selected a Tax Class that does not share the same currency as the Fisherman or did not select a Tax Class at all, this field will default to select the Tax Class selected on the Fisherman's record view Properties tab for 'Tax Class'. This field can only be edited while the transaction is set to a Status of New.| Insert excerpt |
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Def - Not Defined | Def - Not Definededitable if the fisherman accounting preference for 'Enable Sales Tax on Fisherman Sales' is set to "Yes". If the user selected a Tax Class that shares the same currency as the Fisherman's Tax Class, then that Tax Class will remain selected. If the user selected a Tax Class that does not share the same currency as the Fisherman or did not select a Tax Class at all, this field will default to select the Tax Class selected on the Fisherman's record view Properties tab for 'Tax Class'. This field can only be edited while the transaction is set to a Status of New.| Insert excerpt |
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| Def - Tax Class |
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| Def - Tax Class |
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The lookup contains a blank value, the current assigned value, and a list of all the 'Active' Tax Classes. Database Fields: ERPx_MFTaxClass.TaxClassName, ERPx_APTransactionHeader.TaxClassSK |
Properties Tab
| Fields | Description |
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| Created By | | Insert excerpt |
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| Created By |
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| Created By |
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Database Field: ERPx_APTransactionHeader.CreatedBy |
| Created Date | | Insert excerpt |
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| Created |
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| Created |
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Database Field: ERPx_APTransactionHeader.CreatedDate |
| Fields | Description |
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| Currency ID |
Created By| Insert excerpt |
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| Currency |
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| Currency |
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This is a non-editable text box that defaults from the Currency assigned to the selected Fisherman. This is required and not editable from this page. Even though this field is required, it is currently for information only and does not drive any functionality. | Insert excerpt |
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| Def - Currency |
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| Def - Currency |
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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' Tax Classes Company Currencies. Database Fields: ERPx_ MFTaxClassMFCurrency. TaxClassNameCurrencyID, ERPx_APTransactionHeader. TaxClassSK |
Properties Tab
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| Fisherman ID | Created By | Created By | | Fisherman ID | | Fisherman ID |
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This is a non-editable text box that defaults as the ID of the selected Fisherman. This is required and only editable by changing the Fisherman assigned to the transaction.
Database Fields: ERPx_APVendor.VendorID, ERPx_APTransactionHeader.
| Created GL Date | CreatedCreatedThis is an editable date picker that defaults as blank and is required. If not manually edited, will be automatically set to match the 'Doc Date' when the transaction is saved with a Status of either Approved or Ready to Post. This is always editable while the transaction is in a Status of New.Database Field: ERPx_APTransactionHeader .CreatedDate | Currency ID | | Insert excerpt |
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Currency | Currency | | nopanel | true |
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This is a non-editable text box that defaults from the Currency assigned to the selected Fisherman. This is required and not editable from this page. Even though this field is required, it is currently for information only and does not drive any functionality. .GLDate |
| Last Updated | Def - Currency | Def - Currency | | Last Updated | | Last Updated |
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The lookup contains a blank value, the current assigned value, and a list of all the 'Active' Company Currencies.
Database FieldsDatabase Field: ERPx_
MFCurrency.CurrencyID, APTransactionHeader.LastUpdated
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| Last Updated By |
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| Last Updated By |
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Database Field: ERPx_APTransactionHeader. CurrencySKLastUser |
| Fisherman IDPosted Date | | Insert excerpt |
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| Fisherman ID | Fisherman IDPosted Date |
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| Posted Date |
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This is a non-editable text box that defaults as the Fisherman ID of the selected Fishermanto blank and is populated at the time the transaction is posted. This is not required and only editable by changing the Fisherman assigned to the transactionnot editable from this page. Database FieldsField: ERPx_APVendor.VendorID, ERPx_APTransactionHeader.VendorSKPostedDate |
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| GL Date | GL DateTransaction Class |
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| Transaction Class |
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This This is an editable date picker that defaults as blank and is required. If not manually edited, will be automatically set to match the 'Doc Date' when the transaction is saved with a Status of either Approved or Ready to Post. This is always editable while the transaction is in a Status of New.Database Field: ERPx_APTransactionHeader.GLDate a non-editable text box that is required and defaults as 'Default'. This is not editable. | Insert excerpt |
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| Def - Transaction Class |
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| Def - Transaction Class |
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Database Fields: ERPx_APTransactionClass.TransactionClassDescription, ERPx_APTransactionHeader.TransactionClassSK |
Payment Details Tab
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| Amount | Last Updated By |
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Database Field: ERPx_APTransactionHeader.LastUser
Posted Date | Last UpdatedLast Updated Database Field: ERPx_APTransactionHeader.LastUpdated | Last User | | Insert excerpt |
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Last Updated By | | Insert excerpt |
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Posted Date | Posted Date | | nopanel | true |
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This is a non-editable text box that defaults to blank and is populated at the time the transaction is posted. This is not required and not editable from this page This is a text box to enter a Cash, Check and/or Credit Card payment from the Fisherman, Fisherman & Tender or Tender for the sale transaction. This defaults as "0.00" and is not required. The amount entered here will automatically update the 'Home' tab and the total 'On Account'. The 'On Account' amount is calculated as the [sum of the Extended column Amount] - ([Cash Amount] + [Check Amount] + [Credit Card Amount]) and is not stored in a database field. The amount fields are only enabled after item(s) have been added to the Items grid and is always editable while in a Status of New.Database Field: ERPx_APTransactionHeader.PostedDate PmtCash, ERPx_APTransactionHeader.PmtCheck, ERPx_APTransactionHeader.PmtCard | | Cash Account |
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| Amount | Transaction Class Transaction Class | | Cash Account | | Cash Account |
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| nopanel | true |
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This This is a non-editable text box that is required and defaults as 'Default'. This is not editable.| Insert excerpt |
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Def - Transaction Class | Def - Transaction Class | | nopanel | true |
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Database Fields: ERPx_APTransactionClass.TransactionClassDescription, ERPx_APTransactionHeader.TransactionClassSK |
Payment Details Tab
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Cash | Cash | | nopanel | true |
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This is a text box to enter a Cash, Check and/or Credit Card payment from the Fisherman, Fisherman & Tender or Tender for the sale transaction. This defaults as "0.00" and is not required. The amount entered here will automatically update the 'Home' tab and the total 'On Account'. The 'On Account' amount is calculated as the [sum of the Extended column Amount] - ([Cash Amount] + [Check Amount] + [Credit Card Amount]) and is not stored in a database field. The amount fields are -editable text box that defaults to the selected Checkbook's 'Cash Account' field. This is required and can only be edited by changing the associated Checkbook. This field is only enabled after item(s) have been added to the Items grid and is always editable while in a Status of New.Database Fields: ERPx_GLAccount.AccountNumber, ERPx_GLAccount.Description, ERPx_MFCheckbook.CashAccountSK, ERPx_APTransactionHeader.PmtCashCheckbookSK, ERPx_APTransactionHeader.PmtCheckCheckbookSK, ERPx_APTransactionHeader.PmtCardCheckbookSK |
| Checkbook | | Insert excerpt |
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| Checkbook |
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| Checkbook |
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This is a single-select standard lookup that defaults to the preference selection for 'Default Checkbook ID.' This field is only enabled after item(s) have been added to the Items grid and is always editable while in a Status of New.Database Field: ERPx_APTransactionHeader.PmtCashStatus of New. This is required only if a payment has been entered.
The lookup contains a list of all the 'Active' Checkbooks.
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| Def - Checkbook |
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| Def - Checkbook |
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Database Fields: ERPx_MFCheckbook.CheckbookDescription, ERPx_APTransactionHeader.PmtCashCheckbookSK, ERPx_APTransactionHeader.PmtCheckPmtCheckCheckbookSK, ERPx_APTransactionHeader.PmtCardPmtCardCheckbookSK |
| Cash AccountReference | | Insert excerpt |
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| Cash Account | Cash AccountReference - Payment |
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| Reference - Payment |
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| nopanel | true |
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This is a non-editable text box that defaults to the selected Checkbook's 'Cash Account' field. This is required and can only be edited by changing the associated Checkbookblank. It is not required, but if entered, must be <= 150 characters. The Reference value is only saved when the Amount field is populated. This field is only enabled after item(s) have been added to the Items grid and is always editable while in a Status of New.
Database FieldsField: ERPx_GLAccount.AccountNumber, ERPx_GLAccount.Description, ERPx_MFCheckbook.CashAccountSK, ERPx_APTransactionHeader.PmtCashCheckbookSKPmtCashReference, ERPx_APTransactionHeader.PmtCheckCheckbookSKPmtCheckReference, ERPx_APTransactionHeader.PmtCardCheckbookSK |
Attributes Tab
Checkbook| Fields | Description |
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| Attributes | |
Checkbook | | Attribute - Attribute | | Attribute - Attribute |
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| nopanel | true |
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This is a single-select standard lookup that defaults to the preference selection for 'Default Checkbook ID.' This field is only enabled after item(s) have been added to the Items grid and is always editable while in a Status of New. This is required only if a payment has been entered. The Attributes displayed here are setup and assigned in the Attributes section of the Company module (Company → Setup → Attributes → Fisherman). |
| Available | |
Def CheckbookDef CheckbookDatabase Fields: ERPx_MFCheckbook.CheckbookDescription, ERPx_APTransactionHeader.PmtCashCheckbookSK, ERPx_APTransactionHeader.PmtCheckCheckbookSK, ERPx_APTransactionHeader.PmtCardCheckbookSK
Reference This value is only editable from the 'Assign Attribute Rules' page (Company → Setup → Attributes → Fisherman → Transactions hyperlink). |
| Value | |
Reference ItemReference Item This is a text box that defaults to blank. It is not required, but if entered, must be <= 150 characters. The Reference value is only saved when the Amount field is populated. This field is only enabled after item(s) have been added to the Items grid and is always editable while in a Status of New.Database Field: ERPx_APTransactionHeader.PmtCashReference, ERPx_APTransactionHeader.PmtCheckReference, ERPx_APTransactionHeader.PmtCardReference
Attributes Tab
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Page Detail
Items Grid
The purpose of the Items grid is to add, edit and delete the line items for the Invoice and Credit Memo transaction.
| Toolbar Icons | Description |
Delete | | Insert excerpt |
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Delete - RV Grid | Delete - RV Grid | | nopanel | true |
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Excel | | Insert excerpt |
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Checkbox | | Insert excerpt |
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Checkbox | Checkbox | | nopanel | true |
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Description | | Insert excerpt |
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Description - Item | Description - Item | | nopanel | true |
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This is a text box that defaults to blank, but auto-populates once an Item is selected from the Item drop-down menu. This field is required and must be <= 200 characters. This field is always editable while the transaction is in a Status of New or Approved.Database Field: ERPx_APTransactionLine.LineDescription
Extended | | Insert excerpt |
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Extended | ExtendedPage Detail
Items Grid
The purpose of the Items grid is to add, edit and delete the line items for the Invoice and Credit Memo transaction.
| Toolbar Icons | Description |
| Delete | | Insert excerpt |
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| Delete - RV Grid |
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| nopanel | true |
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| nopanel | true |
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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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| Description | | Insert excerpt |
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| Description - Item |
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| Description - Item |
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| nopanel | true |
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This is a text box that defaults to blank, but auto-populates from the 'Item Description' saved on the Item Master File of the selected Item, once an Item is selected from the Item drop-down menu. This field is required and must be <= 200 characters. This field is always editable while the transaction is in a Status of New or Approved.
Database Field: ERPx_APTransactionLine.LineDescription |
| Extended | | Insert excerpt |
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| Amount - Extended |
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| Amount - Extended |
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| nopanel | true |
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This is a non-editable text box lookup that defaults as "0.00" and is required. This can only be edited by changing the Quantity and/or Price of the transaction line. It is calculated as [Quantity of line item] * [Price of line item].
Database Field: ERPx_APTransactionLine.ExtendedAmount |
| Item | | Insert excerpt |
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| Item ID |
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| Item ID |
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| nopanel | true |
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This is a single-select standard lookup that defaults to blank. It is required and is always editable while in a Status of New.
| Insert excerpt |
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| Def - Item ID |
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| Def - Item ID |
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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' Items in the Item Master File.
Database Fields: ERPx_IMItem.ItemID, ERPx_IMItemItemDescription, ERPx_APTransactionLine.ItemSK |
| Price | This is a non-editable text box lookup that defaults as "0.00" and is required. This can only be edited by changing the Quantity and/or Price of the transaction line. It is calculated as [Quantity of line item] * [Price of line item]0.00" and is required to be > 0. If not, the message "Price is required and must be greater than zero." will be displayed on Save. The number of decimals follows the corresponding Item's Price decimal value. This is always editable while the transaction is in a Status of New. Database Field: ERPx_APTransactionLine.ExtendedAmountPrice |
| Quantity | ItemItem This This is a single-select standard lookup text box that defaults to blank. It is required and as "1.00" and is required. The number of decimals follows the corresponding Item's Units / Weight decimal value(s), and is displayed after saving an item. The value entered in this field can be negative or positive to record both sales and returns. This is always editable while the transaction is in a Status of New.
| Insert excerpt |
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Def - Checkbook | Def - Checkbook | nopanel | true
The lookup contains a blank value, the current assigned value, and a list of all the 'Active' Items in the Items Master File.
Database Field: ERPx_APTransactionLine.ItemSKQuantity |
| PriceSale Account | Price Price | | GL Account - Sale Account - Item | | GL Account - Sale Account - Item |
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| nopanel | true |
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This is a text box that defaults as "0.00" and is required to be > 0. If notsingle-select stand lookup defaults from the Item's Sales account. It is required and if missing, the message "Price A Sale Account is required and must be greater than zero." will " will be displayed on Save. This is always editable while the transaction is in a Status of Newnew.
Database Field: ERPx_APTransactionLine.Price | Quantity | | Insert excerpt |
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| Quantity | Quantity |
| nopanel | true |
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This field identifies the account the sale will be posted to. This field defaults to the item's sales account.Quantity
Quantity | | Def - GL Account - Sales | | Def - GL Account - Sales |
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| nopanel | true |
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This is a text box that defaults as "1.00" and is required. The value entered in this field can be negative or positive to record both sales and returns. This is always editable while the transaction is in a Status of New.
Database Field: ERPx_APTransactionLine.Quantity
Sale Account | lookup contains a blank value, the current assigned value, and all active GL Accounts with a 'Control Account Type' of "Sales" and the 'Use In SO' property set to "Yes". Database Fields: ERPx_GLAccount.AccountNumber, ERPx_GLAccount.Description, ERPx_APTransactionLine.AccountSK | | UOM | | Insert excerpt |
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| UOM - UnitsItems |
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| UOM - UnitsItems |
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| nopanel | true |
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This is a single-select standard lookup that defaults as blank and is not required. Once an Item is selected, this field defaults to the Item UOM default. This is always editable while the transaction is in a Status of New. | Insert excerpt |
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| Def - Not DefinedUOM |
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| Def - Not DefinedUOM |
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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' Units of Measure. Database Fields: ERPx_IMUOM.UOMID, ERPx_APTransactionLine.QuantityUOMSK |