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Tax & Premium Classes serve two purposes. First, they are used to classify your individual Tax and Premium programs into
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groups that you define. For example, you may have several
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Premiums configured to add money for Iced Fish. If this were the case you could setup a 'Program Class' called "Iced" and assign all the applicable
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Premium Programs to this class. Second, they are used to group all your Tax and Premium classes into pre-defined
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buckets for reporting and analysis. For example, you may have many Tax Classes setup for Salmon, the 'Group' lumps them into pre-defined buckets. The Groups for Premiums include: Chill, Dock, and Other and the Groups for Taxes include: Borough, City, Observer, State, and Other. From here, users can add new records and edit or delete existing records.
Software Version:
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2022.
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11.
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28 and newer
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| Fields | Description | ||||||||||||||||
| Checkbox | Used to select one or more records. | ||||||||||||||||
| Group | Identifies the 'Program Group' assigned to the 'Program Class | The [Describe what the field shows] (formatted as …(if applicable)). This is only populated for (what is it populated for...) and (defaults from or is calculated by…). This column has a grand total at the bottom. The values comes from the (Enumeration Class) Enumeration. Linked Database Field: ERPx_#####.#####. A (text box or non-editable text box) (formatted as …(if applicable)) to... . This is only populated for (what is it populated for...) and (defaults from or is calculated by…). This is (always, never, or conditionally) required and must be <= (how many) characters. (This column has a grand total at the bottom). Linked Database Field: ERPx_#####.#####. | |||||||||||||||
| Program Type | A single-select standard lookup to select (describe what is being selected). This defaults to (Default Value) and is (always, never, or conditionally) required. If not assigned, the message "(what message is displayed)" will be displayed. This field is (always, never, or conditionally) enabled. Linked Database Field: ERPx_#####.#####. This lookup contains all the values in the (EnumerationClassName) Enumeration Class. | ||||||||||||||||
| Group | A single-select standard lookup to select (describe what is being selected). This defaults to (Default Value) and is (always, never, or conditionally) required. If not assigned, the message "(what message is displayed)" will be displayed. This field is (always, never, or conditionally) enabled. Linked Database Field: ERPx_#####.#####. This lookup contains all the values in the (EnumerationClassName) Enumeration Class. | ||||||||||||||||
| (Field Name) ID | A text box to add/edit the unique identifier of the (what type of record is this) record. This defaults to blank but is required for all records. If missing, the message "fieldnameID is required." will be displayed on Save. The ID must be unique, otherwise the message "Duplicate Field Name ID's are not allowed." will be displayed on Save. This field must be <= 25 characters. Linked Database Field: ERPx_####.FieldName | ||||||||||||||||
| (Field Name) Description | A text box to add/edit the name associated with the (ID Field Name) ID. This defaults to blank but is required ***OR**** and is not required. If missing, the message "fieldname is required." will be displayed on Save. This must be unique, otherwise the message "Duplicate Field Name's are not allowed." will be displayed on Save. This field must be <= 25 characters. Linked Database Field: ERPx_#####.#####. | ||||||||||||||||
| Inactive | A Yes/No field used to identify if the record is Inactive. If set to 'Yes' then the record is "Inactive" and will not be included in look-ups for transactions or other master files. If set to 'No' then the record is "Active" and can be freely used ('No' values display as blank in the grid). This value is always editable. Linked Database Field: ERPx_#####.#####. | ||||||||||||||||
| Checkbox | Used to select one or more records. | ||||||||||||||||
| Date Field | The date of the (what is the date for) that was created by the transaction. Linked Database Field: ERPx_#####.#####. | ||||||||||||||||
| Hyperlink | A hyperlink show the (Field Name) of the transaction. Clicking on the link opens the record view of the transaction. This field is not editable. Linked Database Field: ERPx_#####.#####. | ||||||||||||||||
| Lookup (from an Enumeration) | A single-select standard lookup to select (describe what is being selected). This defaults to (Default Value) and is (always, never, or conditionally) required. If not assigned, the message "(what message is displayed)" will be displayed. This field is (always, never, or conditionally) enabled. Linked Database Field: ERPx_#####.#####. This lookup contains all the values in the (EnumerationClassName) Enumeration Class. | ||||||||||||||||
| Lookup (non Enumeration) | A (single-select standard, single select load on demand, or multi-select) lookup to select (describe what is being selected). This defaults to (Default Value) and is (always, never, or conditionally) required. If not assigned, the message "(what message is displayed)" will be displayed. This field is (always, never, or conditionally) enabled. Linked Database Field: ERPx_#####.##### This lookup contains a blank value, the current assigned value, and a list of all the 'Active' (what does it include). | ||||||||||||||||
| Text Field | The [Describe what the field shows] (formatted as …(if applicable)). This is only populated for (what is it populated for...) and (defaults from or is calculated by…). This column has a grand total at the bottom. The values comes from the (Enumeration Class) Enumeration. Linked Database Field: ERPx_#####.#####. A (text box or non-editable text box) (formatted as …(if applicable)) to... . This is only populated for (what is it populated for...) and (defaults from or is calculated by…). This is (always, never, or conditionally) required and must be <= (how many) characters. (This column has a grand total at the bottom). Linked Database Field: ERPx_#####.#####. | ||||||||||||||||
| Yes/No Lookup | A Yes/No lookup to identify whether or not the feature is turned on. The value defaults to "Yes" but can be changed at anytime. A value of "Yes" means that... A value of "No" means that...'. The Group is used to summarize program amounts together on list views and inquiries. This is a looked up value that is dependent on the 'Program Type'. The potential values "Tax" Programs include:
The potential values "Premium" Programs include:
The values for this field come from the APProgramGroup Enumeration. Database Field: ERPx_APProgram.APProgramGroupEN | ||||||||||||||||
| Program Class | Identifies the ID for the Program Class. This defaults to blank for new records but is required. If not assigned, the message "Program Class name is required." will be displayed on Save. This field is always editable, must be <= 100 characters, and must be unique. If not the message "Duplicate program class names are not allowed" will be displayed on Save. Database Field: ERPx_APProgram.APProgramClassSK | ||||||||||||||||
| Program Type | A single-select standard lookup to identify whether the Program Class applies to Tax or Premium Programs. This defaults to blank for new records but is required. If not assigned, the message "Program Type name is required." will be displayed on Save. If the value is set to "Premium" then this Class can only be assigned to Premium Programs and if it is set to "Tax" then this Class can only be assigned to Tax Programs. The values for this field come from the APProgramType Enumeration. Database Field: ERPx_APProgram.APProgramTypeEN |
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