Tax Classes group one or more 'Tax Details' together for the purpose of calculating sales tax on Fishermen Sale and Tender Resale Transactions. Tax Classes can be manually assigned on transactions or assigned to individual Fishermen and Tenders to default on transactions. Tax is only enabled for the transactions enabled on the Fisherman Accounting preferences for: 'Enable Sales Tax on Fisherman Sales' and 'Enable Sales Tax on Tender Resales'. The purpose of this page is to add, edit, remove, and activate/inactive these records.
This master file is shared with the Sales functional area. Setting up a Tax Class here will be visible and usable on Sales transactions and customers and setting up a Tax Class from Sales will be visible and usable on Fishermen Sales, Tender Resales, and on Fishermen accounts.
Software Version: 2019.09.03 and newer
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| Fields | Description | ||||||||
| Checkbox | Used to select one or more records. | ||||||||
| # Tax ClassDetails | 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_#####.#####. | ||||||||
| Applies To | 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_#####.#####. | ||||||||
| Currency | 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_#####.#####. | ||||||||
| # Tax Details | 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_#####.#####. | ||||||||
| 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_#####.#####. | ||||||||
| (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 Inactivelabel to indicate the number of 'Tax Details' that are assigned to the 'Tax Class'. This is a calculated field that is not editable. Unless a 'Tax Class' has at least one 'Tax Detail' assigned, it will not calculate Sales Tax. | ||||||||
| Applies To | A label to indicate where the Tax Class is used. This is always set to "Sales" and cannot be edited. | ||||||||
| Currency | The 'Currency' property on the the Tax Class record. This defaults to blank but is required and once saved cannot be edited. If missing, the message "Currency is required." will be displayed on Save. The lookup contains a blank value, the current assigned value, and a list of all the Currencies in the ERPx_MFCurrency table. Linked Database Field: ERPx_MFTaxClass.CurrencySK | ||||||||
| Inactive | The value from the 'Inactive' property. 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. only editable for records that do not have an open balance. Linked Database Field: ERPx_ #####MFTaxClass. #####.IsInactive | ||||||||
| HyperlinkTax Class | A hyperlink show the (Field Name) of the transactionthat shows the value of the 'Tax Class' property on the Tax Class record. 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 for the selected Tax Class. This defaults to blank for new records and is 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). Tax Class is required." will be displayed on Save. This value must be unique and If not, the message "Duplicate Tax Classes are not allowed." will be displayed on Save. This field is always editable from the record view. 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...Linked Database Field: ERPx_#####.#####. | Yes/No Lookup | MFTaxClass.TaxClassName |
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