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These Taxes are only applicable to Fish Tickets, not to calculate Sales Tax on a Fisherman or Customer Sale.
Software Version: 2019.09.03 and newer
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| Insert excerpt |
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| Def - Program Type - FA Ticket Tax |
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| Def - Program Type - FA Ticket Tax |
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| nopanel | true |
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The purpose of this page is to add, edit, remove, and activate/inactive Tax Programs used on Fish Tickets.
These Taxes are only applicable to Fish Tickets, not to calculate Sales Tax on a Fisherman or Customer Sale.
Software Version: 2019.09.03 and newer
| Toolbar Icons | Description |
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| Delete | | Insert excerpt |
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| Delete - RV Header |
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| Delete - RV Header |
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| nopanel | true |
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Programs used on a Fish Ticket will not be able to be deleted. The message "This Program is used on a Delivery Ticket and cannot be deleted." will be displayed. Additionally, only the latest version of a program will be allowed to be deleted. If the user selects a prior version of a program to delete, the message "([Program ID]) cannot be deleted because it is not the latest version of this program." will be displayed. |
| Grid Layout | | Insert excerpt |
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| Grid Layout - Global |
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| Grid Layout - Global |
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| nopanel | true |
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| Help | | Insert excerpt |
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| Help - Global |
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| Help - Global |
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| nopanel | true |
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| New | | Insert excerpt |
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| New - RV Header |
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| New - RV Header |
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| nopanel | true |
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| Save | | Insert excerpt |
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| Save - RV Header |
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| Save - RV Header |
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| nopanel | true |
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| Fields | Description |
| Program | | Insert excerpt |
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| Program ID |
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| Program ID |
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| nopanel | true |
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This is editable by editing either the Program ID or Program Description properties.
Database Field: ERPx_APProgram.APProgramID - ERPx_APProgram.APProgramName |
| Type | Display the 'Program Type'. This is not editable and displays as "Tax". This text box contains the value in the APProgramType Enumeration Class where APProgramType = 2. Database Field: ERPx_APProgram.APProgramTypeEN |
Properties Tab
| Toolbar Icons | Description |
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| Excel | | Insert excerpt |
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| Excel - RV Grid |
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| Excel - RV Grid |
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| nopanel | true |
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| Fields | Description |
| Properties | | Insert excerpt |
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| Properties - RV |
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| Properties - RV |
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| Value | | Insert excerpt |
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| Value - RV |
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| Value - RV |
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| nopanel | true |
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| Group: Configuration |
| Program ID | | Insert excerpt |
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| Program ID |
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| Program ID |
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| nopanel | true |
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This is a text box that is required. It defaults to blank for new records. If not assigned, the message "Program ID is required." will be displayed on Save. This value must be unique. If not, the message "Duplicate Program ID's are not allowed for the same Program Type." will be displayed on Save. This field is always editable and must be <= 50 characters. Database Field: ERPx_APProgram.APProgramID |
Description | | Insert excerpt |
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| Program Name/Description |
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| Program Name/Description |
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| nopanel | true |
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This is a text box that is required. If not assigned, the message "Description is required." will be displayed on Save. It defaults to blank for new record and duplicate values are allowed. This field is always editable and must be <= 100 characters.
Database Field: ERPx_APProgram.APProgramName |
| Class | Identifies the Program Class associated with the Tax record. This is a single-select lookup that is required. If missing, the message "Class is required." will be displayed on Save. It defaults to blank and is always editable.
| Insert excerpt |
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| Def - Program Class - Ticket Tax |
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| Def - Program Class - Ticket Tax |
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| nopanel | true |
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The lookup contains a blank value, the current assigned values and all the records in the Tax & Premium Classes list view with a 'Program Type' of "Tax". Database Field: ERPx_APProgram.APProgramClassSK |
| Landed Date Start | | Insert excerpt |
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| Landed Date Start |
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| Landed Date Start |
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| nopanel | true |
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This is a date picker that is required. If missing, the message "Landed Date Start is required." will be displayed on Save. This defaults as blank on new records and is always editable. Fish Tickets with a Landed Date before the 'Landed Date Start' will not be evaluated for the Tax. This date may not overlap with dates from other versions of the same program. Else the message "[Program ID] Version [Version - 1]'s Landed Start and End Dates may not overlap other version of the same Program." will be displayed on Save.
| Insert excerpt |
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| Def - Landed Date |
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| Def - Landed Date |
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| nopanel | true |
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Database Field: ERPx_APProgram.APProgramStart |
| Landed Date End | | Insert excerpt |
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| Landed Date End |
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| Landed Date End |
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| nopanel | true |
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This is a date picker that is not required. This defaults as blank and is always editable. A blank value assumes the Tax never ends, but if a date is entered it must be >= the 'Landed Date Start' field. Else the message "Landed Date End must be on or after Landed Date Start." will be displayed on Save. Fish Tickets with a Landed Date after the 'Landed Date End' will not be evaluated for the the Tax, even if the Tax Program is still Active. This date may not overlap with dates from other versions of the same program. Else the message "[Program ID] Version [Version + 1]'s Landed Start and End Dates may not overlap other version of the same Program." will be displayed on Save.
| Insert excerpt |
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| Def - Landed Date |
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| Def - Landed Date |
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| nopanel | true |
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Database Field: ERPx_APProgram.APProgramEnd |
| Inactive | | Insert excerpt |
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| Def - Inactive |
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| Def - Inactive |
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| nopanel | true |
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This is a Yes/No lookup that is required. it defaults to "No" and is always editable. This field is not visible until after the record is initially saved.
Database Field: ERPx_APProgram.IsInactive |
| Group: Assign Rules |
| How this Program is assigned to Tickets? | Identifies how the Tax Program is assigned to Fish Tickets. This is a non-editable single-select lookup that is required. It defaults to "Auto Assign - All Tickets" and is never editable. This field is not visible until after the record is initially saved. This lookup containsthe values in the APAssignmentMethod Enumeration Class where APAssignmentMethod = 1. Database Field: ERPx_APProgram.AssignmentMethodEN |
| Expense For | Identifies who is being charged for the Tax. This is a multi-select lookup where at least one selection is required. If missing, the message "Expense For is required." will be displayed on Save. This defaults to blank and is always editable. It can be set to one or both the following values: - Fisherman: The Tax will be deducted from what is owed the Fisherman for the Fish Ticket in order for the Company to pay the tax on behalf of the Fisherman.
- Company: The Tax will be accrued on the Fish Ticket in order for the Company to pay their portion of the tax.
This lookup contains all the values in the APProgramExpenseFor Enumeration Class. Database Field: ERPx_APProgram.ExpenseForEN |
| Assign Rules By | Specifies how taxes are assigned fish tickets. This is a multi-select lookup where at least one selection is required. If missing, the message "Assign Rules By is required." will be displayed on Save. This field defaults as blank and is always editable. When one or more values are selected, on Save, additional tabs for each of the selected items will be added to the record view. | Insert excerpt |
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| Def - Assign Rules By |
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| Def - Assign Rules By |
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| nopanel | true |
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This lookup contains all the values in the APProgramAssignBy Enumeration Class. Database Field: ERPx_APProgram.AssignRulesByEN |
| Assign Rate By | Specifies where the Tax Rate comes from. This is a single-select standard lookup that is required. It defaults to "GLOBAL" and is always editable. If it is changed from "GLOBAL", it must match one of the values in the 'Assign Rules By' Property. If not, the message "Assign Rate By must be assigned by one of the Assign Rules By values." will be displayed on Save.
| Insert excerpt |
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| Def - Assign Rate By |
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| Def - Assign Rate By |
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| nopanel | true |
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This lookup contains all the values in the APProgramAssignBy Enumeration Class except 'Stat Area' and includes an option for GLOBAL. Database Field: ERPx_APProgram.AssignmentMethodEN |
| Default Rate | | Insert excerpt |
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| Default Rate - Tax & Premium |
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| Default Rate - Tax & Premium |
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| nopanel | true |
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This is a text box that is required. If missing, the message "Rate is required." will be displayed on Save. It defaults to "0.000000" and is always editable. If the tax is configured to be an expense for the company and the fisherman, the default rate is automatically divided. If this causes the rate to be more than 6 decimals, then the company rate is rounded up and the fisherman rate is rounded down.
Leaving this as 0.000000 and the 'Assign Rate By' to "GLOBAL" and the 'Calculated On' on anything other than "Fixed Amount" will result in no tax being calculated. If the 'Assign Rate By' is anything other than 'Globally" this is only represents the Default Rate. The actual rates may be different. Database Field: ERPx_APProgram.Rate |
| Calculated On | | Insert excerpt |
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| Calculated On - Fish Ticket Taxes |
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| Calculated On - Fish Ticket Taxes |
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| nopanel | true |
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This is a single-select standard lookup that is required. If missing, the message "Calculated On is required." will be displayed on Save. It defaults to blank and is always editable. | Insert excerpt |
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| Def - Calculated On - Fish Ticket Tax |
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| Def - Calculated On - Fish Ticket Tax |
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| nopanel | true |
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This lookup contains all the values in the APProgramCalcMethod Enumeration Class. Database Field: ERPx_APProgram.APProgramCalcMethodEN |
| Group: Accounting |
| Fisherman Expense GL Account | | Insert excerpt |
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| GL Account - Fisherman Tax Expense |
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| GL Account - Fisherman Tax Expense |
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| nopanel | true |
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This is a non-editable single-select standard lookup that is required. This defaults to "FISHERMAN SETTLEMENT ACCRUAL ACCOUNT" and is never editable. This value is not stored in the database.
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| Company Expense GL Account | | Insert excerpt |
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| GL Account - Company Tax Expense |
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| GL Account - Company Tax Expense |
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| nopanel | true |
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This is a single-select standard lookup that is required if "Company" is selected in the 'Expense For' property. If missing, the message "Company Expense Account is required." will be displayed on Save. This defaults as blank and is always editable.
The lookup contains a list of all the 'Active' GL Accounts. Database Field: ERPx_APProgram.CompanyExpenseAccountSK |
| Tax Liability GL Account | | Insert excerpt |
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| GL Account - Tax Liability Account |
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| GL Account - Tax Liability Account |
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| nopanel | true |
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This is a single-select standard lookup that is required. If missing, the message "Tax Liability GL Account is required." will be displayed on Save. This defaults as blank and is always editable.
The lookup contains a list of all the 'Active' GL Accounts. Database Field: ERPx_APProgram.CRAccountSK |
| Payable To | | Insert excerpt |
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| Vendor Name |
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| Vendor Name |
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| nopanel | true |
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This is a single-select standard lookup that is not required. It defaults to blank and is always editable.
This lookup contains a list of all the 'Active' Fishermen, Tenders, Fishermen & Tenders and Vendors.
Database Field: ERPx_APProgram.VendorSK |
| Payable Frequency | Identifies how often you pay the Tax. This is for information only. This is a text box that is not required. It defaults to blank and is always editable. Database Field: ERPx_APProgram.VendorSK |
Chill_Type Tab
This tab will only be visible if "Chill Type" is selected in the 'Assign Rules By' property.
| Toolbar Icons | Description |
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| Excel | | Insert excerpt |
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| Excel - RV Grid |
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| Excel - RV Grid |
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| nopanel | true |
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| Delete | | Insert excerpt |
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| Delete - RV Grid - No Status |
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| Delete - RV Grid - No Status |
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| nopanel | true |
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| New | | Insert excerpt |
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| New - multi blank rows - RV Grid |
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| New - multi blank rows - RV Grid |
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| nopanel | true |
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| Fields | Description |
| Checkbox | | Insert excerpt |
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| Checkbox |
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| Checkbox |
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| nopanel | true |
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| Chill Type | Identifies the Chill Type that the Tax Program applies to. This is a single-select standard lookup that is required to save a line item. By default, when a new Tax Program is created, all Chill Types are assigned. If you want only specific Chill Types to apply to the Tax Program, click the ‘New’ icon and manually add the Chill Type(s) that you wish to apply. This field defaults as blank and is editable. This lookup contains a list of all the 'Active' records in the Chill Type Master List. Database Field: ERPx_APProgramEntity.EntitySK where ERPx_APProgramEntity.ProgramEntityEN = 7 |
| Company Expense GL Account | | Insert excerpt |
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| GL Account - Company Tax Expense |
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| GL Account - Company Tax Expense |
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| nopanel | true |
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This is a single-select standard lookup that is not required. This field is only enabled when "Chill Type" is selected as the 'Assign Rate By' value and "Company" is selected as the 'Expense For' value in the Properties tab. This field defaults to the 'Company Expense GL Account' value selected in the Properties tab. This field is always editable.
The lookup contains a list of all the 'Active' GL Accounts. Database Field: ERPx_APProgramEntity.ExpenseAccountSK where ERPx_APProgramEntity.ProgramEntityEN = 7 |
| Company Rate | | Insert excerpt |
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| Tax Rate - Company |
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| Tax Rate - Company |
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| nopanel | true |
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This is a text box that is not required. This field is only enabled when "Chill Type" is selected as the 'Assign Rate By' value and "Company" is selected as the 'Expense For' value in the Properties tab. The Rate defaults to the 'Default Rate' value entered in the Properties tab and is always editable. If the tax is configured to be an expense for a Company and a Fisherman, then the default rate is divided between the company and the fisherman and the company rate is rounding up and the fisherman rate is rounding down. E.g. a default rate 1.654321 would default the company rate to 0.827161 and the fisherman rate to 0.827160.
Database Field: ERPx_APProgramEntity.CompanyRate where ERPx_APProgramEntity.ProgramEntityEN = 7
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| Fisherman Expense GL Account | | Insert excerpt |
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| GL Account - Fisherman Tax Expense |
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| GL Account - Fisherman Tax Expense |
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| nopanel | true |
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This is non-editable text box that is not required. This field only displays a value when "Chill Type" is selected as the 'Assign Rate By' value and "Fisherman" is selected as the 'Expense For' value in the Properties tab. The field defaults to "Fisherman Settlement Accrual Account" and is never editable. This field is not stored in the database. |
| Fisherman Rate | | Insert excerpt |
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| Tax Rate - Fisherman |
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| Tax Rate - Fisherman |
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| nopanel | true |
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This is a text box that is not required.This field is only enabled when "Chill Type" is selected as the 'Assign Rate By' value and "Fisherman" is selected as the 'Expense For' value in the Properties tab. The Rate defaults to the 'Default Rate' value entered in the Properties tab and is always editable. If the tax is configured to be an expense for a Company and a Fisherman, then the default rate is divided between the company and the fisherman and the company rate is rounding up and the fisherman rate is rounding down. E.g. a default rate 1.654321 would default the company rate to 0.827161 and the fisherman rate to 0.827160.
Database Field: ERPx_APProgramEntity.FishermanRate where ERPx_APProgramEntity.ProgramEntityEN = 7
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| Tax Liability GL Account | | Insert excerpt |
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| GL Account - Tax Liability Account |
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| GL Account - Tax Liability Account |
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| nopanel | true |
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This is a single-select standard lookup that is not required. This field is only enabled when "Chill Type" is selected as the 'Assign Rate By' value in the Properties tab. The GL Account defaults to the 'Tax Liability GL Account' value selected in the Properties tab. This field is always editable.
The lookup contains a list of all the 'Active' GL Accounts. Database Field: ERPx_APProgramEntity.LiabilityAccountSK where ERPx_APProgramEntity.ProgramEntityEN = 7 |
| Total Rate | | Insert excerpt |
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| Tax Rate - Total |
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| Tax Rate - Total |
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| nopanel | true |
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This is a non-editable text box that is not required. This field is only calculated when "Chill Type" is selected as the 'Assign Rate By' value in the Properties tab. The Rate defaults to the 'Default Rate' value entered in the Properties tab and is always editable. It is calculated on Save as [Fisherman Rate] + [Company Rate]. This field is never editable and not stored in the database.
|
Fishermen Tab
This tab will only be visible if "Fishermen" is selected in the 'Assign Rules By' property.
| Toolbar Icons | Description |
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| Excel | | Insert excerpt |
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| Excel - RV Grid |
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| Excel - RV Grid |
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| nopanel | true |
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| Delete | | Insert excerpt |
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| Delete - RV Grid - No Status |
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| Delete - RV Grid - No Status |
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| nopanel | true |
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| New | | Insert excerpt |
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| New - multi blank rows - RV Grid |
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| New - multi blank rows - RV Grid |
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| nopanel | true |
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| Fields | Description |
| Checkbox | | Insert excerpt |
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| Checkbox |
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| Checkbox |
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| nopanel | true |
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| Company Expense GL Account | | Insert excerpt |
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| GL Account - Company Tax Expense |
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| GL Account - Company Tax Expense |
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| nopanel | true |
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This is a single-select standard lookup that is not required. This field is only enabled when "Fishermen" is selected as the 'Assign Rate By' value and "Company" is selected as the 'Expense For' value in the Properties tab. This field defaults to the 'Company Expense GL Account' value selected in the Properties tab. This field is always editable.
The lookup contains a list of all the 'Active' GL Accounts. Database Field: ERPx_APProgramEntity.ExpenseAccountSK where ERPx_APProgramEntity.ProgramEntityEN = 4 |
| Company Rate | | Insert excerpt |
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| Tax Rate - Company |
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| Tax Rate - Company |
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| nopanel | true |
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This is a text box that is not required. This field is only enabled when "Fishermen" is selected as the 'Assign Rate By' value and "Company" is selected as the 'Expense For' value in the Properties tab. The Rate defaults to the 'Default Rate' value entered in the Properties tab and is always editable. If the tax is configured to be an expense for a Company and a Fisherman, then the default rate is divided between the company and the fisherman and the company rate is rounding up and the fisherman rate is rounding down. E.g. a default rate 1.654321 would default the company rate to 0.827161 and the fisherman rate to 0.827160.
Database Field: ERPx_APProgramEntity.CompanyRate where ERPx_APProgramEntity.ProgramEntityEN = 4
|
| Fisherman | Identifies the Fisherman, Fisherman & Tender or Tender that the Tax Program applies to. This is a single-select standard lookup that is required to save a line item. By default, when a new Tax Program is created, all Fishermen, Fishermen & Tenders and Tenders are assigned. If you want only a specific Fisherman, Fisherman & Tender or Tender to apply to the Tax Program, click the ‘New’ icon and manually add the Fisherman, Fisherman & Tender or Tender that you wish to apply. This field defaults as blank and is editable. This lookup contains a list of all the 'Active' Fishermen, Fishermen & Tenders and Tenders. Database Field: ERPx_APProgramEntity.EntitySK where ERPx_APProgramEntity.ProgramEntityEN = 4 |
| Fisherman Expense GL Account | | Insert excerpt |
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| GL Account - Fisherman Tax Expense |
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| GL Account - Fisherman Tax Expense |
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| nopanel | true |
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This is non-editable text box that is not required. This field only displays a value when "Fishermen" is selected as the 'Assign Rate By' value and "Fisherman" is selected as the 'Expense For' value in the Properties tab. The field defaults to "Fisherman Settlement Accrual Account" and is never editable. This field is not stored in the database.
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| Fisherman Rate | | Insert excerpt |
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| Tax Rate - Fisherman |
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| Tax Rate - Fisherman |
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| nopanel | true |
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This is a text box that is not required.This field is only enabled when "Fishermen" is selected as the 'Assign Rate By' value and "Fisherman" is selected as the 'Expense For' value in the Properties tab. The Rate defaults to the 'Default Rate' value entered in the Properties tab and is always editable. If the tax is configured to be an expense for a Company and a Fisherman, then the default rate is divided between the company and the fisherman and the company rate is rounding up and the fisherman rate is rounding down. E.g. a default rate 1.654321 would default the company rate to 0.827161 and the fisherman rate to 0.827160.
Database Field: ERPx_APProgramEntity.FishermanRate where ERPx_APProgramEntity.ProgramEntityEN = 4
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| Tax Liability GL Account | | Insert excerpt |
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| GL Account - Tax Liability Account |
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| GL Account - Tax Liability Account |
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| nopanel | true |
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This is a single-select standard lookup that is not required. This field is only enabled when "Fishermen" is selected as the 'Assign Rate By' value in the Properties tab. The GL Account defaults to the 'Tax Liability GL Account' value selected in the Properties tab. This field is always editable.
The lookup contains a list of all the 'Active' GL Accounts. Database Field: ERPx_APProgramEntity.LiabilityAccountSK where ERPx_APProgramEntity.ProgramEntityEN = 4 |
| Total Rate | | Insert excerpt |
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| Tax Rate - Total |
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| Tax Rate - Total |
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| nopanel | true |
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This is a non-editable text box that is not required. This field is only calculated when "Fishermen" is selected as the 'Assign Rate By' value in the Properties tab. The Rate defaults to the 'Default Rate' value entered in the Properties tab and is always editable. It is calculated on Save as [Fisherman Rate] + [Company Rate]. This field is never editable and not stored in the database.
|
Gear Tab
This tab will only be visible if "Gear" is selected in the 'Assign Rules By' property.
| Toolbar Icons | Description |
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| Excel | | Insert excerpt |
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| Excel - RV Grid |
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| Excel - RV Grid |
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| nopanel | true |
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| Delete | | Insert excerpt |
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| Delete - RV Grid - No Status |
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| Delete - RV Grid - No Status |
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| nopanel | true |
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| New | | Insert excerpt |
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| New - multi blank rows - RV Grid |
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| New - multi blank rows - RV Grid |
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| nopanel | true |
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| Fields | Description |
| Checkbox | | Insert excerpt |
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| Checkbox |
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| Checkbox |
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| nopanel | true |
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| Company Expense GL Account | | Insert excerpt |
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| GL Account - Company Tax Expense |
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| GL Account - Company Tax Expense |
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| nopanel | true |
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This is a single-select standard lookup that is not required. This field is only enabled when "Gear" is selected as the 'Assign Rate By' value and "Company" is selected as the 'Expense For' value in the Properties tab. This field defaults to the 'Company Expense GL Account' value selected in the Properties tab. This field is always editable.
The lookup contains a list of all the 'Active' GL Accounts. Database Field: ERPx_APProgramEntity.ExpenseAccountSK where ERPx_APProgramEntity.ProgramEntityEN = 2 |
| Company Rate | | Insert excerpt |
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| Tax Rate - Company |
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| Tax Rate - Company |
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| nopanel | true |
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This is a text box that is not required. This field is only enabled when "Gear" is selected as the 'Assign Rate By' value and "Company" is selected as the 'Expense For' value in the Properties tab. The Rate defaults to the 'Default Rate' value entered in the Properties tab and is always editable. If the tax is configured to be an expense for a Company and a Fisherman, then the default rate is divided between the company and the fisherman and the company rate is rounding up and the fisherman rate is rounding down. E.g. a default rate 1.654321 would default the company rate to 0.827161 and the fisherman rate to 0.827160.
Database Field: ERPx_APProgramEntity.CompanyRate where ERPx_APProgramEntity.ProgramEntityEN = 2
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| Fisherman Expense GL Account | | Insert excerpt |
|---|
| GL Account - Fisherman Tax Expense |
|---|
| GL Account - Fisherman Tax Expense |
|---|
| nopanel | true |
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This is non-editable text box that is not required. This field only displays a value when "Gear" is selected as the 'Assign Rate By' value and "Fisherman" is selected as the 'Expense For' value in the Properties tab. The field defaults to "Fisherman Settlement Accrual Account" and is never editable. This field is not stored in the database.
|
| Fisherman Rate | | Insert excerpt |
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| Tax Rate - Fisherman |
|---|
| Tax Rate - Fisherman |
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| nopanel | true |
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This is a text box that is not required.This field is only enabled when "Gear" is selected as the 'Assign Rate By' value and "Fisherman" is selected as the 'Expense For' value in the Properties tab. The Rate defaults to the 'Default Rate' value entered in the Properties tab and is always editable. If the tax is configured to be an expense for a Company and a Fisherman, then the default rate is divided between the company and the fisherman and the company rate is rounding up and the fisherman rate is rounding down. E.g. a default rate 1.654321 would default the company rate to 0.827161 and the fisherman rate to 0.827160.
Database Field: ERPx_APProgramEntity.FishermanRate where ERPx_APProgramEntity.ProgramEntityEN = 2
|
| Gear | Identifies the Gear that the Tax Program applies to. This is a single-select standard lookup that is required to save a line item. By default, when a new Tax Program is created, all Gear are assigned. If you want only specific Gear to apply to the Tax Program, click the ‘New’ icon and manually add the Gear that you wish to apply. This field defaults as blank and is editable. This lookup contains a list of all the 'Active' records in the Gear Master List. Database Field: ERPx_APProgramEntity.EntitySK where ERPx_APProgramEntity.ProgramEntityEN = 2
|
| Tax Liability GL Account | | Insert excerpt |
|---|
| GL Account - Tax Liability Account |
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| GL Account - Tax Liability Account |
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| nopanel | true |
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This is a single-select standard lookup that is not required. This field is only enabled when "Gear" is selected as the 'Assign Rate By' value in the Properties tab. The GL Account defaults to the 'Tax Liability GL Account' value selected in the Properties tab. This field is always editable.
The lookup contains a list of all the 'Active' GL Accounts. Database Field: ERPx_APProgramEntity.LiabilityAccountSK where ERPx_APProgramEntity.ProgramEntityEN = 2 |
| Total Rate | | Insert excerpt |
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| Tax Rate - Total |
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| Tax Rate - Total |
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| nopanel | true |
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This is a non-editable text box that is not required. This field is only calculated when "Gear" is selected as the 'Assign Rate By' value in the Properties tab. The Rate defaults to the 'Default Rate' value entered in the Properties tab and is always editable. It is calculated on Save as [Fisherman Rate] + [Company Rate]. This field is never editable and not stored in the database.
|
Management_Programs Tab
This tab will only be visible if "Management Program" is selected in the 'Assign Rules By' property.
| Toolbar Icons | Description |
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| Excel | | Insert excerpt |
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| Excel - RV Grid |
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| Excel - RV Grid |
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| nopanel | true |
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| Delete | | Insert excerpt |
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| Delete - RV Grid - No Status |
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| Delete - RV Grid - No Status |
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| nopanel | true |
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| New | | Insert excerpt |
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| New - multi blank rows - RV Grid |
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| New - multi blank rows - RV Grid |
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| nopanel | true |
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| Fields | Description |
| Checkbox | | Insert excerpt |
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| Checkbox |
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| Checkbox |
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| nopanel | true |
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| Company Expense GL Account | | Insert excerpt |
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| GL Account - Company Tax Expense |
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| GL Account - Company Tax Expense |
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| nopanel | true |
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This is a single-select standard lookup that is not required. This field is only enabled when "Management Programs" is selected as the 'Assign Rate By' value and "Company" is selected as the 'Expense For' value in the Properties tab. This field defaults to the 'Company Expense GL Account' value selected in the Properties tab. This field is always editable.
The lookup contains a list of all the 'Active' GL Accounts. Database Field: ERPx_APProgramEntity.ExpenseAccountSK where ERPx_APProgramEntity.ProgramEntityEN = 5 |
| Company Rate | | Insert excerpt |
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| Tax Rate - Company |
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| Tax Rate - Company |
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| nopanel | true |
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This is a text box that is not required. This field is only enabled when "Management Programs" is selected as the 'Assign Rate By' value and "Company" is selected as the 'Expense For' value in the Properties tab. The Rate defaults to the 'Default Rate' value entered in the Properties tab and is always editable. If the tax is configured to be an expense for a Company and a Fisherman, then the default rate is divided between the company and the fisherman and the company rate is rounding up and the fisherman rate is rounding down. E.g. a default rate 1.654321 would default the company rate to 0.827161 and the fisherman rate to 0.827160.
Database Field: ERPx_APProgramEntity.CompanyRate where ERPx_APProgramEntity.ProgramEntityEN = 5
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| Fisherman Expense GL Account | | Insert excerpt |
|---|
| GL Account - Fisherman Tax Expense |
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| GL Account - Fisherman Tax Expense |
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| nopanel | true |
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This is non-editable text box that is not required. This field only displays a value when "Management Programs" is selected as the 'Assign Rate By' value and "Fisherman" is selected as the 'Expense For' value in the Properties tab. The field defaults to "Fisherman Settlement Accrual Account" and is never editable. This field is not stored in the database. |
| Fisherman Rate | | Insert excerpt |
|---|
| Tax Rate - Fisherman |
|---|
| Tax Rate - Fisherman |
|---|
| nopanel | true |
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This is a text box that is not required.This field is only enabled when "Management Programs" is selected as the 'Assign Rate By' value and "Fisherman" is selected as the 'Expense For' value in the Properties tab. The Rate defaults to the 'Default Rate' value entered in the Properties tab and is always editable. If the tax is configured to be an expense for a Company and a Fisherman, then the default rate is divided between the company and the fisherman and the company rate is rounding up and the fisherman rate is rounding down. E.g. a default rate 1.654321 would default the company rate to 0.827161 and the fisherman rate to 0.827160.
Database Field: ERPx_APProgramEntity.FishermanRate where ERPx_APProgramEntity.ProgramEntityEN = 5
|
| Management Program | Identifies the Management Program that the Tax Program applies to. This is a single-select standard lookup that is required to save a line item. By default, when a new Tax Program is created, all Management Programs are assigned. If you want only specific Management Programs to apply to the Tax Program, click the ‘New’ icon and manually add the Management Program(s) that you wish to apply. This field defaults as blank and is editable. This lookup contains a list of all the 'Active' records in the Management Programs Master List. Database Field: ERPx_APProgramEntity.EntitySK where ERPx_APProgramEntity.ProgramEntityEN = 5 |
| Tax Liability GL Account | | Insert excerpt |
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| GL Account - Tax Liability Account |
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| GL Account - Tax Liability Account |
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| nopanel | true |
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This is a single-select standard lookup that is not required. This field is only enabled when "Management Programs" is selected as the 'Assign Rate By' value in the Properties tab. The GL Account defaults to the 'Tax Liability GL Account' value selected in the Properties tab. This field is always editable.
The lookup contains a list of all the 'Active' GL Accounts. Database Field: ERPx_APProgramEntity.LiabilityAccountSK where ERPx_APProgramEntity.ProgramEntityEN = 5 |
| Total Rate | | Insert excerpt |
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| Tax Rate - Total |
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| Tax Rate - Total |
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| nopanel | true |
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This is a non-editable text box that is not required. This field is only calculated when "Management Programs" is selected as the 'Assign Rate By' value in the Properties tab. The Rate defaults to the 'Default Rate' value entered in the Properties tab and is always editable. It is calculated on Save as [Fisherman Rate] + [Company Rate]. This field is never editable and not stored in the database.
|
Site_Processed Tab
This tab will only be visible if "Site Processed" is selected in the 'Assign Rules By' property.
| Toolbar Icons | Description |
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| Excel | | Insert excerpt |
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| Excel - RV Grid |
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| Excel - RV Grid |
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| nopanel | true |
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| Delete | | Insert excerpt |
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| Delete - RV Grid - No Status |
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| Delete - RV Grid - No Status |
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| nopanel | true |
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| New | | Insert excerpt |
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| New - multi blank rows - RV Grid |
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| New - multi blank rows - RV Grid |
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| nopanel | true |
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| Fields | Description |
| Checkbox | | Insert excerpt |
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| Checkbox |
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| Checkbox |
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| nopanel | true |
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| Company Expense GL Account | | Insert excerpt |
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| GL Account - Company Tax Expense |
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| GL Account - Company Tax Expense |
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| nopanel | true |
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This is a single-select standard lookup that is not required. This field is only enabled when "Site Processed" is selected as the 'Assign Rate By' value and "Company" is selected as the 'Expense For' value in the Properties tab. This field defaults to the 'Company Expense GL Account' value selected in the Properties tab. This field is always editable.
The lookup contains a list of all the 'Active' GL Accounts. Database Field: ERPx_APProgramEntity.ExpenseAccountSK where ERPx_APProgramEntity.ProgramEntityEN = 8 |
| Company Rate | | Insert excerpt |
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| Tax Rate - Company |
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| Tax Rate - Company |
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| nopanel | true |
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This is a text box that is not required. This field is only enabled when "Site Processed" is selected as the 'Assign Rate By' value and "Company" is selected as the 'Expense For' value in the Properties tab. The Rate defaults to the 'Default Rate' value entered in the Properties tab and is always editable. If the tax is configured to be an expense for a Company and a Fisherman, then the default rate is divided between the company and the fisherman and the company rate is rounding up and the fisherman rate is rounding down. E.g. a default rate 1.654321 would default the company rate to 0.827161 and the fisherman rate to 0.827160.
Database Field: ERPx_APProgramEntity.CompanyRate where ERPx_APProgramEntity.ProgramEntityEN = 8
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| Fisherman Expense GL Account | | Insert excerpt |
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| GL Account - Fisherman Tax Expense |
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| GL Account - Fisherman Tax Expense |
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| nopanel | true |
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This is non-editable text box that is not required. This field only displays a value when "Site Processed" is selected as the 'Assign Rate By' value and "Fisherman" is selected as the 'Expense For' value in the Properties tab. The field defaults to "Fisherman Settlement Accrual Account" and is never editable. This field is not stored in the database.
|
| Fisherman Rate | | Insert excerpt |
|---|
| Tax Rate - Fisherman |
|---|
| Tax Rate - Fisherman |
|---|
| nopanel | true |
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This is a text box that is not required.This field is only enabled when "Site Processed" is selected as the 'Assign Rate By' value and "Fisherman" is selected as the 'Expense For' value in the Properties tab. The Rate defaults to the 'Default Rate' value entered in the Properties tab and is always editable. If the tax is configured to be an expense for a Company and a Fisherman, then the default rate is divided between the company and the fisherman and the company rate is rounding up and the fisherman rate is rounding down. E.g. a default rate 1.654321 would default the company rate to 0.827161 and the fisherman rate to 0.827160.
Database Field: ERPx_APProgramEntity.FishermanRate where ERPx_APProgramEntity.ProgramEntityEN = 8
|
| Site | Identifies the Site that the Tax Program applies to. This is a single-select standard lookup that is required to save a line item. By default, when a new Tax Program is created, all Sites are assigned. If you want only specific Sites to apply to the Tax Program, click the ‘New’ icon and manually add the Site(s) that you wish to apply. This field defaults as blank and is editable. This lookup contains a list of all the 'Active' records in the Sites list view. Database Field: ERPx_APProgramEntity.EntitySK where ERPx_APProgramEntity.ProgramEntityEN = 8 |
| Tax Liability GL Account | | Insert excerpt |
|---|
| GL Account - Tax Liability Account |
|---|
| GL Account - Tax Liability Account |
|---|
| nopanel | true |
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|
This is a single-select standard lookup that is not required. This field is only enabled when "Site Processed" is selected as the 'Assign Rate By' value in the Properties tab. The GL Account defaults to the 'Tax Liability GL Account' value selected in the Properties tab. This field is always editable.
The lookup contains a list of all the 'Active' GL Accounts. Database Field: ERPx_APProgramEntity.LiabilityAccountSK where ERPx_APProgramEntity.ProgramEntityEN = 8 |
| Total Rate | | Insert excerpt |
|---|
| Tax Rate - Total |
|---|
| Tax Rate - Total |
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| nopanel | true |
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This is a non-editable text box that is not required. This field is only calculated when "Site Processed" is selected as the 'Assign Rate By' value in the Properties tab. The Rate defaults to the 'Default Rate' value entered in the Properties tab and is always editable. It is calculated on Save as [Fisherman Rate] + [Company Rate]. This field is never editable and not stored in the database.
|
Species Tab
This tab will only be visible if "Species" is selected in the 'Assign Rules By' property.
| Toolbar Icons | Description |
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| Excel | | Insert excerpt |
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| Excel - RV Grid |
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| Excel - RV Grid |
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| nopanel | true |
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| Delete | | Insert excerpt |
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| Delete - RV Grid - No Status |
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| Delete - RV Grid - No Status |
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| nopanel | true |
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| New | | Insert excerpt |
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| New - multi blank rows - RV Grid |
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| New - multi blank rows - RV Grid |
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| nopanel | true |
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| Fields | Description |
| Checkbox | | Insert excerpt |
|---|
| Checkbox |
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| Checkbox |
|---|
| nopanel | true |
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| Company Expense GL Account | | Insert excerpt |
|---|
| GL Account - Company Tax Expense |
|---|
| GL Account - Company Tax Expense |
|---|
| nopanel | true |
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|
This is a single-select standard lookup that is not required. This field is only enabled when "Species" is selected as the 'Assign Rate By' value and "Company" is selected as the 'Expense For' value in the Properties tab. This field defaults to the 'Company Expense GL Account' value selected in the Properties tab. This field is always editable.
The lookup contains a list of all the 'Active' GL Accounts. Database Field: ERPx_APProgramEntity.ExpenseAccountSK where ERPx_APProgramEntity.ProgramEntityEN = 1 |
| Company Rate | | Insert excerpt |
|---|
| Tax Rate - Company |
|---|
| Tax Rate - Company |
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| nopanel | true |
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|
This is a text box that is not required. This field is only enabled when "Species" is selected as the 'Assign Rate By' value and "Company" is selected as the 'Expense For' value in the Properties tab. The Rate defaults to the 'Default Rate' value entered in the Properties tab and is always editable. If the tax is configured to be an expense for a Company and a Fisherman, then the default rate is divided between the company and the fisherman and the company rate is rounding up and the fisherman rate is rounding down. E.g. a default rate 1.654321 would default the company rate to 0.827161 and the fisherman rate to 0.827160.
Database Field: ERPx_APProgramEntity.CompanyRate where ERPx_APProgramEntity.ProgramEntityEN = 1 |
| Fisherman Expense GL Account | | Insert excerpt |
|---|
| GL Account - Fisherman Tax Expense |
|---|
| GL Account - Fisherman Tax Expense |
|---|
| nopanel | true |
|---|
|
This is non-editable text box that is not required. This field only displays a value when "Species" is selected as the 'Assign Rate By' value and "Fisherman" is selected as the 'Expense For' value in the Properties tab. The field defaults to "Fisherman Settlement Accrual Account" and is never editable. This field is not stored in the database.
|
| Fisherman Rate | | Insert excerpt |
|---|
| Tax Rate - Fisherman |
|---|
| Tax Rate - Fisherman |
|---|
| nopanel | true |
|---|
|
This is a text box that is not required.This field is only enabled when "Species" is selected as the 'Assign Rate By' value and "Fisherman" is selected as the 'Expense For' value in the Properties tab. The Rate defaults to the 'Default Rate' value entered in the Properties tab and is always editable. If the tax is configured to be an expense for a Company and a Fisherman, then the default rate is divided between the company and the fisherman and the company rate is rounding up and the fisherman rate is rounding down. E.g. a default rate 1.654321 would default the company rate to 0.827161 and the fisherman rate to 0.827160.
Database Field: ERPx_APProgramEntity.FishermanRate where ERPx_APProgramEntity.ProgramEntityEN = 1 |
| Specie | Identifies the Specie that the Tax Program applies to. This is a single-select standard lookup that is required to save a line item. By default, when a new Tax Program is created, all Species are assigned. If you want only specific Species to apply to the Tax Program, click the ‘New’ icon and manually add the Specie(s) that you wish to apply. This field defaults as blank and is editable. This lookup contains a list of all the 'Active' records in the Species Master List. Database Field: ERPx_APProgramEntity.EntitySK where ERPx_APProgramEntity.ProgramEntityEN = 1
|
| Tax Liability GL Account | | Insert excerpt |
|---|
| GL Account - Tax Liability Account |
|---|
| GL Account - Tax Liability Account |
|---|
| nopanel | true |
|---|
|
This is a single-select standard lookup that is not required. This field is only enabled when "Species" is selected as the 'Assign Rate By' value in the Properties tab. The GL Account defaults to the 'Tax Liability GL Account' value selected in the Properties tab. This field is always editable.
The lookup contains a list of all the 'Active' GL Accounts. Database Field: ERPx_APProgramEntity.LiabilityAccountSK where ERPx_APProgramEntity.ProgramEntityEN = 1 |
| Total Rate | | Insert excerpt |
|---|
| Tax Rate - Total |
|---|
| Tax Rate - Total |
|---|
| nopanel | true |
|---|
|
This is a non-editable text box that is not required. This field is only calculated when "Species" is selected as the 'Assign Rate By' value in the Properties tab. The Rate defaults to the 'Default Rate' value entered in the Properties tab and is always editable. It is calculated on Save as [Fisherman Rate] + [Company Rate]. This field is never editable and not stored in the database.
|
Stat_Areas Tab
This tab will only be visible if "Stat Areas" is selected in the 'Assign Rules By' property.
| Toolbar Icons | Description |
|---|
| Excel | | Insert excerpt |
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| Excel - RV Grid |
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| Excel - RV Grid |
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| nopanel | true |
|---|
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| Delete | | Insert excerpt |
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| Delete - RV Grid - No Status |
|---|
| Delete - RV Grid - No Status |
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| nopanel | true |
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| New | | Insert excerpt |
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| New - multi blank rows - RV |
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Header| Grid | | New - multi blank rows - RV |
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HeaderSaveSave - RV HeaderSave - RV Header | | Toolbar Icons | Description |
|---|
Excel| Checkbox | | Checkbox |
|---|
| nopanel | true |
|---|
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| Fields | Description |
Program | Type | Properties Tab
Excel - Global (old)| Company Expense GL Account | |
Excel - Global (old) | | GL Account - Company Tax Expense | | GL Account - Company Tax Expense |
|---|
| nopanel | true |
|---|
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|
| Fields | Description |
| Properties | Identifies the Property that is being set up. |
| Value | A text box or lookup to set the value of the property. Property values are always editable and can be changed at any time, unless otherwise specified. |
| Default |
| Transaction Type | A non-editable text box that displays "Quote". A Quote Transaction Class is automatically generated when a Order Transaction Class is created. This field is always required and is never editable.
Linked Database Field: ERPx_SOOrderTypeDocument.OrderTypeSK |
| Transaction Class | A non-editable text box that displays the Transaction Class of the linked Order Class. This field defaults from the Transaction Class of the linked Order Class, is required, and is never editable for Quotes. To change this value, you must change it on the Transaction Class of the linked Order. Linked Database Field: ERPx_SOOrderTypeDocument.DocumentID |
| Document Prefix | A text box to specify the Document Prefix to be used in the Transaction ID. This defaults to blank for new records and is never required. If entered, this field must be <= 10 characters. This field is always editable. The 'Document Prefix' is used in conjunction with the 'Next Document Number' to determine the system assigned Transaction ID's. Transaction ID's are created by stringing together the [Document Prefix] + [Next Ticket Number] from the applicable Transaction Class.
Linked Database Field: ERPx_SOOrderTypeDocument.DocumentPrefix |
| Next Document Number | A text box to specify the Next Document Number to be used in the Transaction ID. This defaults to 1000 for new records and is always required. If missing, the message “Next Document Number is required.” will be displayed on Save. The value must be a numeric whole number. If not, the message "Next Document Number must be a number and cannot contain letters or symbols." will be displayed on Save. This field is always editable.
The 'Document Prefix' is used in conjunction with the 'Next Document Number' to determine the system assigned Transaction ID's. Transaction ID's are created by stringing together the [Document Prefix] + [Next Document Number] from the applicable Transaction Class. The 'Next Document Number' is auto-incremented each time a new transaction for the selected transaction class is created. Linked Database Field: ERPx_SOOrderTypeDocument.NextDocNumber |
| Rows to Create on New | A text box to specify the how many blank rows will be added to the Items grid when the New icon is clicked. This field defaults from the Transaction Class of the linked Order Class. This field is always required and must be between 1 and 25. If set to any value other than 1 - 25, the message "Rows to Create on New must be between 1 and 25." will be displayed on Save. This field must be a whole number. If not, the message "Rows to Create on New must be a whole number and cannot contain letters or symbols." will be displayed on Save. This field is always editable. Linked Database Field: ERPx_SOOrderTypeDocument.RowsToCreateOnNew |
| Default Payment Terms | A non-editable text box that displays the default Payment Term for the Transaction Class. This field defaults from the Transaction Class of the linked Order Class, is never required, and is never editable for Quotes. To change this value, you must change it on the Transaction Class of the linked Order. Linked Database Field: ERPx_SOOrderTypeDocument.DefaultPaymentTermSK |
| Logo Location | A non-editable text box that displays the network path for the image file used on the transaction reports for records assigned to the Transaction Class. This is only used for reports and does not drive any other functionality.This field defaults from the Transaction Class of the linked Order Class, is never required, and is never editable for Quotes. To change this value, you must change it on the Transaction Class of the linked Order. Linked Database Field: ERPx_SOOrderTypeDocument.DocumentLogoLocation |
| Single Date Management | A non-editable text box that displays whether or not all dates on a sales transaction default from the Order Date. This field defaults from the Transaction Class of the linked Order Class, is required, and is never editable for Quotes. To change this value, you must change it on the Transaction Class of the linked Order. When this property is set to “Yes” users only have the ability to enter and edit the 'Order Date' field on a sales transaction. The following date fields will default from the sales transaction Order Date: - Home Tab: Default Ship By
- Home Tab: Default Deliver On
- Shipments Tab: Ship By
- Shipments Tab: Deliver On
- Shipments Tab: Shipment
- Shipments Tab: Invoiced
- Order Item Grid: Ship By
Linked Database Field: ERPx_SOOrderTypeDocument.SingleDateManagement |
| Require a Ship By Date | A non-editable text box that displays whether a Ship By Date is required for saving a sales transaction. This field defaults from the Transaction Class of the linked Order Class, is required, and is never editable for Quotes. To change this value, you must change it on the Transaction Class of the linked Order. If this is set to "Yes", when users create new Quotes, they will be prompted with the message "A Ship Date is required, please enter a valid date." before they can re-query or move past the 'Select Items' page if the 'Ship By' date has not been set. If this is set to "No", the 'Ship By' date is not required. Linked Database Field: ERPx_SOOrderTypeDocument.IsShipByDateRequired |
| Require a Deliver On Date | A non-editable text box that displays whether a Deliver On Date is required for saving a sales transaction. This field defaults from the Transaction Class of the linked Order Class, is required, and is never editable for Quotes. To change this value, you must change it on the Transaction Class of the linked Order. If this is set to "Yes", when users create new Quotes, they will be prompted with the message "A Deliver On date is required, please enter a valid date." before they can re-query or move past the 'Select Items' page if the 'Deliver On' date has not been set. If this is set to "No", the 'Deliver On' date is not required. Linked Database Field: ERPx_SOOrderTypeDocument.IsDeliverOnDateRequired |
| Allow Attribute Edit After Approval | A non-editable text box that displays when sales order attributes can be edited. This field defaults from the Transaction Class of the linked Order Class, is required, and is never editable for Quotes. To change this value, you must change it on the Transaction Class of the linked Order. - A value of "No" means that sales order attributes can only be edited when the sales transaction is in New status.
- A value of "Yes" means that sales order attributes can always be edited, regardless of status.
Linked Database Field: ERPx_SOOrderTypeDocument.IsAttributeEditAllowedAfterApproval |
Inactive | A non-editable text box that displayswhether the Transaction Class is displayed in the Transaction Class lookup when a new Quotes are created. This field is always required. This field is set based on the following rules:If the 'Inactive' field on the associated Order transaction class is set to "Yes", then the 'Inactive' field on the Quote transaction class will also be set to "Yes" regardless of the 'Allow Quotes' field. If the 'Inactive' field on the associated Order transaction class is set to "No" and the 'Allow Quotes' field on the associated Order transaction class is set to "No", then the 'Inactive' field on the Quote transaction class will also be set to "Yes". Else if the 'Inactive' field on the associated Order transaction class is set to "No" and the 'Allow Quotes' field on the associated Order transaction class is set to "Yes", then the 'Inactive' field on the Quote transaction class will also be set to "No". Linked Database Field: ERPx_SOOrderTypeDocument.IsInactive
Require Freight Terms | A non-editable text box that displays whether the Freight Terms field is required. This field defaults from the Transaction Class of the linked Order Class, is required, and is never editable for Quotes. To change this value, you must change it on the Transaction Class of the linked Order.If this is set to "Yes", when users create new Quotes, they will be prompted with the message "Freight Terms are required for this Transaction Class." before they can re-query or move past the 'Select Items' page if the 'Freight Terms' have not been set. If this is set to "No", 'Freight Terms' are not required.
Linked Database Field: ERPx_SOOrderTypeDocument.AreFreightTermsRequired
Allow delete of inventory tracked items with allocations? | A non-editable text box that specifies how to manage deletion of inventory tracked items that have been allocated. This field defaults from the Transaction Class of the linked Order Class, is required, and is never editable for Quotes. To change this value, you must change it on the Transaction Class of the linked Order.
- A value of “Yes” allows users to delete inventory tracked Sales Order Items that have been allocated.
- A value of “No” displays an error message preventing users from deleting inventory tracked Sales Order Items that have been allocated.
- A value of “Warn” prompts users with a friendly message when attempting to delete inventory tracked Sales Order Items that have been allocated.
Linked Database Field: ERPx_SOOrderTypeDocument.AllowDeleteItemsWithAllocation This is a non-editable text box that is not required. This value for this field is saved from the 'Company Expense GL Account' value selected in the Properties tab, but is not displayed and is not enabled in the Stat Area grid. Database Field: ERPx_APProgramEntity.ExpenseAccountSK where ERPx_APProgramEntity.ProgramEntityEN = 3 |
| Company Rate | | Insert excerpt |
|---|
| Tax Rate - Company |
|---|
| Tax Rate - Company |
|---|
| nopanel | true |
|---|
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This is a non-editable text box that is not required. This value for this field is saved from the 'Default Rate' value selected in the Properties tab, but is not displayed and is not enabled in the Stat Area grid. If the tax is configured to be an expense for a Company and a Fisherman, then the default rate is divided between the company and the fisherman and the company rate is rounding up and the fisherman rate is rounding down. E.g. a default rate 1.654321 would default the company rate to 0.827161 and the fisherman rate to 0.827160.
Database Field: ERPx_APProgramEntity.CompanyRate where ERPx_APProgramEntity.ProgramEntityEN = 3 |
| Fisherman Expense GL Account | | Insert excerpt |
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| GL Account - Fisherman Tax Expense |
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| GL Account - Fisherman Tax Expense |
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| nopanel | true |
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This is non-editable text box that is not required. This field is not displayed and is not enabled in the Stat Area grid. This field is not stored in the database.
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| Fisherman Rate | | Insert excerpt |
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| Tax Rate - Fisherman |
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| Tax Rate - Fisherman |
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| nopanel | true |
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This is a non-editable text box that is not required. This value for this field is saved from the 'Default Rate' value selected in the Properties tab, but is not displayed and is not enabled in the Stat Area grid. If the tax is configured to be an expense for a Company and a Fisherman, then the default rate is divided between the company and the fisherman and the company rate is rounding up and the fisherman rate is rounding down. E.g. a default rate 1.654321 would default the company rate to 0.827161 and the fisherman rate to 0.827160.
Database Field: ERPx_APProgramEntity.FishermanRate where ERPx_APProgramEntity.ProgramEntityEN = 3 |
| Stat Area | Identifies the Stat Area the Tax Program applies to. This is a single-select standard lookup that is required to save a line item. By default, when a new Tax Program is created, all Stat Areas are assigned. If you want only specific Stat Areas to apply to the Tax Program, click the ‘New’ icon and manually add the Stat Area(s) that you wish to apply. This field defaults as blank and is editable. This lookup contains a list of all the 'Active' Stat Areas. Database Field: ERPx_APProgramEntity.EntitySK where ERPx_APProgramEntity.ProgramEntityEN = 3 |
| Tax Liability GL Account | | Insert excerpt |
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| GL Account - Tax Liability Account |
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| GL Account - Tax Liability Account |
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| nopanel | true |
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This is a non-editable text box that is not required. The value for this field is saved from the 'Tax Liability GL Account' value selected in the Properties tab, but is not displayed and is not enabled in the Stat Area grid.
Database Field: ERPx_APProgramEntity.LiabilityAccountSK where ERPx_APProgramEntity.ProgramEntityEN = 3 |
| Total Rate | | Insert excerpt |
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| Tax Rate - Total |
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| Tax Rate - Total |
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| nopanel | true |
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This is a non-editable text box that is not required. This field is not displayed and is not enabled in the Stat Area grid. This field is never editable and not stored in the database.
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Ticket_Items Tab
This tab will only be visible if "Ticket Items" is selected in the 'Assign Rules By' property.
| Toolbar Icons | Description |
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| Excel | | Insert excerpt |
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| Excel - RV Grid |
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| Excel - RV Grid |
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| nopanel | true |
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| Delete | | Insert excerpt |
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| Delete - RV Grid - No Status |
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| Delete - RV Grid - No Status |
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| nopanel | true |
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| New | | Insert excerpt |
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| New - multi blank rows - RV Grid |
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| New - multi blank rows - RV Grid |
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| nopanel | true |
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| Fields | Description |
| Checkbox | | Insert excerpt |
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| Checkbox |
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| Checkbox |
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| nopanel | true |
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| Company Expense GL Account | | Insert excerpt |
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| GL Account - Company Tax Expense |
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| GL Account - Company Tax Expense |
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| nopanel | true |
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This is a single-select standard lookup that is not required. This field is only enabled when "Ticket Items" is selected as the 'Assign Rate By' value and "Company" is selected as the 'Expense For' value in the Properties tab. This field defaults to the 'Company Expense GL Account' value selected in the Properties tab. This field is always editable.
The lookup contains a list of all the 'Active' GL Accounts. Database Field: ERPx_APProgramEntity.ExpenseAccountSK where ERPx_APProgramEntity.ProgramEntityEN = 6 |
| Company Rate | | Insert excerpt |
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| Tax Rate - Company |
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| Tax Rate - Company |
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| nopanel | true |
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This is a text box that is not required. This field is only enabled when "Ticket Items" is selected as the 'Assign Rate By' value and "Company" is selected as the 'Expense For' value in the Properties tab. The Rate defaults to the 'Default Rate' value entered in the Properties tab and is always editable. If the tax is configured to be an expense for a Company and a Fisherman, then the default rate is divided between the company and the fisherman and the company rate is rounding up and the fisherman rate is rounding down. E.g. a default rate 1.654321 would default the company rate to 0.827161 and the fisherman rate to 0.827160.
Database Field: ERPx_APProgramEntity.CompanyRate where ERPx_APProgramEntity.ProgramEntityEN = 6 |
| Fisherman Expense GL Account | | Insert excerpt |
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| GL Account - Fisherman Tax Expense |
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| GL Account - Fisherman Tax Expense |
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| nopanel | true |
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This is non-editable text box that is not required. This field only displays a value when "Ticket Items" is selected as the 'Assign Rate By' value and "Fisherman" is selected as the 'Expense For' value in the Properties tab. The field defaults to "Fisherman Settlement Accrual Account" and is never editable. This field is not stored in the database.
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| Fisherman Rate | | Insert excerpt |
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| Tax Rate - Fisherman |
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| Tax Rate - Fisherman |
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| nopanel | true |
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This is a text box that is not required.This field is only enabled when "Ticket Items" is selected as the 'Assign Rate By' value and "Fisherman" is selected as the 'Expense For' value in the Properties tab. The Rate defaults to the 'Default Rate' value entered in the Properties tab and is always editable. If the tax is configured to be an expense for a Company and a Fisherman, then the default rate is divided between the company and the fisherman and the company rate is rounding up and the fisherman rate is rounding down. E.g. a default rate 1.654321 would default the company rate to 0.827161 and the fisherman rate to 0.827160.
Database Field: ERPx_APProgramEntity.FishermanRate where ERPx_APProgramEntity.ProgramEntityEN = 6 |
| Tax Liability GL Account | | Insert excerpt |
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| GL Account - Tax Liability Account |
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| GL Account - Tax Liability Account |
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| nopanel | true |
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This is a single-select standard lookup that is not required. This field is only enabled when "Ticket Items" is selected as the 'Assign Rate By' value in the Properties tab. The GL Account defaults to the 'Tax Liability GL Account' value selected in the Properties tab. This field is always editable.
The lookup contains a list of all the 'Active' GL Accounts. Database Field: ERPx_APProgramEntity.LiabilityAccountSK where ERPx_APProgramEntity.ProgramEntityEN = 6 |
| Ticket Item | Identifies the Fish Ticket Item that the Tax Program applies to. This is a single-select standard lookup that is required to save a line item. By default, when a new Tax Program is created, all Fish Ticket Items are assigned. If you want only specific Fish Ticket Items to apply to the Tax Program, click the ‘New’ icon and manually add the Fish Ticket Item(s) that you wish to apply. This field defaults as blank and is editable. This lookup contains a list of all the 'Active' Fish Ticket Items. Database Field: ERPx_APProgramEntity.EntitySK where ERPx_APProgramEntity.ProgramEntityEN = 6 |
| Total Rate | | Insert excerpt |
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| Tax Rate - Total |
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| Tax Rate - Total |
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| nopanel | true |
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This is a non-editable text box that is not required. This field is only calculated when "Ticket Items" is selected as the 'Assign Rate By' value in the Properties tab. The Rate defaults to the 'Default Rate' value entered in the Properties tab and is always editable. It is calculated on Save as [Fisherman Rate] + [Company Rate]. This field is never editable and not stored in the database.
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Related Topics
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