Insert excerptDef - Not DefinedDef - Not Definednopaneltrue The purpose of this page is to view, add, edit, remove, and post individual Fisherman Sale transactions.

Software Version: YYYY.MM.DD and newer

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	Def - Trans - Fisherman Sale
	Def - Trans - Fisherman Sale
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The purpose of this page is to view, add, edit, remove, and post individual Fisherman Sale transactions.

Software Version: 2023.09.15 and newer

Table of Contents

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FieldsDescriptionCash Insert excerptCashCash

Fisherman Sale: A transaction to record a Fisherman Sale.
Tender Resale: A transaction to record a Tender Resale. Tender Resale transactions are used to record transactions that have occurred between a tender and one or more fishermen. In some cases, tenders are "transferring" balances between themselves and fishermen, and in some cases, they are facilitating a "sales" transaction from the company to one or more fishermen. Rather than requiring users to record these events using one Fisherman Sale transaction and one Balance Transfer transaction, this transaction allows both types of records to be entered within the same transaction.

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Description

Delete

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	Delete - RV Header
	Delete - RV Header
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Grid Layout

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	Grid Layout - Global
	Grid Layout - Global
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Journal Details

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	Journal Details - RV Header
	Journal Details - RV Header
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Help

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	Help - Global
	Help - Global
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New

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New - Multi-Select Trans Type - Global

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true

Print

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Print - RV Header

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true

Save

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Save - RV Header

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Home Tab

- Global
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New

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	New - Multi-Select Trans Type - Global
	New - Multi-Select Trans Type - Global
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Fisherman Sale:
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Def - Trans - Fisherman Sale
Def - Trans - Fisherman Sale
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Tender Resale:
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Def - Trans - Tender Resale
Def - Trans - Tender Resale
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Print

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	Print - RV Header
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Save

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	Save - RV Header
	Save - RV Header
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Home Tab

This is a text box to assign a description to the Fisherman Sale transaction. This defaults as blank and is not required. If entered, it must <= 60 characters. This field is always editable.

Database Field: ERPx_APTransactionHeader.Description

This is a text box that defaults to today's date. It is required and if missing, the message "Doc Date is required." will be displayed on Save. This is always editable while in a status of New.

Database Field: ERPx_APTransactionHeader.TransactionDate

This is a text box that defaults to blank. This field is not required, but if entered, it must be <= 50 characters. The Doc No value must be unique by transaction type. No two Fisherman Sale or Tender Resale Doc No values may be the same, else the message "Duplicate Doc No's are not allowed. Please enter a valid Doc No." will be displayed on Save. This field is always editable.

Database Field: ERPx_APTransactionHeader.DocNumber

This is a single-select standard lookup that identifies the fisherman who purchased the item(s). This defaults to blank and is required. If missing, the message "Please select a Fisherman or Tender." will be displayed on Save

Fields

Description

Cash

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	Cash
	Cash
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This is a text box to enter a cash payment amount that was received at the time of the transaction. This defaults as "0.00" and is not required. The amount entered will automatically update the 'Payment Details' tab and the total 'On Account'. This field is only enabled after item(s) have been added to the Items grid and is always editable while in a Status of New.

Database Field: ERPx_APTransactionHeader.PmtCash

Check

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	Check
	Check
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This is a text box to enter a check payment amount that was received at the time of the transaction. This defaults as "0.00" and is not required. The amount entered will automatically update the 'Payment Details' tab and the total 'On Account'. This field is only enabled after item(s) have been added to the Items grid and is always editable while in a Status of New.

Database Field: ERPx_APTransactionHeader.PmtCheck

Credit Card

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	Credit Card
	Credit Card
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This is a text box to enter a credit card payment amount that was received at the time of the transaction. This defaults as "0.00" and is not required. The amount entered here will automatically update the 'Payment Details' tab and the total 'On Account'. This field is only enabled after item(s) have been added to the Items grid and is always editable while in a Status of New.

Database Field: ERPx_APTransactionHeader.PmtCard

Description

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	Comment - Header
	Comment - Header
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This is a text box to assign a description to the Fisherman Sale transaction. This defaults as blank and is not required. If entered, it must <= 60 characters. This field is always editable.

Database Field: ERPx_APTransactionHeader.Description

Doc Date

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	Doc Date
	Doc Date
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This is a text box to enter a cash payment from the Fisherman, Fisherman & Tender or Tender for the sale transaction. This defaults as "0.00" and is not required. The amount entered here will automatically update the 'Payment Details' tab and the total 'On Account'. This field is only enabled after item(s) have been added to the Items grid and that defaults to today's date. It is required and if missing, the message "Doc Date is required." will be displayed on Save. This is always editable while in a Status status of New.

Database Field: ERPx_APTransactionHeader.PmtCashTransactionDate

CheckDoc No

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	CheckDoc NoCheck
	Doc No
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This is a text box to enter the amount received via check from the Fisherman, Fisherman & Tender or Tender for the sale transaction. This defaults as "0.00" and is not required. The amount entered here will automatically update the 'Payment Details' tab and the total 'On Account'. This field is only enabled after item(s) have been added to the Items grid and is always editable while in a Status of Newthat defaults to blank. This field is not required, but if entered, it must be <= 50 characters. The Doc No value must be unique by transaction type. No two Fisherman Sale or Tender Resale Doc No values may be the same, else the message "Duplicate Doc No's are not allowed. Please enter a valid Doc No." will be displayed on Save. This field is always editable.

Database Field: ERPx_APTransactionHeader.PmtCheckDocNumber

Credit CardFisherman

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Credit Card	Credit Card
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This is a text box to enter the amount received via credit card from the

	Fisherman, Fisherman & Tender and Tender
	Fisherman, Fisherman & Tender

or Tender for the sale transaction. This defaults as "0.00" and is not required. The amount entered here will automatically update the 'Payment Details' tab and the total 'On Account'. This field is only enabled after item(s) have been added to the Items grid and is always editable while in a Status of New.

Database Field: ERPx_APTransactionHeader.PmtCard

Description

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Description - Header

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Doc Date

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Doc Date

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Doc No

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Doc No

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Fisherman

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Fisherman, Fisherman & Tender and Tender

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and Tender
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This is a single-select standard lookup that identifies the fisherman who purchased the item(s). This defaults to blank and is required. If missing, the message "Please select a Fisherman or Tender." will be displayed on Save. This field can only be edited while the transaction is set to a Status of New.

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	Def - Fisherman
	Def - Fisherman
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	Def - Tender
	Def - Tender
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	Def - Fisherman & Tender
	Def - Fisherman & Tender
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The lookup contains a blank value, the current assigned value, and a list of all the 'Active' Fishermen, Fishermen & Tenders, and Tenders that have not been excluded from the "Fisherman Sale" Transaction on the 'Excluded Transaction' tab of the Fisherman & Tender Record View.

Database Fields: ERPx_APVendor.VendorName, ERPx_APTransactionHeader.VendorSK

On Account

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	On Account
	On Account
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This is a non-editable text box that is calculated as the [sum of the Extended column Amount] - ([Cash Amount] + [Check Amount] + [Credit Card Amount]). This defaults to "0.00", is required and never editable. This is a calculated value that is not stored in a database field.

Price List

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	Price List - ID & Description
	Price List - ID & Description
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This is a single-select standard lookup that is not required. This field is only enabled once a Fisherman is saved to the transaction. This defaults to blank. If a Fisherman Sale Price List exists, then it will default to the Fisherman Sale Price List associated with the selected Fisherman. If changed, the message "On Save, do you want to update existing prices of items found on the new Price List?" will be displayed. This field can only be edited while the transaction is set to a Status of New.

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	Def - Not DefinedPrice List
	Def - Not DefinedPrice List
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Price List Insert excerptPrice ListPrice Listnopaneltrue This is a single-select standard lookup that is not required. This field is only enabled once a Fisherman is saved to the transaction. This defaults to blank. If a Fisherman Sale Price List exists, then it will default to the Fisherman Sale Price List associated with the selected Fisherman. If changed, the message "On Save, do you want to update existing prices of items found on the new Price List?" will be displayed. This field can only be edited while the transaction is set to a Status of New.

The lookup contains a blank value, the current assigned value, and a list of all the 'Active' Fishermen, Fishermen & Tenders, and Tenders.

Database Fields: ERPx_APVendor.VendorName, ERPx_APTransactionHeader.VendorSK

On Account Insert excerptOn AccountOn Accountnopaneltrue This is a non-editable text box that is calculated as the [sum of the Extended column Amount] - ([Cash Amount] + [Check Amount] + [Credit Card Amount]). This defaults to "0.00", is required and never editable. This is a calculated value that is not stored in a database field.

and a list of all the 'Active' Fisherman Sale Price Lists.

Database Fields: ERPx_MFPriceListHeader.PriceListID, ERPx_APTransactionHeader.PriceListHeaderSK

Site

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	Site Name
	Site Name
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This is a single-select lookup that defaults to blank and is not required. This is only editable while the transaction is in a Status of 'New'.

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Site
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Site
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The lookup contains a blank value, the current assigned value, and a list of all the

'Active' Fisherman Sale Price Lists.Database Fields: ERPx_MFPriceListHeader.PriceListID, ERPx_APTransactionHeader.PriceListHeaderSK

'Active' Sites, except for In Transit Sites.

Status

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	Status
	Status
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This is a single-select standard lookup that defaults as 'New' and is required. This is always editable while the transaction is in a Status of 'New' or 'Approved'.

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	Def - Status
	Def - Status
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The Statuses that apply to transactions in this List View include:

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	Def - Status - New
	Def - Status - New
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	Def - Status - Approved
	Def - Status - Approved
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	Def - Status - Ready to Post
	Def - Status - Ready to Post
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Database Fields: ERPx_APTransactionStatus.StatusName, ERPx_APTransactionHeader.TransactionStatusSK

Tax Class

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	tax class
	tax class
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This is a single-select standard lookup that is not required. This field is only editable if the fisherman accounting preference for 'Enable Sales Tax on Fisherman Sales' is set to "Yes". If the user selected a Tax Class that shares the same currency as the Fisherman's Tax Class, then that Tax Class will remain selected. If the user selected a Tax Class that does not share the same currency as the Fisherman or did not select a Tax Class at all, this field will default to select the Tax Class selected on the Fisherman's record view Properties tab for 'Tax Class'. This field can only be edited while the transaction is set to a Status of New.

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	Def -

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Tax Class
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Tax Class
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The lookup contains a blank value, the current assigned value, and a list of all the 'Active' Tax Classes.

Database Fields: ERPx_MFTaxClass.TaxClassName, ERPx_APTransactionHeader.TaxClassSK

Versions Compared

Old Version 22

New Version Current

Key

Page Header

Header Toolbar

Page Header

Header Toolbar

Home Tab

Home Tab

Properties Tab

Payment Details Tab

Attributes Tab

Page Detail

Items Grid

Related Topics

Page Definitions

Technical Details

Page Comparison

Versions Compared

Old Version 22

New Version Current

Key

Page Header

Header Toolbar

Page Header

Header Toolbar

Home Tab

Home Tab

Properties Tab

Payment Details Tab

Attributes Tab

Page Detail

Items Grid

Related Topics

Page Definitions

Technical Details