Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Insert excerptDef - Trans - Fisherman SaleDef - Trans - Fisherman Salenopaneltrue

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

Software Version: 2019 2023.09.03 and 15 and newer

Table of Contents
typeflat

Page Header

Header Toolbar

FieldsDescriptionCash Insert excerptCashCashTender Resale:
Toolbar IconsDescription
Delete
Insert excerpt
Delete - RV Header
Delete - RV Header
nopaneltrue
Grid Layout
Insert excerpt
Grid Layout - Global
Grid Layout - Global
nopaneltrue
Journal Details
Insert excerpt
Journal Details - RV Header
Journal Details - RV Header
nopaneltrue
Help
Insert excerpt
Help - Global
Help - Global
nopaneltrue
New

Insert excerpt
New - Multi-Select Trans Type - Global
New - Multi-Select Trans Type - GlobalNew - Multi-Select Trans Type - Global
nopaneltrue

Fisherman Sale: 
Insert excerpt
Def - Trans - Fisherman SaleDef - Trans - Fisherman Sale
nopaneltrue
Insert excerpt
Def - Trans - Tender ResaleDef - Trans - Tender Resale
nopaneltrue
Print
Insert excerpt
Print - RV HeaderPrint - RV Header
nopaneltrue
Save
Insert excerpt
Save - RV HeaderSave - RV Header
nopaneltrue

Home Tab 

- Global
nopaneltrue

  • Fisherman Sale: 
    Insert excerpt
    Def - Trans - Fisherman Sale
    Def - Trans - Fisherman Sale
    nopaneltrue
  • Tender Resale:
    Insert excerpt
    Def - Trans - Tender Resale
    Def - Trans - Tender Resale
    nopaneltrue
Print
Insert excerpt
Print - RV Header
Print - RV Header
nopaneltrue
Save
Insert excerpt
Save - RV Header
Save - RV Header
nopaneltrue

Home Tab 

FieldsDescription
Cash

Insert excerpt
Cash
Cash
nopaneltrue
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

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

Database Field: ERPx_APTransactionHeader.PmtCheck

Credit Card

Insert excerpt
Credit Card
Credit Card
nopaneltrue
This is a text box to enter a cash 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.PmtCashPmtCard

CheckDescription

Insert excerpt
CheckCheckComment - Header
Comment - Header
nopaneltrue
This is a text box to enter a check payment amount that was received at the time of the assign a description to the Fisherman Sale transaction. This defaults as "0.00" blank 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 NewIf entered, it must <= 60 characters.  This field is always editable.

Database Field: ERPx_APTransactionHeader.PmtCheckDescription

Credit CardDoc Date

Insert excerpt
Credit CardCredit CardDoc Date
Doc Date
nopaneltrue
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 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.PmtCard TransactionDate

DescriptionDoc No

Insert excerpt
Comment - HeaderComment - HeaderDoc No
Doc No
nopaneltrue
This is a text box to assign a description to the Fisherman Sale transaction. This defaults as blank and that defaults to blank. This field is not required. If , but if entered, it must be <= 60 characters.  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.DescriptionDocNumber

Doc DateFisherman

excerpt-include
Doc DateDoc Date
Include Page
Fisherman, Fisherman & Tender and Tender
Fisherman, Fisherman & Tender and Tender
nopaneltrue
This is a text box that defaults to today's date. It is required and if single-select standard lookup that identifies the fisherman who purchased the item(s). This defaults to blank and is required. If missing, the message "Doc Date is requiredPlease select a Fisherman or Tender." will be displayed on Save.  This is always editable while in a status This field can only be edited while the transaction is set to a Status of New.

Database Field: ERPx_APTransactionHeader.TransactionDate

Doc No


Insert excerpt
Def - Fisherman
Def - Fisherman
nopaneltrue

Doc No

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

Database Field: ERPx_APTransactionHeader.DocNumber

Fisherman

Insert excerptFisherman, Fisherman & Tender and TenderFisherman, Fisherman & Tender and Tender

Insert excerpt
Def - Fisherman & Tender
Def - Fisherman & Tender
nopaneltrue

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

Database Fields: ERPx_APVendor.VendorName, ERPx_APTransactionHeader.VendorSK

On Account

Insert excerpt
On Account
On Account
nopaneltrue
This is a single-select standard lookup that identifies the fisherman who purchased the item(snon-editable text box that is calculated as the [sum of the Extended column Amount] - ([Cash Amount] + [Check Amount] + [Credit Card Amount]). 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.
Insert excerptDef - FishermanDef - Fishermannopaneltrue Insert excerptDef - TenderDef - Tendernopaneltrue Insert excerptDef - Fisherman & TenderDef - Fisherman & Tendernopaneltrue

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

Database Fields: ERPx_APVendor.VendorName, ERPx_APTransactionHeader.VendorSK

On Account Insert 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.
Price List

Insert excerptPrice List - ID & DescriptionPrice List - ID & Descriptionnopaneltrue This is a single-select standard lookup that is not required. This field is only enabled once a Fisherman is saved to the transaction. This defaults to blank. If a Fisherman Sale Price List exists, then it will default to the Fisherman Sale Price List associated with the selected Fisherman. If changed, the message "On Save, do you want to update existing prices of items found on the new Price List?" will be displayed. This field can only be edited while the transaction is set to a Status of New.
Insert excerptDef - Price ListDef - Price List"0.00", is required and never editable. This is a calculated value that is not stored in a database field.

Price List

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

Insert excerpt
Def - Price List
Def - Price List
nopaneltrue

The lookup contains a blank value, the current assigned value, and a list of all the 'Active' Fisherman Sale Price Lists.

Database Fields: ERPx_MFPriceListHeader.PriceListID, ERPx_APTransactionHeader.PriceListHeaderSK

Site

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

Insert excerpt
Def - Site
Def - Site
nopaneltrue

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

Sites, except for In Transit Sites. 

Status

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

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

Insert excerpt
Def - Status - New
Def - Status - New
nopaneltrue

Insert excerpt
Def - Status - Approved
Def - Status - Approved
nopaneltrue

Insert excerpt
Def - Status - Ready to Post
Def - Status - Ready to Post
nopaneltrue

Database Fields: ERPx_APTransactionStatus.StatusName, ERPx_APTransactionHeader.TransactionStatusSK

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

Insert excerpt
Def - Tax Class
Def - Tax Class
nopaneltrue

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

Database Fields: ERPx_MFTaxClass.TaxClassName, ERPx_APTransactionHeader.TaxClassSK

Properties Tab 

FieldsDescription
Created By

Insert excerpt
Created By
Created By
nopaneltrue

Database Field: ERPx_APTransactionHeader.CreatedBy

Created Date

Insert excerpt
Created
Created
nopaneltrue

Database Field: ERPx_APTransactionHeader.CreatedDate

Currency ID

Insert excerpt
Currency
Currency
nopaneltrue
 This is a non-editable text box that defaults from the Currency assigned to the selected Fisherman. This is required and not editable from this page. Even though this field is required, it is currently for information only and does not drive any functionality. 

Insert excerpt
Def - Currency
Def - Currency
nopaneltrue

The lookup contains a blank value, the current assigned value, and a list of all the 'Active' Company Currencies.

Database Fields: ERPx_MFCurrency.CurrencyID, ERPx_APTransactionHeader.CurrencySK

Fisherman ID

Insert excerpt
Fisherman ID
Fisherman ID
nopaneltrue
 This is a non-editable text box that defaults as the ID of the selected Fisherman. This is required and only editable by changing the Fisherman assigned to the transaction.

Database Fields: ERPx_APVendor.VendorID, ERPx_APTransactionHeader.VendorSK

GL Date

Insert excerpt
GL Date
GL Date
nopaneltrue
This is an editable date picker that defaults as blank and is required. If not manually edited, will be automatically set to match the 'Doc Date' when the transaction is saved with a Status of either Approved or Ready to Post. This is always editable while the transaction is in a Status of New.

Database Field: ERPx_APTransactionHeader.GLDate

Last Updated

Insert excerpt
Last Updated
Last Updated
nopaneltrue

Database Field: ERPx_APTransactionHeader.LastUpdated

Last User

Insert excerpt
Last Updated By
Last Updated By
nopaneltrue

Database Field: ERPx_APTransactionHeader.LastUser

Posted Date

Insert excerpt
Posted Date
Posted Date
nopaneltrue
This is a non-editable text box that defaults to blank and is populated at the time the transaction is posted. This is not required and not editable from this page.

Database Field: ERPx_APTransactionHeader.PostedDate

Transaction Class

Insert excerpt
Transaction Class
Transaction Class
nopaneltrue
 This is a non-editable text box that is required and defaults as 'Default'. This is not editable.

Insert excerpt
Def - Transaction Class
Def - Transaction Class
nopaneltrue

Database Fields: ERPx_APTransactionClass.TransactionClassDescription, ERPx_APTransactionHeader.TransactionClassSK

...

Toolbar IconsDescription
Delete
Insert excerpt
Delete - RV Grid
Delete - RV Grid
nopaneltrue
Excel
Insert excerpt
Excel - RV Grid
Excel - RV Grid
nopaneltrue
New

Insert excerpt
New - multi blank rows - RV Grid
New - multi blank rows - RV Grid
nopaneltrue

FieldsDescription
Checkbox
Insert excerpt
Checkbox
Checkbox
nopaneltrue
Description

Insert excerpt
Description - Item
Description - Item
nopaneltrue
This is a text box that defaults to blank, but auto-populates from the 'Item Description' saved on the Item Master File of the selected Item, once an Item is selected from the Item drop-down menu. This field is required and must be <= 200 characters. This field is always editable while the transaction is in a Status of New or Approved.

Database Field: ERPx_APTransactionLine.LineDescription

Extended

Insert excerpt
Amount - Extended
Amount - Extended
nopaneltrue
This is a non-editable text box lookup that defaults as "0.00" and is required. This can only be edited by changing the Quantity and/or Price of the transaction line. It is calculated as [Quantity of line item] * [Price of line item].

Database Field: ERPx_APTransactionLine.ExtendedAmount

Item

Insert excerpt
Item ID
Item ID
nopaneltrue
 This is a single-select standard lookup that defaults to blank. It is required and is always editable while in a Status of New.

Insert excerpt
Def - Item ID
Def - Item ID
nopaneltrue

The lookup contains a blank value, the current assigned value, and a list of all the 'Active' Items in the Item Master File.

Database Fields: ERPx_IMItem.ItemID, ERPx_IMItemItemDescription, ERPx_APTransactionLine.ItemSK

Price

Insert excerpt
Price
Price
nopaneltrue
This is a text box that defaults as "0.00" and is required to be > 0. If not, the message "Price is required and must be greater than zero." will be displayed on Save. The number of decimals follows the corresponding Item's Price decimal value.  This is always editable while the transaction is in a Status of New.

Database Field: ERPx_APTransactionLine.Price

Quantity

Insert excerpt
Quantity
Quantity
nopaneltrue
This is a text box that defaults as "1.00" and is required. The number of decimals follows the corresponding Item's Units / Weight decimal value(s), and is displayed after saving an item. The value entered in this field can be negative or positive to record both sales and returns. This is always editable while the transaction is in a Status of New.

Database Field: ERPx_APTransactionLine.Quantity

Sale Account

Insert excerpt
GL Account - Sale Account - Item
GL Account - Sale Account - Item
nopaneltrue
This is a single-select stand lookup defaults from the Item's Sales account. It is required and if missing, the message "A Sale Account is required" will be displayed on Save. This is always editable while in a Status of new.

Insert excerpt
Def - GL Account - Sales
Def - GL Account - Sales
nopaneltrue

This lookup contains a blank value, the current assigned value, and all active GL Accounts with a 'Control Account Type' of "Sales" and the 'Use In SO' property set to "Yes".

Database Fields: ERPx_GLAccount.AccountNumber, ERPx_GLAccount.Description, ERPx_APTransactionLine.AccountSK

UOM

Insert excerpt
UOM - Items
UOM - Items
nopaneltrue
This is a single-select standard lookup that defaults as blank and is not required. Once an Item is selected, this field defaults to the Item UOM default. This is always editable while the transaction is in a Status of New. 

Insert excerpt
Def - UOM
Def - UOM
nopaneltrue

The lookup contains a blank value, the current assigned value, and a list of all the 'Active' Units of Measure.

Database Fields: ERPx_IMUOM.UOMID, ERPx_APTransactionLine.QuantityUOMSK

...