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Insert excerptDef - Fish Ticket TaxDef - Fish Ticket Tax

Insert excerpt

	Def - Program Type - FA Ticket Tax
	Def - Program Type - FA Ticket Tax
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The purpose of this page is to add, edit, remove, and activate/inactive Tax Programs used on Fish Tickets.

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Header Toolbar

true

Toolbar Icons

Description

Delete

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	Delete

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Delete - RV Header

nopanel

- RV Header
	Delete - RV Header
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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

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	Grid Layout - Global
	Grid Layout - Global
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Help

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	Help - Global
	Help - Global
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New

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	New - RV Header
	New - RV Header
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Save

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	Save - RV Header
	Save - RV Header
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FieldsDescriptionProgramDisplays the "[Program ID] - [Description]" of the Fish Ticket Tax Program. This

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	Program ID
	Program ID
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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

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.This lookup should only include Vendors with a Vendor Type EN of 1. It should be the same as the lookup to assign a Vendor to an AP Invoice← Tom, I think you wrote this note? However, this lookup is currently displaying all fishermen as well Did you want me to open a dev item on it?

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Description

Excel

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	Excel - RV Grid
	Excel - RV Grid
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Fields

Description

Properties

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	Properties - RV
	Properties - RV
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Value

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	Value - RV
	Value - RV
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Group: Configuration

Program ID

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	Program ID
	Program ID
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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

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	Program Name/Description
	Program Name/Description
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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

	Def - Program Class - Ticket Tax
	Def - Program Class - Ticket Tax
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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

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	Landed Date Start
	Landed Date Start
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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.

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	Def - Landed Date
	Def - Landed Date
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Database Field: ERPx_APProgram.APProgramStart

Landed Date End

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	Landed Date End
	Landed Date End
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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.

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	Def - Landed Date
	Def - Landed Date
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Database Field: ERPx_APProgram.APProgramEnd

Inactive

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	Def - Inactive
	Def - Inactive
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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.

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	Def - Assign Rules By
	Def - Assign Rules By
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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.

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	Def - Assign Rate By
	Def - Assign Rate By
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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

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	Default Rate - Tax & Premium
	Default Rate - Tax & Premium
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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

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	Calculated On - Fish Ticket Taxes
	Calculated On - Fish Ticket Taxes
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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

	Def - Calculated On - Fish Ticket Tax
	Def - Calculated On - Fish Ticket Tax
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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

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	GL Account - Fisherman Tax Expense
	GL Account - Fisherman Tax Expense
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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.

Company Expense GL Account

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	GL Account - Company Tax Expense
	GL Account - Company Tax Expense
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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

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	GL Account - Tax Liability Account
	GL Account - Tax Liability Account
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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

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	Vendor Name
	Vendor Name
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This is a single-select standard lookup that is not required. It defaults to blank and is always editable

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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

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Chill_Type Tab

This tab will only be visible if "SpeciesChill Type" is selected in the 'Assign Rules By' property.

Toolbar Icons

Description

Excel

Insert excerpt

	Excel - RV Grid
	Excel - RV Grid
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Delete

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Checkbox

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	Delete - RV Grid - No Status
	Delete - RV Grid - No Status
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New

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New - multi blank rows - RV Grid

nopanel

true

Fields

Description

Checkbox	Checkbox	nopanel	true
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New

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	New - multi blank rows - RV Grid
	New - multi blank rows - RV Grid
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Fields

Description

Checkbox

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	Checkbox
	Checkbox
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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

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	GL Account - Company Tax Expense
	GL Account - Company Tax Expense
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This is a single-select standard lookup that is not required. This field is only enabled when "SpeciesChill 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 = 17

Company Rate

Insert excerpt

	Tax Rate - Company
	Tax Rate - Company
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This is a text box that is not required. This field is only enabled when "SpeciesChill 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 = 17

Fisherman Expense GL Account

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	GL Account - Fisherman Tax Expense
	GL Account - Fisherman Tax Expense
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This is non-editable text box that is not required. This field only displays a value when "SpeciesChill 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

	Tax Rate - Fisherman
	Tax Rate - Fisherman
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This is a text box that is not required.This field is only enabled when "

Species

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 = 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 Listand 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.EntitySK FishermanRate where ERPx_APProgramEntity.ProgramEntityEN = 17

Tax Liability GL Account

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	GL Account - Tax Liability Account
	GL Account - Tax Liability Account
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This is a single-select standard lookup that is not required. This field is only enabled when "SpeciesChill 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 = 17

Total Rate

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	Tax Rate - Total
	Tax Rate - Total
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This is a non-editable text box that is not required. This field is only calculated when "SpeciesChill 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.

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Fishermen Tab

This tab will only be visible if "Ticket ItemsFishermen" is selected in the 'Assign Rules By' property.

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 '

Toolbar Icons

Description

Excel

Insert excerpt

	Excel - RV Grid
	Excel - RV Grid
nopanel	true

Delete

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	Delete - RV Grid - No Status
	Delete - RV Grid - No Status
nopanel	true

New

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	New - multi blank rows - RV Grid
	New - multi blank rows - RV Grid
nopanel	true

Fields

Description

Checkbox

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	Checkbox
	Checkbox
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Company Expense GL Account

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	GL Account - Company Tax Expense
	GL Account - Company Tax Expense
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This is a single-select standard lookup that is not required. This field is only enabled when "Ticket ItemsFishermen" 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 = 64

Company Rate

Insert excerpt

	Tax Rate - Company
	Tax Rate - Company
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This is a text box that is not required. This field is only enabled when "

Ticket Items

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

. 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.CompanyRate EntitySK where ERPx_APProgramEntity.ProgramEntityEN = 64

Fisherman Expense GL Account

Insert excerpt

	GL Account - Fisherman Tax Expense
	GL Account - Fisherman Tax

Expense

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true

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 excerptTax Rate - FishermanTax Rate - Fisherman


nopanel	true

This is a non-editable text box that is not required. This field is only enabled displays a value when "Ticket ItemsFishermen" 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

field defaults to "Fisherman Settlement Accrual Account" and is never editable. This field is not stored in the database.

Fisherman Rate

Insert excerpt

GL Account

	Tax Rate -

Tax Liability AccountGL Account - Tax Liability Account

Fisherman
	Tax Rate - Fisherman
nopanel	true

This is a single-select standard lookup text box that is not required.This field is only enabled when "Ticket ItemsFishermen" is selected as the 'Assign Rate By' value and "Fisherman" is selected as the 'Expense For' value in the Properties tab. The GL Account Rate defaults to the 'Tax Liability GL AccountDefault Rate' value selected entered in the Properties tab. This field is always editable.The lookup contains a list of all the 'Active' GL Accountstab 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.LiabilityAccountSK FishermanRate where ERPx_APProgramEntity.ProgramEntityEN = 6

Ticket Item

4

Tax Liability GL AccountDef - Not Defined

Insert excerpt

Def - Not Defined

This

GL Account - Tax Liability Account
	GL Account - Tax Liability Account
nopanel	true

A single-select lookup to specify Fish Ticket Items that are applicable to the Tax Program. 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 on new records, but is required to save a line item. This field is not editable after initial Save.

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'

Fish Ticket Items

GL Accounts.

Database Field: ERPx_APProgramEntity.

EntitySK

LiabilityAccountSK where ERPx_APProgramEntity.ProgramEntityEN =

6

4

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 "Ticket ItemsFishermen" 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.

Version	Old Version 39	New Version Current
Changes made by	Janice Dannenberg (Unlicensed)	Tom Williams
Saved on	Jun 10, 2020	Jun 16, 2022

Versions Compared

Key

Header Toolbar

Chill_Type Tab

Fishermen Tab

Gear Tab

Management_Programs Tab

Site_

Processed Tab

Species Tab

Stat_

Areas Tab

Ticket_

Items Tab

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