(Master File Name)'s are (explain what these are and what their purpose is). They are used in the (identify each functional area these are used in) Functional Area(s) (to support other master files, to support transactions, to support other master files and transactions.).

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	Def - Program Type - GA Charges
	Def - Program Type - GA Charges
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The purpose of this page is to add, edit, remove, and activate/inactive these records.

Software Version: 20192022.MM04.DD 22 and newer

Table of Contents

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Page Header

Toolbar Icons

Description

Column Filter Show/Hide

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	Column Filter Show/Hide - Global
	Column Filter Show/Hide - Global
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Delete

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	Delete -

Global

LV 3.0
	Delete -

Global

LV 3.0
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Edit

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	Edit -

List View (ML)

LV 3.0
	Edit -

List View (ML)

LV 3.0
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Excel

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	Excel -

Global

LV 3.0
	Excel -

Global

LV 3.0
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Favorites

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	Favorites Add/Remove - Global
	Favorites Add/Remove - Global
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Grid LayoutGrid Layout

Group By Show/Hide

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Grid Layout

Group By Show/Hide - Global
	Group By Show/Hide - Global
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Help

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	Help - Global

Icon

3.0
	Help - Global

Icon

3.0
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New

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	New -

In line addNew - In line add

Global 3.0
	New - Global 3.0
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Quick Column Filter

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	Quick Column Filter
	Quick Column Filter
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SaveSave - List View (ML)

Saved Layouts

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Save - List View (ML)

Column Layouts for Framework 3.0 - Global
	Column Layouts for Framework 3.0 - Global
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Fields

Description

Checkbox

Used to select one or more records for delete or mass update.AP Vendor

A (single-select standard, single select load on demand, or multi-select) lookup to select (describe what is being selected). This defaults to (Default Value) and is (always, never, or conditionally) required. If not assigned, the message "(what message is displayed)" will be displayed. This field is (always, never, or conditionally) enabled. Linked Database Field: ERPx_#####.#####

This lookup contains a blank value, the current assigned value, and a list of all the 'Active' (what does it include).

Calculated On

A single-select standard lookup to select (describe what is being selected). This defaults to (Default Value) and is (always, never, or conditionally) required. If not assigned, the message "(what message is displayed)" will be displayed. This field is (always, never, or conditionally) enabled. Linked Database Field: ERPx_#####.#####.

This lookup contains all the values in the (EnumerationClassName) Enumeration Class.

Charge Item

The [Describe what the field shows] (formatted as …(if applicable)). This is only populated for (what is it populated for...) and (defaults from or is calculated by…). This column has a grand total at the bottom. The values comes from the (Enumeration Class) Enumeration. Linked Database Field: ERPx_#####.#####.

A (text box or non-editable text box) (formatted as …(if applicable)) to... . This is only populated for (what is it populated for...) and (defaults from or is calculated by…). This is (always, never, or conditionally) required and must be <= (how many) characters. (This column has a grand total at the bottom). Linked Database Field: ERPx_#####.#####.

Credit AccountA (single-select standard, single select load on demand, or multi-select) lookup to select (describe what is being selected). This defaults to (Default Value) and is (always, never, or conditionally) required. If not assigned, the message "(what message is displayed)" will be displayed. This field is (always, never, or conditionally) enabled. Linked Database Field: ERPx_#####.#####

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	Checkbox
	Checkbox
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Assign Rate By

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	Def - Assign Rate By GA Charge
	Def - Assign Rate By GA Charge
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This is required and is always editable from the Charge Record View.

This lookup contains all the values in the CPAssignRateBy Enumeration Class.

Database Field: ERPx_CPCharge.AssignRateByEN

Assign Rules By

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	Def - Assign Rules By GA Charge
	Def - Assign Rules By GA Charge
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This is required and is always editable from the Charge Record View.

This lookup contains all the values in the CPAssignRulesByEnumeration Class.

Database Field: ERPx_CPCharge.AssignRulesByCSVEN

Calculated On

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	Def - Calculated On - Ticket Charges
	Def - Calculated On - Ticket Charges
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This is required and is always editable from the Charge Record View.

This lookup contains all the values in the CPChargeCalcMethod Enumeration Class.

Database Field: ERPx_CPCharge.ChargeCalcMethodSK

Charge GL Account

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	Def - GL Account - Charge - GA
	Def - GL Account - Charge - GA
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This is displayed as [GL Account ID] - [GL Account Description]. This is required and is always editable from the Charge Record View.

This lookup contains a blank value, the current assigned value, and a list of all the 'Active'

(what does it include).Rate

The [Describe what the field shows] (formatted as …(if applicable)). This is only populated for (what is it populated for...) and (defaults from or is calculated by…). This column has a grand total at the bottom. The values comes from the (Enumeration Class) Enumeration. Linked Database Field: ERPx_#####.#####.

A (text box or non-editable text box) (formatted as …(if applicable)) to... . This is only populated for (what is it populated for...) and (defaults from or is calculated by…). This is (always, never, or conditionally) required and must be <= (how many) characters. (This column has a grand total at the bottom). Linked Database Field: ERPx_#####.#####.

Settle Method

A single-select standard lookup to select (describe what is being selected). This defaults to (Default Value) and is (always, never, or conditionally) required. If not assigned, the message "(what message is displayed)" will be displayed. This field is (always, never, or conditionally) enabled. Linked Database Field: ERPx_#####.#####.

This lookup contains all the values in the (EnumerationClassName) Enumeration Class.

UOM

A (single-select standard, single select load on demand, or multi-select) lookup to select (describe what is being selected). This defaults to (Default Value) and is (always, never, or conditionally) required. If not assigned, the message "(what message is displayed)" will be displayed. This field is (always, never, or conditionally) enabled. Linked Database Field: ERPx_#####.#####

This lookup contains a blank value, the current assigned value, and a list of all the 'Active' (what does it include).

(Field Name) ID

The unique identifier of the (what type of record is this). This default to blank but is required for all records, must be unique (what must it be unique by), and must be <= 25 characters.

Linked Database Field: ERPx_####.OOOO

(Field Name) Description

The name associated with the (ID Field Name) ID. This is required for all records but does not need to be unique (what must it be unique by) (and defaults from or is calculated by).

Linked Database Field: ERPx_#####.#####.

InactiveA Yes/No field used to identify if the record is Inactive. If set to 'Yes' then it's "Inactive" and will not be included in look-ups for transactions or other master files. If set to 'No' then it's "Active" and can be used without restrictions. ('No' values display as blank in the grid). This value is always editable. Linked Database Field: ERPx_#####.#####.Date FieldThe date of the (what is the date for) that was created by the transaction. Linked Database Field: ERPx_#####.#####.HyperlinkA hyperlink show the (Field Name) of the transaction. Clicking on the link opens the record view of the transaction. This field is not editable. Linked Database Field: ERPx_#####.#####.Lookup (from an Enumeration)

A single-select standard lookup to select (describe what is being selected). This defaults to (Default Value) and is (always, never, or conditionally) required. If not assigned, the message "(what message is displayed)" will be displayed. This field is (always, never, or conditionally) enabled. Linked Database Field: ERPx_#####.#####.

This lookup contains all the values in the (EnumerationClassName) Enumeration Class.

Lookup (non Enumeration)

A (single-select standard, single select load on demand, or multi-select) lookup to select (describe what is being selected). This defaults to (Default Value) and is (always, never, or conditionally) required. If not assigned, the message "(what message is displayed)" will be displayed. This field is (always, never, or conditionally) enabled. Linked Database Field: ERPx_#####.#####

This lookup contains a blank value, the current assigned value, and a list of all the 'Active' (what does it include).

Text Field

The [Describe what the field shows] (formatted as …(if applicable)). This is only populated for (what is it populated for...) and (defaults from or is calculated by…). This column has a grand total at the bottom. The values comes from the (Enumeration Class) Enumeration. Linked Database Field: ERPx_#####.#####.

A (text box or non-editable text box) (formatted as …(if applicable)) to... . This is only populated for (what is it populated for...) and (defaults from or is calculated by…). This is (always, never, or conditionally) required and must be <= (how many) characters. (This column has a grand total at the bottom). Linked Database Field: ERPx_#####.#####.

Yes/No Lookup

A Yes/No lookup to identify whether or not the feature is turned on. The value defaults to "Yes" but can be changed at anytime.

A value of "Yes" means that...

A value of "No" means that...

GL Accounts

Database Fields: ERPx_GLAccount.AccountNumber - Description, ERPx_CPCharge.CRAccountSK

Charge ID

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	Def - Program ID - Charges
	Def - Program ID - Charges
nopanel	true

This is required and is always editable from the Charge Record View.

Database Field: ERPx_CPCharge.ChargeItem

Default Rate

Identifies the "Default" rate/percentage of the Charge. This defaults to 0.0000 for new records but is not required to be changed. This field is always editable from the Charge Record View.

This only identifies the default rate. However, the actual Rates may be different if the "Assign Rate By" property is not set to "Default Rate".

Database Field: ERPx_CPCharge.Rate

End Date

Identifies the Date the program ends. A blank value assumes the program does not end. This is not required and is always editable from the Charge Record View.

Database Field: ERPx_CPCharge.EndDate

Inactive

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	Def - Inactive
	Def - Inactive
nopanel	true

This is always editable from the Charge Record View.

Database Field: ERPx_CPCharge.IsInactive

Rate UOM

Identifies the UOM associated with the Charge Rate. This value is informational only and can only be edited by changing the 'Calculated On' property on the Charge Record View. If the Calculated On property is set to '% Gross $' then the Rate UOM value will display '%' and when it is set to '$ Fixed Amount' the Rate UOM value will be blank.

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	Def - UOM
	Def - UOM
nopanel	true

Database Field: ERPx_CPCharge.UOMSK

Settlement Method

Identifies how the Charge Program is Settled. This is required and is always editable from the Charge Record View.

AP Invoice: The Charge is created via a separate AP Invoice that posts directly to AP when the Ticket is posted.
GL Accrual: The Charge is included with the journal entry created by the Ticket.

This lookup contains all the values in the CPSettleMethod Enumeration Class.

Database Field: ERPx_CPCharge.ChargeSettleMethodSK

Start Date

Identifies the Date the program starts. This is required and is always editable from the Charge Record View.

Database Field: ERPx_CPCharge.StartDate

Vendor Name

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	Vendor Name
	Vendor Name
nopanel	true

This identifies the AP Vendor that will be paid when this charge is used. For Charge programs with a 'Settlement Method' of "AP Invoice", this is required and always editable from the Charge Record View. For Charge programs with a 'Settlement Method' of "GL Accrual", this is blank and not editable.

Database Field: ERPx_CPCharge.VendorSK

Version	Old Version 4	New Version Current
Changes made by	Tom Williams	Tom Williams
Saved on	Sept 30, 2019	Jun 16, 2022

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