Description:
Software Version: 2021.06.18 and newer
Page Header
Search
Filter Items | Description |
|---|---|
| Auto Hide Filters |  A non-required text box that defaults as checked and is used to determine if the Search Options should be hidden when the Inquiry runs or is refreshed.
Users can only change the default value of this setting with a custom search in the "Saved Searches" lookup. If you change the default setting but do not save it in a custom search, it will only remain this way while the page is opened. Refer to this FAQ for advanced search options. |
| Auto Refresh on Open |  A non-required text box that defaults as checked and is used to determine if the inquiry opens with or without data in the grid.
Users can only change the default value of this setting with a custom search in the "Saved Searches" lookup. Refer to this FAQ for advanced search options. |
| Account Class | Used to select one or more Vendor Classes. This is a multi-select standard lookup that is not required to return results. It defaults as blank. Vendor Classes are used to identify default values that will be applied to new Vendor accounts and to group Vendor accounts together for reporting purposes. The lookup contains a list of all 'Active' Fisherman Classes. |
| Account Name | Used to select one or more Fishermen, Tenders, Fishermen and Tenders or Loans. This is a multi-select standard lookup that is not required to return results. It defaults as blank. A Fisherman is an Account Type used to identify someone that catches fish and sells them to a processing facility. A Fisherman & Tender is an Account Type used to identify someone that catches fish during one season and provides Tendering services during another. A Tender is a vessel that is attendant to other vessels and is used to transport or ferry unprocessed fish or shellfish received from another vessel to a shoreside processor or mothership. Tender vessels operate, in most circumstances, as an agent for a specific processor and take deliveries from harvesting vessels. A Loan is an Account Type used to identify the Fisherman and/or Tender whom the loan was issued to. The lookup contains a list of all Fishermen, Tenders, Fishermen & Tenders, and Loans. |
| Account Type | Used to select one or more Vendor Types. This is a multi-select standard lookup that is not required to return results. It defaults as blank. Vendor Types are used to classify Vendor Classes by functionality. In Accounts Payable, all Vendors are auto-assigned a Vendor Type of "Vendor". In Fisherman Accounting, accounts can be assigned a Vendor Type of either Fisherman, Tender, Fisherman & Tender, or Loan. This lookup contains the values in the APVendorType Enumeration Class where Enumeration Value is 2, 3, 4, or 5. |
| Date | A text box to identify the method for selecting a date range, a specific date, or a min/max date. For help on using this control refer to the FAQ Article /wiki/spaces/HELP/pages/3108732991. |
| Date Option | A single-select lookup to identify which 'Date' field will be used. The lookup contains the following values:
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| Include | A lookup to assign one or more conditions you want included in your search. This lookup contains:
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| Saved Searches |  Displays the saved searches lookup and related icons. This tool allows users to select previously saved search options, create a new set of search options, save changes to existing search options, forget/delete saved search options and/or assign a saved search option as the default for the page. Once changes are made to the search options, the user can click the Save Options icon and save the changes. Saving search options will also save the preferences for 'Auto Refresh on Open' and 'Auto Hide Filters'. The new search option can also be set as the default. Default searches can be removed by clicking the 'Set as Default' button again when the current default search is selected. Refer to this FAQ for advanced search options. |
| Search | A non-required text box that defaults to blank and is used to search across multiple fields. When the page is 'Refreshed', the data returned will be limited by what was included in the Search box (in addition to any other Search Options). Refer to this FAQ for advanced search options. The Search field can be used to search across the following fields:
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Page Detail
Toolbar Icons | Description |
| Column Filter Show/Hide |  Toggles between displaying and hiding a filter row in the grid under the column headers. The filter row will be displayed by default if the Quick Column Filter is also implemented in the page. When enabled, this will allow users to type in text to filter by a specific column. |
| Excel |  Exports the contents of the grid to an Excel file that will automatically download. The contents that export are those that are visible to the user. Therefore, if the user has filtered the view, or excluded columns, only the contents in the grid will be exported. |
| Favorites |   Clicking on the star icon when it is an outline, adds the page to the 'My Shortcuts' tab and fills in the star. Clicking on the star icon when it is filled in (solid color), removes the page from the 'My Shortcuts' tab and returns the icon to an outline.
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| Group By Show/Hide |  Toggles between displaying and hiding a row in the grid above the column headers to enable grouping by one or more column(s). Once displayed, users may drag and drop column headers to group by a specific column. Once the grid is grouped by a column(s), a subtotal footer row will display in the grouping for columns that have a page footer total. |
| Help |  Opens the online WIKI help page for the current page. |
| More Actions |
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| Quick Column Filter | Error rendering macro 'excerpt-include' : No link could be created for 'Quick Filter'. |
| Refresh |  Re-queries the contents of the grid/page based on the Search Options or the default values for grids that do not support Search Options.
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| Saved Layouts |  Displays the column layout lookup and related icons. This tool allows users to select a previously saved layout, create a new layout, save changes to a layout, forget/delete a layout and/or assign a saved layout as the default for the page. Once changes are made to the layout, such as columns are added or removed, the user can click the Save Layout icon and save the changes to the column layout. The visibility of the Filter Row is also saved with a saved layout. The new layout can also be set as the default. This is useful for creating specific views to separate master files or transaction types (i.e. Invoice specific vs. Credit Memo specific). Default layouts can be removed by clicking the 'Set as Default' button again when the current default layout is selected. Please note that existing saved grid layouts will display the Filter Row as hidden by default. |
| Search Options |  Toggles between displaying and hiding the Search Options portion of the page. |
Fields | Description |
|---|---|
| Account ID | |
| Account Name | |
| Account Type | |
| Date | |
| Default Settlement Accrual Account | |
| Description | |
| Doc No | |
| GL Date | |
| GL Period | |
| GL Year | |
| Master Account | |
| Net Balance | |
| Open PO's | |
| Open Transactions | |
| Posted Balance | |
| Status | |
| Trans Type | |
| Transaction |
Users must log out and back in before the pages will be visible in the 'My Shortcuts' tab.