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Farmers are the entities you purchase crops from. They are used in Grower Accounting master files and transactions. The purpose of this page is to add, edit, remove, and activate/inactive these records.

Software Version: 2019.09.03 and newer

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Toolbar IconsDescription
DeleteDeletes the selected record(s). When clicked, users will be prompted with: "Are you sure you want to delete the selected records?". Click "OK" to confirm, or "Cancel" to return without deleting. 

WARNING: Records cannot be recovered once they are deleted!

EditPuts the list view in edit mode allowing all editable fields to be modified at one time. To get out of edit mode you must either Cancel or Save your changes.
Excel Clicking the Excel toolbar icon exports the current contents of the grid to an Excel file that is automatically downloaded. The contents that export are only those currently visible. If the grid is filtered, only the filtered contents 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. 

(lightbulb) Users must log out and back in before the pages will be visible in the 'My Shortcuts' tab.

Grid LayoutOpens the Saved Grid Layout menu that allows the user to select another saved layout, create a new layout, save changes to a layout, or assign a saved layout as the default for the page. Once changes are made to a grid, such as columns are added or removed, the user can click the Saved Grid Layout icon and save the changes to the grid layout and name the new layout. The new layout can also be set as the default, instead of the System View. This is useful for creating specific views to separate master files or transaction types (i.e. Invoice specific vs. Credit Memo specific).

(lightbulb) The bolded view is the default view, which will determine the view will automatically display in when opened. 

HelpOpens the online WIKI help page for the current page. 

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NewInserts blank lines that allow adding multiple new records.
SaveSaves all changes made and returns the view from Edit mode to Read-Only mode. This toolbar icon is only displayed when the view is in edit mode.
FieldsDescription
CheckboxUsed to select one or more records for delete or mass update.
Farmer Name

A single select load on demand lookup to assign the AP Vendor that is paid for the Delivery Ticket.This defaults to blank for new records and is required. If not assigned, the message "Farmer Name is required." will be displayed on Save. This value must be unique. If not, the message "Duplicate Farmer Names are not allowed." This field is always editable. Once selected, the Vendor Name will be displayed.

Linked Database Field: ERPx_CPFarmer.LinkedToVendorSK

Price List

A single select load on demand lookup to assign the Price List that is used to get prices for the current Farmers deliveries.This defaults to blank for new records and is required. If missing, the message "Price List is required." will be displayed on Save. This field is always editable. 

The lookup contains all the values in the ERPx_CPPriceListHeader table.

Linked Database Field: ERPx_CPFarmer.PriceListHeaderSK

Settle Method

A single select load on demand lookup to assign how tickets are processed. This defaults to blank for new records but is required. If missing, the message "Settle Method is required." will be displayed on Save. This value is always editable. The options include:

  • AP Invoice: The ticket is created via a separate AP Invoice that goes straight to Dynamics GP.
  • GL Accrual: Only the ticket's journal is integrated to Dynamics GP and no AP invoice is created.

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

Linked Database Field: ERPx_CPAccrual.AccrualSettleMethodSK

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