Grower Accounting Tickets record the purchase of crops or aquaculture harvests. The purpose of this inquiry is to display Tickets that have been posted. Users may utilize search options to filter the results. From this inquiry, users may open the corresponding Ticket.
This inquiry also contains columns for each Attribute that is set up under the 'Grower Accounting' Transaction attribute type. Because these are user defined, they are not included in the default view but can be added a saved column layout. User configured attributes are not included in the help documentation.
Software Version: 2021.11.05 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. |
| Crop | Crops are used in Grower Accounting to identify the unique combination of Commodity and Variety. This is a multi-select lookup that is not required to return results. It defaults as "All". |
| Delivery 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. |
| Farmer | A Farmer is an Account Type used to identify entities you purchase farmed products from. They are used in Grower Accounting master files and transactions. This is a multi-select lookup that is not required to return results. It defaults as "All". |
| 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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| Site | Used to select one or more Sites. It displays as [Site Name]. This is a multi-select lookup that is not required to return results. It defaults as "All". Sites represent Plants, Warehouses, Distribution Centers, or virtual objects that are used to store and/or maintain perpetual inventory balances. The lookup contains a list of all 'Active' Sites. |
| Ticket Class | Used to select one or more Transaction Classes. The values in this lookup are listed alphabetically. This is a multi-select lookup that is not required to return results. It defaults as "All". Transaction Classes are used to categorize transactions within transaction types and assign specific default values and business rules for each. The lookup contains a list of all 'Active' Grower Accounting Ticket Classes. |
| Version | A single select lookup to specify which Ticket Version(s) to return. The options include:
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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. |
 Opens the Print dialog window, where transaction and/or analysis reports can be downloaded, printed and/or emailed. When clicked, all the Reports that launch from the Print Dialog that are assigned to this page, and that the user has rights to (if Report Data Access is enabled) are displayed. | |
| Quick Column Filter |  Used to filter across all columns in the grid. When the user types text into the Quick Column Filter text box, the grid's Filter Row will be automatically hidden. The text in the Quick Column Filter text box automatically replaces any existing Filter Row filters. The results of the data immediately refresh as you enter text. |
| 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. |
Column Headers | Description |
|---|---|
| Checkbox | Used to select one or more records to perform an action, such as Mass Update, More Actions, or Delete. |
| Accruals | |
| Charges | |
| Crop | |
| Delivery Date | |
| Farmer | |
| Farmer Class | |
| Field | |
| GL Date | |
| GL Period | |
| GL Year | |
| Gross Amount | |
| Gross Weight | |
| Harvest Date | |
| Net Amount | |
| Net Weight | |
| Paid Weight | |
| Site | Error rendering macro 'excerpt-include' : No link could be created for 'Site'. This comes from the 'Site' lookup on the Ticket Record View. It is not editable. Sites represent Plants, Warehouses, Distribution Centers, or virtual objects that are used to store and/or maintain perpetual inventory balances. Database Fields: ERPx_MFSite.SiteName, ERPx_CPTicketHeader.SiteSK |
| Status | Identifies the Status of the transaction. This comes from the 'Status' on the 'Home' tab of the Ticket Record View. It is not editable. Status is used to identify where a transaction, Purchase Order, Price List, BOM, or Master File record is in its life cycle. Records start in a Status of 'New' and progress sequentially through additional statuses until they are 'Posted' or 'Closed'. The list of potential Statuses changes depending on the transaction type. The Statuses that apply to transactions in this Inquiry include: Posted: Signifies the transaction has been posted and/or applied to a transactions (e.g. Payment Receipt). When a transaction is posted, it updates the General Ledger and/or On Hand Item Balances. While in the Status of 'Posted' transactions are considered closed and all the fields are disabled with the exception of a few fields that are always editable. Void: Signifies a previously posted transaction has been voided. This status is only available for transactions that support voiding posted records (not all transactions support this). Voided transactions remain in the database and can be viewed from history inquiries. Database Field: ERPx_CPTicketHeader.TicketStatusSK, ERPx_CPTicketStatus.StatusName |
| Ticket | Identifies the unique Transaction ID for each transaction. This is a system assigned value and is not editable. Database Field: ERPx_CPTicketHeader.TicketNumber |
| Ticket Class | The unique identifier of the Transaction Class. This comes from the 'Transaction Class' value selected by the user when the transaction was created. It is not editable. Transaction Classes are used to categorize transactions within transaction types and assign specific default values and business rules for each. Database Field: ERPx_CPTicketHeader.TransactionClassSK |
| Unpaid Weight | Identifies the sum of the weight of all the ticket line items with a 0.00 price. This can only be edited by editing the 'Price' of a ticket line on the Ticket Record View for tickets that have not yet been Approved or Posted. The 'Unpaid Weight' describes the weight that was included in the 'Delivered Weight' that is not being paid for (items with a price of 0.00). This most often represents dockage/waste material that is being sorted out. [Delivered Weight] - [Unpaid Weight] = [Paid Weight].
Database Field: ERPx_CPTicketHeader.UnpaidWeight |
| Weight In | Identifies the 'Weight In' from the Ticket. This can be edited from the 'Weight In' field on the Ticket Record View for tickets that have not yet been Approved or Posted. The 'Weight In' describes the total weight of the shipment. It includes the weight of the product, packaging, and the vehicle weight. This is used in the calculation of 'Gross Weight' where [Weight In] - [Weight Out] = [Gross Weight] Database Field: ERPx_CPTicketHeader.WeightIn |
| Weight Out | Identifies the 'Weight Out' from the Ticket. This can be edited from the 'Weight Out' field on the Ticket Record View for tickets that have not yet been Approved or Posted. The 'Weight Out' describes the total weight of the vehicle and occupants after it has been unloaded. This is used in the calculation of 'Gross Weight' where [Weight In] - [Weight Out] = [Gross Weight] Database Field: ERPx_CPTicketHeader.WeightOut |