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Ticket Items are the detail objects that are purchased on a ticket. They are used in Grower Accounting Tickets and Price Lists. The purpose of this page is to add, edit, remove, and activate/inactive these records.

(lightbulb) Ticket Item Attributes are also included in the List View but are not included in the help documentation because they are user-defined.

Software Version: 2019.09.03 and newer

Page Header

Toolbar IconsDescription
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.
Delete Deletes 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! 

EditOpens the selected record for editing. If a record is not selected, the page will either not open or will open the first record (depending on how the page was coded). 
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. 

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

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. 
New  Opens a new blank record for data entry.
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.
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.

FieldsDescription
CheckboxUsed to select one or more records to perform an action, such as Mass Update, More Actions, or Delete.
Attribute Class

Identifies the Attribute Class configured for the Item. This is not required and can always be edited from the 'Attribute Class' field on the 'Properties' tab of the Ticket Items Record View.

Attribute Classes are assigned to master files to control which Attributes are visible, and/or required, to records within the master file.

Linked Database Field: ERPx_CPItem.AttributeClassSK

Crop

Identifies the Crop(s) that the Item ID is associated with. At least one Crop must be assigned and can be edited from the 'Crops' tab of the Ticket Items Record View. 

Crops are used in Grower Accounting to identify the unique combination of Commodity and Variety.

Linked Database Fields: ERPx_CPItem.ItemSk, ERPx_CPItemCrop.CropSk

Item Description

Identifies the Description associated with the Item ID assigned to a transaction line, journal line detail or master file record. This is required and can always be edited from the 'Item Description' field on the 'Properties' tab of the Ticket Items Record View.

Linked Database Field: ERPx_CPItem.ItemDescription

Item ID

Identifies the ID of the Item.  Clicking on the link opens the Ticket Items Record View for the selected record. This field is required and is not editable after the initial Save.

Linked Database Field: ERPx_CPItem.ItemID

Item Type

A text box to display the 'Item Type' of the Item record. This defaults to blank for new records and is required. The Item Type is classified as either:

  • Item: The Item ID is used to identify product you purchase
  • Dockage: The Item ID is used to record Charges (Deductions)

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

Linked Database Field: ERPx_CPItem.ItemTypeEN

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