Software Version: 2019.09.03 and newer
Page Header
| 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. |
| 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! |
| Edit |  Opens 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.
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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. |
| 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. |
| Fields | Description |
| Checkbox | Used to select one or more records to perform an action, such as Mass Update, More Actions, or Delete. |
| AP Vendor | Identifies the AP Vendor that will be paid when this Charge is used. This defaults to blank for new records but is required and always editable for Charges with a'Settle Method' of "AP Invoice". If missing, the message "AP Vendor is required when the Settle Method is AP Invoice." will be displayed on Save. This field is not editable for Accruals with a 'Settle Method' of "GL Accrual". This lookup contains the list of all AP Vendors. Database Field: ERPx_CPCharge.VendorSK |
| Assign Rate By | |
| Assign Rules By | |
| Calculated On | A single select load on demand lookup to assign the data value that will be used to calculate the Charge amount. This defaults to blank for new records but is required. If missing, the message "Calculated On is required." will be displayed on Save. This value is always editable. The options include:
This lookup contains all the values in the CPChargeCalcMethod Enumeration Class. Database Field: ERPx_CPCharge.AccrualCalcMethodSK |
| Charge Account | This defaults as blank on new Account is required." will be displayed on SaveThis field is always editable. The Farmers AP Account is debited when the Charge reduces what the Farmer is owed. This lookup contains a blank value, the current assigned value, and a list of all the 'Active' GL Accounts Database Fields: ERPx_GLAccount.AccountNumber - Description, ERPx_CPCharge.CRAccountSK |
| Charge ID | This defaults to blank for new records and is required. If not assigned, the message "Charge Item is required." will be displayed on Save. This value must be unique. If not, the message "Violation of Unique key constraint" will be displayed on Save. This field is always editable from the record view and must be <= 25 characters. The Accrual Item is used as a short description and unique identifier of the Accrual. Database Field: ERPx_CPCharge.ChargeItem |
| Default Rate | Identifies the price/percentage of the Charge. This defaults to 0.0000 for new records but is not required to be changed. This field is always editable. Database Field: ERPx_CPCharge.Rate |
| End Date | Database Field: ERPx_CPCharge.EndDate |
| Expense Account | Database Fields: ERPx_GLAccount.AccountNumber - Description, ERPx_CPCharge.DRAccountSK |
| Inactive | Database Field: ERPx_CPCharge.IsInactive |
| Rate UOM | This value is informational only. This defaults to blank for new records and is only enabled/editable when 'Calculated On' is set to either Paid Weight or Deliver Weight. Database Field: ERPx_CPCharge.UOMSK |
| Settlement Method | A single select load on demand lookup to assign how the Accruals 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:
This lookup contains all the values in the CPSettleMethod Enumeration Class. Database Field: ERPx_CPCharge.ChargeSettleMethodSK |
| Start Date | Database Field: ERPx_CPCharge.StartDate |
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