Grower Accounting Tickets record the purchase of crops or aquaculture harvests. The purpose of this page is to add, edit, remove, and post Grower Accounting Tickets.
Software Version: 2022.04.22 and newer
Page Header
| Toolbar Icons | Description |
|---|---|
| Delete |  Deletes the transaction, batch, or master file record. When clicked, users will be prompted with: "Are you sure you want to delete this record?". Click "OK" to confirm, or "Cancel" to return without deleting. WARNING: Records cannot be recovered once they are deleted! |
| Help |  Opens the online WIKI help page for the current page. |
More Actions |
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| New |  Allows users to select the type of transaction or record they want to add. |
| Notes |  Opens the Notes dialog, filtered for the appropriate Note Type(s), allowing the user to enter Notes for the selected line item. From here, users can add, review, or edit Notes associated with the line item. If no line items are selected, entered Notes will apply to all line items and be appended to any existing Notes. This toolbar icon is always enabled. Notes are used throughout the application to add additional details to Master Files and Transactions. Transactions and Master Files that support Notes store the text of the note in one or more 'Note Types' as a way to classify/organize notes. |
 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. | |
| Save |  Saves the changes made to the record. |
| Save & Close |  Saves your changes and closes the page. |
Home Tab
| Fields | Description |
|---|---|
| Accruals | Error rendering macro 'excerpt-include' : No link could be created for 'Def - Accrual - GA'. Database Field: ERPx_CPTicketHeader.GrossAccrualsAmount |
| Charges | Error rendering macro 'excerpt-include' : No link could be created for 'Def - Charges (GA)'. Database Field: ERPx_CPTicketHeader.GrossChargesAmount |
| Crop | Crops are used in Grower Accounting to identify the unique combination of Commodity and Variety. Database Fields: ERPx_CPCrop.Crop, ERPx_CPTicketHeader.CropSK |
| Delivered | Database Field: ERPx_CPTicketHeader.DeliveryDate |
| Field | This is a single select lookup to identify the 'Field' where the product came from. This is required and defaults from the Field selected on the New Ticket Page. This is not editable after the initial save from the New Ticket page. Fields represent the objects farmers grow crops in. A field is unique by combination of: [Field Name] + [Farmer Name] + [Crop] + [Growth Method]. For Example, you can have Field #1 for Farmer ABC and for Farmer XYZ. Fields are used in Grower Accounting master files and transactions. Database Fields: ERPx_CPField.FieldName, ERPx_CPTicketHeader.FieldSK |
| Gross Weight | The 'Gross Weight' describes the total weight that was offloaded from the vehicle. It includes tare weights for things like packaging, containers, and pallets. It is calculated as [Weight In] - [Weight Out]. Database Field: ERPx_CPTicketHeader.GrossWeight |
| Harvested | Database Field: ERPx_CPTicketHeader.HarvestDate |
| Hold Code | Hold Codes are used to prevent a process from being performed or a transaction from being posted. Database Fields: ERPx_MFHoldCode.HoldCode, ERPx_CPTicketHeaderHold.HoldCodeSK |
| Net Weight | Error rendering macro 'excerpt-include' : No link could be created for 'Def - Net Weight'. Database Field: ERPx_CPTicketHeader.NetWeight |
| Paid Weight | 'Paid Weight' describes the weight that was included in the 'Net Weight' that is being paid for or deducted (items with a non-zero price). [Delivered Weight] - [Unpaid Weight] = [Paid Weight]. Database Field: ERPx_CPTicketHeader.PaidWeight |
| Price List | Price Lists are used to store a group of Items with pre-defined prices and effective dates. Database Fields: ERPx_CPPriceListHeader.PriceListName, ERPx_CPTicketHeader.PriceListSK |
| Sample Size | Need to add this info: Sample Size will follow the Net Weight value if one isn't specified. For example, if Net Weight = 400 lbs, Sample Size will populate with 400lbs. If Net Weight is then updated to 500lbs and the user hasn't manually updated Sample Size, then Sample Size value will be updated to 500lbs. However, if the user has specified a Sample Size it will not be updated even when Net Weight is changed. Database Field: ERPx_CPTicketHeader.SampleWeight |
| Site | Identifies the name of the Site (warehouse) the transaction, shipment, or master file is associated with. This is a single select lookup that is required. This defaults from the sequence of 1) the Site selected on the New Ticket Page, 2) the Site setup as the 'Site Name' on the Field master file, or 3) the Site setup as the 'Default Site' on the Preferences page. The lookup contains the list of all active sites. This is editable until the Ticket is in a Status of Approved, Ready to Post, or Posted. Database Field: ERPx_MFSite.SiteName, ERPx_CPTicketHeader.SiteSK |
| Status | Identifies the Status of the transaction. This is a single-select standard lookup that is required. It defaults as "New" and is always editable until the transaction is posted. 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 Record View include:
Database Fields: ERPx_CPTicketStatus.StatusName, ERPx_CPTicketHeader.TicketStatusSK |
| Ticket Gross | Database Field: ERPx_CPTicketHeader.GrossTicketAmount |
| Ticket Net | Database Field: ERPx_CPTicketHeader.NetTicketAmount |
| Total Tare | Database Field: ERPx_CPTicketHeader.ContainerTare |
| Unpaid Weight | Database Field: ERPx_CPTicketHeader.UnpaidWeight |
| UOM | A UOM is a quantity used as a standard of measurement. It identifies how much makes up "1" of the measurement. Examples include Bag, Box, Each, Kg, Lb, ext. Database Fields: ERPx_IMUOM.UOMName, ERPx_CPTicketHeader.SampleUOMSK |
| Weight In | Database Field: ERPx_CPTicketHeader.WeightIn |
| Weight Out | Database Field: ERPx_CPTicketHeader.WeightOut |
Properties Tab
| Property Name | Description |
| Group: Ticket | |
| GL Date | Identifies the date the transaction posted (or will post) to the general ledger. This is a date picker that is required, defaults to blank and can be manually edited until the Ticket is in a Status of either Approved or Posted. If blank, when the Ticket is set to a Status of either 'Approved' or 'Ready to Post' it will be auto updated to match the Delivered date on the Home tab. In order to Approve or Post a ticket, the GL Date must fall within a Fiscal Period that open for Purchasing else the message "The Fiscal Period is not open." will be displayed. Database Field: ERPx_CPTicketHeader.GLDate |
| Ticket Version | Identifies the Version # of the Ticket. This is system assigned and is not editable. By default, a new transaction is set to Version 1. If the transaction has been voided, corrected or repriced, the version number will be incremented. In order for a transaction to have a version greater than 1 all the previous versions must be voided (a transaction can only have one active version). Database Field: ERPx_CPTicketHeader.TicketVersion |
| Harvester | Identifies the 'Harvester' of the Ticket. This is not required and defaults from the New Ticket page. The lookup contains a list of all 'Active' Harvesters. This can be edited until the Ticket is in a Status of either Approved or Posted. Harvesters are used in Grower Accounting to identify the entity that harvested the crop being purchased. Database Fields: ERPx_CPHarvester.HarvesterName, ERPx_CPTicketHeader.HarvesterSK |
| Hauler | Identifies the 'Hauler' of the Ticket. This is not required and defaults from the New Ticket page. The lookup contains a list of all 'Active' Hauler. This can be edited until the Ticket is in a Status of either Approved or Posted. Haulers are used in Grower Accounting to identify the entity that delivered the crop to the plant, cooler, or co-packer. Database Fields: ERPx_CPHauler.HaulerName, ERPx_CPTicketHeader.HaulerSK |
| Created Date | Identifies the Created Date & Time of the record, formatted from the users 'Date Format' preference. This is a system assigned value and is never editable by a user. Database Field: ERPx_CPTicketHeader.CreatedDate |
| Created By | Identifies the name of the user that created the record. It is formatted to be the "logged-in" users [User First Name] + [User Last Name]. This is a system assigned value and is never editable by a user. Database Field: ERPx_CPTicketHeader.CreatedBy |
| Last Updated By | Identifies the name of the user that last updated the Transaction. It is formatted to be the "logged-in" users [User First Name] + [User Last Name]. This is a system assigned value and is never editable by a user. Database Field: ERPx_CPTicketHeader.LastUser |
| Last Updated | Identifies the Last Updated Date & Time of the Transaction, formatted from the users 'Date Format' preference. This is a system assigned value and is never editable by a user. Database Field: ERPx_CPTicketHeader.LastUpdated |
Tare Tab
The Tare tab is used to store and calculate the 'Total Tare' for a Ticket.
| Toolbar Icons | Description |
|---|---|
| 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! |
| Excel |
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| 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. |
| Fields | Description |
| Checkbox | Used to select one or more records for Mass Update or Delete. |
| Container Tare | Identifies the empty container weight for containers that are of the same Container Type / Weight. If entered, this is used with the 'Number of Containers' to calculate the 'Total Container Tare' for each Container Type. This is not required but if entered must be >=0. If this is entered, either the 'Containers Per Pallet' or the 'Number of Containers' must also be entered otherwise on Save they will both be set to 0. This is editable until the Ticket is Approved or Posted. Database Field: ERPx_CPTicketContainer.ContainerTare |
| Containers Per Pallet | An optional field that is used to compute the 'Number of Containers' for each Pallet Type. For example, if each pallet contains 48 containers and there are 15 pallets, a user could enter '48' in the 'Containers Per Pallet' field and the system would compute '720' and put that value in the 'Number of Containers' field. If the user already knows the number of containers, they could leave this blank and enter the total in the 'Number of Containers' field. This is editable until the Ticket is Approved or Posted. Database Field: ERPx_CPTicketContainer.ContainersPerPallet |
| Number of Containers | INSERT EXCERPT HERE. This is an editable textbox that is required to calculate the Total Container Tare. An optional field used to compute the 'Container Tare' for each Pallet Type. This can be auto populated by entering a value in both the 'Number of Pallets' and 'Containers per Pallet' fields or can be manually entered. This is editable until the Ticket is Approved or Posted. Database Field: ERPx_CPTicketContainer.NumberofContainers |
| Number of Pallets | Identifies the quantity of Pallets that are of the same Pallet Type / Weight. If entered, this is used with the 'Pallet Tare' to calculate the 'Total Pallet Tare' for each Pallet Type. This is not required but if entered must be >=0. If this is entered, a 'Pallet Tare' must also be entered otherwise on Save they will both be set to 0. This is editable until the Ticket is Approved or Posted. Database Field: ERPx_CPTicketContainer.NumberofPallets |
| Pallet Tare | Identifies the empty pallet weight for Pallets that are of the same Pallet Type / Weight. If entered, this is used with the 'Number of Pallets' to calculate the 'Total Pallet Tare' for each Pallet Type. This is not required but if entered must be >=0. If this is entered, a 'Number of Pallets' must also be entered otherwise on Save they will both be set to 0. This is editable until the Ticket is Approved or Posted. Database Field: ERPx_CPTicketContainer.PalletTare |
| Total Container Tare | A calculated field that identifies the total tare weight from the containers. This is calculated as ([Number of Containers] * [Container Tare]). To be calculated, both the 'Number of Containers' and 'Container Tare' fields are required to have values >0. |
| Total Pallet Tare | A calculated field that identifies the total tare weight from the pallets. This is calculated as ([Number of Pallets] * [Pallet Tare]). To be calculated, both the 'Number of Pallets' and 'Pallet Tare' fields are required to have values >0. |
| Total Tare | A calculated field that identifies the total tare weight from the Pallets and Containers. If one or more rows in the Tare gid has a 'Total Tare' value >0, then the 'Total Tare' for all the rows will be used as the Ticket Header's 'Total Tare'. Database Field: ERPx_CPTicketContainer.TotalTare |
Attributes Tab
The Attributes tab is where Ticket Attributes are assigned to specific Ticket. If any required attributes are missing the Ticket cannot be Approved or Posted.
| Fields | Description |
| Attributes | A non editable text box that shows the name of the Attribute. Attributes are user-definable fields that are used on master files and transactions and are editable from the Attributes List View. The Attribute will only be displayed if the Applies property on the Assign Attribute Rules by page is set to either "Yes - Required" or "Yes - Not Required". Attributes set to "No" will not be displayed. The Attributes displayed here are setup and assigned in the Attributes section of the Company module (Company → Setup → Attributes →Grower Accounting). |
| Required | A non-editable text box that shows whether the Attribute Value is required or not. If the Attribute Value is required, it will display "Yes". If it is optional, it will display as blank. This value is only editable from the 'Assign Attribute Rules' page (Company → Setup → Attributes → Grower Accounting → Transactions hyperlink). |
| Value | Identifies the value assigned to the corresponding attribute. Because Attributes are configurable as either Text, List, Date, or Date/Time the data entry is either a text box, lookup, or date picker. The value defaults to blank and is only required if the Attribute's 'Applies' property is set to "Yes - Required" in the Assign Attribute Rules page. Attribute Values for Master Flies are always editable. Attribute Values for transactions are always editable for unposted transactions. This is editable if the Transaction Class property 'Allow Attribute Edit After Approval' is set to "Yes". |
Page Details
This grid shows each Ticket Item that is included on the Ticket. From Here, users can add, edit, or remove items.
| Toolbar Icons | Description |
|---|---|
| Add Item |  Adds a blank line in the grid to allow for data entry. If a valid Item ID is entered, the line will be saved. If not, the 'Item Lookup' window will open allowing users to search for the Item. |
| 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. |
| 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. |
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| Notes | Opens the Notes dialog, filtered for the appropriate Note Type(s), allowing the user to enter Notes for the selected line item. From here, users can add, review, or edit Notes associated with the line item. If no line items are selected, entered Notes will apply to all line items and be appended to any existing Notes. This toolbar icon is always enabled. |
| 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. |
| Remove Items |  Removes the selected line(s). When clicked, you are prompted with the message "Are you sure you want to delete n item(s)? Okay or Cancel". This cannot be done on transactions with a Status of 'Approved', Ready to Post', 'Posted', 'Closed', 'Void', or 'Replaced'. |
| 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 for Mass Update or Delete. |
| Accrual Amount | Error rendering macro 'excerpt-include' : No link could be created for 'Def - Accrual Amount (GA)'. Database Field: ERPx_CPTicketItem.AccrualAmount |
| Charge Amount | Error rendering macro 'excerpt-include' : No link could be created for 'Def - Charge Amount (GA)'. Database Field: ERPx_CPTicketItem.ChargeAmount |
| Ext. Amount | Error rendering macro 'excerpt-include' : No link could be created for 'Def - Ext Amount (GA)'. Database Field: ERPx_CPTicketItem.GrossAmount |
| Item | Identifies the Item, displayed as Item ID: Item Description. This is required and cannot be edited (it can only be removed). Items can default on new Tickets or can be added by clicking the 'Add Item' button on the Grid Toolbar. Database Fields: ERPx_CPItem.ItemID - ItemDescription, ERPx_CPTicketItem.ItemSK |
| Net Amount | Error rendering macro 'excerpt-include' : No link could be created for 'Def - Net Amount (GA)'. Database Field: ERPx_CPTicketItem.NetAmount |
| Percent | Error rendering macro 'excerpt-include' : No link could be created for 'Def - Percent (Sample Size)'. This is a calculated field that can only be edited by changing either the Ticket Item's 'Sample Size' or one of the Ticket Header Properties that impact the Ticket's Net Weight or Ticket's Sample Size.Database Field: ERPx_CPTicketItem.SampleWeightPercent |
| Price | Identifies the price of the line item. This is a numeric text box that is required. It defaults from the Price List assigned to the Ticket but can be edited until the Ticket is Approved or Posted. Database Field: ERPx_CPTicketItem.Price |
| Purchase Account | Identifies the account number and description of the GL Account that is used for the Item when it is entered on a Ticket. This is a single-select lookup that defaults from the 'Purchase GL Account' assigned to the Ticket Item. This is required for any Ticket Item that has a Net Amount <> 0.00. This is editable until the Ticket is Approved or Posted. Database Fields: ERPx_GLAccount.AccountNumber - Description, ERPx_CPTicketItem.AccountSK |
| Sample Size | Error rendering macro 'excerpt-include' : No link could be created for 'Def - Sample Size (Ticket Item)'. This defaults as 0.00 and can be edited to any numeric value. The Ticket Items Sample Size is used to calculate the Ticket Items Net Weight. This is editable until the Ticket is Approved or Posted.Database Field: ERPx_CPTicketItem.SampleWeight |
| Total Weight | Error rendering macro 'excerpt-include' : No link could be created for 'Def - Total Weight (GA)'. Database Field: ERPx_CPTicketItem.TotalWeight |
| Units | Identifies the # of containers the Ticket Item was delivered in. This defaults as blank and is not required. If entered, it must be >=0. Units are saved to two decimal places. For example, if Strawberries were delivered in Freezer Trays this is where you would enter the count of Freezer Trays if it was important to retain. This is editable until the Ticket is Approved or Posted. Database Field: ERPx_CPTicketItem.Units |
| UOM | Identifies the Weight UOM for the Ticket Item. This is required and defaults from the 'Scale Weight UOM' preference. This cannot be edited from here. A UOM is a quantity used as a standard of measurement. It identifies how much makes up "1" of the measurement. Examples include Bag, Box, Each, Kg, Lb, ext. Database Fields: ERPx_IMUOM.UOMName, ERPx_CPTicketItem.UOMSK |