Tax & Premium Classes serve two purposes. First, they are used to classify your individual Tax and Premium programs into groups that you define. For example, you may have several Premiums configured to add money for Iced Fish. If this were the case you could setup a 'Program Class' called "Iced" and assign all the applicable Premium Programs to this class. Second, they are used to group all your Tax and Premium classes into pre-defined buckets for reporting and analysis. For example, you may have many Tax Classes setup for Salmon, the 'Group' lumps them into pre-defined buckets. The Groups for Premiums include: Chill, Dock, and Other and the Groups for Taxes include: Borough, City, Observer, State, and Other. From here, users can add new records and edit or delete existing records.
Software Version: 2019.09.03 and newer
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| Toolbar Icons | Description |
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| Cancel | Cancels the current unsaved changes and returns the view from Edit mode to Read only mode. This toolbar icon is only displayed when the view is in edit mode. |
| 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 | Puts 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.
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| Grid Layout | Opens 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).
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| Help | Opens the online WIKI help page for the current page.
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| New | Inserts blank lines that allow adding multiple new records. |
| Save | Saves all changes. |
| Fields | Description |
| Checkbox | Used to select one or more records. |
| Group | Identifies the 'Program Group' assigned to the 'Program Class'. The Group is used to summarize program amounts together on list views and inquiries. This is a looked up value that is dependent on the 'Program Type'. The potential values "Tax" Programs include:
The potential values "Premium" Programs include:
The values for this field come from the APProgramGroup Enumeration. Linked Database Field: ERPx_APProgram.APProgramGroupEN |
| Program Class | Identifies the ID for the Program Class. This defaults to blank for new records but is required. If not assigned, the message "Program Class name is required." will be displayed on Save. This field is always editable, must be <= 100 characters, and must be unique. If not the message "Duplicate program class names are not allowed" will be displayed on Save. Linked Database Field: ERPx_APProgram.APProgramClassSK |
| Program Type | A single-select standard lookup to identify whether the Program Class applies to Tax or Premium Programs. This defaults to blank for new records but is required. If not assigned, the message "Program Type name is required." will be displayed on Save. If the value is set to "Premium" then this Class can only be assigned to Premium Programs and if it is set to "Tax" then this Class can only be assigned to Tax Programs. The values for this field come from the APProgramType Enumeration. Linked Database Field: ERPx_APProgram.APProgramTypeEN |
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