The purpose of this page is to
Software Version: 2023.09.30 and newer
Page Header
| Fields | Description |
| 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:
Once items have been added to the grid and users have entered the quantities they wish to order for the item(s), there are two ways to add the item(s) to the order, users can click back into the Search box and press the Enter key or click the Refresh button. |
Page Details
| 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. |
| 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. |
| More Actions |
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| 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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| Save & Close |  Saves your changes and closes the page. |
| 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. |
| Ext. Amount | Identifies the Extended amount of the line item. This is required and is calculated as [Quantity] * [Price] for each line item. This can only be edited by changing the Quantity and/or Price of the line item. This is a calculated field and is not stored in the database. |
| Item | Identifies the Item, displayed as Item ID: Item Description. This is a text box that is required. It defaults as blank and is not editable once the line item has been saved to the transaction. When the 'Add Item' icon is clicked, users may enter all or part of an Item ID or Description and hit the Enter key on the keyboard. If a complete Item ID was entered, the line item will be saved, if not, the Item Lookup dialog box will open with a list of items containing the data entered. From the Item Lookup dialog box, users may check the checkbox next to one or multiple item(s) to add to the transaction using the Save & Close button. Items represent objects that you sell, produce, and/or purchase that are tracked within the system. They are used on Sales, Inventory, Fisherman Accounting and Purchasing transactions. Database Fields: ERPx_IMItem.ItemID:ItemDescription, ERPx_APVendorItem.ItemSK |
| Last Paid Date | |
| Last Paid Price | |
| Last Paid Qty | |
| Line Comment | Identifies an alternate comment/description for a line item. This is most commonly used to either identify the Vendor's Item ID or to add more clarity to a generic/bulk Item ID. Database Field: ERPx_APVendorItem.LineComment |
| PO Min Ord Qty | |
| PO Order Multiple Of | |
| Price | Identifies the price of the line item. This is a numeric text box that is not required. It defaults to the price entered on the corresponding Vendor Item setup on the Vendor's master file. This is editable while the transaction is in 'New' Status. Database Field: ERPx_APVendorItem.Price |
| Qty | Identifies the quantity of the line item. This defaults as 0.00 and is not required. If a value is entered and added to the transaction, this will display in the 'Quantity' field for the line item. This is editable while the transaction is in 'New' Status. This value is not stored in the database. |
| Seq. | Displays the numerical sequence the line item appears in the Item's grid on the transaction or master file. For example, if you had line items 10, 20, and 30 and you wanted the last one (Ln. 30) to be second, you could edit the value to any number between 10 and 20 (i.e. 15) and on save the lines would be sorted in the new sequence (10, 15, and 30) and then all Ln.'s would be re-set to base 10 numbers (10, 20, 30). Database Field: ERPx_APVendorItem.LineItemSort |
| UOM | Displays the unit of measure upon which the line item price is based. This defaults from the 'UOM' saved to the Vendor Item on the Vendor's master file record. This is always editable from the Vendor's master file record. Database Fields: ERPx_IMUOM.UOMID, ERPx_APVendorItem.PriceUOMSK |
| Vendor Item | Database Field: ERPx_APVendorItem.VendorItem |
This ONLY re-queries the contents of columns that are currently visible, if you add a new column the contents will be empty until you click 'Refresh' again.