INSERT DEFINITION HERE. The purpose of this page is to ...........
Software Version: 2022.04.22 and newer
Page Header
| Toolbar Icons | Description |
|---|---|
| Delete |
WARNING: Records cannot be recovered once they are deleted! |
| Help |  Opens the online WIKI help page for the current page. |
| New |  Opens a new blank record for data entry. |
| Save |  Saves the changes made to the record. |
| Save & Close |  Saves your changes and closes the page. |
| Fields | Description |
| Ticket Class | Identifies the Ticket Class Name of the Ticket Class. This is a single select lookup that refreshes the page to show the details for the Class selected. Database Field: ERPx_CPTransactionClass.TransactionClassDescription |
Properties Tab
| Toolbar Icons | Description |
|---|---|
| Excel |
|
| 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 |
| Group: ID and Description | |
| Class ID | The unique identifier of the Ticket Class. This is a textbox that is required. It defaults to blank for new records. If not assigned, the message "Class ID is required." will be displayed on Save. This value must be unique. If not, the message "Duplicate Class ID values are not allowed." will be displayed on Save. This field is always editable and must be <= 25 characters. Database Field: ERPx_CPTransactionClass.TransactionClassID |
| Class Description | Identifies the Ticket Class Name of the Ticket Class. This is a textbox that is required. It defaults to blank for new records. If not assigned, the message "Class Description is required." will be displayed on Save. This field is always editable and must be <= 200 characters. Database Field: ERPx_CPTransactionClass.TransactionClassDescription |
| Group: Configuration | |
| Doc Prefix | Identifies the prefix that will combine with the 'Next Document Number' field to create the Transaction ID for transactions belonging to the transaction class. This is a textbox that is not required. It defaults to blank for new records and is always editable. If a value is entered it must be <= 10 characters. Database Field: ERPx_CPTransactionClass.DocPrefix |
| Next Doc Number | Specifies the Next Document Number to be used in the Transaction ID. This is a numeric textbox that is required. It defaults to '1000' and is always editable. Database Field: ERPx_CPTransactionClass.NextDocNumber |
| Growth Method | Identifies the Growth Method associated with the Ticket Class. This is a single select lookup that is required. The lookup contains all the values in the CPGrowthMethod Enumeration Class.
Database Field: ERPx_CPTransactionClass.CPGrowthMethodEN |
| Inactive | Identifies if the record is "Inactive". If inactive (set to "Yes"), it will not be included in look-ups for transactions or other master files. If set to "No" or blank, the record is active and can be freely used.This is required and defaults to "No" (blank) and is always editable. Database Field: ERPx_CPTransactionClass.IsInactive |
| Group: Inventory | |
| Auto-Create Receipts from v1 Posted Tickets | Identifies whether or not a Receipt transaction will be created when Grower tickets are posted using the corresponding class. This is a single select lookup that default to 'No' and is always editable. If the value is set to 'No' the other Inventory properties are disabled and if a record was set to 'Yes' and then updated to 'No', all the Inventory property values will be cleared and become disabled. If this property is set to 'Yes', all the Inventory properties will be enabled and are required on Save. If there are items on the Grower ticket that have Linked Inventory Items assigned, a Receipt transaction will be created for these items when the ticket is Posted. Database Field: ERPx_CPTransactionClass.AutoCreateReceipt |
| Receipt Transaction Class | Identifies the Class that the Inventory Receipt transaction will use when it is created. This is a single select lookup that defaults to blank. It is only required if the 'Auto-Create Receipts from v1 Posted Tickets' property is set to Yes. The lookup contains all the active Inventory Receipt Transaction Classes. Database Fields: ERPx_IMTransactionClass.TransactionClassID, ERPx_CPTransactionClass.IMTransactionClassSK |
| Create Production Batch as | Identifies how Production Batches will be assigned, to each line item, on auto-created Inventory Receipt Transactions for Lot Tracked Items. This is a single select lookup that defaults to blank. It is only required if the 'Auto-Create Receipts from v1 Posted Tickets' property is set to Yes. The lookup contains the following values:
Database Field: ERPx_CPTransactionClass.CPCreateProductionBatchAsEN |
Create Warehouse Lot as | Identifies how Warehouse Lots will be assigned, to each line item, on auto-created Inventory Receipt Transactions when being received into a Warehouse Lot Tracked Site. This is a single select lookup that defaults to blank. It is only required if the 'Auto-Create Receipts from v1 Posted Tickets' property is set to Yes. The lookup contains the following values:
Database Field: ERPx_CPTransactionClass.CPCreateWarehouseLotAsEN |
| Default Lot Owner | Identifies the Lot Owner that will be assigned to Lots on auto created Receipt transactions. This is a single select lookup that defaults to 'Use IM Default Owner' which populates the value that is saved in the 'Default Owner' Inventory preference. It is only required if the 'Auto-Create Receipts from v1 Posted Tickets' property is set to Yes. The lookup contains the values 'Use IM Default Owner' and all the Lot Owners setup in the master file. Database Fields: ERPx_IMLotOwner.OwnerName, ERPx_CPTransactionClass.DefaultLotOwnerSK |
| Set Status as | Identifies the Status that auto created Receipt transactions will be assigned. This is a single select lookup that defaults to blank. It is only required if the 'Auto-Create Receipts from v1 Posted Tickets' property is set to Yes. The lookup contains the following values: 'New', 'Approved' and 'Ready to Post'. Database Fields: ERPx_IMTransactionStatus.TransactionStatusName, ERPx_CPTransactionClass.IMTransactionStatusSK |
Crops Tab
This tab is used to assign one or more 'Crops' to the Class.
| Toolbar Icons | Description |
|---|---|
| Add Item | |
| Excel |
|
| 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. |
| Remove Item |  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'. |
| Fields | Description |
| Checkbox | Used to select one or more records to perform an action, such as Mass Update, More Actions, or Delete. |
| Crop | A single select lookup to assign a Crop(s) to the Ticket Class. This defaults to blank on New and is required. If not assigned the message "At least one Crop is required on a Ticket Class." will be displayed on Save. This lookup contains a list of all the records in the Crops Master List. Database Field: ERPx_CPCrop.Crop |