Tax & Premiums Classes List View
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: 2022.11.28 and newer
Page Header
Toolbar Icons | Description |
|---|---|
Column Filter Show/Hide | |
Delete | |
Excel | |
Favorites | |
Group By Show/Hide | |
Help | |
New | |
Quick Column Filter | |
Save | |
Saved Layouts | |
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. 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. 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. Database Field: ERPx_APProgram.APProgramTypeEN |
Related Topics