Fields List View
- Tatum Garino (Unlicensed)
- Tom Williams
- Emma Greenwood
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. The purpose of this page is to add, edit, remove, and activate/inactivate these records.
This list view also contains columns for each Attribute that is set up for the 'Grower Accounting Fields' attribute type. Because these are user defined, they are not included in the default view but can be added a saved column layout. Grower Accounting Field attributes are not included in the help documentation.
Software Version: 2022.04.22 and newer
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| 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. |
| 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 |  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. |
| 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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| 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. |
| New |  Adds new blank row in the grid section to allow 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. |
| Save |  Saves all changes made on 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. |
| Crop | A single-select lookup to select the Crop that is grown on the field. This defaults to blank but is required. If missing, the message "Crop is required." will be displayed on Save. This field is always editable. This is one of the 4 properties that make a 'Field' unique: [Farmer Name] + [Field Name] + [Crop] + [Growth Method]. Crops are used in Grower Accounting to identify the unique combination of Commodity and Variety. This lookup contains a blank value and a list of all the Crops in the Crops master file. Database Field: ERPx_CPField.CropSK |
| Default Harvester | A single-select lookup to assign a default Harvester for the field. This defaults to blank but is not required. If identified, it will default on Tickets entered for this field but can be overwritten. This field is always editable. Harvesters are used in Grower Accounting to identify the entity that harvested the crop being purchased. This lookup contains the current selected value and the list of all the 'Active' Harvesters in the Harvesters master file. Database Field: ERPx_CPField.HarvesterSK |
| Default Hauler | A single-select lookup to assign a default Hauler for the field. This defaults to blank but is not required. If identified, it will default on Tickets entered for this field but can be overwritten. This field is always editable. Haulers are used in Grower Accounting to identify the entity that delivered the crop to the plant, cooler, or co-packer. This lookup contains the current selected value and the list of all the 'Active' Haulers in the Haulers master file. Database Field: ERPx_CPField.HaulerSK |
| Default Site Name | This is a single-select lookup to assign the default 'Site' associated with the field. This defaults to 'Use Preference', is required and always editable. The lookup displays all 'Active' Sites that are not assigned as "In Transit". Database Fields: ERPx_MFSite.SiteName, ERPx_CPField.DefaultSiteSK |
| Farmer Name | A single-select lookup to assign the Farmer that is associated with the field. This defaults to blank but is required. If missing, the message "Farmer Name is required." will be displayed on Save. This field is always editable. This is one of the 4 properties that make a 'Field' unique: [Farmer Name] + [Field Name] + [Crop] + [Growth Method]. A Farmer is an Account Type used to identify entities you purchase farmed products from. They are used in Grower Accounting master files and transactions. This lookup contains a blank value and the list of all the Farmers in the Farmers master file. Database Field: ERPx_CPField.FarmerSK |
| Field Name | A text box to indicate the name / identifier of the field. This defaults to blank but is required. If missing, the message "Field Name is required." will be displayed on Save. This field is always editable and can be set to any value <= 50 characters. This is one of the 4 properties that make a 'Field' unique: [Farmer Name] + [Field Name] + [Crop] + [Growth Method]. Database Field: ERPx_CPField.FieldName |
| Growth Method | A single-select lookup to assign the Growth Method for the Field. This defaults to blank but is required. If missing, the message "Growth Method is required." will be displayed on Save. This field is always editable. The lookup contains all the values in the CPGrowthMethod Enumeration Class. This is one of the 4 properties that make a 'Field' unique: [Farmer Name] + [Field Name] + [Crop] + [Growth Method]. The Growth Method identifies whether the product is grown using Organic or Conventional methods. If neither, "N/A" will be used. Database Field: ERPx_CPField.CPGrowthMethodEN |
| Inactive | A Yes/No field used to identify if the record is Inactive. If set to "Yes" then the record is Inactive and will not be included in look-ups for transactions or other master files. If set to "No" then the record is Active and can be freely used. This field defaults to "No" and is always editable. This field is only displayed after the record is initially saved. Database Field: ERPx_CPField.IsInactive |