Haulers List View
- Tatum Garino (Unlicensed)
- Emma Greenwood
- Tom Williams
Haulers are used in Grower Accounting to identify the entity that delivered the crop to the plant, cooler, or co-packer. The purpose of this page is to add, edit, remove, and activate/inactive these records.
Software Version: 2022.01.31 and newer
Page Header
| Toolbar Icons | Description |
|---|---|
| Column Filter Show/Hide |
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| 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. |
| Hauler Name | A text box to add/edit the name associated with the Hauler. This defaults to blank but is required. If missing, the message "Hauler Name is required." will be displayed on Save. This must be unique. If not, the message "Duplicate Haulers are not allowed." will be displayed on Save. This field must be <= 100 characters. Database Field: ERPx_CPHauler.HaulerName |
| 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_CPHauler.IsInactive |
| Linked AP Vendor | A single select load on demand lookup to assign the AP Vendor that is used when AP Invoices for the Hauler are auto created. This defaults to blank for new records and is not required. This field is always editable. Once selected, the Vendor Name will be displayed. Database Field: ERPx_CPHauler.LinkedToVendorSK |
Users must log out and back in before the pages will be visible in the 'My Shortcuts' tab.