Ticket Items List View
- Tatum Garino (Unlicensed)
- Emma Greenwood
- Tom Williams
- Janice Dannenberg (Unlicensed)
Ticket Items are the unique objects that you purchase from Growers. They are used on Grower Accounting Tickets and Grower Accounting Price Lists. The purpose of this page is to add, edit, remove, and activate/inactive these records.
This list view also contains columns for each Attribute that is set up for the 'Grower Accounting Items' 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 Items attributes are not included in the help documentation.
Software Version: 2023.03.17 and newer
Page Header
| 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! |
| Edit |  Opens the selected record for editing. If a record is not selected, the page will either not open or will open the first record (depending on how the page was coded). |
| 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.
|
| 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 |  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. |
| 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. |
| Attribute Class | Identifies the Attribute Class configured for the Item. This is not required and can always be edited from the 'Attribute Class' field on the 'Properties' tab of the Ticket Items Record View. Attribute Classes are assigned to master files to control which Attributes are visible, and/or required, to records within the master file. Database Field: ERPx_CPItem.AttributeClassSK |
| Crop | Identifies each Crop that the Item ID is associated with. At least one Crop must be assigned and can be edited from the 'Crops' tab of the Ticket Items Record View. Crops are used in Grower Accounting to identify the unique combination of Commodity and Variety. Database Fields: ERPx_CPItem.ItemSk, ERPx_CPItemCrop.CropSk |
| Growth Method | Identifies the Growth Method assigned to the Ticket Item. The Growth Method identifies whether the product is grown using Organic or Conventional methods. If neither, "N/A" will be used. Database Field: ERPx_CPItem.CPGrowthMethodEN |
| Item Description | Identifies the Description associated with the Item ID assigned to a transaction line, journal line detail or master file record. This is required and can always be edited from the 'Item Description' field on the 'Properties' tab of the Ticket Items Record View. Database Field: ERPx_CPItem.ItemDescription |
| Item ID | Identifies the ID of the Item. Clicking on the link opens the Ticket Items Record View for the selected record. This field is required and is not editable after the initial Save. Database Field: ERPx_CPItem.ItemID |
| Item Type | A text box to display the 'Item Type' of the Item record. This defaults to blank for new records and is required. Identifies the type of item and its behavior in the system. Grower Accounting Item Types fall under two categories:
This lookup contains all the values in the CPItemType Enumeration Class. Database Field: ERPx_CPItem.ItemTypeEN |
| Linked Inventory Item | Identifies the Inventory Item that will be used, for the Grower Accounting Item, on auto-created Inventory Receipt transactions. This is most often a Raw Material or WIP inventory item. This is not required but is always be editable from the 'Linked Inventory Item' field on the 'Properties' tab of the Ticket Items Record View. Database Field: ERPx_CPItem.IMItemSK |