Lot Certifications List View
Lot Certifications are used to identify specific lots that meet or exceed certification requirements. Examples of certifications include Kosher and MSC. They are used in Inventory and Sales The purpose of this page is to add, edit, remove, and activate/inactive these records and configure how they work.
Software Version: 2023.11.30 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 |  Inserts blank lines that allow adding multiple new records. |
| 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. |
| Certification | A text box to add or edit the unique identifier of the Certification record. This defaults to blank but is required for all records. If missing, the record will not be saved. The Certification must be unique, otherwise the message "Duplicate Certifications are not allowed." will be displayed on Save. This field is always editable and must be <= 25 characters. Database Field: ERPx_IMCertification.Certification |
| Certification # | A text box to add or edit a number associated with the Certification. This defaults to blank, is not required, and duplicate values are allowed. This does not drive functionality but can be included on reports. This field is always editable and must be <= 50 characters. Database Field: ERPx_IMCertification.CertificationNumber |
| Comment | A text box to add an additional comment for the Certification. This defaults to blank, is not required, and duplicate values are allowed. This field is always editable and must be <= 250 characters. Database Field: ERPx_IMCertification.Comment |
| Inactive | A Yes/No field used to identify if the Certification is Inactive. If set to 'Yes' then the record is "Inactive" and will not be included in look-ups. Setting this to Inactive only prevents the record from being manually assigned to new transactions or master files, it does not prevent transactions containing this value to be posted. 'No' values display as blank in the grid. This value is always editable. Database Field: ERPx_IMCertification.IsInactive |
| Type | A single-select standard lookup to identify how the Certification is assigned. This defaults to "Item & Site" and is not editable after the initial Save. The available options include:
This lookup contains all the values in the IMCertificationType Enumeration Class. Database Field: ERPx_IMCertification.IMCertificationTypeEN |
Users must log out and back in before the pages will be visible in the 'My Shortcuts' tab.