Fisherman Balances List View
The purpose of the Fisherman Balances page is to show current balances for all Fishermen, Fishermen & Tenders, Tenders and Loan accounts. Users can view balances owed to or from Accounts, open Fisherman Statements, drill down to various other pages, and process payment and settlement batches.
Software Version: 2022.08.26 and newer
Page Header
Search
Search Options | Description |
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Fisherman Class | Used to select one or more Fisherman Classes. This is a multi-select standard lookup that is not required to return results. It defaults as blank. Fisherman Classes are used to identify default values that are applied to new Fishermen, Tender, Fishermen & Tender, and Loan accounts and to group accounts and transactions together for reporting and data selection purposes. The lookup contains a list of all 'Active' Fisherman Classes. |
Include | A lookup to assign one or more conditions you want included in your search. This lookup contains:
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Saved Searches | Displays the saved searches lookup and related icons. This tool allows users to select previously saved search options, create a new set of search options, save changes to existing search options, forget/delete saved search options and/or assign a saved search option as the default for the page. Once changes are made to the search options, the user can click the Save Options icon and save the changes. Saving search options will also save the preferences for 'Auto Refresh on Open' and 'Auto Hide Filters'. The new search option can also be set as the default. Default searches can be removed by clicking the 'Set as Default' button again when the current default search is selected. Refer to this FAQ for advanced search options. |
Page Detail
Toolbar Icons | Description |
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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. |
Excel | Export the contents of the list view 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 only the filtered contents 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. Users must log out and back in before the pages will be visible in the 'My Shortcuts' tab. |
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. This icon is only visible on pages that are documented in the online help. |
Mass Update | Opens the mass update dialog, which allows to mass update the following properties:
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