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Fisherman Balances List View

Fisherman Balances List View

Owned by Janice Dannenberg (Unlicensed)
Last updated: Aug 31, 2022 by Emma Greenwood

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 Options
Description
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:

  • Accounts with no balance. Used to select whether or not results will include fishermen, fishermen & tenders, tenders or loans that have a balance of 0.00. 
Saved SearchesDisplays 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 IconsDescription
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.
ExcelExport 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. 

(lightbulb) 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. 
HelpOpens the online WIKI help page for the current page. 

(lightbulb) 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: 

  • Auto Pay: A single-select lookup that defaults to "(No Change)", but has the options of "Net Balance" and "Posted Balance".  Selecting "Net Balance" will automatically enter the payment amount (based on the method) that will be applied to the Net Balance amount. Selecting "Posted Balance" will automatically enter the payment amount (based on the method) that will be applied to the Posted Balance amount, so if there are transactions in New or Approved statuses, these will not be included in the posted balance. 
  • Auto Pay Method: A single-select lookup that defaults to blank, but has the options of "Full Amount" or "Percentage".  Selecting "Full Amount" will automatically enter either the total Net Balance or Posted Balance amount depending on what was selected in the Auto Pay property.  Selecting "Percentage" allows the user to specify what percent of the Net Balance or Posted Balance they wish to pay. 
  • Auto Pay Amount: A numeric text box that defaults to blank and allows the user to enter a number to calculate the percent when the Auto Pay Method "Percentage" is selected.
  • Do you want to FIFO Apply Transactions?: A single-select lookup that defaults to "(No Change)", but also has options for "Yes" and "No". Selecting "Yes" will utilize the FIFO (First In, First Out) process to apply the transaction types selected in the 'Incl. Payable Transactions (Balance Sheet Credit)' field to transa