Split Payment Record View
The purpose of this page is to allow users to add, edit or view split payments for an Account. Users can specify Payees to take a percentage or a set amount of the payment. From here, users may also enter the address where the split payment is to be sent. Please note that once ACH or checks have been printed, the fields on this page will not be available to edit.
Software Version: 2020.05.22 and newer
Page Header
| Toolbar Icons | Description |
| Grid Layout | Opens the Saved Grid Layout menu that allows the user to select another saved layout, create a new layout, save changes to a layout, or assign a saved layout as the default for the page. Once changes are made to a grid, such as columns are added or removed, the user can click the Saved Grid Layout icon and save the changes to the grid layout and name the new layout. The new layout can also be set as the default, instead of the System View. This is useful for creating specific views to separate master files or transaction types (i.e. Invoice specific vs. Credit Memo specific).
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| Help | Opens the online WIKI help page for the current page.
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| Save & Close | Either saves your changes and closes the page or saves your changes and leaves you on the page.
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| Fields | Description |
| Account | Identifies the name of the Fisherman, Fisherman & Tender, Tender or Loan. This is a non-editable text box that is required. It defaults the 'Vendor Name' + '(Vendor ID)' fields for the Account selected on the Process Payments record view. This field is always disabled and never editable by the user. Database Fields: ERPx_APVendor.VendorName, ERPx_APVendor.VendorID, ERPx_MFCheckbookTransaction.EntitySK |
| Total Amount | Displays the total amount to be paid to the Account or split between Payees. This is a non-editable text box that is required. It defaults from the 'Amount' field for the Account selected on the Process Payments record view. This field is always disabled and never editable by the user. Database Field: ERPx_MFCheckbookTransaction.Amount |
The bolded view is the default view, which will determine the view will automatically display in when opened. Page Detail
Payment Grid
The purpose of this grid is to allow users to enter and split payments for an Account. This grid defaults to five blank lines for user entry. Users can specify Payees to take a percentage or a set amount of the payment. From here, users may also enter the address where the split payment is to be sent.
| Toolbar Icons | Description |
| New | Adds new blank lines in the grid section to allow for data entry. |
| Fields | Description |
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| % of Total | A field that calculates the percentage of the payment line as it relates to the 'Total Amount' from the header. This is a non-editable calculated text box. For the Primary Payment Account, this field defaults to "100.00" and and is never editable. It is automatically calculated as [100] - (Sum of all Split Payment [% of Totals]) each time any 'Amount' field is updated. For Split Payment Accounts, this field defaults as "0.00". If the user enters a 'Split %' value or a 'Amount' value, this field will automatically calculated as [Total Amount] / [Amount]. This field is editable until the payment batch is printed by editing either the 'Split %' field or the 'Amount' field. Database Field: ERPx_MFCheckbookTransaction.SplitPercent |
| Account | Identifies the name of the Fisherman, Fisherman & Tender, Tender or Loan. This is a non-editable text box that is required. It defaults the 'Vendor Name' + '(Vendor ID)' fields for the Account selected on the Process Payments record view. This field never editable by the user. Database Fields: ERPx_APVendor.VendorName, ERPx_APVendor.VendorID, ERPx_MFCheckbookTransaction.EntitySK |
| Address 1 | Displays the Address 1 line of the Account address. This is a text box that is not required. For the Primary Payment Account, this field defaults from the 'Address 1' field on the Process Payments record view for the selected Account. If Address ID is blank or "None", this field defaults to blank. If entered, this must be <= 75 characters. This field is editable until the payment batch is printed. Database Field: ERPx_MFCheckbookTransaction.Address1 |
| Address 2 | Displays the Address 2 line of the Account address. This is a text box that is not required. For the Primary Payment Account, this field defaults from the 'Address 2' field on the Process Payments record view for the selected Account. If Address ID is blank or "None", this field defaults to blank. If entered, this must be <= 75 characters. This field is editable until the payment batch is printed. Database Field: ERPx_MFCheckbookTransaction.Address2 |
| Address 3 | Displays the Address 3 line of the Account address. This is a text box that is not required. For the Primary Payment Account, this field defaults from the 'Address 3' field on the Process Payments record view for the selected Account. If Address ID is blank or "None", this field defaults to blank. If entered, this must be <= 75 characters. This field is editable until the payment batch is printed. Database Field: ERPx_MFCheckbookTransaction.Address3 |
| Address ID | Identifies the ID of the Address for the associated Account. This is a single-select lookup that allows users to specify the Address ID to which to make the payment. It is a required field. For the Primary Payment Account, this field defaults from the 'Address ID' field on the Process Payments record view for the selected Account. For a Split Payment Account, this field defaults to blank. If "None" is selected, Payee/Address information will default to blank and the 'Payment Type' field on the Process Payments record view will be defaulted to "Check" regardless of the Primary Payment Account's default Payment Type. Once an Address ID is selected, the corresponding Address fields will default. For a Split Payment Account, users may choose to select an Address ID associated with the Primary Payment Account. This option will mail all checks to the Primary Payment Account's address for the Account to distribute to the Payees. If the 'Amount' field is populated but no 'Address ID' is selected, this field will auto populated as "None" on Save. This field is editable until the payment batch is printed. The lookup contains the current assigned value, "None", and a list of all the 'Active' Fishermen Addresses or Loan Addresses associated with the Account. Database Fields: ERPx_APVendorAddress.AddressID, ERPx_MFCheckbookTransaction.EntityAddressSK |
| Amount | Identifies the amount to be paid to the associated Account or Payee. This is a text box that is required. For the Primary Payment Account, this field defaults from the 'Amount' field entered on the Process Payments record view and is never editable. It is automatically calculated as [Total Amount] - [Sum of all Split Payment Amounts] each time a Split Payment Amount is updated. For Split Payment Accounts, this field defaults as "0.00". If the sum of all Split Payment Amounts is more than the Total Amount, the message "All payments cannot exceed the total amount" will be displayed when the user tabs out of the field or clicks elsewhere on the page. Negative amounts are not permitted. If the field contains a negative amount, the message "All payments must be greater than 0." will be displayed when the user tabs out of the field or clicks elsewhere on the page. If the field contains a zero dollar amount, the associated Split Payment row will be removed on Save. If the user enters a 'Split %' value, this field will automatically be calculated as [Total Amount] x ([Split %] / 100). Users also have the option to enter a fixed Amount that is not based on a percentage. This field is editable until the payment batch is printed. Database Field: ERPx_MFCheckbookTransaction.Amount |
| City | Displays the City associated with the Account address. This is a text box that is not required. For the Primary Payment Account, this field defaults from the 'City' field on the Process Payments record view for the selected Account. If Address ID is blank or "None", this field defaults to blank. If entered, this must be <= 35 characters. This field is editable until the payment batch is printed. Database Field: ERPx_MFCheckbookTransaction.City |
| Description | Displays a description of the payment. This is a text box that is not required. For the Primary Payment Account, this field defaults from the 'Description' field on the Process Payments record view for the selected Account. For Split Payment Accounts, this field defaults to blank. If entered, this must be <= 250 characters. This field is editable until the payment batch is printed. Database Field: ERPx_MFCheckbookTransaction.Description |
| Group | Identifies the group the payment belongs to. This is a non-editable text box that is required. This field defaults to "Primary Payment" or "Split Payment" and is never editable. All payments are grouped by the 'Group' field when the page loads. |
| Payee | Displays the individual to whom the check will be written out. This is a text box that is not required. For the Primary Payment Account, this field defaults from the 'Payee' field on the Process Payments record view for the selected Account. For Split Payment Accounts, this field defaults from the Address ID selected of to blank if the Address ID of "None" is selected. If entered, this must be <= 150 characters. This field is editable until the payment batch is printed. Database Field: ERPx_MFCheckbookTransaction.PayeeName |
| Split % | Identifies the percent of the total amount you wish to be paid for a split line. This is a text box that is not required, not saved and not stored in the database. For the Primary Payment Account, this field defaults to "0.00" and and is never editable. For Split Payment Accounts, this field defaults as "0.00". This value may not exceed 100, else the message "All payments cannot exceed the total amount" will be displayed when the user tabs out of the field or clicks elsewhere on the page. This value may not be negative, else the message "Split Percent must be positive." will be displayed when the user tabs out of the field or clicks elsewhere on the page. If a valid value is entered, when the user tabs out of the field or clicks elsewhere on the page, the 'Amount' field and '% of Total' field will be updated and the value entered will be cleared from the field. The 'Amount' field will automatically be calculated as [Total Amount] x ([Split %] / 100) and the '% Total' field will automatically be calculated as [Amount] / [Total Amount] x 100. This field is editable until the payment batch is printed. |
| State | Displays the State associated with the Account address. This is a text box that is not required. For the Primary Payment Account, this field defaults from the 'State' field on the Process Payments record view for the selected Account. If Address ID is blank or "None", this field defaults to blank. If entered, this must be <= 30 characters. This field is editable until the payment batch is printed. Database Field: ERPx_MFCheckbookTransaction.State |
| Zip | Displays the Zip Code associated with the Account address. This is a text box that is not required. For the Primary Payment Account, this field defaults from the 'Zip' field on the Process Payments record view for the selected Account. If Address ID is blank or "None", this field defaults to blank. If entered, this must be <= 15 characters. This field is editable until the payment batch is printed. Database Field: ERPx_MFCheckbookTransaction.Zip |