Opens the selected record for editing. If a record is not selected, the page will not open. If more than one record is selected, the edit window will open for the 1st report selected.

Identifies the Functional Area(s), in NorthScope, the report is assigned to. This is required and can be edited from the record view and is always editable. 

Functional Areas represent the collection of Transactions, Master Files, Inquires, and Reports that pertain to unique areas of operations within the software. The Functional Areas include: 

• Software Application Functional Areas:
  • CO - Company
  • SY - System
• Core Functional Areas:
  • GL - General Ledger / Financial
  • A/P - Accounts Payable & Purchase Order
  • A/R - Accounts Receivable / Sales Order
  • IN - Inventory

• Specialty Functional Areas: 
  • FA - Fisherman Accounting
  • GA - Grower Accounting
  • LM - Load Management
  • PR - Payroll
  • PT - Portal
  • SP - Sales Programs (Brokerage, Rebate, Off Invoice)

Database Fields: ERPx_MFFunctionalArea.FunctionalAreaSK, ERPx_RSReport.FunctionalAreaSK

Report Types are used to classify Reports into one of the following report types: 

1. Aging: Aging reports identify unpaid invoice balances along with the duration for which they've been outstanding (based on the Aging Periods you have specified). These are used internally to view Customer, Vendor, and/or Fishermen Balances.
2. Analysis: Analysis reports are used to analyze historical data across a range of user specified parameters (i.e., dates, customers/vendors/fishermen/sites, transaction classes, etc.). Unlike 'Edit' reports which are often used as a file/audit copy, these are for performing analysis and are typically launched from the Reports page.
3. Billing: Billing reports are documents you send to organizations that owe you money. Examples would include the Sales Invoice, Quick Sale Invoice, and Fisherman Sale Invoice. 
4. Check: Checks are used to print payments made through Accounts Payable, Fisherman Accounting, and Grower Accounting. This report type is only used for the paper check, not any check history or ACH remittance reports. Checks are typically launched as a Direct Print report. 
5. Edit: Edit reports are used to review transactional data and/or journal details before or after posting. They are often used internally as file copy for a single transaction or batch of transactions posted together. Because these are intended to be internal reports that do not go outside the company, they do not typically contain special formatting or print with company logos. These are most often launched from the Print dialog from transaction list views, record vires, and historical inquiries. 
6. File Export: File Export reports are datasets that generate as 'txt' or other formats designed to only be exported.
7. Financial: Financial reports are designed to be printed at month-end and year-end. These are typically launched from the Reports page. Examples include Trial Balance, Balance Sheet, and Income Statement.
8. Other: The "Other" report type is used to classify reports that do not fall into any of the other Report Types.
9. Setup: Setup reports are designed to show the details for a master file. Setup reports are internal use reports that are typically launched from the reports page. 
10. Statement: Statements are used to show transaction history and outstanding balances for customers, fishermen, and/or growers. These are typically launched from the Reports page.
11. Transaction: Transaction reports are designed to be external reports sent to Customers (e.g., Order confirmation), Warehouses, (e.g., Warehouse Release and Picking Instructions), Carriers, (e.g., Warehouse Release), Brokers (e.g., Broker Settlement), Vendors (e.g., Purchase Order), Fishermen (e.g., Fish Ticket), and Growers (e.g., Grower Ticket) that show details of a single transaction. Because these are external reports, they are typically formatted to fit in a window envelope and print with a company logo. Transaction Reports are typically launched from the Print dialog from the transaction list view, record view, and/or historical inquires.   

This is required and comes from the Report Type field on the record view.   This field is always editable. 

Database Field: ERPx_RSReport.ReportType