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Fisherman Balance Details

Fisherman Balance Details

Owned by Janice Dannenberg (Unlicensed)
Last updated: Aug 13, 2024 by Emma Greenwood

Fisherman balance details refers to the remaining balances of transactions that make up a fisherman's current balance. Unlike the 'Fisherman Transactions' inquiry that includes the history of all Transactions, Fisherman Balances only includes transactions that currently have an open balance. The following transactions are included: Adjustments, Balance Transfers, AP Credit Memos (distributed to a fisherman account), Fish Tickets, Fisherman Sales, AP Invoices (distributed to a fisherman account), Payments to fisherman using Checks or ACH, Payment Receipts, Tender Resales and Purchase Orders (distributed to a fisherman account). 

This inquiry only shows the current version of a transaction. Users may utilize search options to filter the results.

Software Version: 2021.05.21 and newer

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Search Options
Description
Auto Hide FiltersA non-required text box that defaults as checked and is used to determine if the Search Options should be hidden when the Inquiry runs or is refreshed.
  • When checked, each time the 'Refresh' button is clicked, the search options will be hidden, allowing for more rows of data to be visible on the page. This behavior is ideal for users that have entered their search parameters and want to see the results in full-screen. 
  • When unchecked, the search options will not be hidden when the 'Refresh' button is clicked. This behavior is ideal for users that need to run several searches with different search parameters.

Users can only change the default value of this setting with a custom search in the "Saved Searches" lookup. If you change the default setting but do not save it in a custom search, it will only remain this way while the page is opened.

Refer to this FAQ for advanced search options.

Auto Refresh on OpenA non-required text box that defaults as checked and is used to determine if the inquiry opens with or without data in the grid.
  • When checked, each time the page is opened, the search is run using the default parameters (or a 'Saved Search' if one was set as your default for the page) so the grid will be populated with data .  
  • When unchecked, the search is NOT run when the page opens and no data will be present until the 'Refresh' button is clicked. 

Users can only change the default value of this setting with a custom search in the "Saved Searches" lookup.

Refer to this FAQ for advanced search options.

Account Class

Used to select one or more Vendor Classes. This is a multi-select standard lookup that is not required to return results. It defaults as blank.

Vendor Classes are used to identify default values that will be applied to new Vendor accounts and to group Vendor accounts together for reporting purposes.