Price List Record View (GA)
Price Lists are used to store a group of Items with pre-defined prices and effective dates. Grower Accounting Price Lists can be assigned to Farmers so that new tickets inherit prices. The purpose of this page is to add, edit, and remove these records.
Software Version: 2022.04.22 and newer
Page Header
| Toolbar Icons | Description |
|---|---|
| Delete |  Deletes the transaction, batch, or master file record. When clicked, users will be prompted with: "Are you sure you want to delete this record?". Click "OK" to confirm, or "Cancel" to return without deleting. WARNING: Records cannot be recovered once they are deleted! |
| Help | Opens the online WIKI help page for the current page.
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| New |  Allows users to select the type of transaction or record they want to add. |
| Notes |  Opens the Notes dialog, filtered for the appropriate Note Type(s), allowing the user to enter Notes for the selected line item. From here, users can add, review, or edit Notes associated with the line item. If no line items are selected, entered Notes will apply to all line items and be appended to any existing Notes. This toolbar icon is always enabled. |
 Opens the Print dialog window, where transaction and/or analysis reports can be downloaded, printed and/or emailed. When clicked, all the Reports that launch from the Print Dialog that are assigned to this page, and that the user has rights to (if Report Data Access is enabled) are displayed. | |
| Save |  Saves the changes made to the record. |
| Save & Close |  Saves your changes and closes the page. |
| Fields | Description |
| Description | A text box to add/edit the name (long description) of the Price List. This is required but does not have to be unique. If missing, the message "Description is required." will be displayed on Save. This defaults to blank and must be <= 50 characters. This is always editable. Database Field: ERPx_MFPriceListHeader.Description |
| Inactive | A Yes/No lookup to indicate whether or not the price list is inactive. This defaults to "No", is required, and can be edited at any time. Database Field: ERPx_MFPriceListHeader.IsInactive |
| Price List | A text box to add/edit the unique name of the Price List. This is required and must be unique. If missing, the message "Price List is required." will be displayed on Save. This defaults to blank and must be <= 25 characters. This is always editable. Database Field: ERPx_MFPriceListHeader.PriceListID |
| Price List Class | Identifies the type of transactions that each Price List applied to. This is auto assigned when the Price List is initially created (based on the option selected from the 'New' icon) and is not editable. The allowable values include: 'Grower Accounting Tickets'. These price lists can only be used on Grower Ticket. Database Field: ERPx_MFPriceListHeader.PriceListClassEN |
This icon is only visible on pages that are documented in the online help.Ticket Items Tab
| Toolbar Icons | Description |
|---|---|
| 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. |
| Delete |  Deletes the selected line(s) from the transaction. When clicked, you are prompted with the message "Are you sure you want to delete n item(s)? Okay or Cancel". This icon is only enabled for transactions with a Status of 'New'. |
| Excel |
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| 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. |
| Quick Column Filter |  Used to filter across all columns in the grid. When the user types text into the Quick Column Filter text box, the grid's Filter Row will be automatically hidden. The text in the Quick Column Filter text box automatically replaces any existing Filter Row filters. The results of the data immediately refresh as you enter text. |
| New | Adds new blank lines in the grid section to allow for data entry. |
| Saved Layouts |  Displays the column layout lookup and related icons. This tool allows users to select a previously saved layout, create a new layout, save changes to a layout, forget/delete a layout and/or assign a saved layout as the default for the page. Once changes are made to the layout, such as columns are added or removed, the user can click the Save Layout icon and save the changes to the column layout. The visibility of the Filter Row is also saved with a saved layout. The new layout can also be set as the default. This is useful for creating specific views to separate master files or transaction types (i.e. Invoice specific vs. Credit Memo specific). Default layouts can be removed by clicking the 'Set as Default' button again when the current default layout is selected. Please note that existing saved grid layouts will display the Filter Row as hidden by default. |
| Fields | Description |
| Checkbox | Used to select one or more records to perform an action, such as Mass Update, More Actions, or Delete. |
| Current Price | A calculated field that identifies the current price of the line item. This field updates upon save and is never editable by the user. |
| Current Price Date Range | Identifies the effective date range for the current price of the line item. This defaults to blank but updates upon save and is never editable by the user. This is a calculated field that is not stored in the database. |
| End Date | A Calendar control to identify the last effective date of a new price for an Item. This defaults to blank and is not required. Once an End Date is entered and Saved, it will refresh to blank, allowing for a new entry, and either the Current Price Date Range or the Next Price Date Range field will be updated with the Start Date and End Date previously entered and saved, depending on if the dates entered are current or in the future. Database Field: ERPx_MFPriceListItemHistory.PriceEffectiveDateEnd |
| Item | A single select lookup to add a new item to the Price List. When the 'New' icon is clicked from the Ticket Items toolbar, a blank row is added to Ticket Items grid allowing the user to add a new item. The lookup includes the list of all 'Active' Ticket Items displayed as [ItemID]: [Item Description]. This defaults to blank but is required to save a line item. This is not editable after Save. Database Fields: ERPx_CPItem.ItemID - ItemDescription, ERPx_MFPriceListItem.PriceListItemSK |
| Next Price | A non-editable text box that identifies the next price waiting to become effective for the line item. This defaults to '0.00' and is never editable by the user. This will only have a value if prices have been entered with a 'Start Date' in the future. This is a calculated field and is not stored in the database. |
| Next Price Date Range | Identifies the effective date range for the next (future) price of the line item. This defaults to blank but updates upon save and is never editable by the user. This is a calculated field that is not stored in the database. |
| Price | A text box to enter the new price for the line item. To save a new Price, both a 'Price' and a 'Start Date' must be entered.
Database Field: ERPx_MFPriceListItemHistory.Price |
| Price UOM | This field displays a drop-down menu of all units of measure on the selected item's UOM schedule for the user to identify the unit of measure on which the line item's price is based. This field defaults to the value selected in the "Scale Weight UOM" preference and is never editable by the user. Database Field: ERPx_MFPriceListItemHistory.PriceUOMSK |
| Start Date | A Calendar control to identify the effective date of a new price for an Item. This defaults to blank and is required. Once a Start Date is entered and Saved, it will refresh to blank, allowing for a new entry, and either the Current Price Date Range or the Next Price Date Range field will be updated with the Start Date and End Date previously entered and saved, depending on if the dates entered are current or in the future. Database Field: ERPx_MFPriceListItemHistoryPriceEffectiveDateStart |
Assigned Farmers Tab
| Toolbar Icons | Description |
|---|---|
| Fields | Description |
| Farmer | A read only field to show the names of each Farmer that is assigned to the current Price List. This value is looked up, not stored in the database. |