Grower Accounting - New Ticket Record View

Grower Accounting - New Ticket Record View

 The purpose of this page is to initiate a new Ticket. 

Software Version: 2022.04.22 and newer

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Go To Ticket

Opens the Grower Accounting Ticket Record View for the current transaction. 

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Fields

Description

Delivered

This is a date picker that is required. It defaults as the current date but can be changed to another date. The Delivered date cannot be before the Harvested date else the message "Delivered date must be on or after the Harvested date." will be displayed when the "Go To Ticket" button is clicked, or an option from the grid is double clicked. 

Database Field: ERPx_CPTicketHeader.DeliveryDate

Delivered By

This is a single select lookup that is not required and defaults to "(Use Default)". The lookup contains a value of "(Use Default)" followed by a list of all 'Active' Haulers. If "(Use Default)" is selected, the 'Delivered By' will be assigned from the 'Default Hauler' assigned to the Field. If the Field does not have a 'Default Hauler' assigned, the 'Delivered By' will be blank on the Ticket.

The lookup contains a list of all active Haulers.

Database Fields: ERPx_CPHauler.HaulerName, ERPx_CPField.HaulerSK

Harvested

 This is a date picker that is required. It defaults as the current date but can be changed to another date. The Harvested date cannot be after the Delivered date else the message "Delivered date must be on or after the Harvested date." will be displayed when the "Go To Ticket" button is clicked, or an option from the grid is double clicked. 

Database Fields: ERPx_CPTicketHeader.HarvestDate

Harvested By

This is a single select lookup that is not required and defaults to "(Use Default)". The lookup contains a value of "(Use Default)" followed by a list of all 'Active' Harvesters. If "(Use Default)" is selected, the 'Harvested By' will be assigned from the 'Default Harvester' assigned to the Field. If the Field does not have a 'Default Harvester' assigned, the 'Harvested By' will be blank on the Ticket.

The lookup contains the current selected value and the list of all the 'Active' Harvesters in the Harvesters master file.

Database Field: ERPx_CPHarvester.HarvesterName, ERPx_CPField.HarvesterSK

Load Items From Price List

Identifies whether or not ticket items will default on new Tickets or will need to be manually added. This is a Yes/No lookup that defaults to "Yes" but can be changed to "No".

  • If "No" then all ticket line items will need to be manually added to the Ticket

  • If "Yes" then all the Ticket Items that are on the 'Price List' that is assigned to the Farmer on this ticket will default on new Tickets.  

Note: For a Ticket Item to default on a new ticket, each of the following must be true for both Item & Dockage Item Types:

  1. The Item must be assigned to the 'Crop' that is assigned to the Ticket. 

  2. The Item must be included on the 'Price List' that is attached to the ticket 'Farmer'.

  3. The 'Growth Method' of the Item must match the 'Growth Method' of the Ticket Class

Site

Identifies the Site (Site Name) that the ticket is being delivered to. This is a single select lookup that defaults to "(Use Default)". The lookup contains a value of "(Use Default)" followed by a list of all 'Active' Sites that are not identified as "In Transit". If "(Use Default)" is selected, the Site will be assigned as 1) the 'Site Name' assigned to the Field or 2) the 'Site Name' assigned to the 'Default Site' preference.

Database Field: ERPx_MFSite.SiteName, ERPx_CPField.SiteSK

The lookup displays all 'Active' Sites that are not assigned as "In Transit".

Ticket Number

This is a text box that is required. It defaults with "(Use Next Trans. #)" and is always editable. If missing, the system will auto assign based on how the Transaction Class is configured.

Database Field: ERPx_CPTicketHeader.TicketNumber

Page Details 

The data grid shows all the unique 'Fields' where the Crop and Growth Method assigned to the Field matches the Crop(s) and Growth Method assigned to the Ticket Class. By selecting a row, the user is selecting the Farmer, Field, Crop, and Growth Method in one step. A single row can be selected either by clicking on the row and then clicking the 'Go To Ticket' button or by double-clicking a row to start a new ticket. None of the data in this grid is editable.

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Fields

Description

Crop 

Displays the Crop (Commodity and Variety) assigned to the Field. This should never blank.

Database Fields: ERPx_CPCrop.Crop, ERPx_CPField.CropSK

Default Harvester

Displays the name of the Harvester assigned to the Field. This will be blank for every Field that does not have a Harvester assigned.

Database Fields: ERPx_CPHauler.HarvesterName, ERPx_CPField.HarvesterSK

Default Hauler

Displays the name of the Hauler assigned to the Field. This will be blank for every Field that does not have a Hauler assigned.

Database Fields: ERPx_CPHauler.HaulerName, ERPx_CPField.HaulerSK

Default Site Name

Displays the name of the Site assigned to the Field. This will display "Use Preference" for every Field that does not have a Site assigned.

Database Fields: ERPx_MFSite.SiteName, ERPx_CPField.DefaultSiteSK

Farmer Name

Displays the name of the Farmer assigned to the Field. This should never blank.

Database Fields: ERPx_CPFarmer.FarmerName, ERPx_CPField.FarmerSK

Field Name

Displays the name of the Field. This should never blank. 

Database Field: ERPx_CPField.FieldName

Growth Method

Identifies the Growth Method assigned to the Field. This should never blank.

Database Field: ERPx_CPField.CPGrowthMethodEN

Price List

Displays the Price List ID assigned to the corresponding Farmer.  This will be blank for every Farmer that does not have a Price List assigned.

Database Fields: ERPx_MFPriceList.PriceListID, ERPx_CPFarmer.PriceListHeaderSK