Charge Record View
A Charge represents something that will be deducted (most often) from a Grower Ticket. Charges are most commonly used to deduct (pass along) fees associated with harvesting, hauling, and damaged / down-grade product.The purpose of this page is to add, edit, remove, and activate/inactive these records.
Software Version: 2022.04.22 and newer
Page Header
Toolbar Icons | Description |
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Delete | Deletes the selected record(s). When clicked, users will be prompted with: "Are you sure you want to delete the selected records?". Click "OK" to confirm, or "Cancel" to return without deleting. WARNING: Records cannot be recovered once they are deleted! |
Help | |
New | Opens a new blank record for data entry. |
Save | Saves the changes made to the record. |
Save & Close | Saves your changes and closes the page. |
Fields | Description |
Charge | This is a single select lookup that refreshes the page to show the details for the Program selected. Database Field: ERPx_CPCharge.ChargeItem |
Properties Tab
Toolbar Icons | Description |
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Excel | Exports the contents of the grid to an Excel file that will automatically download. The contents that export are those that are visible to the user. Therefore, if the user has filtered the view, or excluded columns, only the contents in the grid will be exported. |
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. |
Fields | Description |
Group: Configuration | |
Charge ID | Identifies the short description and unique identifier for Tax, Premium, Charge, Accrual and Sales Program. This is a text box that is required. It defaults to blank for new records. If not assigned, the message "Charge ID is required." will be displayed on Save. This value must be unique. If not, the message "Duplicate Charge ID's are not allowed." will be displayed on Save. This field is always editable and must be <= 25 characters. Database Field: ERPx_CPCharge.ChargeItem |
Start Date | Identifies the date the Program starts. Tickets with a 'Delivered' date on or after the Program's 'Start Date' will be evaluated for the Program. This is a date picker that is required. If missing, the message "Start Date is required." will be displayed on Save. This defaults as blank on new records and is always editable. Database Field: ERPx_CPCharge.StartDate |
End Date | Identifies the date the Program ends. Tickets with a 'Delivered' date on or before the Program's 'End Date' will be evaluated for the Program. This is a date picker that is not required. This defaults as blank and is always editable. A blank value assumes the Program never ends, but if a date is entered it must be >= the 'Start Date' field. Else the message "End Date must be on or after the Start Date." will be displayed on Save. Database Field: ERPx_CPCharge.EndDate |
Inactive | Identifies if the record is "Inactive". If inactive (set to "Yes"), it will not be included in look-ups for transactions or other master files. If set to "No" or blank, the record is active and can be freely used.This is required and defaults to "No" if unassigned on new Programs. This is always editable. Database Field: ERPx_CPCharge.IsInactive |
Group: Assign Rules By | |
Assign Rules By | The Assign Rules By field determines the criteria used to calculate Grower Ticket Accruals. One or more of the following values may be selected:
This lookup contains all the values in the CPAssignRulesBy Enumeration Class. Database Field: ERPx_CPCharge.AssignRulesByCSVEN |
Assign Rate By | The Assign Rate By field determines where the 'Rate' is identified on a Grower Accounting Accrual Program. The selection must match one of the values assigned in the 'Assign Rules By' property. The potential values include:
This lookup contains all the values in the CPAssignRateBy Enumeration Class. Database Field: ERPx_CPCharge.AssignRateByEN |
Calculated On | Identifies the value used, for each applicable ticket line, for calculating Ticket Charges.This is a single-select lookup that is required. If missing, the message "Calculated On is required." will be displayed on Save. It defaults to blank and is always editable. Identifies the values used for determining Ticket Charges. It can be set to one of the following values:
The weight-based calculation methods do not do UOM conversions. This lookup contains all the values in the CPChargeCalcMethod Enumeration Class. Database Field: ERPx_CPCharge.ChargeCalcMethodSK |
Default Rate | Identifies the "Default" rate/percentage of the Charge. This defaults to 0.0000 for new records but is not required to be changed. This field is always editable Leaving this as 0.000000 and the 'Assign Rate By' to "GLOBAL" and the 'Calculated On' on anything other than "Fixed Amount" will result in no Charge being calculated. This only identifies the default rate. However, the actual Rates may be different if the "Assign Rate By" property is not set to "Default Rate". Database Field: ERPx_CPCharge.Rate |
Rate UOM | Identifies the UOM associated with the Charge Rate. This is informational only and can only be edited by changing the 'Calculated On' property on the Charge Record View. Database Field: ERPx_CPCharge.UOMSK |
Group: Accounting | |
Charge GL Account | Identifies the GL Account used to record the Charge. The lookup contains a blank value, the current assigned value, and a list of all the 'Active' GL Accounts. Database Fields: ERPx_GLAccount.AccountNumber - Description, ERPx_CPCharge.CRAccountSK |
Settlement Method | Identifies how the Charge Program is Settled. This is a single-select standard lookup that is required. It defaults as blank and is always editable.
This lookup contains all the values in the CPSettleMethod Enumeration Class. Database Field: ERPx_CPCharge.ChargeSettleMethodSK |
Vendor Name | Identifies the name of the Vendor assigned to the transaction or master file. This is set in the Vendor Record View. This is a single-select lookup that defaults as blank, is only required, and is only editable if the 'Settlement Method' is "AP Invoice". If the 'Settlement Method' is "AP Invoice" this is always editable. If the 'Settlement Method' is "GL Charge" this is blank and disabled. This lookup contains a blank value, the current assigned value, and a list of all the 'Active' Vendors. Database Fields: ERPx_APVendor.VendorName, ERPx_CPCharge.VendorSK |
Crops Tab
This tab will only be visible if "Crops" is selected in the 'Assign Rules By' property. This tab is used to assign one or more 'Crops' to the Program. If this tab is not visible, the Program applies to all Crops.
Toolbar Icons | Description |
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Excel | Exports the contents of the grid to an Excel file that will automatically download. The contents that export are those that are visible to the user. Therefore, if the user has filtered the view, or excluded columns, only the contents in the grid will be exported. |
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'. |
New | Opens a new blank record for data entry. |
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. |
Fields | Description |
Checkbox | Used to select one or more records to perform an action, such as Mass Update, More Actions, or Delete. |
Crop | A single select lookup to assign a Crop(s) to the Charge Program. This is only visible when "Crop" is selected in the 'Assign Rules By' value in the Properties tab. By default, when a new Charge Program is created, all Crops are assigned. If you want only specific Crops to apply to the Program, click the ‘New’ icon and manually add the Crop(s) that you wish to apply. This lookup contains a list of all the records in the Crops Master List. Database Fields: ERPx_CPCrop.Crop, ERPx_CPChargeCrop.CropSK |
Rate | Identifies the tax rate used for calculating the Grower Accounting Ticket Charges.This is a text box that is not required. This field is only enabled and required when "Crop" is selected as the 'Assign Rate By' value in the Properties tab. The Rate defaults to the 'Default Rate' value entered in the Properties tab and is always editable to any amount. Database Fields: ERPx_CPCharge.Rate ERPx_CPChargeCrop.Rate |
Items Tab
This tab will only be visible if "Items" is selected in the 'Assign Rules By' property. This tab is used to assign one or more 'Items' to the Program. If this tab is not visible, the Program applies to all Items.
Toolbar Icons | Description |
---|---|
Excel | Exports the contents of the grid to an Excel file that will automatically download. The contents that export are those that are visible to the user. Therefore, if the user has filtered the view, or excluded columns, only the contents in the grid will be exported. |
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'. |
New | Opens a new blank record for data entry. |
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. |
Fields | Description |
Checkbox | Used to select one or more records to perform an action, such as Mass Update, More Actions, or Delete. |
Item | Identifies the Item, displayed as Item ID: Item Description. A single select lookup to assign a Ticket Item(s) to the Charge Program. This is only visible when "Item" is selected in the 'Assign Rules By' value in the Properties tab. By default, when a new Charge Program is created, all Items are assigned. If you want only specific Items to apply to the Program, click the ‘New’ icon and manually add the Item(s) that you wish to apply. This lookup contains a list of all the records in the Ticket Items List View. Database Fields: ERPx_CPItem.ItemDescription, ERPx_CPChargeItem.ItemSK |
Rate | Identifies the tax rate used for calculating the Grower Accounting Ticket Accrual.This is a text box that is not required. This field is only enabled and required when "Item" is selected as the 'Assign Rate By' value in the Properties tab. The Rate defaults to the 'Default Rate' value entered in the Properties tab and is always editable to any amount >= 0. Database Fields: ERPx_CPCharge.Rate, ERPx_CPChargeItem.Rate |