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Charge Record View

Charge Record View

Apr 29, 2022

The purpose of this page is to add, edit, remove, and activate/inactive these records.

Software Version: 2022.04.22 and newer

[ 1 Page Header ] [ 2 Properties Tab  ] [ 3 Crops Tab  ] [ 4 Items Tab  ] [ 4.1 Related Topics ] [ 4.1.1 Page Definitions ] [ 4.1.2 Technical Details ]

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Fields

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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 

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Group: Configuration

Charge ID

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

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

This is a multi-select lookup where at least one selection is required. If missing, the message "Assign Rules By is required." will be displayed on Save. This defaults as blank and is always editable. When one or more values are selected, on Save, additional tabs for each of the selected items will be added to the record view.

This lookup contains all the values in the CPAssignRulesBy Enumeration Class.

Database Field: ERPx_CPCharge.AssignRulesByCSVEN

Assign Rate By

This is a single-select lookup that is required. It defaults as blank and is always editable. If it is changed, it must match one of the values in the 'Assign Rules By' Property. If not, the message "Assign Rate By must be assigned by one of the Assign Rules By values." will be displayed on Save.

This lookup contains all the values in the CPAssignRateBy Enumeration Class.

Database Field: ERPx_CPCharge.AssignRateByEN

Calculated On

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.

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. This is a single-select lookup that is required. If missing, the message "Charge GL Account is required." will be displayed on Save. This defaults as blank, is always editable, and displays as [GL Account ID] - [GL Account Description].

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.

  • AP Invoice: The Charge is created via a separate AP Invoice that posts directly to AP when the Ticket is posted.

  • GL Accrual: The Charge is included with the journal entry created by the Ticket.

This lookup contains all the values in the CPSettleMethod Enumeration Class.

Database Field: ERPx_CPCharge.ChargeSettleMethodSK

Vendor Name

 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