Ticket Classes are used to group tickets of a similar kind together for reporting and analysis. Ticket Classes are also used to identify default values and business rules. The purpose of this page is to add, edit, remove, and activate/inactive these records.

Software Version: 2023.03.17 and newer

Page Header

Toolbar Icons	Description
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. Note: If a record is not selected prior to clicking the button, the message “Please select a row to delete.” will be displayed. _{WARNING: Records cannot be recovered once they are deleted!}
Help	Opens the online WIKI help page for the current page.
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
Ticket Class	Identifies the Ticket Class Name of the Ticket Class. This is a single select lookup that refreshes the page to show the details for the Class selected. Database Field: ERPx_CPTransactionClass.TransactionClassDescription

Properties Tab

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.
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: ID and Description
Class ID	The unique identifier of the Ticket Class. This is a textbox that is required. It defaults to blank for new records. If not assigned, the message "Class ID is required." will be displayed on Save. This value must be unique. If not, the message "Duplicate Class ID values are not allowed." will be displayed on Save. This field is always editable and must be <= 25 characters. Database Field: ERPx_CPTransactionClass.TransactionClassID
Class Description	Identifies the Ticket Class Name of the Ticket Class. This is a textbox that is required. It defaults to blank for new records. If not assigned, the message "Class Description is required." will be displayed on Save. This field is always editable and must be <= 200 characters. Database Field: ERPx_CPTransactionClass.TransactionClassDescription
Group: Configuration
Doc Prefix	Identifies the prefix that will combine with the 'Next Document Number' field to create the Transaction ID for transactions belonging to the transaction class. This is a textbox that is not required. It defaults to blank for new records and is always editable. If a value is entered it must be <= 10 characters. Database Field: ERPx_CPTransactionClass.DocPrefix
Next Doc Number	Specifies the Next Document Number to be used in the Transaction ID. This is a textbox that is required and must be numeric. It defaults to '1000' and is always editable. If a non-numeric value is entered the message “(TransactionClassID) - Next Doc Number must be numeric” will be displayed on Save. Database Field: ERPx_CPTransactionClass.NextDocNumber
Growth Method	Identifies the Growth Method associated with the Ticket Class. This is a single select lookup that is required. The lookup contains all the values in the CPGrowthMethod Enumeration Class. Organic Conventional N/A Database Field: ERPx_CPTransactionClass.CPGrowthMethodEN
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" (blank) and is always editable. Database Field: ERPx_CPTransactionClass.IsInactive
Group: Inventory
Auto-Create Receipts from v1 Posted Tickets	Identifies whether or not a Receipt transaction will be created when Grower tickets are posted using the corresponding class. This is a single select lookup that default to 'No' and is always editable. If the value is set to 'No' the other Inventory properties are disabled and if a record was set to 'Yes' and then updated to 'No', all the Inventory property values will be cleared and become disabled. If this property is set to 'Yes', all the Inventory properties will be enabled and are required on Save. If there are items on the Grower ticket that have Linked Inventory Items assigned, a Receipt transaction will be created for these items when the ticket is Posted. Database Field: ERPx_CPTransactionClass.AutoCreateReceipt
Receipt Transaction Class	Identifies the Class that the Inventory Receipt transaction will use when it is created. This is a single select lookup that defaults to blank. It is only required if the 'Auto-Create Receipts from v1 Posted Tickets' property is set to Yes. The lookup contains all the active Inventory Receipt Transaction Classes. Database Fields: ERPx_IMTransactionClass.TransactionClassID, ERPx_CPTransactionClass.IMTransactionClassSK
Create Production Batch as	Identifies how Production Batches will be assigned, to each line item, on auto-created Inventory Receipt Transactions for Lot Tracked Items. This is a single select lookup that defaults to blank. It is only required if the 'Auto-Create Receipts from v1 Posted Tickets' property is set to Yes. The lookup contains the following values: Ticket #: The Production Batch for every line item on the Receipt will default to the source transaction's Ticket #. Delivery Date YYYY-MM: The Production Batch for every line item on the Receipt will default to the Year & Month of the source transaction's Delivered date (e.g., 2022-06) Delivery Date YYYY-MM-DD: The Production Batch for every line item on the Receipt will default to the Year, Month, & Day of the source transaction's Delivered date (e.g., 2022-06-15) Do not default: The Production Batch for every line item on the Receipt will default as blank. Note: If the 'Set Status as' property is set to either 'Approved' or 'Ready to Post' and one or more of the Linked Inventory Items are "Lot Tracked", Production Batch values are required, and an error message will be displayed when trying to Approve or Post the Grower ticket. Database Field: ERPx_CPTransactionClass.CPCreateProductionBatchAsEN
Create Warehouse Lot as	Identifies how Warehouse Lots will be assigned, to each line item, on auto-created Inventory Receipt Transactions when being received into a Warehouse Lot Tracked Site. This is a single select lookup that defaults to blank. It is only required if the 'Auto-Create Receipts from v1 Posted Tickets' property is set to Yes. The lookup contains the following values: IM Item ID: The Warehouse Lot for every line item on the Receipt will default to the Item ID of the Linked Inventory Item associated to the Ticket Item. For example, if Ticket Item ID 'ABC' was linked to Inventory Item of '20100', then the Warehouse Lot will be set to '20100'. Do not default: The Warehouse Lot for every item on the ticket will default as blank. Note: If the 'Set Status as' property is set to either 'Approved' or 'Ready to Post' and the Receipt Site is Warehouse Lot tracked, Warehouse Lot values are required an error message will be displayed when trying to Approve or Post the Grower ticket. Database Field: ERPx_CPTransactionClass.CPCreateWarehouseLotAsEN
Default Lot Owner	Identifies the Lot Owner that will be assigned to Lots on auto created Receipt transactions. This is a single select lookup that defaults to 'Use IM Default Owner' which populates the value that is saved in the 'Default Owner' Inventory preference. It is only required if the 'Auto-Create Receipts from v1 Posted Tickets' property is set to Yes. The lookup contains the values 'Use IM Default Owner' and all the Lot Owners setup in the master file. Database Fields: ERPx_IMLotOwner.OwnerName, ERPx_CPTransactionClass.DefaultLotOwnerSK
Set Status as	Identifies the Status that auto created Receipt transactions will be assigned. This is a single select lookup that defaults to blank. It is only required if the 'Auto-Create Receipts from v1 Posted Tickets' property is set to Yes. The lookup contains the following values: 'New', 'Approved' and 'Ready to Post'. Database Fields: ERPx_IMTransactionStatus.TransactionStatusName, ERPx_CPTransactionClass.IMTransactionStatusSK

Crops Tab

This tab is used to assign one or more 'Crops' to the Class.

Toolbar Icons	Description
Add Item
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.
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.
Remove Item	Removes the selected line(s). When clicked, you are prompted with the message "Are you sure you want to delete n item(s)? Okay or Cancel". This cannot be done on transactions with a Status of 'Approved', Ready to Post', 'Posted', 'Closed', 'Void', or 'Replaced'.
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 Ticket Class. This defaults to blank on New and is required. If not assigned the message "At least one Crop is required on a Ticket Class." will be displayed on Save. This lookup contains a list of all the records in the Crops Master List. Database Field: ERPx_CPCrop.Crop

Ticket Class Record View (GA)

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Properties Tab

Crops Tab

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