Ticket Class List View (GA)
- Emma Greenwood
- Tom Williams
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: 2022.11.28 and newer
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| 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 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! |
| Edit |  Opens the selected record for editing. If a record is not selected, the page will either not open or will open the first record (depending on how the page was coded). |
| 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. |
| Favorites |   Clicking on the star icon when it is an outline, adds the page to the 'My Shortcuts' tab and fills in the star. Clicking on the star icon when it is filled in (solid color), removes the page from the 'My Shortcuts' tab and returns the icon to an outline.
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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. |
| Help |  Opens the online WIKI help page for the current page. |
| 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. |
| 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. |
| Auto-Create Receipt | Identifies whether or not a Receipt transaction will be created when Grower tickets are posted using the corresponding class. This will display as "Yes" if Receipt transactions are auto created and as blank if they are not. This property is required and is editable from the Ticket Class Record View. Database Field: ERPx_CPTransactionClass.AutoCreateReceipt |
| Class Description | Identifies the Ticket Class Name of the Ticket Class. This is required and is editable from the Ticket Class Record View. Database Field: ERPx_CPTransactionClass.TransactionClassDescription |
| Class ID | Identifies the unique ID of the Ticket Class. This is a hyperlink that shows the value of the 'Class ID' property on the Ticket Class record. Clicking on the link opens the record view for the selected Ticket Class. This must be unique and is required. This field is always editable from the Ticket Class Record View. Database Field: ERPx_CPTransactionClass.TransactionClassID |
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 editable from the Ticket Class Record View if the 'Auto-Create Receipts from v1 Posted Tickets' property is set to Yes. The options available include:
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 only required and editable from the Ticket Class Record View if the 'Auto-Create Receipts from v1 Posted Tickets' property is set to Yes. The options available include:
Database Field: ERPx_CPTransactionClass.CPCreateWarehouseLotAsEN |
| Crop | Identifies the Crop(s) that the Class is associated with. At least one Crop must be assigned and can be edited from the 'Crops' tab of the Ticket Class Record View. Crops are used in Grower Accounting to identify the unique combination of Commodity and Variety. Database Fields: ERPx_CPCrop.Crop |
| Default Lot Owner | Identifies the Lot Owner that will be assigned to Lots on auto created Receipt transactions. This is only required and editable from the Ticket Class Record View if the 'Auto-Create Receipts from v1 Posted Tickets' property is set to Yes. Database Fields: ERPx_IMLotOwner.OwnerName, ERPx_CPTransactionClass.DefaultLotOwnerSK |
| 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 not required, but if specified is editable from the Ticket Class Record View. Database Field: ERPx_CPTransactionClass.DocPrefix |
| Growth Method | Identifies the Growth Method associated with the Ticket Class. This is required and is editable from the Ticket Class Record View. The options available include:
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 always editable from the Ticket Class Record View. Database Field: ERPx_CPTransactionClass.IsInactive |
| Next Doc Number | Identifies the document number that will be assigned to the ticket. This is required and is editable from the Ticket Class Record View. Database Field: ERPx_CPTransactionClass.NextDocNumber |
| Receipt Transaction Class | Identifies the Class that the Inventory Receipt transaction will use when it is created. This is only required and editable from the Ticket Class Record View if the 'Auto-Create Receipts from v1 Posted Tickets' property is set to Yes. Database Fields: ERPx_IMTransactionClass.TransactionClassID, ERPx_CPTransactionClass.IMTransactionClassSK |
| Set Status as | Identifies the Status that auto created Receipt transactions will be assigned. This is only required and editable from the Ticket Class Record View if the 'Auto-Create Receipts from v1 Posted Tickets' property is set to Yes. Database Fields: ERPx_IMTransactionStatus.TransactionStatusName, ERPx_CPTransactionClass.IMTransactionStatusSK |
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