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!}

Opens the selected record for editing. If a record is not selected, the page will not open.

Export the contents of the list view 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 only the filtered contents will be exported. 

Opens the Saved Grid Layout menu that allows the user to select another saved layout, create a new layout, save changes to a layout, or assign a saved layout as the default for the page. Once changes are made to a grid, such as columns are added or removed, the user can click the Saved Grid Layout icon and save the changes to the grid layout and name the new layout. The new layout can also be set as the default, instead of the System View. This is useful for creating specific views to separate master files or transaction types (i.e. Invoice specific vs. Credit Memo specific).

 The bolded view is the default view, which will determine the view will automatically display in when opened. 

Opens the mass update dialog, which allows to mass update the following properties: 

• GL Date: A date picker that defaults to "(No Change)". Assigns the selected GL Date to selected/filtered transaction(s) when 'Apply' is clicked. 
• Site: A single-select standard lookup that defaults to "(No Change)", but also contains a list of all active Sites configured on the Sites List View that assigns the selected Site to selected/filtered transaction(s) when 'Apply' is clicked; and an option "(Clear Value)" that when selected and 'Apply' is clicked will remove the Site assigned to the selected transaction(s). 
• Status: A single-select standard lookup that defaults to "(No Change)", but also has options for "New", "Approved" and "Ready to Post". Assigns the selected Status to selected/filtered transaction(s) when 'Apply' is clicked. 

Displays a drop down menu of related actions. The list of options includes:

• Void/Correct: Opens the Void/Correct Fish Ticket utility to allow users to void or correct one or more posted Fisherman Sale or Tender Resale transactions.

Allows users to select the class for the transaction they want to add. The list contains: 

• Fisherman Sale: A Fisherman Sale is a transaction used to record sales from the company to a Fisherman, Tender or Loan Account. These transactions can be settled against Fish Ticket balances.
• Tender Resale: A Tender resale is a transaction used to record sales transactions made between Tenders and Fishermen. These may include line items that the Tender owns and/or line items that the company owns. Line items for Tender owned products create a balance transfer event between the Tender and Fisherman. They have no financial impact on the company and show up on the Fisherman Statement for both the Tender and Fisherman. Line items for Company owned products create a sale between the company and fisherman. These line items only show on the Fisherman Statement for the Fisherman and can be settled against Fish Ticket balances.

Identifies the Created Date & Time of the record, formatted from the users 'Date Format' preference. This is a system assigned value and is never editable by a user. This is required and is not editable.

Database Field: ERPx_APTransactionHeader.CreatedDate

Identifies the name of the user that created the record. It is formatted to be the "logged-in" users [User First Name] + [User Last Name]. This is a system assigned value and is never editable by a user. This is required and is not editable.

Database Field: ERPx_APTransactionHeader.CreatedBy

Identifies the date of the transaction. This can be edited from the 'Doc Date' on the 'Home' tab of the Record View. 

Database Field: ERPx_APTransactionHeader.TransactionDate

Identifies the header comment/description of the transaction or batch. This is a text box to assign a description to the Fisherman Sale transaction. 

Database Field: ERPx_APTransactionHeader.Description

Identifies the Doc No (document number) for the transaction. Unlike a Transaction ID that is system assigned based on the Transaction Class of the Transaction Type, this is a manually entered value. This can be edited from the 'Doc No' on the 'Home' tab of the Record View and is used to enter a unique identifier from a pre-printed book of receipts.