Fisherman Sales History Inquiry
- Tom Williams
- Emma Greenwood
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.
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.
The purpose of this inquiry is to view, add, edit, delete, void or correct Fisherman Sale and Tender Resale transactions. Additionally, users may void or correct transactions. From this list view, users may also mass update values for several fields, print available reports or export the contents of the grid to Excel.
This list view also contains columns for each Attribute that is set up for the 'Fisherman Accounting - Transactions' attribute type. However, because these attributes are user defined, they are not included in the help documentation.
Software Version: 2023.08.31 and newer
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| Toolbar Icons | Description |
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| Excel | 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. |
| 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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| Grid Layout | 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).
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| Help | Opens the online WIKI help page for the current page.
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| Inquiry Criteria | Opens Inquiry Criteria window where users can define the following criteria:
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| Journal Details | Opens the Journal Detail for all the rows selected. |
| More Actions | Displays a drop down menu of related actions. The list of options includes:
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Opens the Print dialog window, where transaction and/or analysis reports can be downloaded, printed and/or emailed. | |
| Refresh | Re-queries the contents of the grid/page based on the Inquiry Criteria parameters or the default parameters for grids that do not support Inquiry Criteria. |
| Fields | Description |
| Checkbox | Used to select one or more records to perform an action, such as Mass Update, More Actions, or Delete. |
| Doc Date | 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 |
| Doc Description | 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 |
| Doc No | 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. The Doc No value must be unique by transaction type. No two Fisherman Sale or Tender Resale Doc No values may be the same. Database Field: ERPx_APTransactionHeader.DocNumber |
| Fisherman | Identifies the ID of the Fisherman, Fisherman & Tender or Tender associated with the transaction. Database Fields: ERPx_APVendor.VendorID, ERPx_APTransactionHeader.VendorSK |
| Fisherman Name | Identifies the name of the Fisherman, Fisherman & Tender or Tender associated with the transaction. Database Fields: ERPx_APVendor.VendorName, ERPx_APTransactionHeader.VendorSK |
| GL Date | Identifies the date the transaction posted (or will post) to the general ledger. Database Field: ERPx_APTransactionHeader.GLDate |
| GL Period | Identifies the Fiscal Period based on the GL date on the source transaction or manual journal entry. This field is not stored in the database. |
| GL Year | Identifies the Fiscal Year based on the GL date on the source transaction or manual journal entry. This field is not stored in the database. |
| Price List ID | Identifies the ID of the Price List that is assigned to the transaction. |
Users must log out and back in before the pages will be visible in the 'My Shortcuts' tab.