A Loan is an Account Type used to identify the Fisherman and/or Tender whom the loan was issued to.

The Loan Record View shows all the details for a single Fishermen or Tender Loan Account. From here, users can add, edit, remove, and activate/inactive these records.

Software Version: 2024.09.27 and newer

Page Header

Toolbar Icons	Description
Delete	Deletes the transaction, batch, or master file record. When clicked, users will be prompted with: "Are you sure you want to delete this record?". Click "OK" to confirm, or "Cancel" to return without deleting. _{WARNING: Records cannot be recovered once they are deleted!}
Help	Opens the online WIKI help page for the current page.
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). The bolded view is the default view, which will determine the view will automatically display in when opened.
New	Opens a new blank record for data entry.
Notes	Opens the Notes dialog, filtered for the appropriate Note Type(s). From here, users can add, review, or edit Notes associated with the record. This icon is always enabled.
Save	Error rendering macro 'excerpt-include' : No link could be created for 'Save - Global '.
Fields	Description
Vendor Class	A textbox to identify the Fisherman Class assigned to the record. This defaults from the Fisherman Class assigned to the Loan account, is required and non-editable from here. Fisherman Classes are used to identify default values that are applied to new Fishermen, Tender, Fishermen & Tender, and Loan accounts and to group accounts and transactions together for reporting and data selection purposes. Database Fields: ERPx_APVendorClass.ClassID, ERPx_APVendor.VendorClassSK
Vendor Name	A textbox to identify the name assigned to the record. This defaults from the Vendor Name assigned to the Loan account, is required and non-editable from here. Vendor Names are used as a long description for Vendors. Database Field: ERPx_APVendor.VendorName
Vendor Type	A textbox to identify the Vendor Type assigned to the record. This defaults from the Vendor Type assigned to theLoan account, is required and non-editable from here. Vendor Types are used to classify Vendor Classes by functionality. In Accounts Payable, all Vendors are auto-assigned a Vendor Type of "Vendor". In Fisherman Accounting, accounts can be assigned a Vendor Type of either Fisherman, Tender, Fisherman & Tender, or Loan. Database Field: ERPx_APVendor.VendorTypeEN

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.
Fields	Description
Properties	Identifies the Property that is being set up.
Value	A text box or lookup to set the value of the property. Property values are always editable and can be changed at any time, unless otherwise specified.
Group: ID and Descriptions
Vendor ID	Vendor IDs are used as a short description and unique identifier for Vendor records. They can be changed at any time to any alphanumeric value. If you do not have an existing strategy for Vendor IDs the 3-3-2 method would be recommended. This is a text box that defaults to blank for new records, is required and must be <= 50 characters. If not assigned, the message "Vendor Processing Failed: ([VendorID]): Vendor ID is required." will be displayed on