Fish Ticket Premiums List View 3.0

Fish Ticket Premiums List View 3.0

Premiums are most often used to represent things that increases the price you pay fishermen for their fish but they can also be configured to reduce the amount you pay. Premiums can be configured to be manually added or automated based on business rules.  The purpose of this page is to add, edit, remove, and activate/inactive these records. Users also have the ability to copy an existing program as a new program or new version.

Software Version: 2025.04.21 and newer

Page Header

Toolbar IconsDescription
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.
Copy

Opens the Program Copy Record View allowing users to copy an existing program as a new program or as a new version. During the Copy, users can specify whether program properties and rates should be copied from the selected program. The Program Copy Record View also allows users to enter Program ID/Description (for new programs) and Start Date for the new program/version. If no row is selected, the message "Please select one item and try again." will be displayed. If more than one row is selected, the message "Please limit your selection to one item and try again." will be displayed. If exactly one row is selected, then the Program Copy Record View will open.

(lightbulb) The user is not required to select the latest version of a program to copy. However, if a new version is being created, then the 'Start Date' field will always be validated against the latest version of the selected program.

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! 

Programs used on a Fish Ticket will not be able to be deleted. The message "This Program is used on a Delivery Ticket and cannot be deleted." will be displayed. Additionally, only the latest version of a program will be allowed to be deleted. If the user selects a prior version of a program to delete, the message "([Program ID]) cannot be deleted because it is not the latest version of this program." will be displayed.

EditOpens the selected record for editing. If a record is not selected, the message "Please select a row to edit." will be displayed. 
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. 

(lightbulb) Users must log out and back in before the pages will be visible in the 'My Shortcuts' tab.

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.

FieldsDescription
CheckboxUsed to select one or more records for delete or mass update.
Assign By

Identifies how the Premium gets assigned to a Ticket. This defaults to blank for new records but is required. If not assigned, the message "How this Program is assigned to Tickets is required." will be displayed on Save. It can be set to the following values:

  • Auto Assign - All Tickets: This will be auto assigned to all ticket lines that match the Program criteria.
  • Auto Assign - Dock Delivery Tickets: This will be auto assigned to all ticket lines that match the Program criteria and where the 'Dock Delivery' ticket property = "Yes".
  • Auto Assign - Floating Tickets: This will be auto assigned to all ticket lines that match the Program criteria and where the 'Floating' ticket property set to "Yes". 
  • Manually Assigned: This must be manually assigned to a ticket and if manually assigned will apply to all tickets lines that match the Program criteria. 

This field is always editable from the Record View. This lookup contains all the values in the APAssignmentMethod  Enumeration Class.

Database Field: ERPx_APProgram.AssignmentMethodEN

Assign Rate By

Identifies where the Premium's Rate comes from. This defaults to 'GLOBAL' for new records but can be changed. If it is changed from GLOBAL, it must match one of the values in the 'Assign Rules By' Property. If not, the message "Assign Rate By must be assigned by one of the Assign Rules By values." will be displayed on Save. It can be set to the following values:

  • GLOBAL: The rate assigned as the Default Rate will be used
  • Species: The rate comes from the rate value on the Species Tab
  • Ticket Items: The rate comes from the rate value on the Ticket Items Tab
  • Gear: The rate comes from the rate value on the Gear Tab
  • Chill Type: The rate comes from the rate value on the Chill Type Tab
  • Fishermen: The rate comes from the rate value on the Fishermen Tab
  • Management Programs: The rate comes from the rate value on the Management Programs Tab
  • Site Processed: The rate comes from the rate value on the Site Processed Tab

This field is always editable from the Record View. This lookup contains all the values in the APProgramAssignBy Enumeration Class except 'Stat Area' and includes an option for GLOBAL.

Database Field: ERPx_APProgram.AssignmentMethodEN

Calculated On

Identifies which weight value on the ticket line the Premium is calculated from. This defaults to blank for new records but is required. If not assigned, the message "Calculated On is required." will be displayed on Save. It can be set to the following values:

  • Delivered Weight: The rate will be multiplied to the 'Weight' value of the ticket item to calculate the Premium Amount.
  • Net Weight: The rate will be multiplied to the 'Net Weight' value of the ticket item to calculate the Premium Amount.
  • Paid Weight: The rate will be multiplied to the 'Net Weight' value of only applicable ticket items with a Price >0.00 to calculate the Premium Amount.

This field is always editable from the Record View. This lookup contains all the 'weight' values in the APProgramCalcMethod Enumeration Class.

Database Field: ERPx_APProgram.APProgramCalcMethodEN

Current Version

Identifies whether or not the program is the current version based on the program's 'Landed Date Start' and 'Landed Date End' fields. If the current date falls between the 'Landed Date Start' and 'Landed Date End' fields, then this field will display as 'Yes". If not, this field will display as blank. This is not a required field and is not stored in the database. This field can be updated by editing the program's 'Landed Date Start' and 'Landed Date End' fields.

(lightbulb) If the 'Landed Date End' field is blank, then the program is continuous and this field will display as 'Yes'.

Default Rate

Identifies the value in the 'Default Rate' property of the Premium Program. This defaults to 0.000000 for new records but is required. If not assigned, the message "Rate is required." will be displayed on Save. This field is always editable from the Record View. 

(lightbulb) If the 'Assign Rate By' is anything other than 'Globally" this is only represents the Default Rate. The actual rates may be different. 

Database Field: ERPx_APProgram.Rate

Inactive

A Yes/No field used to identify if the record is Inactive. If set to 'Yes' then the record is "Inactive" and will not be included in look-ups for transactions or other master files. If set to 'No' then the record is "Active" and can be freely used. 

Database Field: ERPx_APProgram.IsInactive

Landed Date End

A date field to indicate when the Premium Program ends. Fish Tickets with a Landed Date after the 'Landed Date End' will not be evaluated for the Premium, even if the Premium is still Active. This defaults as blank on new records, and is not required. A blank Landed Date End assumes the Premium never ends but if a date is entered it must be >= the 'Landed Date Start' if not, the message "Landed Date End must be on or after Landed Date Start." will be displayed on Save. This field is always editable from the record view.

Database Field: ERPx_APProgram.APProgramEnd

Landed Date Start

A date field to indicate when the Premium Program begins. Fish Tickets with a Landed Date before the 'Landed Date Start' will not be evaluated for the Premium. This defaults as blank on new records, but is required. If blank, the message "Landed Date Start is required." will be displayed on Save. This field is always editable from the record view.

Database Field: ERPx_APProgram.APProgramStart

Newest VersionIdentifies whether or not the program is the newest version. This is not a required field and is not stored in the database. If the program is not the newest version, this field will display as blank. Else, it will display as "Yes".This field is updated when a new version is created from the same program.
Premium Expense Account

The GL Account that is Debited when the Premium is assigned to a Fish Ticket Item. This defaults as blank on new records, but is required. If blank, the message "Premium Expense GL Account is required." will be displayed on Save. This field is always editable from the record view.

This lookup contains a blank value, the current assigned value, and a list of all the 'Active' GL Accounts.

Database Field: ERPx_APProgram.DRAccountSK

Program Class

Identifies the value in the 'Class' property of the Premium Program. This defaults to blank for new records but is required. If not assigned, the message "Class is required." will be displayed on Save. This field is always editable from the Record View. 

Database Field: ERPx_APProgram.APProgramClassSK

Program Description

The 'Description' property on the Premium record. This defaults to blank for new records and is required but duplicate values are allowed. If not assigned, the message "Description is required." will be displayed on Save. This field is always editable from the record view and must be <= 100 characters. 

The Program Description is used as a long description/name of the Premium.

Database Field: ERPx_APProgram.APProgramName

Program Group

Identifies the 'Program Group' assigned to the 'Program Class'. This is a looked up value and can only be changed in the 'Taxes & Premium Classes' master file. The potential values for this include:

  • Chill
  • Dock
  • Other

The values for this field come from the APProgramGroup Enumeration. 

Program ID

A hyperlink that shows the value of the 'Program ID' property on the Premium record. Clicking on the link opens the record view for the selected Premium. 

This defaults to blank for new records and is required. If not assigned, the message "Program ID is required." will be displayed on Save. This value must be unique. If not, the message "Duplicate Program ID's are not allowed for the same Program Type." will be displayed on Save. This field is always editable from the record view and must be <= 50 characters. 

The Program ID is used as a short description and unique identifier of the Premium.

Linked Database Field: ERPx_APProgram.APProgramID

UOM

This value is informational only and always displays as Lbs. Edit is not allowed.

Database Field: ERPx_APProgram.UOMSK

Version

Identifies the version of the program. New programs have a version of 1. This is a required field. This is a system assigned value and is never editable by a user.

Database Field: ERPx_APProgram.Version

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