The purpose of this page is to add, edit, remove, and activate/inactive Tax Programs used on Fish Tickets.

These Taxes are only applicable to Fish Tickets, not to calculate Sales Tax on a Fisherman or Customer Sale.

Software Version: 2025.04.21 and newer

[ 1 Page Header ] [ 1.1 Header Toolbar ] [ 1.2 Properties Tab ] [ 1.3 Chill_Type Tab ] [ 1.4 Fishermen Tab ] [ 1.5 Gear Tab ] [ 1.6 Management_Programs Tab ] [ 1.7 Site_Processed Tab ] [ 1.8 Species Tab ] [ 1.9 Stat_Areas Tab ] [ 1.10 Ticket_Items Tab ] [ 1.10.1 Related Topics ] [ 1.10.1.1 Page Definitions ] [ 1.10.1.2 Technical Details ]

Page Header

Header Toolbar

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Delete	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.
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Fields	Description
Program	This is editable by editing either the Program ID or Program Description properties. Database Field: ERPx_APProgram.APProgramID - ERPx_APProgram.APProgramName
Type	Display the 'Program Type'. This is not editable and displays as "Tax". This text box contains the value in the APProgramType Enumeration Class where APProgramType = 2. Database Field: ERPx_APProgram.APProgramTypeEN

Properties Tab

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Fields	Description
Properties
Value
Group: Configuration
Program ID	This is a text box that is required. It defaults to blank for new records. 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 and must be <= 50 characters. Database Field: ERPx_APProgram.APProgramID
Description	This is a text box that is required. If not assigned, the message "Description is required." will be displayed on Save. It defaults to blank for new record and duplicate values are allowed. This field is always editable and must be <= 100 characters. Database Field: ERPx_APProgram.APProgramName
Class	Identifies the Program Class associated with the Tax record. This is a single-select lookup that is required. If missing, the message "Class is required." will be displayed on Save. It defaults to blank and is always editable. The lookup contains a blank value, the current assigned values and all the records in the Tax & Premium Classes list view with a 'Program Type' of "Tax". Database Field: ERPx_APProgram.APProgramClassSK
Landed Date Start	This is a date picker that is required. If missing, the message "Landed Date Start is required." will be displayed on Save. This defaults as blank on new records and is always editable. Fish Tickets with a Landed Date before the 'Landed Date Start' will not be evaluated for the Tax. This date may not overlap with dates from other versions of the same program. Else the message "[Program ID] Version [Version - 1]'s Landed Start and End Dates may not overlap other version of the same Program." will be displayed on Save. Database Field: ERPx_APProgram.APProgramStart
Landed Date End	This is a date picker that is not required. This defaults as blank and is always editable. A blank value assumes the Tax never ends, but if a date is entered it must be >= the 'Landed Date Start' field. Else the message "Landed Date End must be on or after Landed Date Start." will be displayed on Save. Fish Tickets with a Landed Date after the 'Landed Date End' will not be evaluated for the the Tax, even if the Tax Program is still Active. This date may not overlap with dates from other versions of the same program. Else the message "[Program ID] Version [Version + 1]'s Landed Start and End Dates may not overlap other version of the same Program." will be displayed on Save. Database Field: ERPx_APProgram.APProgramEnd
Inactive	This is a Yes/No lookup that is required. it defaults to "No" and is always editable. This field is not visible until after the record is initially saved. Database Field: ERPx_APProgram.IsInactive
Group: Assign Rules
How this Program is assigned to Tickets?	Identifies how the Tax Program is assigned to Fish Tickets. This is a non-editable single-select lookup that is required. It defaults to "Auto Assign - All Tickets" and is never editable. This field is not visible until after the record is initially saved. This lookup contains the values in the APAssignmentMethod Enumeration Class where APAssignmentMethod = 1. Database Field: ERPx_APProgram.AssignmentMethodEN
Expense For	Identifies who is being charged for the Tax. This is a multi-select lookup where at least one selection is required. If missing, the message "Expense For is required." will be displayed on Save. This defaults to blank and is always editable. It can be set to one or both the following values: Fisherman: The Tax will be deducted from what is owed the Fisherman for the Fish Ticket in order for the Company to pay the tax on behalf of the Fisherman. Company: The Tax will be accrued on the Fish Ticket in order for the Company to pay their portion of the tax. This lookup contains all the values in the APProgramExpenseFor Enumeration Class. Database Field: ERPx_APProgram.ExpenseForEN
Assign Rules By	Specifies how taxes are assigned fish tickets. This is a multi-select lookup where at least one selection is required. If missing, the message "Assign Rules By is required." will be displayed on Save. This field defaults as blank and is always editable. When one or more values are selected, on Save, additional tabs for each of the selected items will be added to the record view. This lookup contains all the values in the APProgramAssignBy Enumeration Class. Database Field: ERPx_APProgram.AssignRulesByEN
Assign Rate By	Specifies where the Tax Rate comes from. This is a single-select standard lookup that is required. It defaults to "GLOBAL" and is always editable. 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. 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
Default Rate	This is a text box that is required. If missing, the message "Rate is required." will be displayed on Save. It defaults to "0.000000" and is always editable. If the tax is configured to be an expense for the company and the fisherman, the default rate is automatically divided. If this causes the rate to be more than 6 decimals, then the company rate is rounded up and the fisherman rate is rounded down. Leaving this as 0.000000 and the 'Assign Rate By' to "GLOBAL" and the 'Calculated On' on anything other than "Fixed Amount" will result in no tax being calculated. If the 'Assign Rate By' is anything other than 'GLOBAL', the actual rates may be different, this only represents the Default Rate. Database Field: ERPx_APProgram.Rate
Calculated On	This is a single-select standard lookup that is required. If missing, the message "Calculated On is required." will be displayed on Save. It defaults to blank and is always editable. This lookup contains all the values in the APProgramCalcMethod Enumeration Class. Database Field: ERPx_APProgram.APProgramCalcMethodEN
Group: Accounting
Fisherman Expense GL Account	This is a non-editable single-select standard lookup that is required. This defaults to "FISHERMAN SETTLEMENT ACCRUAL ACCOUNT" and is never editable. This value is not stored in the database.
Company Expense GL Account	This is a single-select standard lookup that is required if "Company" is selected in the 'Expense For' property. If missing, the message "Company Expense Account is required." will be displayed on Save. This defaults as blank and is always editable. The lookup contains a list of all the 'Active' GL Accounts. Database Field: ERPx_APProgram.CompanyExpenseAccountSK
Tax Liability GL Account	This is a single-select standard lookup that is required. If missing, the message "Tax Liability GL Account is required." will be displayed on Save. This defaults as blank and is always editable. The lookup contains a list of all the 'Active' GL Accounts. Database Field: ERPx_APProgram.CRAccountSK
Payable To	This is a single-select standard lookup that is not required. It defaults to blank and is always editable. This lookup contains a list of all the 'Active' Fishermen, Tenders, Fishermen & Tenders and Vendors. Database Field: ERPx_APProgram.VendorSK
Payable Frequency	Identifies how often you pay the Tax. This is for information only. This is a text box that is not required. It defaults to blank and is always editable. Database Field: ERPx_APProgram.PaymentFrequency

Chill_Type Tab

This tab will only be visible if "Chill Type" is selected in the 'Assign Rules By' property.

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Chill Type	Identifies the Chill Type that the Tax Program applies to. This is a single-select standard lookup that is required to save a line item. By default, when a new Tax Program is created, all Chill Types are assigned. If you want only specific Chill Types to apply to the Tax Program, click the ‘Add Item’ icon and manually add the Chill Type(s) that you wish to apply. This field defaults as blank and is editable. This lookup contains a list of all the 'Active' records in the Chill Type Master List. Database Field: ERPx_APProgramEntity.EntitySK where ERPx_APProgramEntity.ProgramEntityEN = 7
Company Expense GL Account	This is a single-select standard lookup that is not required. This field is only enabled when "Chill Type" is selected as the 'Assign Rate By' value and "Company" is selected as the 'Expense For' value in the Properties tab. This field defaults to the 'Company Expense GL Account' value selected in the Properties tab. This field is always editable. The Account can be easily added or updated using the quick replacement feature, for information on how this works please see this FAQ. The lookup contains a list of all the 'Active' GL Accounts. Database Field: ERPx_APProgramEntity.ExpenseAccountSK where ERPx_APProgramEntity.ProgramEntityEN = 7
Company Rate	This is a text box that is not required. This field is only enabled when "Chill Type" is selected as the 'Assign Rate By' value and "Company" is selected as the 'Expense For' value in the Properties tab. The Rate defaults to the 'Default Rate' value entered in the Properties tab and is always editable. If the tax is configured to be an expense for a Company and a Fisherman, then the default rate is divided between the company and the fisherman and the company rate is rounding up and the fisherman rate is rounding down. E.g. a default rate 1.654321 would default the company rate to 0.827161 and the fisherman rate to 0.827160. Database Field: ERPx_APProgramEntity.CompanyRate where ERPx_APProgramEntity.ProgramEntityEN = 7
Fisherman Expense GL Account	This is non-editable text box that is not required. This field only displays a value when "Chill Type" is selected as the 'Assign Rate By' value and "Fisherman" is selected as the 'Expense For' value in the Properties tab. The field defaults to "Fisherman Settlement Accrual Account" and is never editable. This field is not stored in the database.
Fisherman Rate	This is a text box that is not required. This field is only enabled when "Chill Type" is selected as the 'Assign Rate By' value and "Fisherman" is selected as the 'Expense For' value in the Properties tab. The Rate defaults to the 'Default Rate' value entered in the Properties tab and is always editable. If the tax is configured to be an expense for a Company and a Fisherman, then the default rate is divided between the company and the fisherman and the company rate is rounded up and the fisherman rate is rounded down. E.g. a default rate 1.654321 would default the company rate to 0.827161 and the fisherman rate to 0.827160. Database Field: ERPx_APProgramEntity.FishermanRate where ERPx_APProgramEntity.ProgramEntityEN = 7
Tax Liability GL Account	This is a single-select standard lookup that is not required. This field is only enabled when "Chill Type" is selected as the 'Assign Rate By' value in the Properties tab. The GL Account defaults to the 'Tax Liability GL Account' value selected in the Properties tab. This field is always editable. The Account can be easily added or updated using the quick replacement feature, for information on how this works please see this FAQ. The lookup contains a list of all the 'Active' GL Accounts. Database Field: ERPx_APProgramEntity.LiabilityAccountSK where ERPx_APProgramEntity.ProgramEntityEN = 7
Total Rate	This is a non-editable text box that is not required. This field is only calculated when "Chill Type" is selected as the 'Assign Rate By' value in the Properties tab. The Rate defaults to the 'Default Rate' value entered in the Properties tab and is always editable. It is calculated on Save as [Fisherman Rate] + [Company Rate]. This field is never editable and not stored in the database.

Fishermen Tab

This tab will only be visible if "Fishermen" is selected in the 'Assign Rules By' property.

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Fields	Description
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Company Expense GL Account	This is a single-select standard lookup that is not required. This field is only enabled when "Fishermen" is selected as the 'Assign Rate By' value and "Company" is selected as the 'Expense For' value in the Properties tab. This field defaults to the 'Company Expense GL Account' value selected in the Properties tab. This field is always editable. The Account can be easily added or updated using the quick replacement feature, for information on how this works please see this FAQ. The lookup contains a list of all the 'Active' GL Accounts. Database Field: ERPx_APProgramEntity.ExpenseAccountSK where ERPx_APProgramEntity.ProgramEntityEN = 4
Company Rate	This is a text box that is not required. This field is only enabled when "Fishermen" is selected as the 'Assign Rate By' value and "Company" is selected as the 'Expense For' value in the Properties tab. The Rate defaults to the 'Default Rate' value entered in the Properties tab and is always editable. If the tax is configured to be an expense for a Company and a Fisherman, then the default rate is divided between the company and the fisherman and the company rate is rounding up and the fisherman rate is rounding down. E.g. a default rate 1.654321 would default the company rate to 0.827161 and the fisherman rate to 0.827160. Database Field: ERPx_APProgramEntity.CompanyRate where ERPx_APProgramEntity.ProgramEntityEN = 4
Fisherman	Identifies the Fisherman, Fisherman & Tender or Tender that the Tax Program applies to. This is a single-select standard lookup that is required to save a line item. By default, when a new Tax Program is created, all Fishermen, Fishermen & Tenders and Tenders are assigned. If you want only a specific Fisherman, Fisherman & Tender or Tender to apply to the Tax Program, click the ‘Add Item’ icon and manually add the Fisherman, Fisherman & Tender or Tender that you wish to apply. This field defaults as blank and is editable. This lookup contains a list of all the 'Active' Fishermen, Fishermen & Tenders and Tenders. Database Field: ERPx_APProgramEntity.EntitySK where ERPx_APProgramEntity.ProgramEntityEN = 4
Fisherman Expense GL Account	This is non-editable text box that is not required. This field only displays a value when "Fishermen" is selected as the 'Assign Rate By' value and "Fisherman" is selected as the 'Expense For' value in the Properties tab. The field defaults to "Fisherman Settlement Accrual Account" and is never editable. This field is not stored in the database.
Fisherman Rate	This is a text box that is not required. This field is only enabled when "Fishermen" is selected as the 'Assign Rate By' value and "Fisherman" is selected as the 'Expense For' value in the Properties tab. The Rate defaults to the 'Default Rate' value entered in the Properties tab and is always editable. If the tax is configured to be an expense for a Company and a Fisherman, then the default rate is divided between the company and the fisherman and the company rate is rounding up and the fisherman rate is rounding down. E.g. a default rate 1.654321 would default the company rate to 0.827161 and the fisherman rate to 0.827160. Database Field: ERPx_APProgramEntity.FishermanRate where ERPx_APProgramEntity.ProgramEntityEN = 4
Tax Liability GL Account	This is a single-select standard lookup that is not required. This field is only enabled when "Fishermen" is selected as the 'Assign Rate By' value in the Properties tab. The GL Account defaults to the 'Tax Liability GL Account' value selected in the Properties tab. This field is always editable. The Account can be easily added or updated using the quick replacement feature, for information on how this works please see this FAQ. The lookup contains a list of all the 'Active' GL Accounts. Database Field: ERPx_APProgramEntity.LiabilityAccountSK where ERPx_APProgramEntity.ProgramEntityEN = 4
Total Rate	This is a non-editable text box that is not required. This field is only calculated when "Fishermen" is selected as the 'Assign Rate By' value in the Properties tab. The Rate defaults to the 'Default Rate' value entered in the Properties tab and is always editable. It is calculated on Save as [Fisherman Rate] + [Company Rate]. This field is never editable and not stored in the database.

Gear Tab

This tab will only be visible if "Gear" is selected in the 'Assign Rules By' property.

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Fields	Description
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Company Expense GL Account	This is a single-select standard lookup that is not required. This field is only enabled when "Gear" is selected as the 'Assign Rate By' value and "Company" is selected as the 'Expense For' value in the Properties tab. This field defaults to the 'Company Expense GL Account' value selected in the Properties tab. This field is always editable. The Account can be easily added or updated using the quick replacement feature, for information on how this works please see this FAQ. The lookup contains a list of all the 'Active' GL Accounts. Database Field: ERPx_APProgramEntity.ExpenseAccountSK where ERPx_APProgramEntity.ProgramEntityEN = 2
Company Rate	This is a text box that is not required. This field is only enabled when "Gear" is selected as the 'Assign Rate By' value and "Company" is selected as the 'Expense For' value in the Properties tab. The Rate defaults to the 'Default Rate' value entered in the Properties tab and is always editable. If the tax is configured to be an expense for a Company and a Fisherman, then the default rate is divided between the company and the fisherman and the company rate is rounding up and the fisherman rate is rounding down. E.g. a default rate 1.654321 would default the company rate to 0.827161 and the fisherman rate to 0.827160. Database Field: ERPx_APProgramEntity.CompanyRate where ERPx_APProgramEntity.ProgramEntityEN = 2
Fisherman Expense GL Account	This is non-editable text box that is not required. This field only displays a value when "Gear" is selected as the 'Assign Rate By' value and "Fisherman" is selected as the 'Expense For' value in the Properties tab. The field defaults to "Fisherman Settlement Accrual Account" and is never editable. This field is not stored in the database.
Fisherman Rate	This is a text box that is not required. This field is only enabled when "Gear" is selected as the 'Assign Rate By' value and "Fisherman" is selected as the 'Expense For' value in the Properties tab. The Rate defaults to the 'Default Rate' value entered in the Properties tab and is always editable. If the tax is configured to be an expense for a Company and a Fisherman, then the default rate is divided between the company and the fisherman and the company rate is rounding up and the fisherman rate is rounding down. E.g. a default rate 1.654321 would default the company rate to 0.827161 and the fisherman rate to 0.827160. Database Field: ERPx_APProgramEntity.FishermanRate where ERPx_APProgramEntity.ProgramEntityEN = 2
Gear	Identifies the Gear that the Tax Program applies to. This is a single-select standard lookup that is required to save a line item. By default, when a new Tax Program is created, all Gear are assigned. If you want only specific Gear to apply to the Tax Program, click the ‘Add Item’ icon and manually add the Gear that you wish to apply. This field defaults as blank and is editable. This lookup contains a list of all the 'Active' records in the Gear Master List. Database Field: ERPx_APProgramEntity.EntitySK where ERPx_APProgramEntity.ProgramEntityEN = 2
Tax Liability GL Account	This is a single-select standard lookup that is not required. This field is only enabled when "Gear" is selected as the 'Assign Rate By' value in the Properties tab. The GL Account defaults to the 'Tax Liability GL Account' value selected in the Properties tab. This field is always editable. The Account can be easily added or updated using the quick replacement feature, for information on how this works please see this FAQ. The lookup contains a list of all the 'Active' GL Accounts. Database Field: ERPx_APProgramEntity.LiabilityAccountSK where ERPx_APProgramEntity.ProgramEntityEN = 2