Price Lists List View: Fisherman Accounting 3.0

Price Lists List View: Fisherman Accounting 3.0

Price Lists are used to store a group of Items with pre-defined prices and effective dates. Fisherman Accounting Price Lists can be setup for Fish Tickets or for Fisherman Sales/Tender Resale transactions. Fish Ticket Price Lists can be attached to a Ticket Class so that new tickets inherit prices or can be manually changed/assigned to any fish ticket with a Transaction Class that is included on the Price List's Ticket Class Tab. Fisherman Sale/Tender Resale Price Lists can be assigned to one or more Fishermen or Tenders, by assigning them on the Price List's Fishermen Tab, or can be manually changed/assigned to any Fisherman Sale/Tender Resale transaction.  The purpose of this page is to add, edit, and remove these records.

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.
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! 

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. 

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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

 Allows users to select the type of transaction or record they want to add. The options include:

  • Fish Ticket Price List
  • Fisherman Sale & Tenders Resale Price List
Price Mass UpdateOpens the Price List Mass Update Page
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.
Currency

Identifies the Currency that the Prices on the Price List are recorded. This defaults to the company's Currency and is never editable. 

Database Field: ERPx_MFPriceListHeader.CurrencySK

Description

A text box to add/edit the name (long description) of the Price List. This defaults to blank but is required for all records and must be <= 50 characters. If missing, the message "Description is required." will be displayed on Save. The description does not have to be unique.

Database Field: ERPx_MFPriceListHeader.Description

Inactive

The value from the 'Inactive' property. 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. 'No' values display as blank in the grid. This value is always editable.

Database Field: ERPx_MFPriceListHeader.IsInactive 

Price List

A hyperlink that shows the value of the 'Price List' property on the the Price List record. Clicking on the link opens the record view for the selected Price List.

This defaults to blank for new records and is required and must be <= 25 characters. If not assigned, the message "Price List is required." will be displayed on Save. This value must be unique across all Price Lists in the same Price List Class. If not unique, the message "Duplicate Price List ID's are not allowed." will be displayed on Save. This field is always editable from the record view.

The Price List is used as a short description and unique identifier of the Fisherman or Tender account.

Database Field: ERPx_MFPriceListHeader.PriceListID

Price List Class

Identifies the type of transactions that each Price List applied to. This is assigned when the Price List is initially created (based on the option selected from the New icon). The allowable values include: 'Fish Ticket' or 'Fisherman Sale'. Fish Ticket Price Lists can only be used on Fish Ticket transactions and Fisherman Sale Price Lists can be used on Fisherman Sale and Tender Resale transactions. This is a looked up value and is never editable.

This lookup contains all the values in the MFPriceListClass Enumeration Class with an Enumeration Value of 2 or 3. 

Database Field: ERPx_MFPriceListHeader.PriceListClassEN 

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Technical Details