Transactions - Extra Datasets

Overview

Additional fields can be enabled on Transaction Headers when required. These include fixed datasets of fields or User-defined fields. The fixed datasets are outlined below.

Contract Billing

Transaction Setting > Default: Enable Contract Billing (Default = No) - This enables the following fields in Transactions:

• Meter (DOM) - The day of the month that meter data is recorded (Required if your Contract Billing model requires Meter Data)

• Billing (DOM) - The day of the month that the contract is invoiced.

• Billing Method - Select from Cash, Card, EFT, Debit Order and Other.

• Escalation - Add a Percentage.

• Month - Select the Month that the escalation is applied.

• Serviced by - Select from a lookup of Suppliers, Customers, Staff, Entities and Departments.

Procurement

The Department, Head and Manager are automatically updated when the Requestor is updated.

Example: You may have a Requisition transaction followed by a Request for Quotation (RFQ) followed by a Purchase Order. All three of these transactions should then be set to Default = Enable Procurement. The procurement fields are copied when the new transaction is copied. 

Transaction Setting > Default: Enable Procurement/Purchasing (Y/N - Default = N). When Yes, a Purchasing band is added which includes the following fields:

• Requestor - A lookup of active staff

• Department - A lookup of Departments in the Organigram module

• Head

• Manager

• Motivation - A free text field - 255 characters