Transaction Type Properties

General

• Description - Transaction Name. e.g. Quotations.

• Code - Code for transaction e.g. QT

• Contacts - Defines if the transaction uses Customers, Suppliers or Staff. 

• Staff  - Used to set how the transaction will interact with staff. e.g. Assign to, Rep. 

• Disable Fields -  Used to disable standard fields on a transaction. e.g. Removes the header status.

Items & Inventory 

Used to define how Items will interact with the transaction.

• Item Type - Defines what type of items will be added. This setting defaults to Items. For accounting-only transactions, e.g. Forex Loss/Gain, select the Default Item.  

• Pricing - Used to specify what type of pricing the transaction will use (e.g. Sell Price, Cost Price, Supplier Price, and Inventory Cost). 

• Resolve - Used to specify what item resolves can be used on a transaction. e.g. Reserves, Purchase, Produce, Order, etc.

• Category Filter - Allow or deny specific Item Categories to be used on a transaction. When blank, the transaction interacts with all item categories. 

Estimating

Used to define how the transaction will handle Estimating on items. 

• Visible Tabs  - Defines which estimating tabs are allowed to be seen on the transactions. 

• Estimate Types -  Defines which custom Estimate Types are allowed to be used on the transaction. Only available if estimate types have been created.

• Pricing  -   Used to specify what type of pricing the estimate will use for each of the components, materials and services. ie. Cost Price, Sell Price, etc.

• Resolve  - Used to specify what item resolves can be used on a transaction (e.g. Reserves, Purchase, Produce, Order, etc).

Accounting 

Used to specify how a transaction will affect your financial reporting. 

• Accounting (tick box) - Determines whether the transactions will affect your financials. 

• Currencies - Used to specify how the transaction uses currencies, i.e.  Local Currency only or Multiple Currencies. 

• VAT Type (Default) - Used to set the Default VAT Type that will be used on the transaction.

• VAT - Determines if prices are Inc. or Exc. VAT. This will be blank if the transaction's default VAT Type is No VAT or Zero-rated. 

• Default For -  Used to specify the specific Transaction Type that the transaction represents. This will tie in with the fixed functionality present in the database. For example, transactions flagged as a default for Purchase Orders can be used in the Replenishment module. 

• Landing Cost - Allows the transaction to allocate landing cost to or from the transaction. 

• Entities -  Used to specify the particular Entity/ies with which a transaction is allowed to interact. 

Payment Schedule

Used to set how payments are to be made to a transaction.

• Use Payment Schedule (tick box) -  Determines if scheduled payments are allowed on the transaction. 

• Default Payment Schedule - A user-defined schedule which will apply to the transaction by default. It can, however, be overridden in Transactions.

Link to Item 

Used to link a transaction to an item/product. This is useful for Reporting and Tracking.

• Caption - A user-specified caption for the item selection. ie. Product, Part, Asset, etc. 

• Position - Determines where the selection will be placed in the transaction header. 

• Category Filter - Allows or denies specific Item Categories to be used in the header item selection. When blank, the transaction interacts with all item categories. Use the Category ID to create the filter.

Options & Defaults

Optional features that can be added to a transaction. 

• Enable Versions (tick box) -  Allows versions on transactions. This will retain the Transaction No. and create multiple Versions of one transaction. Typically used on transactions such as Quotations and Requisitions. 

• Show Logout Button (tick box) - When ticked, the Logout button & Login form to the transaction are added. This is generally used for POS transactions.

• Update Calendar (tick box) - Allows the transaction to update the built-in QuickEasy Calendar. 

• Use Events (tick box) - Allows transaction items to create calendar events that can be scheduled in the built-in QuickEasy Calendar.

• Use Images (tick box) - Used to link images to the transactions or transaction items. 

• Use Item Tracking (tick box) - Enables tracking functionality on transaction items. Normally used to capture Serial Numbers for Stock.

Reference

Used to customise the Reference dropdown on Transactions.

• Caption - Used to set a custom caption for the reference. 

• Lookup - Used to make a custom lookup list for the reference field.

Text Fields

QuickEasy allows for three additional custom fields on a transaction. 

• Caption - Used to set a custom caption for the additional fields.

• Position  - Used to specify the position of the field that will be displayed.

• Lookup  - Used to make a custom drop-down lookup list for the custom field.

Related Topics

• Reference: Accounting Overview 

• Reference: Approvals

• Reference: Batch Updates

• Reference: Extra Datasets

• Reference: Payments

• Reference: Point of Sale

• Reference: Properties (Creating Transaction Types)

• Reference: Settings (Transactions, Users and Roles)

• Reference: Setup (Setting up Transaction Types)

• Reference: Signatures

• Reference: Transaction Data Pipelines

• Reference: Transactions Overview

• Reference: Views

• Examples