Because every business is different, it's important that the Transaction flow in your business software can be customised to match the Transaction flow that works best for your business. Transaction Types enables you to customise your Transaction flow to work exactly the way you want it to work, simply by updating a few settings. There is no limit to how many Transaction Types can be included.

In addition to creating multiple Transaction Types, the custom Transaction Type model also provides functionality to create custom, ordered Status lists, at both a Header and Item level, to further manage the flow of Transactions in a specific Transaction Type.

Discover Transaction Types

• How Transaction Work
• Get Started
• Transaction Type Setup
• Payment Schedule
• Transaction Type Settings
• Transaction Type Role Access

How Transaction Work

Transaction Types are created using settings (there are no fixed Transactions). The Transaction Flow should emulate the Process Flow in your business.

The Flow is created by copying Transactions from one to the next.

Transactions integrate with

• Production Planning
• Tracking and Timekeeping
• Inventory
• Accounting

Rule of thumb for creating Transaction Types

The Process Flow is controlled by Transactions and by Transaction Status

Transactions emulate a Process and the Transaction Status reflects the Progress and Copy Rules create the Flow

Rule of thumb for creating Transaction Types:

• Only part of a transaction might be copied to the next process (eg. Part Invoicing a SO).
• To measure the outstanding Qty/Amount from one process to the next (eg. Goods Issued for a SO).
• Price type changes to the next process (eg. A SO (Selling Price) copies to a PO (Cost Price).
• Not all transactions move to the next process (eg. Not all Quotes are copied to SO).
• Item Type differs from one process to the next (eg. a SO copies to a Deposit).
• Currency can differ (eg. a forex SO copies to a local currency GI).
• Different Accounts need to be updated (eg. GI updates Stock on Hand and CI updates Sales).

Sample Transaction Flow

Core Transaction Settings

• Contact type (Customer, Supplier, Staff, N/A)
• Currency (Foreign or Local only)
• Use Estimating
• Updates the Planning Board
• Integrates with Accounting (Set default Debit/Credit Accounts)
• Inventory resolve options (Receive, Issue, Order, Reserve)
• Pricing and VAT Type (Sell Price, Cost Price, Inventory Price, Etc. - VAT / No VAT)

Status

The Transaction Status can be used to control when the Transaction:

• Updates Accounting
• Updates the Planning Board
• Updates Inventory
• Becomes read-only or editable

Various Defaults can be set (e.g., the default Status for new transactions).

Settings can be used to limit Users to a minimum or maximum status.

Colour is used to visually identify the Transaction Status.

Status is grouped by Pending, Active, Complete, Cancelled.

Process Flow

The process flows by copying one Transaction to the next.

The copy functionality is set by:

• Copy Rules (e.g., copy Adjustment, Copy Outstanding only)
• Alerts and Blocks (e.g., insufficient Stock, No Credit available)
• Transaction Status (e.g., can only copy Active Transactions)
• Resolve (e.g., can only copy Reserved items)
• Create New / Copy to New only

Items can be added from different Transactions (Including from: Parent, Flow, All).

The copy function can update the Status on the from Transaction.

Get Started

Follow these steps to successfully set-up Transaction Types:

1. Create Transaction Types in Main Menu > Setup > Transaction Types.
2. Link an Estimate Type to the newly created Transaction Type in Main Menu > Setup > Transaction Types.
3. Add the Transaction Type Module with it's desired Settings to Transaction Types Settings in Main Menu > Setup > Settings > Transaction Types.
4. Add the desired Role Settings of the newly created Transaction Type Module, as well as providing User Access in Main Menu > Setups > Settings > Roles.

Transaction Type Setup

Navigation

Main Menu > Setup > Transaction Types

The Transaction Types setups consists of the following tabs:

1. Transaction Types (see below)
2. Transaction Flow
3. Status
4. Copy Rules
5. Output
6. Categories
7. Alerts

1. Transaction Types

The Transaction Types tab is where the Transaction Types are created as well as where the core Settings are set-up.

Navigation

Main Menu > Setup > Transaction Types > Transaction Types tab

1. Edit - Clicking this button will allow you to edit existing Transaction Types.
2. Add - This will create a new Transaction Type, populating the Transaction Types data grid (4) with a new row.
3. Menu - The Menu button provides the following additional functionality:
   • Update all Generators - This will update all the generators throughout the application's database.
   • Save/Restore Grid - This will save or restore the Transaction Types data grid (4).
   • Save Layout - This will save the layout. Functionality to save the layout for all Users is available.
   • Restore Layout - This will restore the layout.
4. Transaction Types Data Grid - All the Transaction Types created will be listed here. The data grid displays fields that are automatically populated by the Transaction Type Settings (5).
5. Transaction Type Settings - These Settings specifies the purpose of the Transaction module as well as how it will respond to the information available within the database.
   • General - Here you can set the Transaction Type's General Settings:

• Description - This is the name of the Transaction Type.
• Code - This is the nickname for Transaction Type, and is referenced on Templates and Reports.
• Contacts - This allows the user to specify what type of contact can be selected on the Trans Type like Customer, Supplier, or Staff.
• Staff - This is to specify what Staff selections are available on the Transaction Type, such as Rep or Production Staff.
• Disable Fields - This allows you to select certain fields that should remain visible in the Transaction Type, but not be editable. This is useful for Accounting Transaction Types, and also includes Status.
• Items & Inventory - Here you can set the Transaction Type's Items and Inventory Settings:

• Item Type - This allows you to set what type of Item the Item is for this Transaction Type. You can select from these:
  • Items - These are standard Items.
  • Default Item - This allows you to only have access to default allocated Items.
  • Point of Sale - All the POS settings will be applied.
  • Stock Transfer / Stock Issue - This allows you to issue stock from one location and push to another if a stock transfer flow is created.
• Item Panel - This allows you to add Items from upstream Transactions such as Cost of Work Order, or Custom items.
• Pricing - These relate to how an Item is priced in the Transaction Type.
  • Sell Price - This sets the Item's cost as the final selling cost.
  • Cost Price - This sets the Item's cost as the amount it cost you to purchase it.
  • Supplier Price - This sets the Item's cost as the highest Supplier cost. There may be several Suppliers providing an Item, and at times the lowest Supplier might not have stock of an Item. This business practice protects the business from potential under-budgeting.
  • Estimate Price - This sets the Item's cost at whatever the Estimator has set in the Estimate.
  • Inventory Price - This is the Unit Price, updated automatically to average.
• Resolve - This allows you to determine how Items are resolved in cascading transactions. Where items need to be purchased or issued from stock. This applies typically for Sales Orders, e.g., Reserve (from stock), Purchase (from Supplier), Produce (from in-house manufacturing). Work Orders will be Order.
• Category Filter - Restricts or excludes certain categories so that only selected items are available. E.g., not in (19) or in (19) or = (19)
• Estimating - Here you can set the Transaction Type's Estimating Settings:

• Visible Tabs - In Quotations Transaction Types, this allows you to select what tabs are visible. If one tab is visible, then Estimating is enabled.
  • Input - This is tree view of costs, components, services.
  • Costs - Cascades to grid of costs that can grouped, filtered, etc.
  • Description - This is where Description is generated.
  • Specification - This is where Specifications are generated.
  • Pricing - This allows you to view pricing and grouping.
  • Updates - This allows you to view any differences in input and setup. I.e an Item can be the same as Estimate, or Estimate can be same as Item.
• Estimate Types - This opens a selection window that allows you to select which Estimate Types are enabled on this Transaction Type. This is where you customise the form that will generate the input. Estimate Types must be linked to Transaction Types in order for them to appear in a Transactions Est drop-down menu. This allows you to create different Estimate Types for different Transaction Types.
• Pricing - This allows you to select if the Pricing on the Estimate is from Cost Price (if you're manufacturing from raw Materials, with markup applied after) or from Sell Price (when the various items that are on the Estimate are exactly as per Item Costs).
• Resolve - This allows you to set what the Resolve will be for the Items on the Estimate. All transactions that are Resolved will be copied as Items.
  • Receive - Items are received into stock.
  • Issue - Items are issued from stock.
  • Order - Items are ordered from a Supplier.
  • Reserve - Items are reserved from Inventory. This is a typical selection for a Work Order
  • Purchase - Items are purchased from a Supplier. This is a typical selection for a Work Order
• Production - Here you can set the Transaction Type's Production Settings:

• Timekeeping - This allows you to select what information you will see on the timekeeping list:
  • Transaction - E.g., logging time against picking a GI.
  • Items on Transaction - Track time against producing an item.
  • Services on Estimate - Track time against providing a service.
• Timekeeping - This allows you to add a note on Timekeeping.
• Accounting - Here you can set the Transaction Type's Accounting Settings:

• Accounting - If checked, then the Transaction Type will update Accounting. Only one account can be updated per Transaction Type, so if multiple accounts need to be updated, each will need its own Transaction Type.
• Forex - This is for Foreign Exchange.
  • N/A - Local currency applies.
  • Show RoE - Rate of Exchange can be viewed only.
  • Edit RoE - Rate of Exchange can be edited.
• VAT Type (Std) - This allows you to set what the standard VAT type is for this Transaction Type. You can select if it is Standard (15%), Exempt, Zero-rated, Bad debt, or VAT.
• VAT - This allows you to set the default VAT setting - either Excluding or Including VAT.
• VAT Type (Forex) - This allows you to determine the VAT Type for Foreign Exchange. You can select Exempt, Zero-rated, Bad Debt, Standard, or VAT.
• VAT Type Filter - This allows you to allow or restrict certain VAT Types from being selectable, so that you cannot select an invalid VAT Type.
• Default for - This allows you to determine which Transaction will be used for Supplier discounts, over-payments, etc. Each selection will allows certain, specific functionality based on the selection. Eg Purchase Order - this will allow you to view purchase history, and defaults are particular to PO.
  • Customer Discount Allowed - This identifies the transaction type which is used to 'Discount Outstanding' when creating a Customer Receipt.
  • Supplier Discount Received - This identifies the transaction type which is used to 'Discount Outstanding' when creating a Supplier Payment.
  • Customer Overpayment - This identifies the transaction type which is used to 'Clear Overpayment' when creating a Customer Receipt.
  • Supplier Overpayment - This identifies the transaction type which is used to 'Clear Overpayment' when creating a Supplier Payment.
  • Customer ForEx Loss - This identifies the transaction type which is used to 'Record Forex Loss' when creating a Customer Receipt on a foreign currency account.
  • Customer ForEx Gain - This identifies the transaction type which is used to 'Record Forex Gain' when creating a Customer Receipt on a foreign currency account.
  • Supplier ForEx Loss - This identifies the transaction type which is used to 'Record Forex Loss' when creating a Supplier Payment on a foreign currency account.
  • Supplier ForEx Gain - This identifies the transaction type which is used to 'Record Forex Gain' when creating a Supplier Payment on a foreign currency account.
  • Purchase Orders - This identifies the transaction type/s from which you can drilldown from the Items to 'View Purchase History'
• Landing costs - This determines if the Transaction Type is taking landing costs into account. E.g., Goods Received - Allocate to. Supplier Invoice - Allocate from. All the costs from this supplier will be allocated to the related stock / inventory.
• Cost Centre Filter - This allows you to allow or restrict certain Cost Centres from being selectable.
• Entities - This provides you with multi-branch functionality where you can set separate Transaction Type to link to separate Business Entities.
• Payment Schedule - Here you can set the Transaction Type's Payment Schedule Settings:

• Use payment schedule - If checked, this allows you to create Payment Schedules, typically on a Quotation. These are defaults that are set according to percentages, or amount, or fixed amount. It can be shown on quote letter.
• Default Payment Schedule - This allows you to select the Default Payment Schedule. Click on the Ellipsis to select or create a Payment Schedule (more below).
• Link to Item - Here you can link the Transaction Type to an Item. This is anything that is used to generate income, e.g., a vehicle, or plant hire company, or property renting.

• Caption - This is the name used in Item Entity Summary, Supplier Invoices, etc.
• Position - This allows you to select the placement of the Caption. Your options are Hide, Left, Right, and Centre.
• Category filter - This allows you to select which Category is selected or relevant to this Transaction Type. E.g., = 55
• Options & Defaults - Here you can set the Transaction Type's Options & Defaults Settings:

• Enable versions - This allows the Transaction Type to have Version numbering, e.g., 258/1 or 258/2. This is useful when there are several versions for the same job.
• Show Data Filter - This allows you to select if you wish to view or hide the Data Filter on the grid. This is typically used for POS - it removes the filter and is set to view Active only.
• Show Logout button - Functionality to emulate touch screen POS. Selecting Show allows user to see a logout button. The user can be set to touchscreen.
• Update Calendar - If this box is checked, Events will be replicated to the Calendar and changes to the Calendar will be replicated back to the Transaction. This is useful for hotels or rental businesses. Setup > Calendar. User > Edit calendar. Add Resources, e.g., Rooms. Resource is anything you can rent, like Rooms, or car.
• Use Events - This allows you to activate Events in the Transaction Type and is useful for allocating dates / times to a Transaction. This is useful for hotels or rental businesses. Item Category > New > right click > User Access. Enables an Event tab in an Item. Set by days / hours / 24 hrs. In Sales Order, Event will be a field, with selected options such as hours, days, Rooms (if Rooms was created as a Resource).
  • Calendar and Events are linked. If I update the Calendar by moving the booking to another day, or extending it, or cancelling it, it will update the Sales Order Event, Amount, duration, etc.
• Use Images - This allows you to use images in the Transaction Type, e.g., Quotations. Open Transaction, Menu > Edit images. These images can be printed on template, or if PDF they can be linked on the quotation email. There is an option to store image on the local PC or on the BOS database. Ideally, a single image can be linked to multiple Quotations, so each Quotation does not need a new image uploaded all the time. This optimises storage and speed. To set where images are stored: Settings & Setup > General Settings > Image > Folder path. Images can be linked to Transactions or to a Work Flow. To output: Right click > Output email as attachments.
• Use Item Tracking - This enables tracking of an item, typically in a Sales Order. This can be used for batch numbers / serial numbers. You can also add Serial Number with the field chooser in the Sales Order Item.
• Custom Fields - Here you can set the Transaction Type's Custom Fields Settings:

• Captions - Due Date - A Caption can be defined for the Due Date field. If the Caption is blank, the Due Date field won't be displayed.
• Reference - This is where you can add a caption and a lookup list for the Transaction's Reference field:

• Caption - The Caption for the Reference field can be User-defined. If the caption is blank, it will default to Reference.
• Lookup - A Lookup list can also be added for the Reference field. The lookup list is not fixed, users are able to type the Reference or select an item from the lookup list to populate the Reference.
• Text Field 1 - 3 - Three custom text fields can be defined for each Transaction Type.

• Caption - This is the label or name of the Text Field.
• Position - This determines the position of the Text Field on the Transaction and can be Left, Right, Centre or Hide.
• Lookup - The lookup list is an optional list - I.e., Users are able to type into the field even when a lookup list has been added.

2. Transaction Flow

The Transaction Flow tab illustrates the flow of Transactions in a tree-view. The root level lists all the Transactions that can be created from new and then the cascading Transactions are displayed up to 25 levels deep. The limitation is necessary because of circular loops, e.g., Quote copies to Costing and Costing copies to Quote etc…

Navigation

Main Menu > Setup > Transaction Types > Transaction Flow tab

1. Transaction Type - This allows you to filter the data grid by Transaction Type. This drop-down list will be populated with all the Transaction Types available in the database.
2. Expand/Collapse Tree-View - This will expand or collapse the tree-view of the Transaction Flow in the data grid.

3. Status

Throughout Transaction Types, extensive use is made of a Status field to manage the Transaction flow. The Status lists are user-defined and can be set in the Status tab of Transaction Types setup window - the filters to show the Status list for Transaction Headers or Items are self-explanatory. The following settings are linked to each Status:

Navigation

Main Menu > Setup > Transaction Types > Status tab

1. Description - This is a short description of the Status.
2. Colour - This allows the user to select a colour to match each Status. The colour is used extensively throughout the app to highlight the status of Transactions and Items.
3. Group - This allows the user to link the Status to one of the four preset Groups - Pending, Active, Complete or Cancelled. The Data Filter allows the user to filter Transactions by the Status Group.
4. Default - This allows the user to link the Status to one of the preset Defaults. At least one Status for each Transaction or Project must be linked to New Transaction - this determines the Status which is assigned when a new Transaction is created. The On Output Status will be set when the transaction is Previewed, Printed, exported to PDF or E-mailed.
5. Editing - This determines whether or not editing is allowed within that Status. Options include: All, Status only, None
6. Accounting - This determines whether or not transactions on the Status update Accounting.
7. Inventory - This determines whether or not transactions on the Status update Inventory.
8. Planning Board - This determines whether or not transactions on the Status update the Planning Board.
9. Order ID - Numbers can be used to order the Status list for each Transaction in a logical sequence. Right-click on a Status and click Move up or Move down.
10. Transaction Type - This allows you to select which Transaction Type Status you wish to edit.
11. Header / Item - This allows you to set a Status specifically for the Transaction, such as Quotation (header) which is explained above. If Item is selected, you can set Statuses for the actual Items on the Transaction. This has functionality to update Inventory.

4. Copy Rules

Copy Rules allow you to copy content from one Transaction to another. This improves productivity, reduces resources, and improves accuracy, as no manual duplication is required.

Navigation

Main Menu > Setup > Transaction Types > Copy Rules tab

1. View All - If this box is checked, all the Copy Rules will be displayed in the data grid.
2. From / To - This drop-down list specifies if the Copy Rules are applied when copied From or To the selected Module.
3. Transaction Type - This drop-down list of Transaction Types allows the User to select the Transaction Type that the Copy Rule pertains to.
4. Copy From - This field contains the following sub-fields:
   • Copy From - The Transaction Type from which the Transaction will be copied.
   • Menu Caption - This is the Caption that will appear on the popup menu which is opened by clicking the Items button in the Items lookup bar.
   • Button Caption - This Caption will appear on the popup menu which is opened by clicking the Items button in the Items lookup bar.
   • Status - This sets which Statuses the From Transaction has to be, in order for it to copy to the To Transaction.
   • Type - This sets where the copied Items come from and applies to adding items to a transaction from the Items lookup bar.
     • Parent - The Items come from the parent Transactions (the From Transaction).
     • Flow - Items can be added from any Transaction in the same flow (i.e from any linked Transaction).
     • Payment - A Pay button will appear which can be used to copy the Transaction to a Payment/Receipt transaction.
     • N/A - Users will not be able to add Items from upstream transactions using the Items lookup bar.
   • Header Status - When the Copy Rule is applied, the Status of the Transaction will change according to these settings.
   • Item Status - When the Copy Rule is applied, the Status of the Item will change according to these settings
5. Copy To - This field contains the following sub-fields:
   • Copy To - This determines which Transaction Type the Transaction will be copied to.
   • Caption To - This is the Caption that appears on the Transaction Copy Menu.
6. General - This field contains the following sub-fields:
   • Adjustment - This determines whether or not adjustments will be copied when the Transaction is copied.
   • Copy Item Types - This determines what Item Types can be copied. Options include:
     • All - All Transactions Items;
     • Order - All Transaction Items which are linked to an inventory location and set to Order
     • Issue - All Transaction Items which are linked to an inventory location and set to Issue
     • Reserve - All Transaction and Estimate items which are linked to an inventory location and set to Reserve
     • Purchase - All Transaction and Estimate items which are set to Purchase
     • Produce - All Transaction Items which are set to Manufacture
   • Qty & Amount - This determines the Quantity and Amount that will be copied - Outstanding or Total.
   • Confirm - If this check box is ticked, it means a confirmation window will appear before the Copy Rule is executed.
   • Open Transaction - If this check box is ticked, the Transaction that has been copied to will be opened once the Copy Rule is executed.
   • Action - If this check box is ticked, it means this Copy Rule is available on the Actions menu.

5. Output

Here you are able to create Output Templates for the selected Transaction Type.

Navigation

Main Menu > Setup > Transaction Types > Output tab

1. Transaction Type - This drop-down list of Transaction Types allows the User to select the Transaction Type the Output Template pertains to.
2. Name - Enter a name for the Output Template here.
3. Type - This allows you to specify the Output Type. You are able to select form the following Types:
   • Template (Default)
   • HTML
   • Plain Text
   • Trans - Linked Transactions (Report)
   • Sales Orders - Update Status (Report)
   • Daily - Executive Summary (Report)
   • Inventory Replenishment (Report)
4. Output - This allows you to specifies if the template can be Printed, E-mailed or both.
5. Status - This specifies the Status that the Transaction will obtain when it has sent via E-mail or Printed.
6. Default - This specifies the default output.
7. Template - This box will be checked if a Template has been loaded.
8. By right-clicking on a record or by clicking on the ellipsis, the following additional functionality becomes available:
   • Delete Template - This will delete the Template.
   • Load Reportbuilder (.rtm) file - This allows you to load a Reportbuilder file.
   • Edit HTML - This will open the Edit HTML window where you are able to edit the HTML.

6. Categories

You can edit Categories under the Categories tab of the Transaction Types setup window.

Navigation

Main Menu > Setup > Transaction Types > Categories tab

1. Select Transaction Type - Each Transaction Type can have a unique list of Categories. The user can select a Transaction Type from the drop-down list.
2. Category Name - This lists the Categories pertaining to the selected Transaction Type.
3. Add - Categories can be copied from an existing Transaction Type by clicking the drop-down arrow next to the Add button.

7. Alerts

Alerts give you additional error-checking functionality and serve to warn Users if there is an omitance or oversight, before moving to the next step in the process. This is in order to cover the business from human errors or potential profit loss.

Navigation

Main Menu > Setup > Transaction Types > Alerts tab

1. Transaction - This lists the Transaction Types setting that can be selected from:
   • Copy Rules - These Alerts are applied when you copy a Transaction using the selected Copy Rule. Alerts include:
     • Company is blank
     • Rep is blank
     • Available Credit - Applies to Customer transactions and requires an equation and value to be set.
     • Total - requires an equation and value to be set.
     • Transaction Item Alerts - Checks the Transaction Item Alerts - see below.
   • Output - These Alerts are checked and applied when you try to Output a Transaction. I.e., print, preview or e-mail a Transaction. They are the same as the Copy Rules Alerts.
   • Transaction Items - These Alerts apply to the Transaction Items and are displayed in red under the item when the Transaction is in Active or Pending Status. They include:
     • Total = 0
     • Qty = 0
     • No Description
     • Insufficient Stock Available (Reserve/Issue Items) - The Item quantity exceeds the quantity available in Stock
     • Min. Markup (Set in Item Categories) - This protects you from discounting more than is considered to be a sustainable level. The Min Markups are set in Item Categories.
     • Issue does not match Reserve (Reserve Items) - This warns you when the quantity on the linked stock Issue/s linked to a Reserve item do not match.
     • Receive does not match Order (Order Items) - This warns you when the quantity on the linked stock Receive/s linked to an Order item do not match.
     • Downstream Transaction status not Complete - This warns you when the linked transaction created from a transaction item is not yet complete.
     • Invalid Resolve - This warns you when the transaction only has one resolve option (like Issue or Receive) and the Item is not set to that Resolve. E.g., The Stock location has not been selected.
     • Available Stock - This requires an equation and value to be set to measure and warn you about available stock in the selected Location.
     • Purchase price difference (%) - This requires an equation and value (percent) to be set. This alert only applies to Transaction Types where Default = Purchase Orders and is used to warn you when the purchase price on a transaction has changed by more than X percent compared to the last Purchase Order.
2. Link - This identifies what Transaction should be linked to the Alert.
3. User - When a User is selected, the alert only applies to that user, else it applies to all users.
4. Check - This specifies what should be checked against the Alert.
5. Action - This allows the user to specify what Action will be taken when activated - produce a warning, or block the user from progressing until the error has been resolved.
6. Equate - This drop-down list determines whether or not an equation is considered before producing an Alert.
7. Value - This numeric value is the parameter for the equation that will determine if the Alert is triggered or not.
8. Value (Overide) - This numeric value is the amount that a user can override. I.e., it turn a Block into a Warning. Alerts with an Overide will normally have a selected User.
9. By right-clicking on an Alert or by clicking on the ellipsis provides the following additional functionality:
   • Copy Alert - This will copy the selected Alert with all its parameters. This is handy when you want to create an Alert similar to an existing Alert.
   • Delete Alert - This will delete the selected Alert.

Payment Schedule

Payment Schedules are defaults that are set according to percentages, amount, or fixed amount. It can be shown on quote letter.

Navigation

Main Menu > Setup > Transaction Types > Transaction Types tab > Settings > Payment Schedule > Default Payment Schedule - Click on the Ellipsis

1. Description - This is the name of the Payment Schedule, and can be Deposit, COD, On Installation, 60 Months, 30 Months, etc. Whatever the Payment breakdown is for the business.
2. Date - This can be manually set, but leaving it blank will allow the app to determine the date.
3. Update - This determines what the Payment Schedule is updated by.
4. Percent - This is the percentage value linked to the Description. E.g., Description: Deposit; Percent: 50, for a 50% Deposit.
5. Amount - This is the value that is required for the Payment Schedule and can be manually entered. The balance / breakdown will need to be manually calculated.
6. Balance - This shows what the balance outstanding will be.
7. Menu - The Menu button provides the following additional functionality:
   • Refresh Payments - This will refresh the Payment Schedule data grid.
   • Save/Restore Gird - This allow you to save or restore the data grid.

Transaction Type Settings

Once you've created a Transaction Type in Main Menu > Setup > Transaction Types. You will need to add the newly created Transaction Type to the Transaction Type Settings in Main Menu > Setup > Settings > Transaction Types.

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Main Menu > Setup > Settings > Transaction Types

Click on the Add/Update button to add or update Transaction Types as well as their Settings. See image below:

1. Module - This data grid lists all the Transaction Types created within the database. Select the desired Transaction Type Module you wish to add or update.
2. Settings - Here you can add specific Settings to the selected Transaction Type Module. This is where you will add User Access Settings to a Transaction Type Module.

Transaction Type Role Access

Once Transaction Types are added to the Transaction Type Settings (as shown above), you can then add the Transaction Type Module - User Access Settings to the Roles Settings data grid. Then you are able to grant User Access to the newly created Transaction Type Module.

Navigation

Main Menu > Setup > Settings > Roles > Group - Access Allowed > Setting - Transaction - Access Allowed

1. Group - This indicates the Setting Group, in this case we want the Access Allowed Group.
2. Module - This field will list all the Transaction Type Modules by the name you specified in Transaction Type Setups.
3. Setting - This displays the Setting that applies to the Module (2), in this case Transaction - Access Allowed.

If the desired Role Settings are not available, simply click on the Add/Update button to add the desired Role Settings.