Transactions - Extra Datasets

Overview

Transactions can include additional fixed datasets or User-defined fields. These fields are normally placed in the transaction's header.  The fixed datasets are outlined below.

Contract Billing

Navigation: Main Menu > Setup > Settings > Transactions (tab)

The setting: Transactions > Enable Contract Billing can be added to transactions. It has a checkbox in the Value column. If checked, the feature is enabled, and the following fields are added to the transaction:

• Meter (DOM): The day of the month that meter data is recorded. Applicable to contract billing that is based on meter readings.

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

• Billing Method: A dropdown list of billing methods for users to select one.

• Escalation: Field to input a Percentage that is added as an escalation.

• Month:  A calendar to select the Month that the escalation is applied to.

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

Procurement

ℹ️ The setting should be added to all the transactions in a transaction flow. For example, Requisitions > Purchase Order > Supplier Invoices. The procurement fields are also copied when one transaction is copied to the next.

Navigation: Main Menu > Setup > Settings > Transactions (tab)

The setting: Transactions > Enable Procurement/Purchasing can be added to transactions. It has a checkbox in the Value column. If checked, the feature is enabled, and the following fields are added to the transaction:

• Requestor: A dropdown list of active staff for users to select one. 

• Department:  A dropdown list of departments for users to select one. (As created in the Organigram.)

• Head:  A dropdown list of active staff for users to select one. 

• Manager:  A dropdown list of active staff for users to select one. 

• Priority: A checkbox. If checked, the transaction is a priority.

Import / Export

Navigation: Main Menu > Setup > Settings > Transactions (tab)

The setting: Transactions > Enable Import/Export can be added to transactions. It has a checkbox in the Value column. If checked, the feature is enabled, and the following fields are added to the transaction:

• Provides all the fields required for an Import / Export Commercial Invoice. 

• Additional fields are displayed according to the Inco term that is selected.

Related Topics

• Reference: Transactions (overview)

• Reference: Transaction Types Accounting Setup

• Reference: Approvals and Checklists

• Reference: Batch Updates

• Reference: Transaction Payments

• Reference: Point of Sale

• Reference: Transaction Type Properties

• Reference: Transaction Settings

• Reference: Creating Transaction Types

• Reference: Transaction Signatures

• Reference: Transaction Data Pipelines

• Reference: Transaction Views

• Transaction Examples