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
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:
| Field | Description |
|---|---|
| Meter (DOM) | The day of the month that meter data is recorded. Applies to contract billing 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 you 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
Add the setting 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.
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:
| Field | Description |
|---|---|
| Requestor | A dropdown list of active staff for you to select one. |
| Department | A dropdown list of departments for you to select one. (As created in the Organigram.) |
| Head | A dropdown list of active staff for you to select one. |
| Manager | A dropdown list of active staff for you to select one. |
| Priority | A checkbox. If checked, the transaction is a priority. |
Import / Export
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 appear according to the Inco term that is selected.