Transaction Type Settings
Transaction Settings
Info
These settings are applied to specific Transaction Types and only affect the Transaction Type they are added to. Settings may be added to multiple Transaction Types.
The list below is a comprehensive explanation of all the available settings.
Procedure:
- Click Add/Update (button) to open a popup.
- Click the Transaction Type you want to add the setting to under Module.
- Click the settings on the list of settings.
- Click Add/Update (button) on the popup.
- Close the popup.
Note
The defaults are the values for new databases, new users and new Transaction Types. Your database may have different values.
| Setting | Description | Default |
|---|---|---|
| Accounting > Set Transaction Complete when allocated | Applies to Transaction Types that deal with customer receipts and supplier payments. Changes the transaction's Status to Complete if the payment or receipt is allocated to outstanding invoices. | Unchecked |
| Accounting > Use VAT Type IDs (e.g. = 2, in (1,2,3)) - Include -1 for No VAT | Specify which VAT Types can be used in the transaction. If this setting is not added, all VAT Types can be used. Can be added to any Transaction Type. | Blank |
| Alerts > Warning Message | Provides an interface to write a SQL query to display a warning message. (Click Edit in Value column.) Can be added to any Transaction Type. | 0 |
| Browser App > Enable in Supplier Portal | The options are:
| N/A |
| Email > BCC emails to the following address | Enter an email address in the Value column. All emails sent from the Output button for the Transaction Type are blind copied to the email address provided. Can be added to any Transaction Type. | Blank |
| Email > Default: Send emails to | Applies to Transaction Types that involve customers, suppliers or tasks. Specify the default email recipients for the Output from the transaction. The options are:
| Blank |
| Estimating > Default: Markup on Estimates (%) | Applies to Transaction Types that deal with estimates. Enter a default markup for the estimates. | 0 |
| Estimating > Estimating Category filter (e.g. = 2, in (1,2,3)) |
| Blank |
| Inventory > Default: Inventory Location Transaction Estimates | Provides a dropdown list of locations for you to select a default location. Should only be added to Transaction Types that use estimates. | Not set |
| Inventory > Default: Inventory Location Transactions | Provides a dropdown list of locations for you to select a default location. Can be added to all Transaction Types that deal with inventory. | Not set |
| Items & Inventory > Items Category filter (e.g. = 2, in (1,2,3)) |
| Blank |
| MRP > Purchase Order Transaction (MRP - On Order) | Checkbox. If checked, Material Requirement Planning is used. Should only be added to the relevant Purchase Order Transaction Type. | Unchecked |
| Mobile App > Production: Enable Transaction | Checkbox. If checked, production for the transaction can be managed from the Mobile App. | Unchecked |
| Mobile App > Timekeeping: Enable Transaction | Checkbox. If checked, timekeeping for the transaction can be recorded from the Mobile App. | Unchecked |
| NCR > Transaction used for 'Customer Complaints' | Checkbox. If checked, the transaction addresses customer complaints as per a non-conformance report (NCR). Added to Transaction Types such as Credit Notes. | Unchecked |
| NCR > Transaction used for 'Direct Costs' | Checkbox. If checked, the transaction records additional costs incurred as per an NCR. Added to Transaction Types such as Supplier Invoices. | Unchecked |
| NCR > Transaction used for 'Production Related' | Checkbox. If checked, the transaction records additional tasks needed as per an NCR. Added to Transaction Types such as Work Orders. | Unchecked |
| NCR > Transaction used for 'Supplier Returns - Rework' | Checkbox. If checked, the transaction returns goods to suppliers as per an NCR. Added to Transaction Types such as Supplier Debit Notes and Supplier Invoices. | Unchecked |
| NCR > Transaction used for 'Supplier Returns' | Checkbox. If checked, the transaction returns goods to suppliers as per an NCR. Added to Transaction Types such as Supplier Debit Notes. | Unchecked |
| POS > Cash Sales Customer | Provides a dropdown list of all customer accounts for you to select the account in which cash sales are recorded. Only applies to Transaction Types used for Point of Sale. | Not set |
| POS > Transaction limit for Cash Sales (VAT No. not required) | Field to enter a limit. This limit could be the government-imposed limit for invoices that do not require a VAT registration number or an internal limit set by the organisation. Only applies to Transaction Types used for Point of Sale. | 0 |
| Payments > Enable Customer Payments (Link to Invoices) | Enables the direct capture of customer receipts when customers walk in or phone to pay their accounts. Should be added to customer-related Transaction Types such as Customer Invoices. | Unchecked |
| Payments > Payments - Item ID - Cash (Link to Receipts) | Enter the Item ID that records cash payments if cash is received. If customers do not pay with cash, this setting is unnecessary. If used, an Item must be created for cash receipts. | 0 |
| Payments > Payments - Item ID - Change (Link to Receipts) | Enter the Item ID that records change given if cash is received. If customers do not pay with cash, this setting is unnecessary. If used, an Item must be created for change. | 0 |
| Payments > Payments - Item ID - Tips (Link to Receipts) | Enter the Item ID that records tips, if any. If customers do not tip staff, this setting is unnecessary. If used, an Item must be created for tips. | 0 |
| Pricing > Use in Pricing > Supplier Prices > Last Purchase | Applies to Supplier Invoices or transactions dealing with suppliers. Checkbox. If checked, changes the Supplier Price on the item's setup to the price on the most recent invoice. | Unchecked |
| Production Planning > Enable Materials in Production Planning | Applies to Transaction Types such as Work or Sales Orders. Checkbox. If checked, raw materials are used and managed in production. | Unchecked |
| Production Planning > Enable Outwork in Production Planning | Applies to Transaction Types such as Work or Sales Orders. Checkbox. If checked, outwork is used and managed in production. | Unchecked |
| Production Planning > Enable Tasks in Production Planning | Applies to Transaction Types such as Work or Sales Orders. Checkbox. If checked, tasks are used and managed in production. | Unchecked |
| Production Planning > Transaction used for Goods Issues | Checkbox. If checked, the Transaction Type is used for Goods-Issued transactions. Multiple transactions can be linked. | Unchecked |
| Production Planning > Transaction used for Purchases | Checkbox. If checked, the Transaction Type is used for Purchases (e.g. Purchase Orders or Supplier Invoices). Multiple transactions can be linked. | Unchecked |
| Service Manager > Transaction used for Progress Invoices | Checkbox. If checked, the Transaction Type issues invoices for jobs based on the progress made (e.g. can be added to Customer Invoices). | Unchecked |
| Service Manager > Transaction used for Quotations | Checkbox. If checked, the Transaction Type issues quotations from the service manager. Should be added to the Transaction Type used for Quotations. | Unchecked |
| Supplier Payments > Transaction used for Supplier Invoices | Checkbox. If checked, the Transaction Type records invoices paid using the Supplier Payments module. Only applies to Supplier Invoices. | Unchecked |
| Timekeeping > View/Edit in Timekeeping Module | Checkbox. If checked, any timekeeping records can be viewed and edited in the Timekeeping module. Can be added to any Transaction Type that involves a task for which timekeeping is recorded. | Unchecked |
| Mobile/Tracker > Module: Deliveries | Applies to delivery notes. Checkbox. If checked, the Transaction Type integrates with the tracker app to manage the deliveries. | Unchecked |
| Tracker > Module: Field Service | Applies to Transaction Types that involve tasks (e.g. Work Orders). Checkbox. If checked, the Transaction Type integrates with the tracker app to manage tasks. | Unchecked |
| Tracker > Module: Issue Goods (Select the Issue Transaction) | A dropdown list of Transaction Types for you to select one. Applies to Goods-Issued transactions. | Not set |
| Tracker > Module: Issue Inventory (Select the Issue Transaction) | A dropdown list of Transaction Types for you to select one. Applies to Goods-Issued transactions. | Not set |
| Tracker > Module: Receive Goods (Select the Receive Transaction) | A dropdown list of Transaction Types for you to select one. Applies to Goods-Received transactions. | Not set |
| Tracker > Module: Receive Inventory (Select the Receive Transaction) | A dropdown list of Transaction Types for you to select one. Applies to Goods-Received transactions. | Not set |
| Mobile/Tracker > Module: Timekeeping (Production Mode) | Applies to Transaction Types that involve tasks (e.g. Work Orders). Checkbox. If checked, the tracker app manages timekeeping for that Transaction Type. | Unchecked |
| Transaction Items > Caption for Check in | Field to enter a caption. Applies to transactions that record the time customers check in (e.g. in the hospitality or service industry). | Check in |
| Transaction Items > Caption for Check out | Field to enter a caption. Applies to transactions that record the time customers check out (e.g. in the hospitality or service industry). | Check out |
| Transaction Items > Caption for Group | Optional setting to specify a custom caption for the group field. If a caption is not entered, the name Group is retained for the field | Blank |
| Transaction Items > Caption for Subgroup | Optional setting to specify a custom caption for the subgroup field. If a caption is not entered, the name Subgroup is retained for the field. | Blank |
| Transactions > Add Items to Transactions | Checkbox. If checked, items are used in the transaction. Can be added to any Transaction Type that deals with items. | Checked |
| Transactions > Add to Inventory Replenishment Actions (Produce) | Checkbox. If checked, the Transaction Type produces goods. | Unchecked |
| Transactions > Add to Inventory Replenishment Actions (Purchase) | Checkbox. If checked, the Transaction Type purchases goods or services. | Unchecked |
| Transactions > Caption for Due Date | Field to enter a caption. Can be added to any transaction where goods must be produced by a certain date (e.g. Work Orders). Change the default caption: Due Date. | Blank |
| Transactions > Caption for Required Date | Field to enter a caption. Can be added to any transaction where goods are required by a certain date (e.g. Quotations). Change the default caption: Required Date. | Blank |
| Transactions > Caption for Start Date (Production Planning) | Field to enter a caption. Can be added to any transaction that involves tasks (e.g. Work Orders). | Blank |
| Transactions > Convert Items to Estimates | Items that are copied from another transaction are automatically converted to estimates if estimates are enabled for the transaction. | Unchecked |
| Transactions > Convert new Items to Estimates when Pricing = Sell Price | If the checkbox is checked, linked Costings are converted to Estimates. Enabling this feature lets you edit the variables on the estimate. | Unchecked |
| Transactions > Create new Transactions | Checkbox. By default, new transactions can be created. This setting is only needed if new transactions must no longer be created for that Transaction Type, in which case uncheck the checkbox. | Checked |
| Transactions > Default: Add (Popup) - Items - Inventory Enabled | Select one of these options:
| Hide Stock Qty |
| Transactions > Default: Batch Issue Transaction | Checkbox. If checked, the Transaction Type issues a batch of goods. Applies to Goods-Issued Transaction Types. | Unchecked |
| Transactions > Default: Batch Transfer Transaction (Select Staging Location) | Provides a dropdown list of all locations for you to select a default location for batch transfers. Applies to stock-movement Transaction Types. | Not set |
| Transactions > Default: Deposit percentage (Control is hidden when set to default of 0%) | Field to enter a percentage. Applies to Customer or Supplier invoices if deposits are routinely paid. The deposit amount is calculated and appears at the bottom of the transaction. | 0 |
| Transactions > Default: Due Date (Days from Transaction Date) | Field to enter the number of days to automatically calculate Due Dates. Applies to any Transaction Type that requires goods to be produced by specific dates. | 0 |
| Transactions > Default: Outstanding Transaction | Provides a dropdown list to select the applicable Transaction Type (e.g. if this setting is added to Sales Orders, Customer Invoices can be selected from the dropdown list). Displays the Outstanding quantity of the selected transaction (any downstream transaction) in the Outstanding module: Menu (button) > Summaries > Outstanding. This functionality relates to the Out Qty and Out Amt fields in Transaction Items. | Not set |
| Transactions > Default: Required Date (Days from Transaction Date) | Field to enter the number of days to automatically calculate Required Dates. Applies to any Transaction Type where goods are required on specific dates. | 0 |
| Transactions > Default: Set Due Date from Credit Terms | Checkbox. If checked, the due date is automatically set based on the credit terms. | Unchecked |
| Transactions > Default: Show Item Notes | Can be added to any Transaction Type. The options are:
| None |
| Transactions > Default: Use Address linked to Contact | Uses the Location selected for the contact as the delivery address. If no location is selected for the Contact, assigns the default delivery address. (Location in this context is the name of the address.) | Unchecked |
| Transactions > Editing of Totals allowed | Checkbox. If checked, totals can be edited. Can be added to any Transaction Type. | Unchecked |
| Transactions > Enable 'Clear Overpayment' function in Ledger | Checkbox. If checked, the feature to clear overpayments is activated. Applies to Customer and Supplier payment transactions. This feature writes off small overpayments that are not refunded. | Unchecked |
| Transactions > Enable 'Discount Outstanding' function in Ledger | Checkbox. If checked, the feature to discount the remaining balance is activated. Applies to Customer and Supplier transactions. Writes off small balances or settlement discounts. | Unchecked |
| Transactions > Enable 'Record Foreign Exchange Gain' function in Ledger | Checkbox. If checked, the feature to automatically record a forex gain is activated. Applies to Customer and Supplier transactions. | Unchecked |
| Transactions > Enable 'Record Foreign Exchange Loss' function in Ledger | Checkbox. If checked, the feature to automatically record a forex loss is activated. Applies to Customer and Supplier transactions. | Unchecked |
| Transactions > Enable Contract Billing | Checkbox. If checked, contract billing is enabled. | Unchecked |
| Transactions > Enable Import/Export | Checkbox. If checked, certain import and export functions are enabled. Applies to Transaction Types such as Customer and Supplier Invoices. | Unchecked |
| Transactions > Enable Procurement/Purchasing | Checkbox. If checked, certain procurement or purchasing functions are enabled. Applies to Transaction Types such as Sales or Work Orders. | Unchecked |
| Transactions > Enable Signatures | Works with the Tracker of Mobile App. Requires a manager or customer to sign the app. The options are:
| None |
| Transactions > Group Transaction Items by | The options are:
| N/A |
| Transactions > Hide Header column 3 | Checkbox. If checked, the header in the third column is hidden. | Unchecked |
| Transactions > Hide the Add Item Bar | Checkbox. If checked, additional items cannot be added to the transaction. | Unchecked |
| Transactions > Link Meter Data to Transaction Items | Checkbox. If checked, meter data is linked to the items and must be recorded. Applies to Transaction Types such as Customer Invoices. | Unchecked |
| Transactions > Online Documentation (URL) | Enter a URL for the online documentation. The link is: https://bosentdocs.vibecraftedsoftware.com. | Blank |
| Transactions > Search Items by Code | Checkbox. If checked, items are searched using their codes and not their descriptions. Can be added to any transaction that uses items. | Checked |
| Transactions > Show Delivery Address | Checkbox. If checked, the delivery address appears. Typically used for Customer Invoices and Delivery Notes. | Unchecked |
| Transactions > Show Linked Trans No./s from (Select the Transaction) | A dropdown list of Transaction Types for you to select one. Can be added to any Transaction Type that is linked to another Transaction Type (e.g. Customer Invoices and Delivery Notes.) | Not set |
| Transactions > Start a new Transaction flow | Checkbox. If checked, creating a transaction (even by copying another transaction) always starts a new transaction flow. (A transaction flow is a list of linked transactions (e.g. Quotation > Sales Order > Delivery Note > Customer Invoice).) | Unchecked |
| Transactions > Status: Serial Numbers (Produce) | Lets you create statuses for serial numbers by clicking Edit in the Value column and setting up statuses on the popup. | Blank |
| Transactions > Transaction Board View - Custom field (SQL) | Checkbox. If checked, you can create a custom text field on the Transaction Board. The Template button on the SQL Editor generates sample SQL with the valid fields and parameters. Applies to Transaction Types such as Work Orders. | 0 |
| Transactions > Use Serialised Stock | The options are:
| N/A |
| Transactions > Use for Material Requirements Planning (MRP) | Checkbox. If checked, the transaction is used for material requirements planning (e.g. Work and Sales Orders). | Unchecked |
| Weighbridge > Create Transaction from Purchase Order for Weighbridge (In) | Checkbox. If checked, the Transaction Type creates a specific weighbridge transaction. | Unchecked |
| Weighbridge > Purchase Order Transaction for Weighbridge (In) | Checkbox. If checked, the Transaction Type creates purchase orders for the weighbridge. Applies to Purchase-Order Transaction Types. | Unchecked |
| Weighbridge > Update Transaction from Weighbridge by Del No. (Out) | Checkbox. If checked, the transaction is updated based on the weight as per the weighbridge data. | Unchecked |