Refer to documentation Implementation
Presentation
The transaction header enables the user to create new transaction codes or to search existing transactions to modify or delete.
Close
Fields
The following fields are present on this tab :
Contract transaction
| Code used to identify the transaction set up. The setup of the entry transactions enables the user to fully set up the entry screens associated with a document (quote, invoice order, request for quotes etc.) or with a stock transaction type (receipt, issue etc.). For each document or stock transaction type, it is possible to define as many entry transactions as necessary, each one being identified by a code. Each transaction is used to define, both for fields located on the document header and fields entered in the lines, whether they must be:
Upon validation of this setup, dedicated entry screens are created, and then can be used by any user having been granted rights on the access code defined on this setup header.
|
| Transaction description. |
| Use this field to activate or deactivate a transaction. |
| This access code is used to restrict access to data by user or group of users. |
| The company or site group entered here is used to filter the entries. |
Close
Presentation
In this tab it is necessary to define various elements such as the display of some fields.
Close
Fields
The following fields are present on this tab :
Entry
| Setup used to define, for this entry transaction, if the invoicing supplier must be:
|
| Setup used to define, for this entry transaction, if the paid BP field must be:
|
| This parameter is used to define, for this entry transaction, whether the Projectnumber must be:
|
| Setup used to define, for this entry transaction, if the buyer code in the order header must be:
|
| Setup used to define, for this entry transaction, if the Payment condition code must be:
|
| Parameter used to define, for this entry transaction, if the discount must be:
|
| This parameter is used to define, for this entry transaction, whether the Currency code field must be:
|
| delivery method must be: Setup used to define if, for this entry transaction, the delivery method must be:
|
| Setup used to define if, for this entry transaction, the carrier must be:
|
| Setup that is used to define, for this entry transaction, if the tax rule must be:
|
| Parameter that is used to define, for this entry transaction, if the site for the invoicing must be:
|
| Setup used to define, for this entry transaction, if the order acknowledgement date must be:
|
| Setup used to define, for this entry transaction, if the order acknowledgement number must be:
|
| Setup used to define, for this entry transaction, if the Comment field of the order acknowledgement number must be:
|
Line account entry
|   |
Grid Line accounts
| This field specifies the ledger type(s) associated with the transaction. |
| This field is used to specify whether the selected ledger type must be 'Invisible', 'To be entered' or 'Displayed'in the line accounts. |
Invoicing elements
| Parameter used to define, for this entry transaction, if the table containing the invoicing elements in the order header must be: hidden: The table does not appear on the entry screen but a default value is assigned to each line in the table. displayed: A default value is assigned to each line in the displayed table but it cannot be modified. entered: |
Display
| Setup used to define, for this entry transaction, if the document status flags must be displayed or not. |
| Parameter used to define, for this entry transaction, if the net price must be displayed or not. |
| Specify, for this entry transaction, if the field must be present in:
|
Close
Presentation
In this tab the user must specify the management mode of some fields in the entry screen of the open order header.
Fields
The following fields are present on this tab :
Entry
| Parameter used to define, for this entry transaction, if the product description translated in the operator's language must be:
|
| Parameter used to define, for this entry transaction, if the standard product description must be:
|
| Specify for this entry transaction if the Product type must be:
|
| Use this field to control entry or modification of the Major version number for a product. You can set this field to one of the following values:
|
| Use this field to control entry or modification of the Minor version number for a product. You can set this field to one of the following values:
|
| Setup that is used to define, for this entry transaction, if the shipping site must be :
The shipping site is only significant for the inter-company orders. |
| Parameter that is used to define, for this entry transaction, if the site for the reception must be:
|
| Parameter that is used to define, for this entry transaction, if the reception address must be ;
|
| consumption location must be: Setup used to define, for this entry transaction, if the consumption location must be:
|
| This parameter is used to define, for this entry transaction, whether the planned quantity must be:
|
| This parameter is used to define, for this particular entry transaction, if the Project field must be:
|
| Parameter used to define, for this entry transaction, if the price list code must be:
|
| Parameter used to define, for this entry transaction, if the address code field must be : hidden: The field does not appear on the entry screen but the default value is attributed to it. displayed: The default value is assigned to the field and displayed but the value cannot be modified. entered: The default value is assigned to the field and displayed. It can be modified. |
| Setup that is used to define, for this entry transaction, if the purchase type must be:
|
| Setup used to define, for this entry transaction, if the EU Increase rate must be:
|
| Specify, for this entry transaction, if the field must be present in:
|
| Setup used to define, for this entry transaction, if the Original country code must be:
|
| Specify, for this entry transaction, if the field must be present in:
|
| Parameter that is used to define, for this entry transaction, if the quality control Flag must be: hidden: The field does not appear on the entry screen but the default value is attributed to it. displayed: The default value is allocated to the field and displayed but the value is non-modifiable. entered: The default value is allocated to the field and displayed. It can be modified. |
| Specify, for this entry transaction, if the field must be present in:
|
Presentation
In this tab, the user only needs to define the management mode for some fields in the entry screen at the level of each contract line by deciding for each of the submitted fields whether they should be Hidden, Displayed or Entered according to the same principles as for the set up fields at Header level
Close
Fields
The following fields are present on this tab :
Entry
| Specify if, for this entry transaction, the Discount/Charge field must be: Hidden:
Displayed:
Entered:
|
| Specify, for this entry transaction, if the field must be present in:
|
| Parameter used to define, for this entry transaction, if the Landed cost coefficient and Fixed cost per unit must be:
The initialization rules of these fields in the entry screen of the Order management function are specified here: |
| Specify, for this entry transaction, if the field must be present in:
|
| Parameter used to define, for this entry transaction, if the Cost structure must be:
The loading rules of this value in the entry screen of the Order management function are specified here: Cost structure. |
| Specify, for this entry transaction, if the field must be present in:
|
| Specify for this entry transaction if the Purchase cost and Purchase cost per unit must be: Hidden
Displayed
|
| Specify, for this entry transaction, if the field must be present in:
|
| Specify for this entry transaction if the Stock cost and Stock cost per unit must be: Hidden
Displayed
|
| Specify, for this entry transaction, if the field must be present in:
|
| Parameter used to define, for this entry transaction, if the Actual purchase cost must be:
|
| Specify, for this entry transaction, if the field must be present in:
|
| Specify for this entry transaction if the Weight must be: Hidden
Displayed
Entered
|
| Specify, for this entry transaction, if the field must be present in:
|
| Specify for this entry transaction if the Volume must be: Hidden
Displayed
Entered
|
| Specify, for this entry transaction, if the field must be present in:
|
Close
Presentation
In this function, field Stock movement sections cannot be accessed.
Close
Fields
The following fields are present on this tab :
Block number 1
| Parameter used to define if, for this transaction, the analytical dimensions fields of the document header must be:
|
| This setup is used to define, for this entry transaction, if the analytical distribution key at line and invoicing element level must be:
|
| Parameter used to define, for this entry transaction, if the field must be present in:
|
| Specify for this transaction if the analytical dimension fields related to stock movements must be:
|
Entry
|   |
Grid Dimension line
| You can enter an analytical dimension type code on each table line. |
| Parameter used to define, for this entry transaction, if the analytical dimension must be:
|
Close
Action icon
Click the Preload dimensions action to load the default dimensions defined for a selected group of sites or companies.
Close
By default, the following reports are associated with this function :
PRTSCR : Screen print
This can be changed using a different setup.
The following fields are included on the window opened through this button : Block number 1
Block number 2
Close This button is used to copy the record definition from or to another folder. |
In addition to the generic error messages, the following messages can appear during the entry :
This message appears when the access code entered does not exist in the user profile. To solve this problem, it is necessary to choose an access code from the list displayed or (provided you have the authorization) to add the requested access code to the user profile.