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Add Transaction

4 views 0 June 1, 2021 kbadmin

Transactions are the data that commissions will be paid against. This is normally sales or invoices but can be other transactions. Add Transaction option enables policy to add premium transactions which are the actual payments paid for the policy .The transaction date and period determine when the transaction has to be calculated. Current period, active transactions are used for calculation. The calculation process then assigns the reps, commission rates, and determines the commission amounts.

This section enables you to create transactions. To create a transaction, populate the form details, as tabulated:

Field Description
Fields marked with (*) are mandatory.
Transaction ID Enter a unique ID representing the Transaction.
Transaction Line Enter the Transaction Line.
Effective Date Click the text field adjacent to this field and pick the effective date from the calendar.
Transaction Line Level Select the Transaction Line Level from the drop down list. The Available options are the following:

·         Detail

·         Summary

You can also click  button to view the Option List.

Transaction Date Click the text field adjacent to this field and pick the transaction date from the calendar.
Transaction Status Select the Transaction Status from the drop down list. The Available options are the following:

·         Invoiced

·         Ordered

·         Others

·         Paid

·         Shipped

You can also click  button to view the Option List.

Transaction Type Select the Transaction Type from the drop down list. The Available options are the following:

·         Adjustment

·         Appointment

·         Bill Payment

·         Booking

·         Check

·         Claim

·         Contract

·         Credit Card Charges

·         Credit Charge Credits

·         Credit Memo

·         Estimate

·         Fees

·         General

·         Inventory Adjustment

·         Invoice

·         Journal

·         MBO

·         New Contracts

·         Opportunity

·         Payments

·         Placement

·         Premium Purchase Order

·         Recurring Payment

·         Return/Cancel

·         Revenue

·         Sales Order

·         Sales Receipt

·         SPIFF

·         Time Tracker

·         Vendor Credits

Transaction Line Type This field is auto populated. <Check>
Is Projection Select the check box adjacent to this field if you want to mark the transaction as the projection.
Relates To

Note: You can click on this grid name to show/hide the Relates To information.

Customer Enter/pick the Customer ID. You can enter the complete Customer ID or enter partial Customer ID. As you key in the characters, matching Customer IDs are displayed as suggestions. You can pick the appropriate Customer ID. Or, you can click  button to pick a Customer ID from the Lookup window.

You can also click  button to view the Option List.

Customer Job/Contract Enter/pick the Customer Job/Contract. You can enter the complete Customer Job/Contract or enter partial Customer Job/Contract. As you key in the characters, matching Customer Jobs/Contracts are displayed as suggestions. You can pick the appropriate Customer Job/Contract. Or, you can click  button to pick a Customer Job/Contract from the Lookup window.

You can also click  button to view the Option List.

Full Customer Job <Content>
Product Enter/pick the Product. You can enter the complete Product or enter partial Product. As you key in the characters, matching Product are displayed as suggestions. You can pick the appropriate Product. Or, you can click  button to pick a Product from the Lookup window.

You can also click  button to view the Option List.

Full Product Name <Content>
Policy ID Enter/pick the Policy ID. You can enter the complete Policy ID or enter partial Policy ID. As you key in the characters, matching Policy IDs are displayed as suggestions. You can pick the appropriate Policy ID. Or, you can click  button to pick a Policy ID from the Lookup window.

You can also click  button to view the Option List.

Vendor Enter/pick the Vendor ID. You can enter the complete Vendor ID or enter partial Vendor ID. As you key in the characters, matching Vendor IDs are displayed as suggestions. You can pick the appropriate Vendor ID. Or, you can click  button to pick a Vendor ID from the Lookup window.

You can also click  button to view the Option List.

Group Enter/pick the Group ID. You can enter the complete Group ID or enter partial Group ID. As you key in the characters, matching Group IDs are displayed as suggestions. You can pick the appropriate Group ID. Or, you can click  button to pick a Group ID from the Lookup window.

You can also click  button to view the Option List.

Category Enter/pick the Category ID. You can enter the complete Category ID or enter partial Category ID. As you key in the characters, matching Category IDs are displayed as suggestions. You can pick the appropriate Category ID. Or, you can click  button to pick a Category ID from the Lookup window.

You can also click  button to view the Option List.

Class Enter the class.
Primary Territory Enter/pick the Primary Territory. You can enter the complete Primary Territory or enter partial Primary Territory. As you key in the characters, matching Primary Territories are displayed as suggestions. You can pick the appropriate Primary Territory. Or, you can click  button to pick a Primary Territory from the Lookup window.

You can also click  button to view the Option List.

Full Territory ID <Content>
Payee Job Category Enter/pick the Payee Job Category. You can enter the complete Payee Job Category or enter partial Payee Job Category. As you key in the characters, matching Payee Job Categories are displayed as suggestions. You can pick the appropriate Payee Job Category. Or, you can click  button to pick a Payee Job Category from the Lookup window.
Source Enter/pick the Source. You can enter the complete Source or enter partial Source. As you key in the characters, matching Sources are displayed as suggestions. You can pick the appropriate Source. Or, you can click  button to pick a Source from the Lookup window.

You can also click  button to view the Option List.

Account Name Enter/pick the Account Name. You can enter the complete Account Name or enter partial Account Name. As you key in the characters, matching Account Names are displayed as suggestions. You can pick the appropriate Account Name. Or, you can click  button to pick a Account Name from the Lookup window.

You can also click  button to view the Option List.

SO Number Enter the SO number.
PO Number Enter the PO number.
Terms Enter the terms.
Payment Type Enter the Payment Type.
Credit Memo ID Enter the Credit Memo ID.
Check Number Enter the Check Number.
Bill Number Enter the Bill Number.
Amounts

Note: You can click on this grid name to show/hide the Amounts information.

Quantity Enter the quantity.
Unit of Measure (UOM) Select the UOM from the drop down list. The available options are the following:

·         Box

·         Case

·         Container

·         Ea

·         Feat

·         Gallon

·         Kg

·         Lb

·         Meter

·         Ounce

·         Pallet

·         Ton

·         Truck

Weight Enter the weight.
Unit Cost Enter the unit cost.
Cost Enter the cost.
Sales Amount Enter the sales amount.
Gross Profit Enter the gross profit.
Profit Pcnt Enter the profit percentage.
Tax Enter the tax amount.
Discount Enter the discount amount.
Shipping Fee Enter the shipping fee.

 

Commission Amount Enter the commission amount.
Commission Rate Enter the commission rate.
Payee Information

Note: You can click on this grid name to show/hide the Payee information.

Primary Payee Enter/pick the Primary Payee. You can enter the complete Primary Payee or enter partial Primary Payee. As you key in the characters, matching Primary Payees are displayed as suggestions. You can pick the appropriate Primary Payee. Or, you can click  button to pick a Primary Payee from the Lookup window.

You can also click  button to view the Option List.

Primary Payee Credit Pcnt Enter the primary payee credit percentage.
Payee2 – Payee 30 Enter/pick the Payee. You can enter the complete Payee or enter partial Payee. As you key in the characters, matching Payees are displayed as suggestions. You can pick the appropriate Payee. Or, you can click  button to pick a Payee from the Lookup window.

You can also click  button to view the Option List.

Payee2 – Payee 30 Credit Pcnt Enter the payee credit percentage.
Events

Note: You can click on this grid name to show/hide the Events information.

Ordered Date Click the text field adjacent to this field and pick the ordered date from the calendar.
Ordered Flag Select the check box adjacent to this field if you want to enable ordered flag.
Invoiced Date Click the text field adjacent to this field and pick the invoiced date from the calendar.
Invoiced Flag Select the check box adjacent to this field if you want to enable invoiced flag.
Shipped Date Click the text field adjacent to this field and pick the shipped date from the calendar.
Shipped Flag Select the check box adjacent to this field if you want to enable shipped flag.
Paid Date Click the text field adjacent to this field and pick the paid date from the calendar.
Paid Flag Select the check box adjacent to this field if you want to enable paid flag.
Other Date Click the text field adjacent to this field and pick the other date from the calendar.
Other Flag Select the check box adjacent to this field if you want to enable other flag.
Action Flag This field is set to Active and is disabled.
Ordered Process Select the check box adjacent to this field if you want to mark as ordered process.
Invoiced Process Select the check box adjacent to this field if you want to mark as invoiced process.
Shipped Process Select the check box adjacent to this field if you want to mark as shipped process.
Paid Process Select the check box adjacent to this field if you want to mark as paid process.
Flexible Fields

Note: You can click on this grid name to show/hide the Flexible Fields information.

Flexi Text 1 – Flexi Text 7 These are flexible text fields used to store text data for which you do not have a standard fields present. These fields can be renamed.
Flexi Amount 1 – Flexi Amount 8 These are flexible numeric fields used to store numeric data for which you do not have a standard fields present. These fields can be renamed.
Contracts

Note: You can click on this grid name to show/hide the Contracts information.

Contract ID Enter the contract ID.
Contract Type Enter the contract type.
Contract Line Type Click the drop down list adjacent to this field and select the contract line type. The available values are the following:

·         Contract Detail

·         Contract Master

·         Contract Milestone

You can also click  button to view the Option List.

Contract Status Enter the status of the contract.
Contract Start Date Click the text field adjacent to this field and pick the contract start date from the calendar.
Contract End Date Click the text field adjacent to this field and pick the contract end date from the calendar.
Contract Duration Enter the contract duration.
Contract Duration Frequency Click the drop down list adjacent to this field and select the contract duration frequency. The available values are the following:

·         Annual

·         Bi-monthly

·         Bi-weekly

·         Half yearly

·         Monthly

·         Other

·         Quarterly

·         Twice monthly

·         Weekly

You can also click  button to view the Option List.

Parent Contract ID Enter the parent contract ID.
Contract Amount Enter the contract amount.
Currency Details

Note: You can click on this grid name to show/hide the Currency Details information.

Txn Input Currency Enter/pick the input currency. You can enter the complete input currency or enter partial input currency. As you key in the characters, matching input currencies are displayed as suggestions. You can pick the appropriate input currency. Or, you can click  button to pick an input currency from the Lookup window.

You can also click  button to view the Option List.

Currency Conversion Rate Enter the currency conversion rate.
Transaction Currency Enter/pick the currency. You can enter the complete currency or enter partial currency. As you key in the characters, matching currencies are displayed as suggestions. You can pick the appropriate currency. Or, you can click  button to pick a currency from the Lookup window.

You can also click  button to view the Option List.

Status
Txn Periods From Initial Date Enter the number of transaction periods from the initial date.
Days Difference Enter the difference in days.
Renewal Status Click the drop down list adjacent to this field and select the renewal status. The available values are the following:

·         Cancel

·         Endorsement

·         New

·         Renewal

You can also click  button to view the Option List.

Closed By Click the drop down list adjacent to this field and select the closed by person role. The available values are the following:

·         Manager

·         Other

·         Self

You can also click  button to view the Option List.

Process State This field is auto populated with the value Input. This field is inactive.
Comments Enter the comments on status information.
Billing Details

Note: You can click on this grid name to show/hide the Billing information.

Billing Address 1 Enter the billing address line 1.
Billing Address 2 Enter the billing address line 2.
Billing Address 3 Enter the billing address line 3.
Billing Address 4 Enter the billing address line 4.
Billing Address 5 Enter the billing address line 5.
Billing City Enter the billing city.
Billing State Enter the billing state.
Billing Postal Code Enter the billing postal code.
Billing Country Enter the billing country.
Billing Note Enter the billing note.
Shipping Details

Note: You can click on this grid name to show/hide the Shipping information.

Shipping Address 1 Enter the shipping address line 1.
Shipping Address 2 Enter the shipping address line 2.
Shipping Address 3 Enter the shipping address line 3.
Shipping Address 4 Enter the shipping address line 4.
Shipping Address 5 Enter the shipping address line 5.
Shipping City Enter the city to which the item is shipped.
Shipping State Enter the state to which the item is shipped.
Shipping Postal Code Enter the postal code of the place to where the item is shipped.
Shipping Country Enter the country to which the item is shipped.
Owner This field is auto populated with the name of the user who has created this record.
GL Information

Note: You can click on this grid name to show/hide the GL information.

GL Expense Account Enter/pick the GL expense account. You can enter the complete GL expense account name or enter partial GL expense account name. As you key in the characters, matching GL expense accounts are displayed as suggestions. You can pick the appropriate GL expense account. Or, you can click  button to pick a GL expense account from the Lookup window.
GL Payable Account Enter/pick the GL payable account. You can enter the complete GL payable account name or enter partial GL payable account name. As you key in the characters, matching GL payable accounts are displayed as suggestions. You can pick the appropriate GL payable account. Or, you can click  button to pick a GL payable account from the Lookup window.
GL Accrual Account Enter/pick the GL accrual account. You can enter the complete GL accrual account name or enter partial GL accrual account name. As you key in the characters, matching GL accrual accounts are displayed as suggestions. You can pick the appropriate GL accrual account. Or, you can click  button to pick a GL accrual account from the Lookup window.
GL Class Enter/pick the GL class. You can enter the complete GL class name or enter partial GL class name. As you key in the characters, matching GL classes are displayed as suggestions. You can pick the appropriate GL class. Or, you can click  button to pick a GL class from the Lookup window.

Click button to save the Transaction information. You can also click  button to save the Transaction information and add another Transaction.

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