QCommission Help System

The Add New Transactions option enables you to create new Transactions records in the database. Perform the following procedure to create a new Transactions record:

Click

The Transactions – Add page is displayed.

Populate the form with required 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 Effective Date field and select the date form the calendar.
Transaction Line Level	Click the drop down list adjacent to this field and select the Transaction Line Level. The available values are: · Detail (default) · Summary You can navigate to the Customer page, by clicking the button.
Transaction Date	Click the Transaction Date field and select the date form the calendar.
Transaction Status	Click the drop down list adjacent to this field and select the Transaction Status. The available values are: · Invoice · Ordered · Others · Paid · Shipped You can navigate to the Customer page, by clicking the button.
Transaction Type	Click the drop down list adjacent to this field and select the Transaction Type. The available values are: · Appointment · Bill Payment · Booking · Check · Claim · Contract · Credit Card Charges · Credit Card Credits · Credit Memo · Estimate · Fees · General · Inventory Adjustment · Invoice · Journal · MBO · New Contract · 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 with the value “Standard”. Other values are Adjustment and Cancelled.
Profit Pcnt	Enter the profit percentage.
Class	Enter the class.
*Relates To* *Note*: You can click on this grid name to show/hide the Relates To Information.
Customer	Enter/pick the Customer. You can enter the complete Customer name or enter partial Customer name. As you key in the characters, matching Customer names are displayed as suggestions. You can pick the appropriate Customer name. Or, you can click button to pick a Customer name from the Lookup window. You can navigate to the Customer page, by clicking the button.
Customer Job/Contract	Enter/pick the Customer. 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 navigate to the Customer Job page, by clicking the button.
Full Customer Job	This field gets populated with customer job and its reporting hierarchy.
Product	Enter/pick the Product. You can enter the complete Product name or enter partial Product name. As you key in the characters, matching Product names are displayed as suggestions. You can pick the appropriate Product name. Or, you can click button to pick a Product name from the Lookup window. You can navigate to the Product page, by clicking the button.
Full Product Name	This field gets populated with product and its reporting hierarchy.
Policy ID	Enter/pick the Policy ID. You can enter the complete Policy ID name or enter partial Policy ID name. As you key in the characters, matching Policy ID names are displayed as suggestions. You can pick the appropriate Policy ID name. Or, you can click button to pick a Policy ID name from the Lookup window. You can navigate to the Policy page, by clicking the button.
Vendor	Enter/pick the Vendor. You can enter the complete Vendor name or enter partial Vendor name. As you key in the characters, matching Vendor names are displayed as suggestions. You can pick the appropriate Vendor name. Or, you can click button to pick a Vendor name from the Lookup window. You can navigate to the Vendor page, by clicking the button.
Group	Enter/pick the Group. You can enter the complete Group name or enter partial Group name. As you key in the characters, matching Group names are displayed as suggestions. You can pick the appropriate Group name. Or, you can click button to pick a Group name from the Lookup window. You can navigate to the Group page, by clicking the button.
Category	Enter/pick the Category. You can enter the complete Category name or enter partial Category name. As you key in the characters, matching Category names are displayed as suggestions. You can pick the appropriate Category name. Or, you can click button to pick a Category name from the Lookup window. You can navigate to the Category page, by clicking the button.
Primary Territory	Enter/pick the Primary Territory. You can enter the complete Primary Territory name or enter partial Category name. As you key in the characters, matching Primary Territory names are displayed as suggestions. You can pick the appropriate Primary Territory name. Or, you can click button to pick a Primary Territory name from the Lookup window. You can navigate to the Sales Organization page, by clicking the button.
Full Territory ID	This field gets populated with Territory ID and its reporting hierarchy.
Payee Job Category	Enter/pick the Payee Job Category. You can enter the complete Payee Job Category name or enter partial Payee Job Category name. As you key in the characters, matching Payee Job Category names are displayed as suggestions. You can pick the appropriate Payee Job Category name. Or, you can click button to pick a Payee Job Category name from the Lookup window.
Source	Enter/pick the Source. You can enter the complete Source name or enter partial Source name. As you key in the characters, matching Source names are displayed as suggestions. You can pick the appropriate Source name. Or, you can click button to pick a Source name from the Lookup window. You can navigate to the Source page, by clicking the button.
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 an Account Name from the Lookup window. You can navigate to the Account page, by clicking the button.
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.
Is Projection	This is field indicates if this is a transaction added for projection.
*Amounts* *Note*: You can click on this grid name to show/hide the Amounts information.
Quantity	Enter the quantity.
Unit of Measure (UOM)	Click the drop down list adjacent to this field and select the Transaction Status. The available values are: · Box · Case · Container · Ea · Feat · Gallon · KG · Lb · Meter · Ounce · Pallet · Ton · Truck
Weight	Enter the weight.
Unit Cost	Enter the unit weight.
Cost	Enter the cost.
Sales Amount	Enter the sales amount.
Gross Profit	Enter the gross profit.
Tax	Enter the tax.
Discount	Enter the discount.
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 ID	Enter/pick the primary payee ID. You can enter the complete primary payee ID or enter partial primary payee ID. As you key in the characters, matching primary payee IDs are displayed as suggestions. You can pick the appropriate primary payee ID. Or, you can click button to pick a primary payee ID from the Lookup window. You can navigate to the Payee page, by clicking the button.
Primary Payee Credit Pcnt	Enter the primary payee credit percentage.
Payee2–30 ID	Enter/pick the payee2-30 IDs in respective fields. You can enter the complete payee ID or enter partial payee ID. As you key in the characters, matching payee IDs are displayed as suggestions. You can pick the appropriate payee ID. Or, you can click button to pick a payee ID from the Lookup window. You can navigate to the Payee page, by clicking the button.
*Events* *Note*: You can click on this grid name to show/hide the Events information.
Ordered Date	Click the Ordered Date field and select the date form the calendar.
Ordered Flag	Select the check box adjacent to this flag <for?>
Invoiced Date	Click the Invoiced Date field and select the date form the calendar.
Invoiced Flag	Select the check box adjacent to this flag <for?>
Shipped Date	Click the Shipped Date field and select the date form the calendar.
Shipped Flag	Select the check box adjacent to this flag <for?>
Paid Date	Click the Paid Date field and select the date form the calendar.
Paid Flag	Select the check box adjacent to this flag <for?>
Other Date	Click the Other Date field and select the date form the calendar.
Other Flag	Select the check box adjacent to this flag <for?>
Action Flag	The default value is Active. The other values are On Hold and Do Not Process.
Ordered Process	Select the check box adjacent to this flag <for?>
Invoiced Process	Select the check box adjacent to this flag <for?>
Shipped Process	Select the check box adjacent to this flag <for?>
Paid Process	Select the check box adjacent to this flag <for?>
Other Process	Select the check box adjacent to this flag <for?>
*Flexible Fields* *Note*: You can click on this grid name to show/hide the Flexible Fields information.
Flexi Text 1 – 7	These are flexible text fields used to store text data for which you do not have a standard field present. These fields can be renamed.
Flexi Amount 1 – 8	These are flexible numeric fields used to store numeric data for which you do not have 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* *Note:* You can click on this grid name to show/hide the Status information.
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. The others values in this field are Input, In Process, and Closed. A record is in Input state if not considered for calculation. When it is considered for calculation it is changed to In Process. During the period end the In Process records are changed to Closed so that those are not considered for calculation in the future.
Comments	Enter the comments on status information.
*Billing Details* *Note*: You can click on this grid name to show/hide the Billing Details 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.