How to Generate & Manage Transactions for a Single Customer

The customer Transactions page allows you to generate recurring transactions, create one-off transaction, edit existing transaction and compare transactions between two billing periods for a customer. All the transactions display in a table view. 

Instructions

Navigate to Customer Transactions page

1. Click on Customers in the main menu
2. Click on the Customer Code or Name link in the customer list table that you want to add service item 
3. You will navigate to Customer invoices page. Click on Transactions tab.

Generate Transactions (recurring)  

1. Navigate to the Customer Transactions page
2. Select the Agreement from the dropdown
3. Select Period from the dropdown 
4. Click on Generate button, Generate Transactions confirmation will open up
5. Click the Generate button - note: existing recurring transactions with be regenerated according to products set up

Add a Transaction (One-off)

1. Navigate to Customer Transactions page
2. Select the Agreement from the dropdown
3. Select Period from the dropdown 
4. Click on  button, Transaction Details page will open

5. Select product template from the drop down or enter transaction details
6. Click Save button, transaction added and display in the table 

Edit Existing Transaction 

1. Navigate to the Customer Transactions page
2. Select the Agreement from the dropdown
3. Select the Period from the dropdown
4. Click on the transaction you want to edit, Transaction details page will open
5. Update transaction details and click Save button

Delete a Transaction 

1. Navigate to the Customer Transactions page
2. Select the Agreement from the dropdown
3. Select the Period from the dropdown
4. Select transaction you want to delete, Delete button appear next to Generate button 

5. Click Delete button, delete confirmation message displays
6. Click Confirm button, transaction removed from the table

Transaction Details Explained 

Field	Description
Template	This is only available on Add transaction window Not a mandatory field. You can select existing template from the drop-down list to create new one-off transaction
Code*	Product code is a mandatory field Can have duplicate code under same customer Editable after generating or creating a transaction
Product Label*	Required field, cannot have null values Can have duplicate product labels
Site	Optional field. List all the sites available for the customer.
Supplier	List of suppliers show in this drop down. Optional field
Service	List all the customer services. Optional field.
Service Item	Service item drop down list service items belongs to customer. Service item list will filter based on the values selected on Site and Service drop downs.
Cost*	This is transaction cost. Required field Can have negative and decimal values
Sell*	This is transaction Sell value. Required field Can have negative and decimal values
Qty*	Product quantity is a mandatory field. Can have negative and decimal values
Total Cost	Total cost field is a display only field. Calculated automatically based on the Cost and quantity values
Total Sell	Total sell also a display field. Calculate automatically using sell and quantity values
From*	This is the transaction start date. Required field cannot have null values. Calendar popup available for users to select date or allow enter manually. Date validation available. When adding one-off transaction default value for From date will be start date of the period
To	This is transaction end date. Optional field Calendar popup available for users to select date or allow enter manually. Date validation available. When adding one-off transaction default value for From date will be last date of the period
Save	Save transaction details
Cancel	Discard changes and hide the popup window