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titleSetup Check

This screen generating a report for the Customer that has been setup after a specific date

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  • This will generate a CSV file format

    • The report will show missing invoice types, nominal codes, report print options and VW goods in and storage profile setups

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titleIntegrity Check

This will generate an Integrity data setup for customers.

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  • You will just need to click on the icon, this will not populate a screen

  • This will generate a CSV file format

    • It will show the Data setup and the data that is not setup for the customer

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titleAudit

This screen will show any records that have been updated or deleted in the amended data screen for the specific date range that has been selected.

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This section relates to data integrity and checking options available within the reports.

When you have any issues with charging or non charging then you should run these options to check the setup and the integrity.

The audit option shows you which user has made alterations to existing records waiting to be charged.

Before logging a ticket about invoicing not working you should run the options below and resolve issues and where you can, provide these reports to the support team to allow them to analyse the information.

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Table of Contents

Setup Check

Check the customers setup from/after a specific date

This provides a CSV report which contains information on

  • missing invoice types

  • nominal codes

  • report printing options

  • VW goods in and profile setups.

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titleexample of contents of csv file

customerCode,siteCode,Type,ProductCode,ErrorMessage
BRCD1,BR,NOMINAL CODE CHECK,,NOMINALS NOT SETUP FOR TRANSPORT| STOCK STORAGE WEEKLY| STOCK STORAGE MONTHLY| STOCK STORAGE QUARTERLY| STOCK STORAGE ANNUALLY| STOCK STORAGE PERIOD
BRCDIN,BR,NOMINAL CODE CHECK,,NOMINALS NOT SETUP FOR TRANSPORT| STOCK STORAGE WEEKLY| STOCK STORAGE MONTHLY| STOCK STORAGE QUARTERLY| STOCK STORAGE ANNUALLY| STOCK STORAGE PERIOD
BRCDPVT,BR,NOMINAL CODE CHECK,,NOMINALS NOT SETUP FOR TRANSPORT| STOCK STORAGE WEEKLY| STOCK STORAGE MONTHLY| STOCK STORAGE QUARTERLY| STOCK STORAGE ANNUALLY| STOCK STORAGE PERIOD

Integrity Check

The integrity check is a deeper check of the customers profile and charging data.

It produces an output in csv format (which can be opened in excel)

It checks whether products all have a charging profile, whether customers have charging profiles and can identify why items are not being imported into the invoicing system for charging.

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Audit

When you have the ability to edit records prior to invoicing (this is an additional module option) we record all the changes which were made and who made those changes to the system.

The form shows those items which have been either

  • updated or

  • deleted

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