Screen flows

• Submit—Validate and save the changes.
• Refresh—Reload the original data. Any changes made since the last submit are lost.
• New—Create a new item related to the application.
• Save As—Create a new item based on the information provided by an existing item.
• Delete—Confirm and delete the current item.
• Open—Display a dialog box to enter an existing item to display its detail.
• New Search—Return to the Search screen and clear the search results and the search criteria.

Header

• Scope

  Indicates whether the client is available organisation-wide or laboratory-wide:

  • Checked—The entity is available to users who are logged into any laboratory within the organisation.

  • Unchecked—The entity is only available to users who are logged into the current laboratory.

    Setting the client's scope upon creation depends upon the user's security level for the CCCLIENT:CREATE resource. The possible security levels for the resource, from greater to lower scope, are:

    • full—full

    • 3—LAB AND ORG

    • 2—ORG ONLY
    • 1—LAB ONLY

    Where a user has multiple roles and each role contains different rights. then any of the role-right combinations may contain the resource. If the resource does not exist across all role-right combinations for the user, then the user has no access to the resource. Otherwise the user's security level for the resource is determined as the greatest scope across all role-right combinations for the user. For example, if a user has Role1 that contains RightA, and Right A contains security level 2 for the resource, and the same user has Role2 that contains RightB, and RightB contains security level 1 for the resource, then the user has a security level of 2 for the resource.

    The selection in this field can determine the visibility for other fields in this form, and the content of various drop-down selection lists.

• Client Code

  The unique code assigned to the client. For client creation:

  • A Client Code is either entered manually or generated by the syntax that is in scope and has a Syntax Type of Other and a Syntax Code of CLIENT_CODE_SYNTAX. Refer to Maintaining Client, Contact and Quote Syntaxes.
  • Where no Client Code is entered and the syntax is not found, or the syntax is found but the syntax cannot generate a code, then an error is raised.
  • Where the entered or generated client's Client Code is not unique within scope, then an error is raised.
  • Where the entered or generated client's Client Code does not satisfy code validation, that is, if the code contains non-printable characters, then an error is raised.

  Note: Where the Client Code field is flagged as mandatory in the screen personalisation, then the code must be entered manually. The syntax only comes in to play where the field is not flagged as mandatory in the screen personalisation.

• Client Name

  The name of the client. Maximum length of 200 characters. Multi-language support.

• Description

  The description of the client. Maximum length of 400 characters. Multi-language support.

• Client Category

  A category assigned to the client. Selected from categories with a Category Type of CLIENTS.

• Is Active

  Indicates whether the client is available in drop-down lists when selecting a category for an entity. An inactive client cannot be selected for use.

• Can Submit Samples

  Indicates whether a job can link to the client as its primary client.

• Priority

  The priority of jobs created for the client with respect to other jobs in the system. Entered in the format xN, where x is an integer and N is a code for a date-time period: S (second), N (minute), H (hour), D (day), M (month), Y (year). For example, 10D (10 days), 30N (30 minutes).

• Parent Client

  The code of the parent client associated with the client. A client may be selected from the drop-down list that contains active clients in scope, as configured in the CCCLNT—Client application. Click the field hyperlink to display the CCCLNT—Search Client screen, select the appropriate value and click Select and Return to populate the field with the selected value.

• Alternate Name

  An alternate name of the client.

• Label Short Name

  A short name of the client, for label use.

• Primary Contact Code

  The code of the contact who is the primary contact for the client. Selected from contacts associated with the client.

• Cost Centre Code

  The code of the cost centre associated with the client. A cost centre may be selected from the drop-down list that contains active cost centres in scope, as configured by the CCCOST—Cost Centre application. Click the field hyperlink to display the CCCOST—Search Cost Centre screen, select the appropriate value and click Select and Return to populate the field with the selected value.

• Header Project Code

  The code of the project that is the primary project for the client. Selected from projects associated with the client.

• Report Template

• The default report template to be used to generate reports for the client. A report template may be selected from the drop-down list that contains active report templates in scope with a Type of Certificate, as configured in the CCTPLR—Report Template application. Click the field hyperlink to display the CCTPLR—Search Report Template screen, select the appropriate value and click Select and Return to populate the field with the selected value.

  A job stakeholder's Report Template Code defaults to the client's Report Template if it is defined, otherwise to the cost centre's Report Template if it is defined, otherwise to the laboratory's Report Template if it is defined, in this order.

Details Tab

The main details of the client.

• Business Hours

  The business hours of the client.

• Account Manager User Code

  The code of the user who is the account manager for the client. A user may be selected from the drop-down list that contains active users in scope, as configured in the CCUSER—User application. Click the field hyperlink to display the CCUSER—Search User screen, select the appropriate value and click Select and Return to populate the field with the selected value.

• Last Visited

  The date-time at which the client was last visited.

• Last Contacted

  The date-time at which the client was last contacted.

• Last Submission

  The date-time at which a sample was last registered for the client.

• Job Text

  Text that added to a job's Registration Notes when the client is used to register a job.

Addresses Tab

The addresses associated with the client.

Update the fields either in-grid or double-click to open the CCCLNTADDR—Client Address Detail screen and update them there.

• Grid flows

  • Create Client Address—Launch the CCCLNTADDR—Client Address Detail screen to create a new client address.

• Row flows

  • Set Default—Set the address as the default address for the client.

Contacts Tab

The contacts associated with the client.

Update the fields either in-grid or double-click to open the CCCLNTCNCT—Client Contact Detail screen and update them there.

• Grid flows

  • Create Client Contact—Launch the CCCLNTCNCT—Client Contact Detail screen to create a new client contact.

Invoicing Tab

The invoicing details for the client, including surcharges, rebates, taxes and quotes.

• Invoice To Client Code

  The code of the invoiced client. A client may be selected from the drop-down list that contains active clients in scope, as configured in the CCCLNT—Client application. Click the field hyperlink to display the CCCLNT—Search Client screen, select the appropriate value and click Select and Return to populate the field with the selected value. A job invoice's Client Code for the default job invoice defaults to the client's Invoice To Client Code.

• Currency

  The currency associated with the client. A currency may be selected from the drop-down list that contains active currencies, as configured in the MSECUR—Currency application. A job invoice's Currency defaults to the client's Currency. Defaults to the laboratory's Currency.

• Price Catalogue Group

  The code of the price catalogue group associated with the client. A price catalogue may be selected from the drop-down list that contains active price catalogues in scope, as configured in the CCPRCCAT—Price Catalogue application. Click the field hyperlink to display the CCPRCCAT—Search Price Catalogue screen, select the appropriate value and click Select and Return to populate the field with the selected value. Refer to

  Conditions for Defaulting Job Invoice Price Book.

• Discount

  The discount applied to an Invoice associated with the client.

• Auto Invoice

  The currently no core functionality uses this, although it could be used by a script or report template.

• Invoice Incomplete Jobs

  Indicates whether a production job invoice for the client can be released even though a job associated with the Invoice does not have Workflow Status of Completed. Note that this does not apply to proposal job invoices.

• Invoice Sample Details

• Indicates whether invoices for the client are to include sample lists or not, as follows:

  • Checked—Any invoice created for the client defaults the Invoice Template to the laboratory's Detail Invoice Template (which would normally include sample lists on the invoice document).

    The Sample grid on the Line Items tab for an invoice is populated, and the invoice sample details are available in the invoice report set.

  • Unchecked—Any invoice created for the client defaults the Invoice Template to the laboratory's Summary Invoice Template (which would normally exclude sample lists on the invoice document).

    The Sample grid on the Line Items tab for an invoice is NOT populated, and the invoice sample details are NOT available in the invoice report set.

• Locale

  The locale used to determine language for reporting and invoicing. In this context, the locale pertains to the language. A language/locale may be selected from the drop-down list that contains active system languages.

• Invoice Payment Terms

  The payment terms that can be placed on an invoice. Currently no core functionality uses this, although it could be used by a script or report template.

• No. of Days of Prompt Payment

  The payment terms for discount payment days that can be placed on an Invoice. Currently no core functionality uses this, although it could be used by a script or report template.

• Prompt Payment Discount

  The payment terms for discounted amount that can be placed on an Invoice. Currently no core functionality uses this, although it could be used by a script or report template.

Invoicing > Surcharges Tab

The surcharges associated with the client.

• Price Adjustment Code

  The code of the surcharge price adjustment, with a Price Adjustment Type of Surcharge.

• Name

  The name of the surcharge.

• Description

  The description of the surcharge.

Invoicing > Rebates Tab

The rebates associated with the client.

• Price Adjustment Code

  The code of the rebate price adjustment, with a Price Adjustment Type of Rebate.

• Name

  The name of the rebate.

• Description

  The description of the rebate.

Invoicing > Tax Tab

The taxes associated with the client.

• Tax Code

  The code of the tax.

• Name

  The name of the tax.

• Description

  The description of the tax.

• Tax Rate

  The percentage rate of taxation applied to the invoice.

Invoicing > Quotes Tab

Quotes associated with the client. A client quote allows for an intersection between a client and a quote. A quote allows for rates that are different to those in the price book to be offered to the client.

Quotes are shareable between clients, and can be created when a client quote is created, or can be created in the CCQUOTE—Quote application and linked from a client quote.

Each shareable quote has a default start and end date, currency, generic discount, and schemes and analytes. A quote scheme and quote scheme analyte has a discount and can have an optional price schedule to overrule book prices.

Each client quote contacts, projects, has a description, start and end dates, and an activity status.

A shareable quote can be created from this tab

The quote's Currency is set to the client's Currency.

Each quote can be associated with contacts or projects, have a description, start and end dates, and an active status check box. The quote's Currency is set to the client's Currency. An org-scope client can contain org-scope quotes or lab-scope quotes. A lab-scope client can contain lab-scope quotes only.

• Organisation Scope

  Indicates whether the client quote is available organisation-wide or laboratory-wide.

  • An org-scope client can contain org-scope or lab-scope client quotes.
  • A lab-scope client can contain lab-scope client quotes only.

  • An org-scope client quote can link to an org-scope quote, and a lab-scope client quote can link to an org-scope quote or a lab-scope quote.

  This column can be hidden or made read-only for lab-scope clients.

  Setting the client quote's scope upon successful creation depends upon the user's security level for the CCCLIENTQUOTE:CREATE resource. The possible security levels for the resource, from greater scope to lower scope, are:

  • full—full
  • 3—LAB AND ORG
  • 2—ORG ONLY
  • 1—LAB ONLY

  A user can have multiple roles, and each role can contain different rights. Any of these role-right combinations may contain the resource.

  If the resource does not exist across all role-right combinations for the user, then the user has no access to the resource. Otherwise the user's security level for the resource is determined as the greatest scope across all role-right combinations for the user. For example, if a user has Role1 that contains RightA, and Right A contains security level 2 for the resource, and the same user has Role2 that contains RightB, and RightB contains security level 1 for the resource, then the user has a security level of 2 for the resource.

  The selection in this field can determine the visibility for other fields in this form, and the content of various drop-down selection lists.

  The selection in this field determines, by scope, which base quotes are available to the Client Quote drop-down selection list.

• Client Quote Code

  The code of the client quote. This field is mandatory

  Note: Irrespective of the access level of the user, a code field cannot be changed during update. It can be set only on create.

• Quote Code

  The code of the quote associated with the client quote. This field is mandatory Upon client quote creation:

  • A Quote Code can be either entered manually or generated by the syntax that is in scope and has a Syntax Type of Quote and a Syntax Code of QUOTE_CODE_SYNTAX.
  • Where no Quote Code is entered and the syntax is not found, then an error is raised.
  • Where no Quote Code is entered and the syntax is found but the syntax cannot generate a code, then an error is raised.
  • Where the entered or generated quote's Quote Code is not unique within the organisation, then an error is raised.
  • Where the entered or generated quote's Quote Code does not satisfy code validation, that is, if the code contains non-printable characters, then an error is raised.
  • A quote may be selected from the drop-down list that contains active projects for the client, as configured in the CCQUOTE—Quote application. Click the field hyperlink to display the CCQUOTE—Search Quote screen, select the appropriate value and click Select and Return to populate the field with the selected value.

• Is Active

  Indicates whether the entity is available in drop-down lists. An inactive entity cannot be selected for use.

• Description

  The description of the client quote.

• Quote Currency

  The currency associated with the client quote. A currency may be selected from the drop-down list that contains active currencies, as configured in the MSECUR—Currency application. This applies only where a quote has not been selected first.

  If a currency is entered, only quotes with a matching currency are selectable. If cleared and a quote is selected, then the currency defaults from the quote and cannot be updated unless the quote is cleared.

  The client quote's Quote Currency defaults to the client's Currency.

• Project Code

  The code of the project associated with the client quote. Selected from projects associated with the client.

• Contact Code

  The code of the contact associated with the client quote. Selected from contacts associated with the client.

• Quote Description

  The description of the quote. Display only.

• Generic Discount

  The generic discount applied to a line item raised for any scheme or analyte NOT covered by the quote. Only applied when the job invoice is linked to a quote (that is, either the job invoice's Generic Discount is applied or the quote's Generic Discount is applied). Display only.

• Start Date

  The date-time from which the client quote can be applied to a job invoice with respect to the job's date received.

• End Date

  The date-time up to which the client quote can be applied to a job invoice with respect to the job's date received.

• First Used Date

  The date-time at which the client quote was first used.

• Last Used Date

  The date-time at which the client quote was last used.

• Document

  Documents can be uploaded, downloaded and removed from this entity. The additional documents can be used for a variety of purposes, for example:

  • Linking additional documentation to an entity, such as a client, contact or project.
  • Reporting additional details about the entity.

Sales and Marketing Tab

The sales and marketing details of the client.

• Legal Entity Code

  The legal entity code for the client.

• Legal Entity Number

  The legal entity number for the client, for example, Australian Company Number (ACN) in Australia.

• Legal Entity Name

  The legal entity name for the client.

• ERP Site Number

  The number assigned to the client in the company's enterprise resource planning system.

• ERP Site Name

  The name the site associated with the client in the company's enterprise resource planning system.

• ERP Client Number

  The number associated with the client in the company's enterprise resource planning system.

• ERP Client Name

  The name of the client in the company's enterprise resource planning system.

• ERP Affiliated Cost Centre

  The cost centre associated with the client in the company's enterprise resource planning system.

• ERP Chart of Accounts

  The chart of accounts associated with the client in the company's enterprise resource planning system.

• ERP Acc Rec Debit Account

  The debit account in account receivables associated with the client in the company's enterprise resource planning system.

• ERP Acc Rec Credit Account

  The credit account in account receivables associated with the client in the company's enterprise resource planning system.

• ERP VAT Number

  The VAT number associated with the client in the company's enterprise resource planning system.

• ERP Language Code

• The language code associated with the client in the company's enterprise resource planning system.

• ERP Translated Name

  The translated name associated with the client in the company's enterprise resource planning system.

Projects Tab

The projects associated with the client.

Update the fields either in-grid or double-click to open the CCCLNTPROJ—Client Project Detail screen and update them there.

• Grid flows

  • Create Client Project—Launch the CCCLNTPROJ—Client Project Detail screen to create a new client project.

• Project Category

  A category assigned to the project. Selected from categories with a Category Type of PROJECTS.

• Project Code

  The code of the project, unique within the client.

• Name

  The name of the project.

• Description

  The description of the project.

Misc Tab

Documents and logo associated with the client.

• Document

  Documents can be uploaded, downloaded and removed from this entity. The additional documents can be used for a variety of purposes, for example:

  • Linking additional documentation to an entity, such as a client, contact or project.
  • Reporting additional details about the entity.

• Logo

  A logo can be uploaded, downloaded or removed from the entity.