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

• Organisation Code

  The code of the organisation associated with the laboratory.

• Laboratory Code

  The unique code assigned to the laboratory.

• Name

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

• Description

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

• Is Active

  Indicates whether the laboratory is available in relevant drop-down lists (excluding any log in options). An inactive laboratory cannot be selected for use.

• Is Corporate Lab

  Indicates whether the laboratory is part of the corporation. This field can be used in scripts relevant to subcontracting work.

• Laboratory Type

  The type of laboratory configured on the server. A laboratory type may be selected from the drop-down list that contains active laboratory types from System Table Codes with a Table Type of CC36- Laboratory Types, as configured in the MSETBL—Table Code Service application. Laboratory types already configured in the system include:

  • Instance—A laboratory that is present on the server; users can be set up to log into the Laboratory

  • External—A laboratory that is external to the server; used for subcontracting work. Typically users are not configured to log into these external laboratories, but can be, if required.

  Once a laboratory is defined as an instance type, it cannot be changed to another laboratory type. Likewise, if the laboratory is defined as a non-instance type, it cannot be changed back to an instance type.

• Laboratory Manager

  The code of a user who is the laboratory manager. A user may be selected from the drop-down list that contains active users, 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.

• Email

  The email address for the laboratory. Maximum 256 characters.

• Telephone

  The telephone number for the laboratory.

• Fax

  The fax number for the laboratory.

• Time Zone

  Time zone in which the laboratory operates.

  When a user logs in to a laboratory from anywhere in the world, then the date-and-time fields related to all the samples they register, the reports and invoices they print, the application grids they view, the audit records they cause to create for job-based data or for static configuration, the batch queue processes they trigger, the system date-time properties, all carry the date-time that is local to that laboratory. Refer to Using the Screen Interface.

  The laboratory's current time is derived by first obtaining the server date-time and then applying an adjustment based upon the difference between the server/database's time zone and the laboratory's time zone. If the laboratory does not have a time zone defined, then the laboratory's current time is set to the server time.

  The selected time zone for each laboratory is only refreshed once every 15 minutes for performance reasons, timed using the server clock's fifteen-minute timer (5:00, 5:15,5:30,5:45,...). Therefore a change in a laboratory's Time Zone does not take effect until the server's clock has counted 15 minutes. A time zone may be selected from the drop-down list that contains active time zones from System Table Codes with a Table Type of CC17—Time Zone, as configured in the MSETBL—Table Code Service application.

• Business Hours

  The business hours of the laboratory.

• Business Zone

  The business zone of the laboratory.

• Legal Entity Name

  The legal name of the laboratory.

• Legal Entity Number

  The legal number that identifies the laboratory. For example, this could be the Australian Company Number (ACN) in Australia.

• Precision Code

  The code of the script run during precision assessment to perform custom assessment on a laboratory-wide basis. A script may be selected from the drop-down list that contains active scripts in scope with a Script Type of Duplicate, as configured in the CCSCRT—Script application. A laboratory can be associated with an org-scope or lab-scope script. Click the field hyperlink to display the CCSCRT—Search Script screen, select the appropriate value and click Select and Return to populate the field with the selected value.

• Report Template

  The default report template to be used to generate reports for the laboratory. A laboratory can be linked to an org-scoped or lab-scoped report template. 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.

• 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.

• Web Service End Point

  The end point for a web service. Scripts can use this to transmit data to the laboratory. Maximum length of 200 characters.

• Auto Validate Product Specs

  Indicates whether results are auto-validated in which a sample's primary product specification is passed when the result is released.

  • None—No auto-validation of results occurs

  • By Product—The Auto-Validate check box on a product is respected

  • All—Auto-validation of results occurs.

• Is Available for Login

  This flag controls if the laboratory is available as on option for the user to select during log in. When this property is set to False, the laboratory:

  • Does not appear in the Laboratory Code dropdown on the Login page.
  • Cannot be accessed by manually entering the Lab Code.
  • Cannot be assigned to a user from CCUSER>Security or via the DEFAULT_ROLES_FOR_NEW_USERS preference.
  • Cannot be accessed using previously saved login details.
  • Cannot be accessed via SOAP or REST API login calls.

  This allows LIMS Managers to completely disable obsolete or defunct laboratories without modifying User-Role permissions.

Addresses Tab

The addresses associated with the laboratory.

Update the fields either in-grid or double-click to open CCLBRTADDR—Laboratory Address screen and update them from there.

• Grid flows

  • Create Laboratory Address—Launch the CCLBRTADDR—Laboratory Address Detail screen to create a new laboratory address.

The fields on the Laboratory Address tab are the same as those found on the CCLBRTADDR—Laboratory Contact Address screen.

Contacts Tab

The contacts associated with the laboratory.

Update the fields either in-grid or double-click to open the CCLBRTCNCT—Create Laboratory Contact screen and update them from there.

• Grid flows

  • Create Laboratory Contact—Launch the CCLBRTCNCT—Laboratory Contact Detail screen to create a new laboratory address.

Invoicing Tab

The invoicing details for the laboratory, including patterns for quote numbers, invoice numbers, credit note numbers and proposal invoice numbers.

• Currency

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

• Default Price Catalogue Group

  The default price catalogue group for a new client from which a price book is determined for an invoice to the client. A price catalogue group may be selected from the drop-down list that contains active price catalogue groups in scope, as configured in the CCPRCCATGP—Price Catalogue Group application. Click the field hyperlink to display the CCPRCCATGP—Search Price Catalogue Group screen, select the appropriate value and click Select and Return to populate the field with the selected value.

• Costing Price Catalogue Group

  The default price catalogue group for the laboratory from which a price book is determined for laboratory costs. A price catalogue group may be selected from the drop-down list that contains active price catalogue groups in scope, as configured in the CCPRCCATGP—Price Catalogue Group application. Click the field hyperlink to display the CCPRCCATGP—Search Price Catalogue Group screen, select the appropriate value and click Select and Return to populate the field with the selected value.

• Merge Invoice Pricing Mode

  Dictates the default layout and pricing mode of an invoice that is comprised of multiple job invoice:

  • All (Default)—The CCINV—Search Invoice screen has both the Merge Invoices and Combine Invoices options to allow for the choice of merging invoices using either a grouped-by-job or a combined-job pricing mode.

  • Grouped by Job—The CCINV—Search Invoice screen has the Merge option to allow for the merging of invoices a grouped-by-job pricing mode only.

  • Combined Jobs—The CCINV—Search Invoice screen has the Merge option to allow for the merging of invoices a combined-job pricing mode only.

  When this attribute is updated whilst the CCINV—Search Invoice screen is open, after refocussing on the CCINV—Search Invoice screen, then click New Search to refresh the grid options for merging invoices.

• Update Job Invoices Upon Activation

  Indicates whether samples and tests in the job are automatically added to all associated job invoices when a production or proposal job is activated. Where enabled, then for each associated job invoice, all samples in the job where the sample's Primary Analytical Type is Unknown are added to the job invoice, and all samples in the job where the sample's Primary Analytical Type is Duplicate, Replicate, Blank, Standard or Spike are added to the job invoice. A job invoice sample's Is Invoiceable defaults to the sample's Is Invoiceable check box setting. Samples are added to the job invoice in the job's Registration Sequence.

• Invoice Duplicates

  Indicates whether, for a sample that has a Primary Analytical Type of Duplicate, that the sample's Is Invoiceable defaults to the laboratory's Invoice Duplicates check box setting when the sample is created. Duplicate samples created inside laboratory batch jobs are not effected by this setting given that these types of jobs cannot be invoiced.

• Include Duplicates in Costs

  Indicates whether, for a sample that has a Primary Analytical Type of Duplicate, that the sample's Include in costs defaults to the laboratory's Include Duplicates in Costs check box setting when the sample is created. Duplicate samples created inside laboratory batch jobs are not effected by this setting given that these types of jobs cannot be costed.

• Invoice Replicates

  Indicates whether, for a sample that has a Primary Analytical Type of Replicate, that the sample's Is Invoiceable defaults to the laboratory's Invoice Replicates check box setting when the sample is created. Replicate samples created inside laboratory batch jobs are not effected by this setting given that these types of jobs cannot be invoiced.

• Include Replicates in Costs

  Indicates whether, for a sample that has a Primary Analytical Type of Replicate, that the sample's Include in costs defaults to the laboratory's Include Replicates in Costs check box setting when the sample is created. Replicate samples created inside laboratory batch jobs are not effected by this setting given that these types of jobs cannot be costed.

• Invoice Standards

  Indicates whether, for a sample that has a Primary Analytical Type of Standard, that the sample's Is Invoiceable defaults to the laboratory's Invoice Standards check box setting when the sample is created. Standard samples created inside laboratory batch jobs are not effected by this setting given that these types of jobs cannot be invoiced.

• Include Standards in Costs

  Indicates whether, for a sample that has a Primary Analytical Type of Standard, that the sample's Include in costs defaults to the laboratory's Include Standards in Costs check box setting when the sample is created. Standard samples created inside laboratory batch jobs are not effected by this setting given that these types of jobs cannot be costed.

• Invoice Blanks

  Indicates whether, for a sample that has a Primary Analytical Type of Blank, that the sample's Is Invoiceable defaults to the laboratory's Invoice Blanks check box setting when the sample is created. Blank samples created inside laboratory batch jobs are not effected by this setting given that these types of jobs cannot be invoiced.

• Include Blanks in Costs

  Indicates whether, for a sample that has a Primary Analytical Type of Blank, that the sample's Include in costs defaults to the laboratory's Include Blanks in Costs check box setting when the sample is created. Blank samples created inside laboratory batch jobs are not effected by this setting given that these types of jobs cannot be costed.

• Invoice Spikes

  Indicates whether, for a sample that has a Primary Analytical Type of Spike, that the sample's Is Invoiceable defaults to the laboratory's Invoice Spikes check box setting when the sample is created. Spike samples created inside laboratory batch jobs are not effected by this setting given that these types of jobs cannot be invoiced.

• Include Spikes in Costs

  Indicates whether, for a sample that has a Primary Analytical Type of Spike, that the sample's Include in costs defaults to the laboratory's Include Spikes in Costs check box setting when the sample is created. Spike samples created inside laboratory batch jobs are not effected by this setting given that these types of jobs cannot be costed.

• Cost Estimate Report Template

  The report template used to generate estimate cost reports for a job. A report template may be selected from the drop-down list that contains active report templates in scope with a Type of Cost Invoice, 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.

• Cost WIP Report Template

  The report template used to generate work-in-progress cost reports for a job. A report template may be selected from the drop-down list that contains active report templates in scope with a Type of Cost Invoice, 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.

• Proposal Estimate Invoice Template

  The report template used to generate estimate proposal invoices for a proposal job. A report template may be selected from the drop-down list that contains active report templates in scope with a Type of Proposal Invoice, 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.

• Proposal WIP Invoice Template

  The report template used to generate work-in-progress proposal invoices for a proposal job. A report template may be selected from the drop-down list that contains active report templates in scope with a Type of Proposal Invoice, 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.

• Proposal Invoice Template

  The report template used to generate invoices for a proposal job. A report template may be selected from the drop-down list that contains active report templates in scope with a Type of Proposal Invoice, 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.

• Invoice Estimate Template

  The report template used to generate estimate invoices for a production job. A report template may be selected from the drop-down list that contains active report templates in scope with a Type of Invoice, as configured in the 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.

• Invoice WIP Template

  The report template used to generate work-in-progress invoices for a production job. A report template may be selected from the drop-down list that contains active report templates in scope with a Type of Invoice, 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.

• Detail Invoice Template

  The report template used to generate detailed invoices for a production job, used when the client's Invoice Sample Details is selected. A report template may be selected from the drop-down list that contains active report templates in scope with a Type of Invoice, 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.

• Summary Invoice Template

  The report template used to generate summary invoices for a production job, used when the client's Invoice Sample Details check box is cleared. A report template may be selected from the drop-down list that contains active report templates in scope with a Type of Invoice, 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.

• Credit Note Template

  The report template used to generate credit notes for a production job. A report template may be selected from the drop-down list that contains active report templates in scope with a Type of Credit Note, 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.

• Quote Code Pattern

  The pattern used to generate a quote's Code to ensure that consistent codes are created. The patterns can accept a literal string with a set of ####, with no validation performed. Maximum 20 characters. Sample patterns:

Quote Code Pattern	Quote Last Number	Results in Quote Code	Updates Quote Last Number to
Q_ADL-###		I_ADL-001	1
Q_ADL-###	1	I_ADL-002	22
##########		0000000001	1
##########	1	0000000002	2
Q_BNE_###	005	I_BNE_006	6
Q_BLR###	7	I_BLR008	8
Q_BLR-###-KAR	3	I_BLR-004-KAR	4
Q_BNE_###	999	<Error message 'Code already exists' if we assume Q_BNE_9999 already exists
Q_BNE_##	1234	<Error message 'Could not generate Quote Code. Please check Laboratory settings.'

• Quote Last Used Number

  The last number used for this entity. Maximum 20 characters.

• Invoice Number Pattern

  The pattern used to generate an Invoice Number to ensure that consistent numbers are created. The patterns can accept a literal string with a set of ####, with no validation performed. Maximum 20 characters. Sample patterns:

Invoice Code Pattern	Invoice Last Number	Results in Invoice Code	Updates Invoice Last Number to
I_ADL-###		I_ADL-001	1
I_ADL-###	1	I_ADL-002	2
##########		0000000001	1
##########	1	0000000002	2
I_BNE_###	005	I_BNE_006	6
I_BLR###	7	I_BLR008	8
I_BLR-###-KAR	3	I_BLR-004-KAR	4

• Invoice Last Used Number

  The last number used for this entity. Maximum 20 characters.

• Credit Note Pattern

  The pattern used to generate a credit note to ensure that consistent codes are created. The patterns can accept a literal string with a set of ####, with no validation performed. Maximum 20 characters.

• Credit Note Last Used Number

  The last number used for this entity. Maximum 20 characters.

• Proposal Invoice Pattern

  The pattern used to generate a proposal invoice to ensure that consistent codes are created. The patterns can accept a literal string with a set of ####, with no validation performed. Maximum 20 characters.

• Proposal Invoice Last Used Number

  The last number used for this entity. Maximum 20 characters.

• Invoice Email From

  The email-from address of the person within the laboratory who sends invoices by email. Maximum 256 characters.

• Invoice Email BCC

  The recipient/s of the blind carbon copies of the emailed invoice document, used when email is enabled. Entered as a semi-colon delimited list of email addresses. Maximum 1000 characters.

• Invoice Email Subject

  The syntax used to generate the email subject text when invoices are emailed, allowing the invoice header, invoice job and job details to be included in the subjectA syntax may be selected from the drop-down list that contains active syntaxes in scope with a Syntax Type of Invoice Request, as configured in the CCSNTX—Syntax application. Click the field hyperlink to display the CCSNTX—Search Syntax screen, select the appropriate value and click Select and Return to populate the field with the selected value. For example:

  'Invoice Number: 12345 for jobs ADL_0001, ADL_0002, ADL_0003 for O/N ABC132)'. 

• Invoice Email Body

  The syntax used to generate the email body text when invoices are emailed, allowing the invoice header, invoice job and job details to be included in the body. A syntax may be selected from the drop-down list that contains active syntaxes in scope with a Syntax Type of Invoice Request, as configured in the CCSNTX—Syntax application. Click the field hyperlink to display the CCSNTX—Search Syntax screen, select the appropriate value and click Select and Return to populate the field with the selected value. For example:

  'Reference) Invoice Number: 12345 O/N: ABC132

  Dear Mr. Client,

  Please find the invoice for jobs ADL_0001, ADL_0002, ADL_0003.

  Contact our head office if you have any queries.

  Regards,

  Ms. L. Manager

  MYLAB Chief Chemist'

• Auto-Book Invoices

  Indicates whether production invoices that achieve an Invoice Status of Transmitted automatically proceed to achieve an Invoice Status of Booked.

• Auto-Transmit Invoices

  Indicates whether production invoices, or credit notes, that achieve an Invoice Status of Authorised automatically proceed to achieve an Invoice Status of Transmitted.

• Auto-Authorise Invoices

  Indicates whether production or proposal invoices, or credit notes, that achieve an Invoice Status of Released automatically proceed to achieve an Invoice Status of Authorised.

• Auto-Book Credit Notes

  Indicates whether credit notes are created with an Invoice Status of Booked rather than an Invoice Status of Released.

Letter Tab

The header and footer for letters generated by the laboratory.

• Letter Header

  The rich-text letter header. For use by script.

• Letter Footer

  The rich-text letter footer. For use by script.

ERP Details Tab

The enterprise resource planning details for the laboratory.

• ERP Report Sequence

  The report sequence for enterprise resource planning reports including this laboratory.

• ERP Laboratory Name

  The name of the laboratory in the enterprise resource planning system.

• ERP Location

  The location of the enterprise resource planning system.

• ERP Executive Contact

  The executive contact for the enterprise resource planning system.

• ERP Invoice Contact

  The invoice contact for the enterprise resource planning system.

• ERP Affiliated Cost Centre

  The cost centre affiliated with the laboratory in the enterprise resource planning system.

• ERP Chart of Accounts

  The chart of accounts related to the laboratory in the enterprise resource planning system.

• ERP Acc Rec Debit Account

  The account receivables debit account for the laboratory in the enterprise resource planning system.

• ERP Acc Rec Credit Account

  The account receivables credit account for the laboratory in the enterprise resource planning system.

• ERP Tax Debit Account

  The tax debit account for the laboratory in the enterprise resource planning system.

• ERP Tax Credit Account

  The tax credit account for the laboratory in the enterprise resource planning system.

Lines of Business Tab

The laboratory lines of business tab allows you update or add lines of business to your laboratory.

• Grid flows

  • Lookup CCLOFB—Open the CCLOFB—Lines of Business Search screen to perform a search.

• Line of Business Code

  A line of business associated with the laboratory. A laboratory's lines of business effect which org-scoped schemes can be enabled by the laboratory for use in registration. A line of business may be selected from the drop-down list that contains active lines of business in scope, as configured in the CCLOFB—Line of Business application. Click the field hyperlink to display the CCLOFB—Search Line of Business screen, select the appropriate value and click Select and Return to populate the field with the selected value.

Accreditation Bodies Tab

The accreditation bodies associated with the laboratory.

• Grid flows

  • Lookup CCACCB—Open the CCACCB—Search Accreditation Body screen to perform a search.

• Accreditation Body Code

  The code of the accreditation body for which the laboratory holds accreditation.

• Accreditation No.

  The issued number associated with the accreditation.

• Accredited Date

  The date on which the laboratory was accredited with this accreditation body.

• Expiry Date

  The date on which the accreditation with the accreditation body expires for the laboratory.

• Suspension Date

  The date on which the accreditation with the accreditation body was suspended for the laboratory.

• Description

  The description of the accreditation. Multi-language support.