Configuring the Revenue Application

Forms See also
REVENUE—Revenue Form

Generating Financial Reports

Overview

The Invoice application allows users to create invoices for jobs.

This process is pertinent to LIMS and laboratory managers who configure the LIMS, and the look and feel of applications to enhance laboratory processes and the user experience.

Process

Configuring Access to the Revenue Application

Ensure the Revenue.exe file is located in the folder defined by the ExeDirectory GLOBAL setting. Give users, or users with specific roles, access to the application by setting the AccessLevel REVENUE program setting. Once a user has sufficient access rights, they can run the Invoice application either from the Invoice node on the CCLAS menu or directly from the CCLAS Exe folder.

To display tips to users upon start up of the Revenue application, enable the ShowTipOfTheDay REVENUE program setting, and enter the tips, with one tip per line, in a text file, place the file in a folder under the CCLAS root folder defined by the CCLASRootDirectory GLOBAL setting, then set the TipOfTheDayFile REVENUE program setting to the folder and file name, for example %CCLASRootDirectory%TIPS\CLIENT.TIP.

To present the list-view panel with grid lines, enable the MainListViewGrid REVENUE program setting.

To maintain the window size and position between closing and launching the Client application, set the Window REVENUE program setting.

Configuring Job Revenue Search - Filtering by Invoice

The Invoice mask on the General tab is used to filter the invoices that are viewable when the Invoice node is selected on the Job tab (and therefore to be included in the revenue report). This mask is used regardless of any other filters applied (via the RevenueInvoiceUserQuery.SCR or File » Properties menu option) to the list of invoices displayed in the list-view panel. The list of masks available is defined by the InvoiceMaskn REVENUE program setting. The default invoice mask is defined by the InvoiceMaskDefault REVENUE program setting.

Set the Edit1ListViewColumnnREVENUE program setting to specify which columns from the INVOICE table are presented in the list-view when the Invoice node is selected on the Job tab.

Two methods exist to filter records returned to the list-view panel when the Invoice node is selected on the Job tab:

  • To display a query form on the main screen:

    • Create the RevenueInvoiceUserQuery.SCR script file and place it in the folder defined by the ConfigDirectory GLOBAL setting.

    • Code a cmdQuery_Click event subroutine in the script file.

  • To filter invoices based on field criteria:

Configuring Job Revenue Search - Filtering by Job

Set the Edit2ListViewColumnnREVENUE program setting to specify which columns from the JOB table are presented in the list-view when the Job node is selected on the Job tab.

Two methods exist to filter records returned to the list-view panel when the Job node is selected on the Job tab:

  • To display a query form on the main screen:

    • Create the RevenueJobUserQuery.SCR script file and place it in the folder defined by the ConfigDirectory GLOBAL setting.

    • Code a cmdQuery_Click event subroutine in the script file.

  • To filter invoices based on field criteria:

Configuring Job Revenue Search - Filtering by Client Group

Set the Edit3ListViewColumnnREVENUE program setting to specify which columns from the CLIENT_GROUP table are presented in the list-view when the Client group node is selected on the Job tab..

Two methods exist to filter records returned to the list-view panel when the Client group node is selected on the Job tab:

  • To display a query form on the main screen:

    • Create the RevenueClientGroupUserQuery.SCR script file and place it in the folder defined by the ConfigDirectory GLOBAL setting.

    • Code a cmdQuery_Click event subroutine in the script file.

  • To filter invoices based on field criteria:

    • Set the CriteriaGROUPCLIENTnREVENUE program setting to specify the column filtering properties using the CLIENT_GROUP table, and set the CurrentCriteriaGROUPCLIENT REVENUE program setting to hold the current criteria.

    • To enable the Properties main menu option to allow users to update the criteria, enable the AllowProperties REVENUE program setting.

Configuring Job Revenue Search - Filtering by Client

Set the Edit4ListViewColumnnREVENUE program setting to specify which columns from the CLIENT table are presented in the list-view when the Client node is selected on the Job tab.

Two methods exist to filter records returned to the list-view panel when the Client node is selected on the Job tab:

  • To display a query form on the main screen:

    • Create the RevenueClientUserQuery.SCR script file and place it in the folder defined by the ConfigDirectory GLOBAL setting.

    • Code a cmdQuery_Click event subroutine in the script file.

  • To filter invoices based on field criteria:

Configuring Job Revenue Search - Filtering by Cost Code

Set the Edit5ListViewColumnnREVENUE program setting to specify which columns from the COST_CODE table are presented in the list-view when the Cost code node is selected on the Job tab.

Two methods exist to filter records returned to the list-view panel when the Cost code node is selected on the Job tab:

  • To display a query form on the main screen:

    • Create the RevenueCostCentreUserQuery.SCR script file and place it in the folder defined by the ConfigDirectory GLOBAL setting.

    • Code a cmdQuery_Click event subroutine in the script file.

  • To filter invoices based on field criteria:

    • Set the CriteriaCOSTCENTREnREVENUE program setting to specify the column filtering properties using the INVOICE table, and set the CurrentCriteriaCOSTCENTRE REVENUE program setting to hold the current criteria.

    • To enable the Properties main menu option to allow users to update the criteria, enable the AllowProperties REVENUE program setting.

Configuring Job Revenue Search - Filtering by Scheme

Set the Edit6ListViewColumnnREVENUE program setting to specify which columns from the SCHEME table are presented in the list-view when the Scheme node is selected on the Scheme tab.

Two methods exist to filter records returned to the list-view panel when the Scheme node is selected on the Scheme tab:

  • To display a query form on the main screen:

    • Create the RevenueSchemeUserQuery.SCR script file and place it in the folder defined by the ConfigDirectory GLOBAL setting.

    • Code a cmdQuery_Click event subroutine in the script file.

  • To filter invoices based on field criteria:

Configuring Job Revenue Search - Filtering by Section Group

Set the Edit7ListViewColumnnREVENUE program setting to specify which columns from the SECTION_GROUP table are presented in the list-view when the Section group node is selected on the Scheme tab.

Two methods exist to filter records returned to the list-view panel when the Section group node is selected on the Scheme tab:

  • To display a query form on the main screen:

    • Create the RevenueSectionGroupUserQuery.SCR script file and place it in the folder defined by the ConfigDirectory GLOBAL setting.

    • Code a cmdQuery_Click event subroutine in the script file.

  • To filter invoices based on field criteria:

    • Set the CriteriaGROUPSECTIONnREVENUE program setting to specify the column filtering properties using the INVOICE table, and set the CurrentCriteriaGROUPSECTION REVENUE program setting to hold the current criteria.

    • To enable the Properties main menu option to allow users to update the criteria, enable the AllowProperties REVENUE program setting.

Configuring Job Revenue Search - Filtering by Section

Set the Edit8ListViewColumnnREVENUE program setting to specify which columns from the SECTION table are presented in the list-view when the Section node is selected on the Scheme tab.

Two methods exist to filter records returned to the list-view panel when the Section node is selected on the Scheme tab:

  • To display a query form on the main screen:

    • Create the RevenueSectionUserQuery.SCR script file and place it in the folder defined by the ConfigDirectory GLOBAL setting.

    • Code a cmdQuery_Click event subroutine in the script file.

  • To filter invoices based on field criteria:

Configuring Job Status Reporting

Set the InvoiceMaskn REVENUE program setting to define the content of the Invoice mask drop-down list, and set the InvoiceMaskDefault REVENUE program setting to hold the default invoice mask. Regardless of the filter used to limit the list-view display on the Job tab, the selected Invoice mask further limits the invoices on display on both the Job and Scheme tabs (and thus included in the revenue report).

Place all job status report templates in the folder defined by the TemplateDirectoryREVENUE program setting.

The DefaultTemplate REVENUE program setting defines the default template for job status reports.

The DefaultViewMode REVENUE program setting defines the default view mode of report generation. View none means that the revenue report is not presented to the user at all, View creating shows the generation as it occurs and presents the report to the user at the end of generation, and View at end shows no generation details and only presents the revenue report to the user at the end of generation.