Program Settings - INVOICE

The access level for each staff member to the Invoice application.

n

• 0 - no access
• 1 - read only access
• 2 - read/write access
• 3 - read/write/delete access.

When the system determines whether a quote is active for an invoice, then specified table and field is used to compare against the quote's start and end date.

Example: PROFJOB.RECEIVED

{Tablename}.{FieldName}

If enabled and the invoice exists, then the user has the ability to raise a credit note.

Enabled | Disabled

If enabled and the invoice exists, then the user has the ability to edit the invoice.

Enabled | Disabled

If enabled, then the job is unlockable regardless of whether it is open in another application.

If disabled, unlocking a job is disabled.

Enabled | Disabled

If disabled and the price types for multiple analytes per scheme are ANA, then only the first analyte has its Base Price changed.

Enabled | Disabled

If enabled and the invoice exists, then the user has the ability to generate another invoice for the job.

Enabled | Disabled

If enabled and the invoice exists, then the user has the privilege to overwrite the invoice.

Enabled | Disabled

If enabled, then the Properties option on the main browser is selectable to set or change the filter used to display records in the list-view panel.

Enabled | Disabled

If enabled and the invoice exists, then the user has the ability to remove the invoice.

Enabled | Disabled

If enabled and the invoice exists, then the user has the ability to update the invoice details.

Enabled | Disabled

The database view used to filter data.

{DatabaseViewName}

If enabled and the invoice exists, then the user has the privilege to change invoice details.

If disabled and the invoice exists, then the user cannot edit, remove or overwrite the existing invoice, and cannot update details.

Enabled | Disabled

If enabled, then the Informational check box on the Generate tab is checked to default the invoice generation not write to the INVOICE tables.

Enabled | Disabled

Enabled | Disabled

When clients are filtered using the F2 function key and a client grid displays, then the fields from the CLIENT table displayed in the grid are defined by this list.

{FieldName}[,{FieldName},...]

If enabled, then credit notes produced are in a summarised format into a single credit note price.

If disabled, then the details for the credit note include all invoice scheme lines in negative form.

Enabled | Disabled

The default template used when a credit note is generated.

Example: %CCLASRootDirectory%TEMPLATES\CreditNote.TPL

{FolderName}{FileName}

Only applied if LoadBrowser is enabled.

The list of criteria used to select records for the browse display. Each criterion is defined by a name and a SQL clause used to filter the records. Only one criteria can be active at a time.

These criteria and the default criteria used are editable in the application as well as via the Staff application. If modified in the application and staff settings are present only for CCLASMGR, then they are copied into the individual user’s staff settings.

{CriteriaName},{SQLStatement}

Only applied if LoadBrowser is enabled.

The list of criteria used to select records for the browse display. Each criterion is defined by a name and a SQL clause used to filter the records. Only one criteria can be active at a time.

These criteria and the default criteria used are editable in the application as well as via the Staff application. If modified in the application and staff settings are present only for CCLASMGR, then they are copied into the individual user’s staff settings.

{CriteriaName},{SQLStatement}

Only applied if LoadBrowser is enabled.

The list of criteria used to select records for the browse display. Each criterion is defined by a name and a SQL clause used to filter the records. Only one criteria can be active at a time.

These criteria and the default criteria used are editable in the application as well as via the Staff application. If modified in the application and staff settings are present only for CCLASMGR, then they are copied into the individual user’s staff settings.

{CriteriaName},{SQLStatement}

Only applied if LoadBrowser is enabled.

The list of criteria used to select records for the browse display. Each criterion is defined by a name and a SQL clause used to filter the records. Only one criteria can be active at a time.

These criteria and the default criteria used are editable in the application as well as via the Staff application. If modified in the application and staff settings are present only for CCLASMGR, then they are copied into the individual user’s staff settings.

{CriteriaName},{SQLStatement}

The number of the current criterion.

The number of the current criterion.

The number of the current criterion.

The number of the current criterion.

The default view mode on the screen to create paperwork:

• 0 = View none
• 1 = View creating
• 2 = View at end.

If defined, when the Edit option on the Details tab is selected, then a form is launched with the heading contained in the first part of the comma-delimited string, and form content established by the screen file located at the URL contained in the second part of the string .

{FormHeading},{VBScriptFile}.VBS

If enabled, then the taxes and discounts applied on invoices are calculated with and formatted to the number of decimal digits specified in the conversion code. The discount is subtracted as each line of the invoice is added to the total amount.

If disabled, then the taxes and discounts are calculated using the number of decimal places contained in the specified tax or discount amount, even if this is greater than the number of decimal places used by the currency code. The discount is subtracted from the total amount after the total amount had been calculated (discount amount calculated from a percentage).

Enabled | Disabled

If enabled, a sum of the amount values, the maximum of the number of samples, or the maximum number of analytes can be calculated and added to the header lines.

Enabled | Disabled

If enabled, when multiple jobs are included in a single invoice, then a header (HDR) line displays per job.

Enabled | Disabled

Only applicable when IncludeJobHeaderLine is enabled.

If enabled, miscellaneous type schemes are included in the total shown in the header line for a job.

If disabled, miscellaneous type schemes are excluded from the total shown in the header line for a job.

Enabled | Disabled

The comma-delimited list of sample types that are included in the invoice when the Invoice application is run in interactive mode.

When the Invoice application is run in non-interactive mode, any sample with InvoiceActive = -1 is included in the invoice.

Example: UNK,REP

{SampleTypes}[,{SampleTypes},...}]

If defined, when the Insert Info option on the Details tab is selected, then a form is launched with the heading contained in the first part of the comma-delimited string, and form content established by the screen file located at the URL contained in the second part of the string.

{FormHeading},{VBScriptFile}.VBS

If defined, when the Insert Misc option on the Details tab is selected, then a form is launched with the heading contained in the first part of the comma-delimited string, and form content established by the screen file located at the URL contained in the second part of the string.

{FormHeading},{VBScriptFile}.VBS

If defined, when the Insert Scheme option on the Details tab is selected, then a form is launched with the heading contained in the first part of the comma-delimited string, and form content established by the screen file located at the URL contained in the second part of the string.

{FormHeading},{VBScriptFile}.VBS

The comma-delimited list of invoice analyte statuses.

If the analyte status of a sample is in the comma-delimited list of InvoiceAnalyteStatuses, then that sample analyte is included in the invoice amount calculation.

This also supports the special status of NULL.

CPL | IGN | NVL | CHK | OWH | OWL | OFT | OFL | LAB | OFT, or a comma-delimited list of these analyte statuses.

The screens or scripts available for running from the Run menu option when the Jobs node is selected on the main Invoice screen.

{ScriptName},{VBScriptFile}.VBS|SCR

The default message inserted between different jobs on an invoice. Fields from the PROFJOBUSER table are included in this string by using the ~ProfJobUser.Field~ syntax.

{Text}

If enabled, then the tree display begins at client, and branches down to project and job level.

If disabled, then the tree display only contains the job level.

Enabled | Disabled

If enabled, then either the clients or the list of jobs (see ListViewByClient) appears in the viewing pane of the Job application.

If disabled, then the query screen InvoiceUserQuery.SCR appears at the bottom of the screen.

Enabled | Disabled

The columns of details displayed in the browse frame of this application.

If enabled, then browser display in this application uses a grid.

Enabled | Disabled

The command within the InvoiceUserQuery.SCR file that is executed to return a list of jobs. Only active if the LoadBrowser setting is disabled.

Example: cmdQuery_Click

{EventName}

If enabled, this application displays the content of the TipOfTheDayFile when starting up.

If disabled, then no tip of the day displays.

Enabled | Disabled

If enabled, when a unit price is to be determined from a pricing schedule, each line of the pricing schedule is used to calculate the final unit price. For example, for 12 samples, up to 5 samples $10, up to 10 samples $8, up to 9999 samples $5 would give a unit price of 5x10 + 5x8 + 2x5 = $100.

If disabled, then the line where the number of samples (for SMP type pricing), or the number of analytes (for SCH type pricing), or the analytical result (for ANA type pricing) or the number of hours (for HLY type pricing) for the current job scheme is to determine the unit price, so that only the cut-off line of the pricing schedule is used to calculate the final unit price (e.g., for 12 samples, up to 5 samples $10, up to 10 samples $8, up to 9999 samples $5 would give a unit price of 10x5 = $50).

Enabled | Disabled

If enabled, SMP price types apply the base price to one sample only, and not to all samples.

Enabled | Disabled

The columns of project details for clients displayed in the browse frame of the Invoice application.

Only applicable if ListViewByClient is enabled.

{FieldName},Width,{ColumnHeading}[,{Picture}]

Sub2ListViewColumn1..

The columns of job details for projects of clients displayed in the browse frame of the Invoice application.

Only applicable if ListViewByClient is enabled.

{FieldName},Width,{ColumnHeading}[,{Picture}]

The directory where invoice template files are located.

Example: %CCLASRootDirectory%Templates\Invoice

{FolderName}

The name of the file containing the current tip of the day for the application.

Example: %CCLASRootDirectory%Tip\Invoice.TIP

{FileName}

If enabled, then the number of analytes is used to calculate the invoice amount.

Enabled | Disabled