Setup
Trading File Setup
On Search Page, search for Trading File Setup:
Open the Trading File Setup:
On General tab can fill following fields:
| Field | Description |
|---|---|
| Trading File No. | Specifies the number series that will be used to assign numbers to Trading File. |
| Trading File Dimension Code | Specifies the Dimension code for Trading File. |
| Default Target Margin | Specifies the default target margin. |
| Default Driven By Mode | Driven by sales means that the focus will be on customer and sales price. Then the purchase cost will be deducted when applying the target margin. Driven by purchase means that the focus will be on vendor and purchase cost. Then the sales price will be calculated when applying the target margin. |
| Default Contract Period | Specifies the default contract period. |
| Alert when Sales Quantity is over | Enable the alert for over quantity on Sales. |
| Alert when Purchase Quantity is over | Enable the alert for over quantity on Purchase. |
On Functional User Groups tab, it’s possible to setup the following fields:
| Field | Description |
|---|---|
| Code | Specifies the Code of the group. |
| Name | Specifies the Name of the group. |
| Members | No. of members of the group. To add/delete/exchange members, is necessary to click on action “Members” –> Add Users (as shown below). |
Trading File Status Setup
Setup table designed for Trading File Status. Trading file has Status, to prevent users to change profit on the contract when it’s already closed.
As a Trading File will be the object to track the financial profitability, it is a major concern that all actions are controlled in each step of the contract’s life.
The setup can be accessed from Trading file Setup or from the dedicated page:
On General tab, it’s possible to setup the fields:
| Field | Description |
|---|---|
| Code | Specifies the Code for the status. |
| Description | Specifies the Description for the Status. |
| Sequence | Specifies the sequence for the Status. |
| Validation User Group | Specifies the User Groups for validating the Status. |
| Previous Status | Specifies the Previous Status in the sequence. |
| Reverse User Group | Specifies the User Groups for reverse the Status. |
| Edit Trading File header | Specifies if this status allows editing file header. |
| Edit Trading file lines | Specifies if this status allows editing file lines. |
| Attach/Detach Sales Documents | Specifies if this status allows to attach/detach Sales documents. |
| Attach/Detach Purchase Documents | Specifies if this status allows to attach/detach Purchase document. |
| Allow Trading file deletion | Specifies if this status allows file deletion or not. |
| Cancellation Status | Specifies the status to be used when setting up file as Cancelled. |
| Closed Status | Specifies the status to be used when setting up file as Closed. |
| Blocked | Specifies if the status is blocked and can’t be used anymore. |
Permissions
To use this extension, all users need some extra permissions:
(BRITDF_SETUP)“Setup Users Permission Set” - for users that can access all tables including setup tables;(BRITDF_READER)“Reader Users Permission Set” - for users that can only view Trading Files;(BRITDF_USER)“Write Users Permission Set” - for users that can create/delete Trading Files.