Transaction Setting
Where: Settings › Generic Settings › General › Transaction Setting
During adding product in Transaction, keyboard will auto focus on … field
Choices: Barcode / Stock No. / Product
After you add a product row in a transaction and press Enter, the cursor jumps to this column on the new row: Barcode, Stock No. or Product. If the chosen column is hidden, it goes to Product.
Affects: All transactions, Whole system
Enable Printing of Transactions Only When Approved
Choices: Yes / No
- Yes: transactions can only be printed after they are approved; auto-print only happens on approval.
- No: drafts can be printed too.
Affects: All transactions, Whole system
Allow Editing of Rows in Transactions
Choices: Yes / No
- Yes: rows already added to a transaction can be edited in place (quantity, price and so on), and users with the override permission can override the details copied from a reference transaction.
- No: to change a row you delete it and add it again.
Affects: All transactions, Whole system, Product, Barcode Printing, Journal Entry, Purchase Order, Inventory Transaction Summary Report
Allow serial number scanning in barcode scan field
Choices: Yes / No
- Yes: you can scan a product's serial number in the barcode field; CIRMS adds the product and selects that serial on the row.
- No: the barcode field only accepts product barcodes; serials are chosen in the serial window.
Affects: All transactions
Display popup "Finalize Scan Product" after scanning products? (Desktop View Mode Only) — For transaction modules with Barcode Scan function only.
Choices: Yes / No
- Yes: after each scan, a "Finalize Scan Product" window opens so you can check the quantity, unit and other details before the row is added.
- No: scanned products are added directly.
Affects: All transactions
Lock all "default" fields of Approved Transactions.
Choices: Yes / No
- Yes: once a transaction is for approval, approved or declined, its standard header fields can't be changed, even by users who may edit.
- No: users with update permission can still change them.
Affects: All transactions
Lock all "User Defined" fields of Approved Transactions.
Choices: Yes / No
Same as above, for the user-defined fields of the transaction.
Affects: All transactions, Inventory Adjust, Other Expense, Payment (Down Payment), Payment, Collection (Down Payment), Collection, Other Income
Lock "Attachment" in Approved Transactions
Choices: Yes (Restrict "Uploading" and "Deletion" of attachment) / Yes (Restrict "Uploading" of attachment only) / Yes (Restrict "Deletion" of attachment only) / No
What users can do with attachments once a transaction is approved: block both uploading and deleting, block uploading only, block deleting only, or No (no restriction).
Affects: All transactions, Other Expense, Payment (Down Payment), Payment, Collection (Down Payment), Collection, Other Income
Product dropdown item limit (max of 50)
Choices: Number
How many matches the product search drop-down shows while you type (maximum 50). Fewer is faster.
Affects: All transactions, Product, Barcode Printing
Allow multiple same product in single transaction?
Choices: Yes / No / Show Warning
When you add a product that is already in the transaction:
- Yes: it is added as another row.
- No: CIRMS refuses and tells you the product is already there.
- Show Warning: CIRMS warns you and lets you choose.
Affects: All transactions, Order List
Disable adding or editing of transactions on or before
Choices: Date
Closes past periods. Transactions dated on or before this date can't be added, edited or approved in any module; CIRMS shows "Transaction Date is already under the lock transaction date". Leave it empty to turn locking off.
Affects: All transactions, Product Conversion
Formula of the Amount will base from:
Choices: Qty x Price / Qty x O. Price - Discounts
How a row's amount is calculated when the row has discounts:
- Qty x Price: amount = quantity × the (already discounted) price.
- Qty x O. Price - Discounts: amount is worked out from the original price with the discounts applied at 6-decimal precision, which avoids rounding differences on large quantities.
Rows without discounts give the same result either way.
Affects: All transactions
Display product inventory count in "Product Autocomplete"?
Choices: No / Display as Actual Inventory / Display as Available Inventory / Display as Projected Inventory
Shows the stock next to each product in the product search drop-down:
- No: no stock shown.
- Display as Actual Inventory: stock on hand.
- Display as Available Inventory: on hand minus reserved.
- Display as Projected Inventory: on hand minus reserved plus requested.
Affects: All transactions, Inventory Transaction Summary Report
Include Negative Discounts in the Total Item Discount calculation
Choices: Yes / No
Affects the transaction's total item discount. A row whose amount is higher than original price × qty has a negative discount.
- Yes: negative discounts are included, so they reduce the total discount.
- No: they count as 0.
Affects: All transactions
Delete data collector transaction after successfully import in Web transactions?
Choices: Yes - The system will delete the Data Collector Transaction right away after import. / No - The system will retain the Data Collector Transaction after import. / Ask every time after import
After you import a data collector transaction into a web transaction:
- Yes: the data collector transaction is deleted right away, so it can't be imported twice.
- No: it is kept.
- Ask every time after import: CIRMS asks after each import.
Affects: All transactions, Purchase Inbound, Sales Outbound
Should the Collection/Payment be automatically transferred to the Approver's branch once the transaction is approved?
Choices: Yes / No
When a collection or payment paid by check is approved, CIRMS creates the check record (Received Check / Issued Check):
- Yes: the check belongs to the branch of the user who approved.
- No: the check belongs to the transaction's Created For branch.
Affects: All transactions, Issued Check, Received Check
Enable Alternative Unit Price computation
Choices: Yes / No
- Yes: purchase inbound and sales outbound get extra columns (Alt. Unit, Alt. Unit Price, Sales Alt. Unit) to enter a price per alternative unit.
- No: these columns are removed.
Affects: All transactions, Purchase Inbound, Inventory Transaction Summary Report, Sales Outbound
Allow use of "Custom Unit" during transaction?
Choices: Yes / No
- Yes: the unit list of every product also offers the special Custom Unit, so a row can use a unit that isn't set up for the product.
- No: only the product's own units are offered (a product whose unit is already the custom unit still shows it).
Affects: All transactions, Inventory Transaction Summary Report