Help:Transactions

From Navigates Help

This help page will guide you through the process of requesting, creating, submitting and using transactions.

Contents 1 Transaction Requests 1.1 Step 1: Creating a Request 1.2 Step 2: Specifying Inputs 1.3 Step 3: Adding Comments 1.4 Step 4: Submitting a Request 1.5 Step 5: Approving a Request 1.6 Step 6: Rejecting a Request 2 Working with Transactions 2.1 Step 1: Creating a Transaction 2.2 Step 2: Specifying Inputs 2.3 Step 3: Submitting a Transaction 2.4 Step 4: Placing Nominations 2.5 Step 5: Associating Nominations and Transactions 2.6 Step 6: Viewing Associated Nominations

[edit] Transaction Requests

[edit] Step 1: Creating a Request

Select Customer Activities -> Contracts -> Transactions -> Transaction Request. You will be directed to the Transaction tab.

There are two ways to add a new transaction request to Navigates™: you may copy an existing record and modify the data to reflect your new record, or you may create a new record from scratch.

Image:Transrq trans.jpg Transaction tab

To create a new transaction request from scratch, perform the following steps: Click at the top of the screen. Enter the umbrella contract number (either by typing it in manually or by selecting it from the lookup list) in the Svc Req K field. Enter the Transaction Date, Sales Rep, Customer Requested and Description (optional). Click at the top of the screen to save the new transaction.

To copy an existing transaction request, perform the following steps:

• Retrieve the transaction requests by clicking at the top of the screen.
• Select the request you wish to copy from search list.
• Click at the top of the screen. The system will create a new transaction request with the data from the original record.
• Modify the Transaction Date, Sales Rep, Customer Requested and Description (optional), if necessary.
• Click at the top of the screen to save the contract.

NOTE: The system will assign TransactionRequestId automatically when the transaction request is saved.

[edit] Step 2: Specifying Inputs

Image:Transrq transin.jpg Transaction Inputs tab

Go to the Transaction Inputs tab. If you created a request from scratch, click at the top of the matrix to create a new entry. Fill in the required fields. If you copied the request, modify the information in the matrix, if necessary. Click at the top of the screen to save your changes.

[edit] Step 3: Adding Comments

Image:Transrq comment.jpg Comments tab

This step is optional. Go to the Comments tab. Click at the top of the comments matrix. Enter your comment. Click at the top of the screen to save your changes. You will not be able to delete the comments after they are saved in the system. To delete an unsubmitted comment, select it in the list and click at the top of the matrix.

[edit] Step 4: Submitting a Request

Image:Transrq submit.jpg Submitting a Request

Once all the data is entered, you may submit the request. Retrieve and select the transaction request from the search list. Select Screen Functions -> Submit Request. A message confirming successful submission will appear in the message area. The status of the request will change to Pending Approval.

[edit] Step 5: Approving a Request

Image:Transrq approve.jpg Approving a Request

If you wish to approve a submitted request, do the following: Retrieve and select the transaction request from the search list. Select Screen Functions -> Approve Request. The request will become an unsubmitted transaction that can be viewed in the transactions list.

[edit] Step 6: Rejecting a Request

Image:Transrq reject.jpg Rejecting a Request

If you wish to reject a request, do the following: Retrieve and select the transaction request from the search list. Select Screens Function -> Reject Request. The status of the request will change to Request Rejected.

[edit] Working with Transactions

[edit] Step 1: Creating a Transaction

Select Customer Activities -> Contracts -> Transactions -> Create Transaction. You will be directed to the Transaction tab.

There are two ways to add a new transaction to Navigates™: you may copy an existing record and modify the data to reflect your new record, or you may create a new record from scratch.

Image:Createtrans tran.jpg Transaction tab

To create a new transaction from scratch, perform the following steps: Click at the top of the screen. Enter the umbrella contract number (either by typing it in manually or by selecting it from the lookup list) in the Svc Req K field. Enter the Transaction Date, Sales Rep, Customer Requested and Description (optional). Click at the top of the screen to save the new transaction.

To copy an existing transaction, perform the following steps:

• Retrieve the transactions by clicking at the top of the screen.
• Select the transaction you wish to copy.
• Click at the top of the screen. The system will create a new transaction with the data from the original record.
• Modify the Transaction Date, Sales Rep, Customer Requested and Description (optional), if necessary.
• Click at the top of the screen to save the contract.

NOTE: The system will assign a Transaction ID automatically when the transaction is saved.

[edit] Step 2: Specifying Inputs

Image:Createtran tranin.jpg Transaction Inputs tab

Click the Transaction Inputs tab. Click at the top of the matrix to create a new entry. Enter or modify necessary and required fields. Click at the top of the screen to save your changes.

[edit] Step 3: Submitting a Transaction

Once all the information has been entered into the system, you may submit the transaction.

• Select Screen Functions -> Submit Transactions to complete step 3.

[edit] Step 4: Placing Nominations

Enter a nomination using the umbrella contract ID. For help on making nominations, please see Nominations.

[edit] Step 5: Associating Nominations and Transactions

Image:Asstnoms.jpg Associate to Nominations

After you've placed your nominations, select Customer Activities -> Contracts -> Transactions -> Associate to Nominations. You will be directed to the Associate to Nominations screen. Click to get the list of nominations placed on the umbrella contracts. Select the nomination you wish to associate. Click at the top of the matrix. Enter the Transaction ID manually or select it from the look up list. Click at the top of the screen to save your association.

[edit] Step 6: Viewing Associated Nominations

If you wish to view the nominations associated with a certain transaction, select Customer Activities -> Contracts -> Transactions -> Create Transaction. Then select the Associated Nominations tab. Retrieve the transaction from the search list. If the associated nominations exist, they will be displayed on the screen.