Skyline Manual

Forcing Entry of Account Codes

Forcing Entry of Account Codes

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Forcing Entry of Account Codes

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When users submit a job via Skyline you may wish to force the user to enter or select an account code in order to charge back for the job. When an order is placed an account code must be entered or selected for the order to be processed. If an account code is not completed an error message is shown.

Example showing that an account code must be entered.

Example showing that an account code must be entered.

To force an account code selection:

1.Log in with Administrator rights and go to Admin.
2.In the Orders section click Accounts and Pricing.
Orders-AccountsandPricing
3.The account setup page opens.
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1.Select the Payment Provider Account.
2.Select the option Show Account page.
3.Select the option Account code mandatory.
4.Select the option Users enter an account code in a text box or Users are shown a list of account codes.
5.Click Save. The Accounts and Pricing page will close.

Some accounts setups will require users to enter one of two different codes when placing and order, for example an expenditure code may be required or an account code. Skyline can be configured to enable this by using the Account Name field as another field to input a code. The code entered in either the Account Code or Account Name field will be treated as an account number.

To configure 2 code fields where either one has to be completed:

1.Open the Accounts and Pricing page.
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1.Select Account Code or Account Name mandatory.
2.Select the option Users enter an Account Code in a text box.
3.Update the User Prompt so that an appropriate message is displayed to the user.
4.Enter the appropriate Field label for the fields Account Code and Account Name.
5.Click Save. The Accounts and Pricing page will close.

In the above example, when a user places an order they will have to enter either a General Ledger code or Project code to continue placing their order. If they do not enter a code into either field they will get the message that was entered into the Incorrect account code message field.

Example of the message shown when no codes are entered.

Example of the message shown when no codes are entered.

If your codes need to be entered in a specific format you can enter masks for the code fields.

You can use any of the following mask characters:
       #        Number
       L        Uppercase character
       l        Lowercase character
       a        Uppercase or lowercase character
If you use any other characters in the mask they will be included as a literal value. If you require the characters L or l to be included as a literal value preceded the character with \.

When a user places an order they will only be able to enter characters or numbers which are permitted by the mask. When the cursor hovers over the field the format required to be entered is shown as in the example below. If both fields are left blank or incomplete the order can not be placed and a warning message is displayed to the user.

Example of the details of the mask as shown to the user.

Example of the details of the mask as shown to the user.

 

When an order is placed with a choice of codes the Orders tab in Skyline will display the code used with the appropriate heading.

Example of the Orders Tab with orders placed using a General Ledger Code and another order placed using a Project Code.

Example of the Orders Tab with orders placed using a General Ledger Code and another order placed using a Project Code.

The information is passed to the PrintStation. In the Details tab either the General Ledger Code or the Project Code is shown.

Example of an order in PrintStation with the General Ledge Code completed

Example of an order in PrintStation with the General Ledge Code completed